Report | Mainland Last Quarter Taobao Flash Sale and Meituan Share Dingdong Majia

SighingCashier · 2026-03-16T05:00:55+00:00

A research report from mainland China's Analysys indicated that the instant retail market scale reached 811.8 billion yuan in the fourth quarter last year, with year-over-year growth of 15.6%. Alibaba and Meituan held market shares of 45.2% and 45% respectively, while JD.com accounted for 8.4%. Instant transactions remained flat during autumn and winter, with promotional activities helping maintain high transaction levels. The full-year transaction scale exceeded 2.98 trillion yuan, representing growth of 21.4%.

SighingCashier

2026-03-16 05:00:55

Abstract generation in progress

Mainland research organization Analysys released an instant retail market report showing that in the fourth quarter of last year, the total transaction volume on mainland comprehensive consumption platforms was 811.8 billion yuan (RMB), an increase of 15.6% year-on-year. Among them, Alibaba (09988)’s instant retail business Taobao Flash Sale and Meituan (03690) held market shares of 45.2% and 45%, respectively; JD.com (09618) ranked third with 8.4%.

The report also indicated that the hot instant transactions continued into the fourth quarter. Although user demand for various beverage takeouts decreased during the autumn and winter, the “Double 11” shopping festival still shifted promotional trends from traditional product sales to instant transactions. Market transaction volume did not decline significantly after the peak season, remaining at a relatively high level. Besides promotions, major platforms are pushing various integrations to achieve better operational results.

As for the entire last year, the transaction volume on consumption platforms exceeded 2.98 trillion yuan, an increase of 21.4%.

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