Alibaba Group announced its financial results for the quarter ending December 2025. The report revealed that instant retail revenue, which includes Taobao Flash Sales, grew 56% year-over-year. This growth contributed to double-digit increases in both active buyers on the Taobao app and 88VIP membership numbers.

The e-commerce division’s continued investment in Taobao Flash Sales and user benefits has helped meet diverse consumer needs and strengthened user engagement with the Taobao platform. By supporting high-quality merchants and expanding product variety, Alibaba has also improved retention among 88VIP members. The 88VIP program now serves close to 60 million users.

Despite heavy investment in instant retail, user experience, and AI technology, Alibaba’s China commerce segment reported an adjusted EBITA of RMB 34.613 billion. The instant retail business continued to gain market share while significantly narrowing its losses compared to the previous quarter.

Operational efficiency in the instant retail segment improved as the company expanded into higher-value food and non-food categories. Enhanced delivery logistics, optimized order structure, and strong customer retention contributed to continuous quarter-over-quarter improvements in unit economics and average order value.