花旗发表研究报告，指阿里决定将饿了么与飞猪平台纳入核心电商业务集团的举措并不意外，认为有关举措将令该两项业务获得更多资源，包括资本投资、流量支持，以及更好的交叉销售或交叉促销协同效应。花旗维持阿里“买入”评级，美股目标价为169美元，H股目标价为165港元。 报告指，截至2023年6月，饿了么在淘宝闪购的日订单量超过6000万，零售订单数量按年增长179%，订单履行准确率达96%，或增强了阿里对其最新举措的信心，即加大对食品外送和即时零售的促销补贴。另外报告也提及，淘宝小时达升级为淘宝闪购后，其推出的免运费活动令日订单量在超过60个城市突破历史水平，包括重庆、深圳、广州及郑州等。
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