Alibaba Likely to Incur Loss in Instant-Delivery Business -- Market Talk

Dow Jones

Jul 07, 2025

0733 GMT - Alibaba's instant-delivery business is expected to incur losses due to heavy discounting, CGS International analysts say in a research note. The e-commerce giant is accelerating promotional activity for on-demand delivery to retain food-delivery users and improve cross-sales between segments, the analysts say. The brokerage estimates that Alibaba's instant commerce service, Taobao Flash, generates a 2 yuan loss per order, which could result in a 40 billion yuan loss for fiscal 2026. However, rival Meituan, which has 50%-60% market share, will likely maintain its leading position in the instant-delivery market over the next 1-2 years, the brokerage says. That's followed by 30%-35% share for Alibaba and 10% for JD.com. Alibaba's shares are last down 0.4% at HK$104.70. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

July 07, 2025 03:33 ET (07:33 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2549785583"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2549785583\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2549785583?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-07-07 15:33","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2549785583","market":"nz","top_or_hot":-1,"title":"Alibaba Likely to Incur Loss in Instant-Delivery Business -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0733 GMT - <a href=\"https://laohu8.com/S/BABA\">Alibaba</a>'s instant-delivery business is expected to incur losses due to heavy discounting, <a href=\"https://laohu8.com/S/06881\">CGS</a> International analysts say in a research note. The e-commerce giant is accelerating promotional activity for on-demand delivery to retain food-delivery users and improve cross-sales between segments, the analysts say. The brokerage estimates that Alibaba's instant commerce service, Taobao Flash, generates a 2 yuan loss per order, which could result in a 40 billion yuan loss for fiscal 2026. However, rival Meituan, which has 50%-60% market share, will likely maintain its leading position in the instant-delivery market over the next 1-2 years, the brokerage says. That's followed by 30%-35% share for Alibaba and 10% for <a href=\"https://laohu8.com/S/JD\">JD.com</a>. Alibaba's shares are last down 0.4% at HK$104.70. (sherry.qin@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 07, 2025 03:33 ET (07:33 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Likely to Incur Loss in Instant-Delivery Business -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Likely to Incur Loss in Instant-Delivery Business -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-07-07 15:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0733 GMT - <a href=\"https://laohu8.com/S/BABA\">Alibaba</a>'s instant-delivery business is expected to incur losses due to heavy discounting, <a href=\"https://laohu8.com/S/06881\">CGS</a> International analysts say in a research note. The e-commerce giant is accelerating promotional activity for on-demand delivery to retain food-delivery users and improve cross-sales between segments, the analysts say. The brokerage estimates that Alibaba's instant commerce service, Taobao Flash, generates a 2 yuan loss per order, which could result in a 40 billion yuan loss for fiscal 2026. However, rival Meituan, which has 50%-60% market share, will likely maintain its leading position in the instant-delivery market over the next 1-2 years, the brokerage says. That's followed by 30%-35% share for Alibaba and 10% for <a href=\"https://laohu8.com/S/JD\">JD.com</a>. Alibaba's shares are last down 0.4% at HK$104.70. (sherry.qin@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 07, 2025 03:33 ET (07:33 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999014674.SGD","symbol_name":"Nikko AM All China Equity A SGD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2549785583","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2549785583","pubTimestamp":1751873580,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0733 GMT - Alibaba's instant-delivery business is expected to incur losses due to heavy discounting, CGS International analysts say in a research note. The e-commerce giant is accelerating promotional activity for on-demand delivery to retain food-delivery users and improve cross-sales between segments, the analysts say. The brokerage estimates that Alibaba's instant commerce service, Taobao Flash, generates a 2 yuan loss per order, which could result in a 40 billion yuan loss for fiscal 2026. However, rival Meituan, which has 50%-60% market share, will likely maintain its leading position in the instant-delivery market over the next 1-2 years, the brokerage says. That's followed by 30%-35% share for Alibaba and 10% for JD.com. Alibaba's shares are last down 0.4% at HK$104.70. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"89988":"阿里巴巴-WR","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","SG9999002463.SGD":"LionGlobal China Growth SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","BABA":"阿里巴巴","BK4122":"互联网与直销零售","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4587":"ChatGPT概念","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0737861772.HKD":"FIDELITY EMERGING ASIA \"A \" (HKD) ACC","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU1548497426.USD":"安联环球人工智能AT Acc","LU0348783233.USD":"安联东方收入型 CI A Dis美元","09988":"阿里巴巴-W","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK1249":"综合零售","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USD) ACC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU0648948544.HKD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AM\" (HKD) INC","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU0132412106.USD":"abrdn SICAV I - EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0502904849.HKD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (HKD) ACC","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","HBBD.SI":"Alibaba HK SDR 5to1","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","BK1610":"ETF&股票定投概念","LU0531970944.HKD":"HSBC GIF BRIC EQUITY \"AC\" (HKD) ACC","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2449936058.SGD":"SUSTAINABLE ASIA EQUITY \"AA\" (SGD) ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","LU2293587155.HKD":"ALLIANZ ORIENTAL INCOME \"AT\" (HKD) ACC","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","BK4543":"AI","BK4527":"明星科技股","BK4531":"中概回港概念","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC"},"translate_title":"阿里巴巴-SW可能在即时配送业务中遭受损失——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":0.6,"09988":1,"ALBmain":0.6,"BABA":1,"HBBD.SI":0.6},"content_text":"0733 GMT - Alibaba's instant-delivery business is expected to incur losses due to heavy discounting, CGS International analysts say in a research note. The e-commerce giant is accelerating promotional activity for on-demand delivery to retain food-delivery users and improve cross-sales between segments, the analysts say. The brokerage estimates that Alibaba's instant commerce service, Taobao Flash, generates a 2 yuan loss per order, which could result in a 40 billion yuan loss for fiscal 2026. However, rival Meituan, which has 50%-60% market share, will likely maintain its leading position in the instant-delivery market over the next 1-2 years, the brokerage says. That's followed by 30%-35% share for Alibaba and 10% for JD.com. Alibaba's shares are last down 0.4% at HK$104.70. (sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 07, 2025 03:33 ET (07:33 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}