alibaba
How evolving consumer identities are driving a fresh surge in spending across China
Recent research and shopper trends point to a clear shift in China’s retail landscape with the most durable growth in categories including AI wearables, experiential luxury and premium pet care coming from brands that respond to the evolving priorities of consumers with meaningful innovation.
Alibaba reports mixed results as it bets big on AI and instant retail
Alibaba's cloud and ecommerce businesses led strong revenue growth last quarter, but profits declined sharply amid heavy investments in AI and instant retail.
AI has made Double 11 in 2025 smarter. Now it must make it sustainable
Gen Z shoppers buy with emotion, platforms sell with algorithms, and sustainability is the new fault line in China’s trillion-yuan e-commerce ecosystem.
Alibaba rebrands Ele.me to take on Meituan in instant retail
Founded in 2009, Ele.me quickly emerged as a top player in China’s food delivery market before it was acquired in 2018 by Alibaba and its fintech affiliate Ant Group for US$9.5 billion.
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Why China’s delivery discount spree could backfire
China’s food delivery giants are burning billions in a cutthroat price war. Orders are soaring, but so are concerns over collapsing margins, declining service, and vanishing brand loyalty.
China’s 618 shopping festival sees electronics surge, platforms rethink strategies
Electronics and home appliances soar as government subsidies kick in, but once again, top e-commerce platforms are silent on overall GMV—reflecting both changing consumer habits and a 618 season that keeps breaking its own timeline.
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