In its August 20, 2026 release, Alibaba reported China Quick Commerce revenue of RMB53,295 million for the three months ended June 30, 2026, versus RMB36,725 million a year earlier: reported growth of 45%.
What the source reports
In its August 20, 2026 release, Alibaba reported China Quick Commerce revenue of RMB53,295 million for the three months ended June 30, 2026, versus RMB36,725 million a year earlier: reported growth of 45%. The category includes Taobao Instant Commerce, Freshippo and Tmall Supermarket’s on-demand delivery business. The prior-year presentation was recast to the new reporting structure (report page 6).
| Period | Revenue, RMB million |
|---|---|
| Quarter ended June 30, 2025, recast | 36,725 |
| Quarter ended June 30, 2026 | 53,295 |
This does not measure the entire Chinese quick-commerce market, Taobao Instant Commerce alone or your brand’s sell-through. It is not a forecast of demand for a particular category in a particular city. Comparing it with an older result under a different reporting boundary can also create a misleading growth story.
Source and scope
This article summarizes the cited public source. Company disclosures, survey responses and estimates retain their original scope. It does not establish results for an individual brand or reproduce a completed product or service test. Read the source
