Alibaba beats Meituan’s delivery market share, fuelled by subsidies

Aug 12, 2025

The daily delivery volume of Alibaba Group Holding briefly surpassed rival Meituan last week after it offered free drinks to customers who ordered through its on-demand service amid the industry’s cutthroat competition, according to a report by the technology media outlet LatePost. Orders on Alibaba’s instant commerce channel Taobao Shangou topped 100 million on Thursday, 20 million fewer than Meituan. After Meituan stopped its promotion on Friday and Saturday, Taobao’s orders overtook...

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