80 Million Daily Orders Say This Is the Future

Just two months after its official launch, Alibaba’s Taobao Instant Commerce has hit 80 million daily orders—including 13 million from non-food categories—and 200 million daily active users. That’s up from 60 million daily orders just six weeks ago.

For context: Taobao Instant Commerce has captured roughly 60% of incremental orders in the category since launch, demonstrating just how fast this format is scaling.

This is a meaningful signal about what Chinese consumers now expect: not just the right product at the right price, but real-time convenience across categories like beauty, apparel, and personal care.

At WPIC Marketing + Technologies, we’re starting to onboard brands to this channel—and the early results are promising. The combination of Taobao’s user base, Ele.me’s infrastructure, and Cainiao’s fulfillment capabilities makes this one of the most powerful integrated platforms for instant delivery in the world.

As I’ve written before, trying to get traditional e-commerce product categories on Ele.me or Meituan used to be a bit frustrating—Alibaba is creating these new synergies between traditional Tmall/Taobao merchants and its instant delivery ecosystem.

As we look to H2, expect this segment to become an increasingly important part of any brand’s China strategy.