According to recent reports released by various agencies, the takeout market pattern has stabilized, and Taobao's flash sales market share has remained around 40%-45%. According to the report released by Goldman Sachs in August, Meituan, Ali, and JD's average daily orders for the 2026 June quarter were 80 million, 66 million, and 16 million, respectively, with corresponding ratios of 49%: 41%: 10%. According to Goldman Sachs's tracking curve, although the absolute value of the average daily order volume of the three companies has been adjusted since September of last year, the relative ratio has not changed much, and the share is basically fixed. According to Yiguan's August report, Taobao's real-time trading market share in the second quarter of this year was 45.7%, Meituan accounted for 45.3%, JD accounted for 7.7%, and Douyin accounted for 1.3%. At a special conference organized by Guoxin Securities in July, according to takeaway industry insiders, Meituan's market share in June was about 52%, Taobao flash sales were about 41%, and JD was about 7%.

According to recent reports released by various agencies, the takeout market pattern has stabilized, and Taobao's flash sales market share has remained around 40%-45%. According to the report released by Goldman Sachs in August, Meituan, Ali, and JD's average daily orders for the 2026 June quarter were 80 million, 66 million, and 16 million, respectively, with corresponding ratios of 49%: 41%: 10%. According to Goldman Sachs's tracking curve, although the absolute value of the average daily order volume of the three companies has been adjusted since September of last year, the relative ratio has not changed much, and the share is basically fixed. According to Yiguan's August report, Taobao's real-time trading market share in the second quarter of this year was 45.7%, Meituan accounted for 45.3%, JD accounted for 7.7%, and Douyin accounted for 1.3%. At a special conference organized by Guoxin Securities in July, according to takeaway industry insiders, Meituan's market share in June was about 52%, Taobao flash sales were about 41%, and JD was about 7%.