Latest news with #Double11
Business Insider
24-06-2025
- Business
- Business Insider
Citi Analyst Eyes 50% Upside for Alibaba Stock (BABA)
Alibaba 's (BABA) 6.18 shopping festival—held from late May to mid-June—recorded its strongest GMV (gross merchandise value) growth in three years, raising expectations for a pickup in the company's core marketing revenue (CMR) in the June quarter (Q1 FY26). Citigroup analyst Alicia Yap, who covers China's internet and e-commerce space, called the results encouraging and reaffirmed her Buy rating on the stock with a $169 price target, implying nearly 50% upside from current levels. Confident Investing Starts Here: What Drove the Strong Performance? Tmall President Liu Bo said net GMV on Tmall rose 10% year-over-year during the festival, marking the strongest growth in the past three years. This figure, which excludes returns and refunds, reflects real merchant earnings and is a key metric for Alibaba's commerce business. It's important to highlight that Tmall is Alibaba's e-commerce platform for established brands. Liu pointed to China's national trade-in subsidy program as a major growth driver, noting that sales of subsidy-related products surged 115% versus last year's 11.11 event. He also noted that direct price cuts, offering an instant 10% off, improved the user experience and reduced return rates. Importantly, Liu emphasized that the focus this year was on 'high-quality growth' over volume. He said Alibaba will continue supporting strong brands and merchants, and apply this strategy in upcoming sales events like Double 11, also known as Singles' Day, that takes place every year on November 11 (11/11). Yap's Take on Alibaba Following Liu's comments, Yap said the event was a positive sign for Alibaba's near-term growth. She believes the strong 6.18 results, combined with solid retail trends in April and May, could push core marketing revenue growth in Q1 FY26 above current expectations. She also pointed to promising signs from 'Taobao Quick Commerce,' which has started to deliver positive results and could offer incremental growth opportunities across categories over time. Meanwhile, Yap noted that AliExpress also gained traction during the 6.18 event. According to Sina News, more than 200,000 users joined Pop Mart's Labubu livestream, with several items selling out instantly in overseas markets like the UK, Canada, Australia, and New Zealand. This reflects Alibaba's expanding global reach. Notably, AliExpress is Alibaba's global e-commerce arm focused on cross-border retail. Is Alibaba Stock a Good Buy Right Now? Analysts remain highly bullish about Alibaba's stock trajectory. With 12 unanimous Buy ratings, BABA stock commands a Strong Buy consensus rating on TipRanks. Also, the average Alibaba price target of $166 implies about 47% upside potential from current levels.
Yahoo
04-06-2025
- Business
- Yahoo
Rising competition in China's instant retail reshapes food delivery
China's instant retail sector is entering a new phase of intensified rivalry, with food delivery emerging as the central battleground between and Meituan. A new report from MoonFox Data outlines how both tech giants are leveraging rapid delivery services to grow user bases, expand market reach, and drive engagement in 2025. The report identifies instant retail — defined as the rapid delivery of physical goods from local retailers to consumers — as a fast-growing segment of the broader e-commerce market. It includes time-sensitive services like food delivery, hourly purchase, and fresh produce logistics. In 2024, China's instant retail market was valued at approximately RMB 780 billion, just 6% of the total online retail of physical goods. Despite this modest share, growth is accelerating. By 2030, the sector is projected to surpass RMB 2 trillion, according to data compiled by MoonFox Research Institute. Both and Meituan have positioned food delivery at the centre of their instant retail strategies. Meituan officially launched its 'Flash Sale' brand in April 2025 after years of developing related infrastructure. meanwhile, consolidated its delivery services under the 'JD Instant Delivery' banner in 2024 and entered the food delivery market in February 2025. Traditional e-commerce has shown signs of saturation, with flagship promotional events like 'Double 11' and '618' losing momentum. and others have turned to instant retail — characterised by higher purchase frequency and faster conversion — as a means to revitalise growth. CEO Xu Ran stated that food delivery offers new opportunities to increase daily active users and drive repeat transactions. Founder Liu Qiangdong has also advocated for sector reform, criticising high platform commissions and calling for better welfare for couriers. JD's new initiatives include a 'late delivery, free meal' policy and plans to recruit 100,000 full-time couriers. Meituan, despite its early dominance, faces renewed pressure. JD Food Delivery reached over 10 million daily orders by April 22, rapidly narrowing the volume gap. Meituan has responded with commission reductions and expanded subsidies for merchants, especially in lower-tier cities. Since launching food delivery services, has engaged in a high-profile campaign to attract users, merchants, and couriers. Public statements, platform subsidies, and courier-friendly policies have made JD a trending topic on Chinese social media. Daily new users of the JD app surpassed Meituan's from mid-April, according to MoonFox iApp data. Couriers appear to be responding. The DADA Instant Delivery Courier app — a JD partner — saw a surge in new users, jumping from 47,000 in March to over 181,000 in April. Merchants have also begun joining JD's platform in significant numbers. However, JD has faced operational challenges, including early-stage technical glitches and inefficient courier systems. Despite these issues, the company's investment in infrastructure, self-operated warehouses, and digital services has enabled rapid rollout across over 2,300 cities and counties. Meanwhile, Meituan maintains a network of more than 30,000 flash warehouses, positioning itself as a dominant player in the delivery of daily retail goods. The company continues to report high gross margins and revenue growth in its core local services. As the battle for instant retail supremacy intensifies, the outcome may depend not only on platform reach and logistics, but on user experience, delivery reliability, and the ability to maintain momentum in a fast-evolving digital market. "Rising competition in China's instant retail reshapes food delivery" was originally created and published by Retail Insight Network, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site. Sign in to access your portfolio
The Sun
29-04-2025
- Business
- The Sun
L'Oréal Powers Up SkinCeuticals' eShop Growth
HONG KONG SAR - Media OutReach Newswire - 28 April 2025 - Appier, a leading AI-native AdTech and MarTech company, announced its successful collaboration with L'Oréal, which was recognized at the Loyalty & Engagement Awards Hong Kong 2025 in the 'Best Use of Customer Insights/Data Analytics' category for the AI-powered transformation of SkinCeuticals' eShop. This award highlights the success of a full-funnel, data-driven strategy that delivered measurable business outcomes and set a new benchmark for AI applications in beauty e-commerce. In partnership with Omnicom Media Group (OMG) and powered by Appier's Ad Cloud and Personalization Cloud, L'Oréal significantly enhanced SkinCeuticals' marketing performance, achieving a 152% quarter-over-quarter increase in ROAS, a 400% uplift in CVR among hesitant users, and a 48% boost in total on-site revenue. 'Appier helped us accelerate AI transformation in advertising and marketing, boosting revenue contributions while enhancing operational effectiveness,' said Maggie Hui, SkinCeuticals & Kérastase E-Commerce Manager at L'Oréal. 'From behavior-triggered campaigns and time-limited incentives to advanced segmentation and seamless user journeys, Appier's technology played a crucial role in turning data insights into action.' Appier's AI solutions enabled L'Oréal to strategically identify and engage high-value customer segments. The Ad Cloud applied advanced segmentation, behavioral analysis, and time-sensitive offers to strengthen purchase intent and improve ad efficiency. At the same time, the Smart Conversion Optimizer within the Personalization Cloud identified hesitant users and delivered personalized incentives that maximized coupon performance while protecting profit margins. These capabilities were further supported by data-informed promotional strategies. L'Oréal scaled back incentives during high-demand periods such as 618 Summer Sale and Double 11, and increased engagement during quieter seasons to maintain conversion momentum. This strategic modulation of intensity helped sustain both growth and profitability. 'We're proud to empower L'Oréal through our AI-driven solutions,' said Magic Tu, SVP of Global Sales at Appier. 'Our mission is to help businesses turn AI into ROI, and this collaboration with L'Oréal is a strong example of how data and technology can drive measurable impact across the marketing funnel.' As AI becomes a core part of brand strategy, this case highlights the power of combining deep customer insights with intelligent automation, unlocking sustainable growth through innovation. Wechat: Appier 沛星互动科技 The issuer is solely responsible for the content of this announcement.
The Sun
29-04-2025
- Business
- The Sun
L'Oréal Powers Up SkinCeuticals' eShop Growth with Appier's AI-Driven Advertising and Marketing Solutions
HONG KONG SAR - Media OutReach Newswire - 28 April 2025 - Appier, a leading AI-native AdTech and MarTech company, announced its successful collaboration with L'Oréal, which was recognized at the Loyalty & Engagement Awards Hong Kong 2025 in the 'Best Use of Customer Insights/Data Analytics' category for the AI-powered transformation of SkinCeuticals' eShop. This award highlights the success of a full-funnel, data-driven strategy that delivered measurable business outcomes and set a new benchmark for AI applications in beauty e-commerce. In partnership with Omnicom Media Group (OMG) and powered by Appier's Ad Cloud and Personalization Cloud, L'Oréal significantly enhanced SkinCeuticals' marketing performance, achieving a 152% quarter-over-quarter increase in ROAS, a 400% uplift in CVR among hesitant users, and a 48% boost in total on-site revenue. 'Appier helped us accelerate AI transformation in advertising and marketing, boosting revenue contributions while enhancing operational effectiveness,' said Maggie Hui, SkinCeuticals & Kérastase E-Commerce Manager at L'Oréal. 'From behavior-triggered campaigns and time-limited incentives to advanced segmentation and seamless user journeys, Appier's technology played a crucial role in turning data insights into action.' Appier's AI solutions enabled L'Oréal to strategically identify and engage high-value customer segments. The Ad Cloud applied advanced segmentation, behavioral analysis, and time-sensitive offers to strengthen purchase intent and improve ad efficiency. At the same time, the Smart Conversion Optimizer within the Personalization Cloud identified hesitant users and delivered personalized incentives that maximized coupon performance while protecting profit margins. These capabilities were further supported by data-informed promotional strategies. L'Oréal scaled back incentives during high-demand periods such as 618 Summer Sale and Double 11, and increased engagement during quieter seasons to maintain conversion momentum. This strategic modulation of intensity helped sustain both growth and profitability. 'We're proud to empower L'Oréal through our AI-driven solutions,' said Magic Tu, SVP of Global Sales at Appier. 'Our mission is to help businesses turn AI into ROI, and this collaboration with L'Oréal is a strong example of how data and technology can drive measurable impact across the marketing funnel.' As AI becomes a core part of brand strategy, this case highlights the power of combining deep customer insights with intelligent automation, unlocking sustainable growth through innovation.
Zawya
28-04-2025
- Business
- Zawya
L'Oréal Powers Up SkinCeuticals' eShop Growth with Appier's AI-Driven Advertising and Marketing Solutions
HONG KONG SAR - Media OutReach Newswire - 28 April 2025 - Appier, a leading AI-native AdTech and MarTech company, announced its successful collaboration with L'Oréal, which was recognized at the Loyalty & Engagement Awards Hong Kong 2025 in the 'Best Use of Customer Insights/Data Analytics' category for the AI-powered transformation of SkinCeuticals' eShop. This award highlights the success of a full-funnel, data-driven strategy that delivered measurable business outcomes and set a new benchmark for AI applications in beauty e-commerce. In partnership with Omnicom Media Group (OMG) and powered by Appier's Ad Cloud and Personalization Cloud, L'Oréal significantly enhanced SkinCeuticals' marketing performance, achieving a 152% quarter-over-quarter increase in ROAS, a 400% uplift in CVR among hesitant users, and a 48% boost in total on-site revenue. "Appier helped us accelerate AI transformation in advertising and marketing, boosting revenue contributions while enhancing operational effectiveness," said Maggie Hui, SkinCeuticals & Kérastase E-Commerce Manager at L'Oréal. "From behavior-triggered campaigns and time-limited incentives to advanced segmentation and seamless user journeys, Appier's technology played a crucial role in turning data insights into action." Appier's AI solutions enabled L'Oréal to strategically identify and engage high-value customer segments. The Ad Cloud applied advanced segmentation, behavioral analysis, and time-sensitive offers to strengthen purchase intent and improve ad efficiency. At the same time, the Smart Conversion Optimizer within the Personalization Cloud identified hesitant users and delivered personalized incentives that maximized coupon performance while protecting profit margins. These capabilities were further supported by data-informed promotional strategies. L'Oréal scaled back incentives during high-demand periods such as 618 Summer Sale and Double 11, and increased engagement during quieter seasons to maintain conversion momentum. This strategic modulation of intensity helped sustain both growth and profitability. "We're proud to empower L'Oréal through our AI-driven solutions," said Magic Tu, SVP of Global Sales at Appier. "Our mission is to help businesses turn AI into ROI, and this collaboration with L'Oréal is a strong example of how data and technology can drive measurable impact across the marketing funnel." As AI becomes a core part of brand strategy, this case highlights the power of combining deep customer insights with intelligent automation, unlocking sustainable growth through innovation. Hashtag: #Appier #AI #business #MarTech #AdTech #BeautyIndustry #Ecommerce Wechat: Appier 沛星互动科技 The issuer is solely responsible for the content of this announcement. Appier Appier (TSE: 4180) is an AI-native SaaS company that empowers businesses to create value with cutting-edge AdTech and MarTech solutions. Guided by the vision of " Making AI Easy by Making Software Intelligent," Appier's mission is to help businesses turn AI into ROI. Appier is listed on the Tokyo Stock Exchange's Prime Market and operates in 17 cities worldwide. Visit for more company information, and for more IR information. Appier
