淘宝于2025年10月推出线上超市型即时零售业态"淘宝便利店"，目前已在短短不足9个月内落地约800家门店[1]。截至2027年3月财年末，淘宝计划将门店数量扩展至3000家[1]。
淘宝便利店采取轻资产模式，将场地、备货和运营工作交由合作商家负责[1]。平台规划了三类不同规模的仓型：包括800平方米以上的旗舰仓、400平方米以上的标准仓以及150平方米以上的校园仓[1]。其中主力仓型的平均单仓规划超过1万个SKU，承诺30分钟送达[1]。为吸引原美团仓店接入，淘宝通过流量和补贴激励商家入驻，并为部分商品提供最长98天的账期[1]。
天猫于2025年9月上线"即时购"服务，已有260多个品牌接入[1]。竞争对手则通过强管控品牌"松鼠便利"加强对供应链的控制，该品牌门店数截至今年3月底已超过700家[1]。
Taobao has launched "Taobao Convenience Stores," an online supermarket-style instant retail format that has already established approximately 800 locations in less than nine months since its October 2025 debut [1]. The platform aims to reach 3,000 stores by the end of its March 2027 fiscal year [1].
Operating under a light-asset model, Taobao delegates site selection, inventory management, and operations to partner merchants while leveraging traffic and subsidies to attract existing merchants, particularly those from rival platforms [1]. The convenience stores are organized into three warehouse categories: flagship stores exceeding 800 square meters, standard stores of at least 400 square meters, and campus stores of at least 150 square meters [1]. The main warehouse format is designed to carry over 10,000 SKUs and promises 30-minute delivery [1]. To incentivize partnerships, Taobao offers certain products extended payment terms of up to 98 days [1].
This expansion reflects intensified competition in China's instant retail sector. Competitor Meituan's "Squirrel Convenience" chain had surpassed 700 locations by March 2025 [1], signaling the growing market potential. Taobao's broader instant retail strategy includes the "Instant Purchase" service launched on Tmall in September 2025, which has already onboarded over 260 brands [1].
