East Buy Accelerates Same-Day Delivery Expansion
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 30 2026
0mins
Should l Buy BABA?
Source: Benzinga
- Same-Day Delivery Expansion: East Buy is building same-day delivery capabilities in its top 10 markets, allowing customers to receive orders placed before 10:30 a.m. on the same day, which is expected to significantly enhance customer satisfaction and strengthen market competitiveness.
- Financial Recovery: The company announced a return to profitability in its latest financial report, with revenue rising 5.7% year-on-year to 2.31 billion yuan, demonstrating its ability to recover from adversity and attracting investor interest.
- Private Label Growth: East Buy's private label business grew 18.1% in the latest six-month period to 2 billion yuan, accounting for 53% of the company's gross merchandise value, indicating a strategic shift in focus for future growth.
- Increased Market Competition: Despite a 14.2% stock price surge following the report, East Buy faces fierce competition from giants like Alibaba, JD.com, and Meituan, which may limit its near-term growth potential.
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Analyst Views on BABA
Wall Street analysts forecast BABA stock price to rise
15 Analyst Rating
15 Buy
0 Hold
0 Sell
Strong Buy
Current: 140.060
Low
180.00
Averages
203.09
High
230.00
Current: 140.060
Low
180.00
Averages
203.09
High
230.00
About BABA
Alibaba Group Holding Ltd is an investment holding company mainly engaged in the provision of technology infrastructure and marketing platforms. The Company operates its business through four segments. The Alibaba China E-commerce Group segment is mainly engaged in E-commerce business, including operating Tmall Supermarket and Tmall Global, providing customer management services, product sales, as well as logistics services. It also operates quick commerce business such as Taobao Instant Commerce and Ele.me, as well as the China commerce wholesale business through 1688.com. The Alibaba International Digital Commerce Group segment is mainly engaged in international commerce retail and wholesale business, operating platforms such as AliExpress, Trendyol, Lazada and Alibaba.com. The Cloud Intelligence Group segment mainly provides public and non-public cloud services. The Other segments primarily include the operations of Freshippo, Cainiao, Alibaba Health and other business.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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