Alibaba's Latest Earnings Report: AliExpress Turns Profitable, Brand Program Penetrates Over 30% of Branded Buyers

August 21 news: Alibaba recently released its financial results for the quarter ended June 2026. The report showed that in the international e-commerce segment, AliExpress achieved operating profitability in the quarter, driven by logistics optimization and improved cost efficiency, while the share of local product sales continued to rise significantly year-on-year. Over the past several quarters, AliExpress has accelerated its localization efforts. Its overseas full-service fulfillment program now covers more than 30 countries and regions globally. Its official warehouses in Europe are currently operational in Spain, France and Poland, with a German official warehouse under construction, enabling next-day delivery as fast as possible in core cities. Public data shows that during this year's 618 shopping festival, local orders in AliExpress' core markets such as Spain, France and Poland accounted for more than 50% of total orders. In the first half of 2026, over 20,000 new merchants joined AliExpress' overseas full-service fulfillment program. Alongside accelerating localization, AliExpress' branding strategy is another key highlight. Previous earnings reports showed that AliExpress' Brand initiative for brands expanding overseas has driven the penetration rate of active branded buyers on the platform to exceed 30%, while the GMV share of branded products approached 40% during this year's 618 shopping festival. Launched in September 2025, the AliExpress Brand Program has become a new primary hub for a growing number of brands to expand into overseas markets. This article was first published on the official website of Ebrun. 【Source: Ebrun Go, an automated writing robot developed by Ebrun that delivers real-time e-commerce industry insights powered by algorithms. This program is still in its early stages. You are welcome to contact run@ebrun.com or leave comments to help it improve.】