E-commerce Morning Brief for October 26: Meituan Plans to Co-build 1,000 Super Kitchens; AliExpress Offers Up to 30% Back on European Delivery

Story 1: Meituan Waimai Plans to Co-build 1,000 "Super Kitchens" in One Year as Food Delivery Industry Returns to Positive Growth.

At the 2026 Meituan Waimai Industry Conference, Xue Bing, General Manager of Meituan Waimai, disclosed that in the first half of this year, revenue growth of national restaurant delivery merchants outpaced the overall restaurant market, delivery demand continued to be released, and the industry returned to positive momentum. In terms of store-format innovation, Meituan launched a new-generation professional delivery store format, "Super Kitchen," and plans to co-build the first batch of 1,000 Super Kitchens with more full-service restaurant brands over the next year to improve fulfillment efficiency through standardized supply.

Story 2: Pop Mart's Tmall and Douyin Sales Fell 30% in Q3; First-Half Revenue Was RMB 17.17 Billion.

In the first half of the year, Pop Mart generated revenue of RMB 17.17 billion, up 23.8% year on year; however, sales on Tmall and Douyin channels fell about 30% year on year in Q3, LABUBU new products broke below issue price in the secondary market, and transformation and growth pressures coexist. To embed itself in high-frequency consumption scenarios, Pop Mart took its dessert truck POP BAKERY to the Wuzhen Theatre Festival, attempting to hedge channel volatility through IP operations.

Story 3: Nayuki's Jinan MixC Store Exits; Daily Sales per Store Fall to RMB 7,000.

Nayuki's Tea's Jinan MixC store exited because its lease expired, and the number of stores in the Shandong market shrank to 46. The company's first-half revenue fell 13.1% year on year, and daily sales per store dropped to RMB 7,000. Facing pressure, Nayuki is improving operating quality by closing inefficient stores and converting to smaller store formats. Competition in the new-style tea beverage track is intensifying, and declining output per store has become a common challenge for leading brands.

Story 4: JD Health Partners with Roche Diagnostics; Blood Glucose Meter Connects to Health App.

JD Health and Roche Diagnostics announced that the two sides will carry out all-round collaboration around products, data, channels, and services, promote the integration of Roche's Accu-Chek SmartGuide blood glucose meter into the JD Health app, and explore JD-exclusive models and multi-channel layouts including online retail and instant retail. After measurement is completed, blood glucose data can be automatically synchronized to the app, allowing users to view real-time blood glucose changes and fluctuation curves via mobile phone and reducing the inconvenience of manual recording.

Story 5: Xtep International's Main Brand Retail Sales Fell by Mid-Single Digits in Q3.

For the three months ended September 30, 2026, Xtep's main brand retail sales, including online and offline, recorded a mid-single-digit year-on-year decline, the retail discount level was 30% to 25% off, and channel inventory turnover was about 4.5 to 5 months; Saucony retail sales recorded mid-single-digit year-on-year growth. Amid divergence in end-consumer demand, professional sports brands outperformed the mass-market main brand.

Story 6: Xiangpiaopiao's Q3 Net Profit Attributable to Shareholders Fell 88%; Turnaround Achieved in First Three Quarters.

In the first three quarters, Xiangpiaopiao achieved revenue of RMB 1.86 billion, up 10.47% year on year; net profit attributable to shareholders was RMB 11.8343 million, turning profitable year on year. However, Q3 revenue was RMB 584 million, down 10.02% year on year, and net profit attributable to shareholders was RMB 974,600, down 88.09% year on year. Volume growth in the ready-to-drink segment failed to fully offset pressure in the instant beverage business, and profit recovery remains fragile.

Story 7: AliExpress Cuts Official European Delivery Prices; Partner Warehouses to Return Up to 30% of Logistics Fees.

To reduce fulfillment costs for European sellers before the peak season, AliExpress announced that for local delivery orders from partner warehouses in the European market, forward delivery fees will be collected first and then partially refunded, with up to 30% of logistics fees returned. Logistics documents created between 0:00 Beijing time on October 30, 2026 and 23:59 on December 31, 2026 that generate forward delivery fees are eligible for the partner warehouse logistics fee refund benefit, which will be returned to the account used by merchants to settle logistics fees with the platform.

Story 8: TikTok Shop US Fall Promotion: Cross-border POP Average Daily GMV Nearly Triples.

TikTok's 2026 US fall major promotion report shows that during the campaign from October 5 to 18, average daily GMV under the cross-border self-operated (POP) model increased nearly 2x compared with last year's fall promotion, refreshing the single-day highest transaction record twice; live-streaming GMV increased more than 3x compared with last year's fall promotion. The US fall promotion continued the high-growth momentum of content e-commerce, with cross-border POP becoming the main engine of incremental growth for sellers.

Story 9: 2026 Amazon UK Prime Big Deal Days: Third-Party Sellers Grow at Twice the Rate of First-Party.

Total sales during Amazon UK's 2026 Prime Big Deal Days reached GBP 1.06 billion, up 22% year on year; third-party seller sales growth reached 27.5%, twice the growth rate of first-party sales, making channel choice key to growth, while brands with a mixed layout grew only 5%. The data shows that the UK site's third-party ecosystem is expanding at a faster pace, and the platform's growth focus is further tilting toward third-party sellers.

Story 10: Chinese Cross-Border E-commerce Platforms Face New Obstacles in South Africa; Union Calls for Ban on SHEIN and Temu.

According to foreign media reports, the Congress of South African Trade Unions is calling on the government to ban SHEIN and Temu. The proposal was previously put forward by the Southern African Clothing and Textile Workers' Union on the grounds that these platforms, with low prices and rapid expansion, have hit South African local manufacturers, retailers, and employment. As compliance thresholds continue to rise, Chinese cross-border platforms face a stricter regulatory environment in emerging markets.

Story 11: Top 100 European Online Marketplaces GMV at About EUR 175 Billion; Nearly 80% Comes from Cross-Border.

A European market report shows that the top 100 online marketplaces active in Europe are expected to generate GMV of about EUR 175 billion in 2026, of which nearly 80%, or about EUR 140 billion, comes from cross-border transactions. The report forecasts that total GMV may grow about 8% in 2027 to reach EUR 190 billion. Cross-border has become the core driver of growth for European online marketplaces, and the benefits of single markets are gradually giving way to pan-European layouts.

Story 12: TEMU and IACC Launch Intellectual Property Protection Program.

To provide a smooth intellectual property protection channel for IACC member brands, TEMU and the International AntiCounterfeiting Coalition (IACC) officially launched the IACC-TEMU Intellectual Property Protection Program. IACC is a global intellectual property protection collaborative organization whose members cover global brand owners, internet platforms, and enforcement entities. Earlier this year, TEMU had just joined the organization as a general member, and this voluntary cooperation program launched this time aims to provide member brands with an escalation channel for handling complex intellectual property matters and support the platform's proactive enforcement.

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