Reasons to Read

Discover the shifting retail and consumer landscape shaping Singles’ Day 2026.

Read this report to uncover answers to these and other important questions:

• How are longer promotional windows and more segmented spending patterns reshaping Singles’ Day beyond traditional peak day concentration?
• How are simpler promotions, clearer pricing and reduced friction influencing consumer engagement and conversion?
• What role is instant commerce playing in making speed, convenience and fulfillment flexibility more central to Singles’ Day?
• How could expanded government subsidies and policy supported consumption categories influence category demand and retailer strategy in 2026?

Data in this research report include:

• Singles’ Day 2025 total GMV growth and platform level performance across traditional ecommerce and instant commerce.
• Consumer participation growth, daily purchasing user trends and platform engagement metrics from Alibaba and JD.com.
• Chinese New Year 2026 travel volume, tourism spending and broader distributed consumption indicators.
• Instant commerce GMV growth, order volume expansion and fulfillment related platform metrics.
• 2026 “Two New” policy funding scale, subsidy expansion and policy supported category growth.
• Growth in selected functional and technology oriented consumption categories during CNY 2026.

Companies mentioned in this report include: Alibaba, JD.com, Taobao, JD Now and Dada Nexus

Other relevant research:

• Chinese New Year 2026: Four Trends To Expect for the Year of the Horse