Alibaba Local
Defending 'Local Life' through the integration of navigation (Amap) and delivery (Ele.me) to create a destination based retail model.
Revenue
$9.5B
FY2025
Profitability
Breakeven
Division
Tech Platforms
Public (Alibaba Group Subsidiary)
Headquarters
Shanghai / Hangzhou
Yu Yongfu (Historical CEO)
Operating Model
What They Do
Operates Ele.me (food/grocery delivery) and Amap (AutoNavi Maps). It focuses on synergy between location based services and instant fulfillment.
Who They Serve
Moat: Where They Win
Navigation Dominance
Amap is China's #1 mapping app.
Ecosystem Synergy
Ordering food directly from a search on Amap.
Business Model
Model Type
Revenue Streams
Profitability
Status
Breakeven
Revenue
$9.5B
FY2025
Division
Tech Platforms
Public (Alibaba Group Subsidiary)
Margin Profile
Improving. Reached a structural turning point in 2025 where user retention significantly reduced the need for subsidies.
Catalyst: Why Now
The 2025/2026 strategy centers on 'Quick Commerce', driving RMB 1 trillion in incremental GMV through integrated location delivery services.
Competitive Landscape
* Competitive threat index · China domestic market positioning
Western Analogs
Mental model only, not a 1:1 comparison
Founder
Yu Yongfu (Historical CEO)
Founder & CEO
A software veteran who led UCWeb before integrating Amap into Alibaba; he is known for his 'battle hardened' approach to competitive markets.