Alibaba Merges Ele.me and Fliggy into Core E-Commerce Unit Amid Strategy Shift

Jun 23, 2025 7:14 AM - Parth Sanghvi

Image credit: Zhe ZHANG

Alibaba Group (HK:9988) (NYSE:BABA) will integrate its food delivery platform Ele.me and online travel agency Fliggy into its main e-commerce operations, according to internal communication cited by Chinese media on Monday.

CEO Eddie Wu described the move as part of Alibaba's broader transition from a traditional e-commerce model to a comprehensive consumer platform. While the brands will retain their current leadership, they will operate more closely within the company's main commerce ecosystem.

Strategic Realignment and Internal Scrutiny

The restructuring follows reports that Ele.me's former CEO and logistics head Han Liu is under police investigation for alleged supply chain-related corruption. The case originated from an internal audit by Ele.me, which self-reported the issue to authorities.

Competitive Pressures and AI Push

Alibaba's decision comes amid:

Intensifying domestic competition
Soft consumer spending in China
Mounting trade headwinds from U.S. tariff policy
A pivot to AI and consumer data integration to future-proof its ecosystem

Track Alibaba's Financial Restructuring in Real-Time

Stay on top of Alibaba's evolving financials, including segment performance and restructuring impact, using the Revenue Product Segmentation API. Get insights into how platforms like Ele.me and Fliggy contribute to Alibaba's top line.

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