
TikTok Shop Doubles US Livestream Sales as Live Commerce Chases China Model
TikTok Shop expanded its US broadcast sessions by 60 per cent in the first half of 2026 as live commerce sales grew rapidly.
Marketplaces
Taobao and Tmall still set the clearing price for Chinese online retail.
NYSE: BABA · China · Greater China
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Alibaba runs China's two largest domestic marketplaces, Taobao and Tmall, plus cloud, the Cainiao logistics arm and international units AliExpress and Trendyol. Domestic gross merchandise value is the cleanest single read on mainland online consumption; cloud increasingly decides the group's margin story.

TikTok Shop expanded its US broadcast sessions by 60 per cent in the first half of 2026 as live commerce sales grew rapidly.

The Chinese cloud giant is expanding its overseas computing footprint into Latin America to capture local artificial intelligence workloads.

Revenue rose 8 per cent to 112.36 billion yuan for the quarter ended June 30, missing consensus estimates as margins tightened across China and Western markets.

The activewear brand launched exclusively on Alibaba’s platform on August 12, targeting more than 62 million high-tier 88VIP shoppers.
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