Alibaba’s annual active consumers on its China retail marketplaces reached 811 million for the twelve months ended March 31, 2021, an increase of 32 million from 2020, according to its quarterly financial results.
Mobile MAUs on Alibaba’s China retail marketplaces reached 925 million in March 2021, an increase of 23 million over December 2020.
In fiscal year 2021, approximately 70% of new annual active consumers were from less developed areas. And, the average annual spending per consumer on its China retail marketplaces reached over RMB9,200 (US$1,404); Taobao Live GMV reached over RMB500 billion (US$76.3 billion).
Alibaba’s China consumer-facing businesses, including China retail marketplaces, local consumer services, and digital media and entertainment platforms, served 891 million annual active consumers during the twelve months ended March 31, 2021.
Overall online physical goods GMV, excluding unpaid orders, grew 33% year-over-year in Q1 2021, driven primarily by the fast-moving-consumer-goods (FMCG) and home furnishing categories.
Tmall online physical goods GMV, excluding unpaid orders, grew 26% year-over-year and Taobao online physical goods GMV, excluding unpaid orders, grew even faster as SME merchants recovered from the pandemic.
Annual active consumers of Taobao Deals (Taobao Special Offer app) reached over 150 million for the twelve months ended March 31, 2021. Taobao Deals continues to be an offering that attracts incremental users especially in less developed areas.
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Ele.me’s average daily number of paying members continued to grow strongly at approximately 40% year-over-year during the March quarter. Alibaba steps up for community group buying market in China.
Amap (Gaode Maps) reached an important milestone of over 100 million average DAUs in the month of April 2021.
As of March 31, 2021, Alibaba had 257 self-operated Freshippo (Hema) retail stores (compared to 202 stores as of Q1 2020), primarily located in tier-one and tier-two cities throughout China. Hema penetrating low-tier cities with Hema Mini supermarket.
Taoxianda, its online-offline retail integration service solution for FMCG brands and third-party grocery retail partners, drove Sun Art’s digitalization of its hypermarkets and, along with Alibaba’s other businesses, facilitated the growth of Sun Art’s online revenue.
For the twelve months ended March 31, 2021, online revenue represented 24% of Sun Art’s sales of goods, increasing from 17% for the twelve months ended March 31, 2020.
As of March 31, 2021, in addition to Sun Art, Taoxianda helped 42 retail chains to open online stores with services available across 145 cities in China and enabled over 168 retail chains, supermarkets and marketplaces to digitalize their marketing program.
Alibaba’s international retail marketplaces, which include mainly the AliExpress cross-border retail platform and Lazada in Southeast Asia, served approximately 240 million annual active consumers during the same period.
Alibaba’s China and international consumer segments combined to serve over one billion annual active consumers which generated RMB8,119 billion (US$1,239 billion) in GMV as of March 31, 2021.
Its revenue in Q1 2021 was RMB187,395 million (US$28,602 million), an increase of 64% year-over-year. Excluding the consolidation of Sun Art, Alibaba Group‘s revenue would have grown 40% year-over-year to RMB159,952 million (US$24,413 million).
On April 10, China’s General Administration of Market Supervision imposed administrative penalties on Alibaba for its monopoly in the domestic online retail platform service market, mainly focused on forcing merchants to choose one of two platforms.
Loss from operations was RMB7,663 million (US$1,170 million) due to an RMB18,228 million (US$2,782 million) fine levied by China’s State Administration for Market Regulation pursuant to China’s Anti-monopoly Law (the “Anti-monopoly Fine”).
Excluding this one-time impact, Alibaba’s income from operations would have been RMB10,565 million (US$1,612 million), an increase of 48% year-over-year.
Net loss attributable to ordinary shareholders was RMB5,479 million (US$836 million), and net loss was RMB7,654 million (US$1,168 million), primarily due to the Anti-monopoly Fine. Excluding this impact and certain other items, non-GAAP net income was RMB26,216 million (US$4,001 million), an increase of 18% year-over-year.
Diluted loss per ADS was RMB1.99 (US$0.30) and diluted loss per share was RMB0.25 (US$0.04 or HK$0.30), primarily due to the fine. Excluding this impact and certain other items, non-GAAP diluted earnings per ADS was RMB10.32 (US$1.58), an increase of 12% year-over-year, and non-GAAP diluted earnings per share was RMB1.29 (US$0.20 or HK$1.53), an increase of 12% year-over-year.
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