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Momo.com Reports Strong August Revenue Growth, Shifts Strategy Toward Logistics Efficiency
Retail Trade · Internet Retail · cnyes · 2026-09-11
8454
Momo.com (8454) posted an 8% year-on-year revenue increase in August, as the company pivots from price-based competition to service-oriented logistics.
What Happened
Revenue Performance: Momo.com (8454-TW) reported August consolidated revenue of NT$9.15 billion, marking a 7.8% year-on-year increase and the highest growth rate this year. Cumulative revenue for the first eight months reached NT$71.4 billion, reflecting a 3.4% growth and setting a new record for the period.
Growth Drivers: The revenue surge was fueled by robust consumer spending supported by the wealth effect in the Taiwan stock market, alongside seasonal demand from summer travel and the Ghost Festival. During the festival period, sales of beverages, snacks, and instant noodles saw significant growth, contributing heavily to the platform's performance.
Strategic Shift: The company noted that e-commerce competition is evolving from price wars to service quality and fulfillment efficiency. By introducing features like "split delivery" and "next-day appliance delivery," Momo aims to differentiate its service and alleviate storage burdens for consumers.
Future Outlook: Momo emphasizes that the next phase of e-commerce competition will focus on tailoring fulfillment methods to diverse household needs. The company believes that its platform scale and logistics capabilities will serve as the critical pillars for long-term competitive advantage.