PDD Holdings Inc. (PDD.US) has launched a primary entrance for its "Fastest Delivery by Tomorrow" service within its app, covering high-frequency essential categories such as fresh fruits, groceries and daily necessities. The move signals that PDD is directly entering the core quick commerce segment dominated by MEITUAN-W (03690.HK) -0.150 (-0.160%) Short selling $260.12M; Ratio 13.679% and JD-SW (09618.HK) -3.600 (-2.761%) Short selling $53.17M; Ratio 17.009% .

Unlike the previous "Delivery by Tomorrow" labels that were dynamically displayed by algorithms only on product detail pages and search results, PDD has now elevated the service to a core navigation position on the homepage, alongside its "10 Billion Subsidies" section, report said.

However, PDD's "Fastest Delivery by Tomorrow" service remains positioned differently from other mainstream quick commerce platforms. MT Instashopping leverages its food delivery network to strengthen instant fulfillment efficiency, while Taobao Instant Commerce utilizes the Alibaba ecosystem to accelerate full-category expansion and integrate Ele.me delivery capacity. JD Miaosong focuses on quality merchandise and coordination with its self-operated logistics system.

All three platforms have already achieved fulfillment capabilities ranging from 30 minutes to one hour. In contrast, PDD's "Delivery by Tomorrow" is an upgraded version of "Next-day Delivery", relying on a combination of merchant shipment collection and third-party logistics providers such as SF Express, mainly targeting high-frequency essential demand for fresh produce and daily necessities.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-08-11 12:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)