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Barchart
Barchart
Yiannis Zourmpanos

Alibaba Is Restructuring Its E-Commerce Unit. How Should You Play BABA Stock Here?

China’s Alibaba Group (BABA) is making waves with an ambitious plan to restructure its core consumer-facing business, consolidating food delivery platform Ele.me and travel portal Fliggy into an all-new e-commerce unit. CEO Eddie Wu termed the restructuring a “strategic upgrade” while Alibaba is shifting from an old-school marketplace to an end-to-end integrated consumer platform powered by machine intelligence. The stock is already up more than 33% in the year to date, gaining momentum on rumors of such restructuring.

The restructuring comes amid signs of fresh momentum for China’s e-commerce sector and speculation about potential spinoffs, including the possible return of an Ant Financial IPO. Even though shares are still much lower than their all-time highs, investors are taking notice again in 2025. 

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