PChome 8th-Month Revenue Achieves Highest Yearly Growth This Year, Discusses E-Commerce Competition Shifting to Two Major Trends

Boosted by wealth effects from Taiwan's stock market, consumer momentum in the second half has strengthened. Fubon Media (8454-TW) announced today (10) that its August consolidated revenue reached NT$9.15 billion, up 6.96% month-on-month and 7.8% year-on-year—the highest single-month year-on-year growth this year. Cumulative revenue for the first eight months reached approximately NT$71.4 billion, up about 3.4% year-on-year, setting a new record for the same period.

Fubon Media noted that e-commerce competition is shifting from price to service and fulfillment efficiency. As such, momo has continuously enhanced its logistics capabilities, recently launching 'split delivery' and 'next-day appliance delivery' services. From standard parcels to large home appliances, including installation, fulfillment efficiency has been strengthened to improve service differentiation.

The company explained that the revenue growth trend since Q2 has continued into August, further supported by consumer demand from summer vacations and the Zhongyuan Ghost Festival. During momo's Zhongyuan Festival promotion period, overall sales increased nearly 40% month-on-month. Beverages, snacks, and instant noodles ranked as the top three best-selling categories, with beverages leading in sales share. Canned desserts saw sales grow over threefold, while snacks and instant noodles achieved multiplicative growth, boosting overall food category demand.

momo's 'split delivery' service allows consumers to schedule deliveries at different times based on actual usage needs after purchase. This maintains the convenience of one-stop shopping while reducing space occupancy and storage pressure caused by bulk deliveries.

Fubon Media emphasized that the next stage of e-commerce service goes beyond just 'faster delivery'—it's about aligning fulfillment methods with diverse household and lifestyle scenarios. Delivery timing, pickup options, and the rhythm of product arrivals will all become part of the platform's user experience. Platform scale and fulfillment capability will be key long-term competitive advantages.