“宠物亲子装”成新时尚，耐克阿迪争夺“千亿金矿”

Core Insights - The rise of pet apparel is driven by the increasing trend of pets being viewed as family members, leading to a significant market opportunity in the "pet economy" [1][4] - Major sports brands like Adidas and Nike are entering the pet apparel market to attract younger consumers who prioritize fashion and individuality [1][4][20] Company Performance - Adidas reported a global revenue of €6 billion in Q2 2025, a 12% year-on-year increase, with operating profit rising by 58% to €546 million [2] - The overall revenue for the first half of 2025 reached €12.105 billion, reflecting a 14% growth, while operating profit surged by 70% to €1.2 billion [2] Market Trends - The pet consumption market in urban China is projected to exceed ¥300 billion in 2024, with the emotional consumption market expected to surpass ¥2 trillion [4] - Young pet owners, particularly those born in the 1990s and 2000s, are becoming the primary consumers in the pet market, with 41.2% and 25.6% ownership rates respectively [4] Product Strategy - Adidas and Nike are focusing on stylish and customizable pet apparel, such as matching outfits for pets and their owners, to cater to the demand for personalization among young consumers [9][20] - The brands are also emphasizing design and fashion in their pet products, aiming to create social currency among pet owners [9][20] Consumer Feedback - Initial consumer reactions to Adidas' pet apparel have been mixed, with some praising the aesthetics while others criticize the sizing limitations and material choices [10][11] - Concerns have been raised regarding the practicality of the products, with some consumers questioning the necessity of certain apparel for pets [17][18] Future Directions - The pet apparel industry is still in its early stages, and brands need to focus on product quality, size diversity, and intelligent design to capture more market share [21] - There is a growing demand for outdoor pet apparel as outdoor activities become more popular, indicating a potential growth area for brands [19][20]