Xin Lang Ke Ji·2025-08-18 11:45Core Insights - Tmall's pet industry has achieved an overall annual transaction scale exceeding 50 billion [1] - The pet industry has maintained double-digit growth for four consecutive years since being upgraded to a primary category in 2021, with the annual purchasing user count surpassing 100 million [1] - The proportion of young new customers in Tmall's pet sector has exceeded 30% this fiscal year, indicating a significant trend towards younger consumers [1] Market Trends - During the Tmall 618 shopping festival, the purchasing amount of 88VIP members in core pet brands accounted for over 50% [1] - The "2025 Taobao Tmall Pet Consumption Trend Insight White Paper" reveals a polarization in pet ownership demographics, with growth led by individuals under 24 and those over 50 [1] - The fastest growth in pet ownership is observed in third-tier cities and below, highlighting a shift in consumer demographics [1] Consumer Behavior - There is an increase in household pet spending power, with a notable rise in the high-end price segment, reflecting a trend towards refined pet care [1] - The demand for "specialized pet products" is on the rise, with differentiated needs based on breed, age, and size, presenting numerous opportunities across health care, food, and supplies [1] - Tmall's search data indicates that customized food based on breed and age will be the next growth point [1] Business Performance - Since April 2025, the number of new pet products on Tmall has increased by over 20% year-on-year, with high-growth categories accounting for over 30% of total transactions [1]