Nint任拓：2026年三大电商消费趋势报告

Core Insights - The report from Nint RenTuo outlines three major e-commerce consumption trends for 2026: "Grab Cheap," "Steady Mindset," and "Love Yourself" [1][2] Group 1: Consumption Trends - The first trend, "Grab Cheap," indicates that discount-driven consumption will dominate, with consumers favoring genuine discount products. A large-scale device update and trade-in policy will be implemented in 2026, with subsidies expected to increase [1][15] - The second trend, "Anxiety-Driven Consumption," reflects a new form of the traditional "lipstick effect," with categories like toys and collectibles seeing significant growth. For instance, the sales of blind boxes and figurines grew over 50%, while natural crystal products surged by over 370% [2][18] - The third trend, "Subject-Driven Consumption," emphasizes self-care, particularly among female consumers. Sales of fitness-related products are growing significantly, and there is a shift towards comfortable clothing styles [2][21] Group 2: Sales Performance - In 2025, the platform reported a 41% year-on-year increase in post-return sales, with total sales exceeding 15.4 trillion yuan across eight key industries, including apparel and smart home products [1][5] - The 3C digital home appliance category achieved post-return sales of over 180 billion yuan, significantly influenced by national subsidy policies, particularly in large appliances [1][13] - The report highlights that the short-term effects of national subsidies are evident, with signs of a decline in sales towards the end of the year [1][14]