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低欲望时代,这五个赛道仍在疯狂卷钱
创业家· 2025-11-29 10:07
Group 1 - The core viewpoint of the article is that the decline in sales of Durex and the overall industry is indicative of a broader societal trend towards lower desires, rather than a complete loss of desire itself [2][3] - The article highlights a significant drop in Durex's sales, with a 50% decrease in 2020 and a 40% decline in the entire industry, alongside a 20% drop in marriage rates [2][3] - It suggests that consumer desires have shifted to new outlets, leading to the emergence of five high-growth sectors [4][8] Group 2 - The first high-growth sector identified is pet consumption, with the market expected to reach 302 billion in 2024, indicating that pet spending has surpassed that of the maternal and infant sector [4][5] - The second sector is the endorphin economy, driven by an increase of 200 million new sports participants in China over the past decade, with a surge in outdoor activities and sports brands [8] - The third sector is aromatherapy, with the fragrance market projected to grow to 850 million USD in 2023, expanding at a rate of 10% annually [8][9] - The fourth sector is emotional fast-moving consumer goods, characterized by products that provide immediate emotional satisfaction and are easy to share [11][12][14] - The fifth sector is the self-rescue economy, reflecting a trend where consumers seek comfort and security through health-oriented products amid rising anxiety levels [16][19] Group 3 - The article concludes that these five growth trends represent the needs of a low-desire society, including companionship, control, healing, ritual, and security, which add extra value to products [20] - It emphasizes the importance of aligning business development with national strategies, technological trends, globalization, and user demands to succeed in the coming years [21]
低欲望时代,这五个赛道仍在疯狂卷钱
创业家· 2025-11-10 10:13
Core Insights - The article discusses the decline in sales for Durex and the broader sexual health industry, attributing it to a societal shift towards lower desire and changing consumer behaviors [2][3] - It identifies five high-growth sectors that have emerged as alternatives to traditional sexual health products, reflecting the evolving needs of consumers in a low-desire society [4][20] Group 1: Decline in Traditional Markets - Durex's sales halved in 2020, with the entire industry experiencing a 40% decline, and marriage rates dropping by 20% [2] - The overall e-commerce sales during the 618 shopping festival saw a negative growth of 7%, and the Double Eleven event has not reported results for four consecutive years [3] Group 2: Emerging Growth Sectors - The pet consumption market is projected to reach 302 billion yuan in 2024, with an average of one pet for every three young people [4] - Spending on pets has surpassed that of the maternal and infant sector, with a surge in new products such as pet delivery services and smart pet gadgets [5] - The "Endorphin Economy" has seen a rise in sports participation, with 200 million new sports enthusiasts in China over the past decade, leading to increased sales for brands like Asics and New Balance [8] - The fragrance market is growing at a rate of 10% annually, with a market size of 850 million USD in 2023, driven by brands like Aesop and Le Labo [8] - Emotional fast-moving consumer goods (FMCG) are gaining traction, characterized by low prices and quick decision-making, providing immediate emotional satisfaction [11][12][14] - The "Self-Rescue Economy" is emerging, with products like probiotic cola and health teas gaining popularity, reflecting a trend of seeking comfort amid anxiety [16][19] Group 3: Consumer Needs in a Low-Desire Society - The five growth trends identified correspond to the needs of a low-desire society: companionship, control, healing, ritual, and security, which add extra value to products [20]