i黑马 . 让创业者不再孤独@i黑马 江南春 分众传媒董事长 黑马导师 整个社会都在喊没钱了，为什么这些公司反而年赚百亿？ 日本"失落 30年的秘密" ， 就在这八个行业里面 。 低欲望社会 ， 不等于没机会。 以下文章来源于i黑马 ，作者江南春 消费分级 ， 需求迁移 ， 才是最大的商业机遇 。 当人们不买房子，不追奢侈品的时候，钱都流向了哪里？ 第一，二 手经济 日本二手奢侈品市场，以 大黑屋 为代表，收入暴涨。 在中国， 红布林 、 胖虎， 同样业务大涨。 买不起爱马仕、 LV ， 但 抢着买二手。 但在日常消费品领域， 闲鱼 日活破亿， 转转 的 GMV 也大幅飙升。 闲置不是垃圾，是流动的黄金。 可以预见，在中国，以可靠为代表的成人护理产品 ， 具有巨大的发展潜力。 老龄化不是负担，是万亿夕阳红经济。 第二 ， 宠物经济 年轻人不太生孩子，但可以给猫买高级的罐头。 日本 Inaba 靠猫粮上市，中国乖宝 （ 中宠 ） 股价强劲 。 诚实一口、凯锐思、 疯狂小狗、 伯纳天纯、比瑞吉、 网易严选、 卫仕 等宠物品牌，销量持续攀升。 宠物不仅是主粮零食营养品，以 新瑞鹏 为代表的宠物医院，以 泰 淘气 为 ...

以下文章来源于i黑马 ，作者江南春 i黑马 . 江南春 分众传媒董事长 黑马导师 整个社会都在喊没钱了，为什么这些公司反而年赚百亿？ 在中国， 红布林 、 胖虎， 同样业务大涨。 让创业者不再孤独@i黑马 日本"失落 30年的秘密" ， 就在这八个行业里面 。 低欲望社会 ， 不等于没机会。 消费分级 ， 需求迁移 ， 才是最大的商业机遇 。 当人们不买房子，不追奢侈品的时候，钱都流向了哪里？ 第一，二 手经济 日本二手奢侈品市场，以 大黑屋 为代表，收入暴涨。 买不起爱马仕、 LV ， 但 抢着买二手。 但在日常消费品领域， 闲鱼 日活破亿， 转转 的 GMV 也大幅飙升。 闲置不是垃圾，是流动的黄金。 第二 ， 宠物经济 年轻人不太生孩子，但可以给猫买高级的罐头。 日本 Inaba 靠猫粮上市，中国乖宝 （ 中宠 ） 股价强劲 。 诚实一口、凯锐思、 疯狂小狗、 伯纳天纯、比瑞吉、 网易严选、 卫仕 等宠物品牌，销量持续攀升。 宠物不仅是主粮零食营养品，以 新瑞鹏 为代表的宠物医院，以 泰 淘气 为 代表 的宠物益生菌 、 保健品 ， 都大幅飙升 。 宠物开支逆势增长， " 毛孩子 " 才是真刚需。 第三 ...

Group 1 - The article discusses how certain industries are thriving despite a general perception of economic downturn, highlighting eight key sectors that are capitalizing on changing consumer behaviors and preferences [1][4] - The second-hand economy is booming, with companies like Hongbulin and Panghu experiencing significant growth as consumers shift towards purchasing second-hand luxury goods [1] - The pet economy is on the rise, with brands like Guobao and Inaba seeing strong sales as consumers prioritize spending on pet products over traditional family expenses [1][3] Group 2 - The adult care market is expanding, particularly in China, where products like adult diapers are expected to see substantial growth, similar to trends observed in Japan [1][3] - Health food and beverage sectors are benefiting from changing demographics and increased health awareness, with brands like Dongfang Shuye and Jianchun gaining traction in the market [3] - The beauty and aesthetics market remains robust, with products like collagen supplements and home beauty devices achieving significant sales, indicating a persistent consumer desire for self-improvement [5] Group 3 - Outdoor and leisure products are experiencing increased demand, with brands like Kailas and Camel seeing rapid sales growth as consumers seek outdoor experiences [7] - The emotional economy is thriving, with brands like Labubu and Rio catering to consumers' desires for emotional fulfillment and low-key indulgence [7] - The convenience economy is growing, driven by younger generations' preference for time-saving solutions, with brands like Anjiyuan and Kewo Si capitalizing on the demand for frozen foods and smart home appliances [9]

Group 1 - The global consumer market is undergoing significant changes, with overall consumption growth slowing down, but this does not indicate a complete contraction. Economic uncertainty is reshaping consumer behavior towards "strategic shopping" [3] - High-end products that offer emotional value, differentiated innovation, and upgraded experiences are outperforming the mass market in certain segments [3] - Chinese brands are experiencing reverse growth in international markets, with examples like Yarbo's snow-clearing robot and Why Worry's adult care products achieving success despite higher price points [4][5] Group 2 - Amazon is at the center of the "value export" trend, serving as a critical platform for global consumers to make value judgments and for emerging brands to convert their differentiated advantages into scalable growth [4][5] - 79% of consumers compare prices before purchasing, with 87% prioritizing Amazon for product comparisons, indicating its dominance in consumer decision-making [5] - Amazon Prime has over 220 million global members, with approximately 180 million in the U.S., covering about 80% of American households, creating a strong consumer base for high-frequency purchases [5] Group 3 - High-value brands face the challenge of making their value clear and credible to global consumers, as "value" is often an abstract concept. Amazon's efficiency and concentration provide fertile ground for translating this value [7] - By 2025, Amazon is expected to have 9.7 million registered sellers globally, with an active seller count of about 2.5 million, holding nearly 40% market share in the U.S. e-commerce sector [7] - Successful brands are building a "value pyramid" on Amazon, addressing consumer concerns at different decision-making levels, emphasizing the importance of product reliability [7][8] Group 4 - Brands are increasingly focusing on emotional and cultural expressions as a path to high value, with successful examples like the beauty brand "Hua Zhixiao" resonating with consumers through relatable narratives [14][16] - The emotional value must be validated in mainstream consumption scenarios to translate into sustainable business scale [16] - Amazon serves as a crucial infrastructure for brands to establish legitimacy and reliability in the North American market, with its GMV accounting for about 20% of Hua Zhixiao's overall market in the U.S. [17] Group 5 - Amazon is becoming an essential platform for brands to validate high value, amplify trust, and enter mainstream markets, especially when brands have clear value propositions [19][20] - In 2024, Amazon's total net sales are projected to reach $638 billion, with global e-commerce GMV around $447.5 billion, reflecting an 8.6% year-on-year growth [20] - The Amazon strategic account team is aiding many emerging brands in their international expansion, helping them achieve significant revenue milestones in their first year [21] Group 6 - Amazon's transparent review system enhances product differentiation and reduces ambiguous marketing, which is crucial for brands with high technical density [25] - The platform provides a smoother and more reassuring purchasing path, which is particularly important for brands attracting consumers through aesthetics and emotions [25] - Post-purchase certainty is vital for high-ticket items, with Amazon's guarantees and established after-sales processes helping to mitigate consumer anxiety [27] Group 7 - Emerging brands are often entering the global market with innovative categories or differentiated solutions, moving away from low-price competition [28] - Consumers are increasingly willing to pay a premium for products that enhance safety, convenience, and overall experience, with 76% of U.S. consumers open to spending more on smart home devices [28] - Amazon is becoming a critical starting point for Chinese brands in their value export journey, facilitating the transition from product selling to brand building [29]

Core Insights - The article emphasizes that despite the prevailing narrative of economic hardship, certain industries are thriving and generating substantial profits, particularly in the context of Japan's "lost 30 years" and its implications for China [3][4]. Group 1: Emerging Opportunities - The article identifies eight key industries that are experiencing growth despite a low-desire society, highlighting that consumer demand is shifting rather than disappearing [4][5]. - The second-hand economy is booming, with examples like Japan's "Daikokuya" and China's "Hongbulin" and "Panghu" seeing significant revenue increases as consumers opt for second-hand luxury goods [6][7][8][9]. - The pet economy is flourishing, with brands like "Inaba" in Japan and "Guibao" in China witnessing strong sales, as younger generations prioritize spending on pets over traditional family structures [11][12][13][14][15]. Group 2: Health and Wellness Trends - The adult care market is expanding, with Japan's "Unicharm" leading the adult diaper segment, which has surpassed $10 billion in market size, indicating a potential growth area in China [16][17][18]. - Health food and beverage sectors are rising due to changing demographics and increased health awareness, with brands like "Oriental Leaf" and "Jianchun" gaining traction in the post-pandemic era [21][22]. Group 3: Beauty and Lifestyle - The beauty economy is thriving, with products like collagen supplements and home beauty devices achieving significant sales, reflecting a consumer desire for affordable beauty solutions [23][25]. - Outdoor and leisure activities are gaining popularity, with brands like "Snow Peak" in Japan and various Chinese outdoor brands experiencing rapid sales growth, as consumers seek experiences over material possessions [25][26][27]. Group 4: Emotional and Convenience Economies - The emotional economy is highlighted through the success of brands like "Labubu" and "Rio," which cater to consumers' desires for comfort and enjoyment during challenging times [28][29][30]. - The convenience economy is on the rise, with frozen food brands and smart home appliances addressing the needs of younger generations who have less time for cooking [33][35][36]. Group 5: Strategic Planning and Future Outlook - The article concludes by urging businesses to adapt their strategies in light of these emerging trends, emphasizing the importance of strategic planning and resource allocation to thrive in a low-desire economy [39][40].

Core Viewpoint - The article emphasizes that despite the prevailing narrative of economic hardship, certain industries are thriving and generating significant profits, particularly in the context of Japan's "lost 30 years" and China's evolving consumer behavior [3][4]. Group 1: Economic Trends - The concept of a "low-desire society" does not equate to a lack of opportunities, as consumer demand is shifting towards different sectors [4]. - The article identifies eight key industries that are capitalizing on changing consumer preferences, highlighting the potential for growth in these areas [5]. Group 2: Key Industries - **Second-Hand Economy**: The second-hand luxury market in Japan, exemplified by "Daikokuya," has seen a surge in revenue, mirroring trends in China with platforms like "Hongbulin" and "Panghu" experiencing significant growth [6][7]. - **Pet Economy**: With a decline in birth rates, spending on pets has increased, with brands like "Inaba" in Japan and "Guobao" in China seeing strong stock performance [12][13][14]. - **Adult Care**: The adult diaper market in Japan has surpassed $10 billion, indicating a growing demand driven by an aging population [17][18]. - **Health Food and Beverages**: The rise in health consciousness has led to increased sales of sugar-free beverages and functional drinks, with brands like "Oriental Leaf" and "Dongpeng" gaining traction in China [21]. - **Beauty Economy**: The demand for beauty products remains strong, with high-priced collagen supplements and home beauty devices achieving significant sales [23][25]. - **Outdoor Recreation**: Companies in the outdoor equipment sector, such as "Snow Peak" in Japan, are thriving, reflecting a growing interest in outdoor activities [29][31]. - **Lazy Economy**: The trend towards convenience has boosted the frozen food market and smart home appliances, as consumers seek to save time [39][40]. - **Mental Well-being**: Products that provide emotional comfort, such as low-alcohol beverages and lifestyle brands, are gaining popularity, indicating a shift in consumer spending priorities [34][35]. Group 3: Investment Opportunities - The article suggests that the current economic climate presents unique opportunities for those willing to invest in counter-cyclical sectors, highlighting the importance of recognizing and acting on these trends [44].

Core Insights - The article emphasizes that despite the prevailing narrative of economic hardship, certain industries are thriving and generating substantial profits, particularly in the context of Japan's "lost 30 years" and its implications for China [3][4]. Group 1: Economic Trends - The concept of a "low-desire society" does not equate to a lack of opportunities, as consumer behavior is shifting towards different spending patterns [4]. - The article identifies "consumption upgrading" and "demand migration" as significant business opportunities in the current economic landscape [5]. Group 2: Key Industries - The second-hand economy is booming, with examples like Japan's "Daikokuya" and China's "Hongbulin" and "Panghu" seeing significant revenue increases as consumers opt for second-hand luxury goods [6][7]. - The pet economy is on the rise, with brands like "Inaba" in Japan and "Guobao" in China experiencing strong sales growth, reflecting a shift in spending towards pet care products [12][13][14]. - The adult care market is expanding, with Japan's "Unicharm" leading the adult diaper segment, which has surpassed $10 billion in market size [17][18]. - Health food and beverage sectors are thriving due to changing demographics and rising health consciousness, with brands like "Oriental Tree Leaf" and "Jianchun" gaining traction in China [21]. - The beauty economy remains robust, with products like collagen supplements and home beauty devices seeing high sales, indicating a persistent consumer desire for self-improvement [23][24][26]. - Outdoor leisure activities are gaining popularity, with brands like "Kailas" and "Camel" in China experiencing rapid sales growth as consumers seek outdoor experiences [29][31]. - The "lazy economy" is emerging, with increased demand for convenience foods and smart home appliances, as consumers prioritize time-saving solutions over traditional cooking [39][40][42]. Group 3: Market Opportunities - The article suggests that the current economic climate presents opportunities for those willing to invest in counter-cyclical sectors, highlighting the importance of recognizing and seizing these opportunities [44].

Core Insights - The article emphasizes that despite the prevailing narrative of economic hardship, certain industries are thriving and generating substantial profits, particularly in Japan and China [3][4]. - It identifies eight key sectors that are capitalizing on changing consumer behaviors and preferences, presenting significant business opportunities [5]. Group 1: Key Industries - **Second-Hand Economy**: The second-hand luxury market in Japan, exemplified by companies like Daikokuya, has seen a dramatic revenue increase. In China, platforms like Hongbulin and Panghu are experiencing similar growth [6][7][8]. - **Pet Economy**: With a decline in birth rates, spending on pets has surged. Brands like Inaba in Japan and Guobao in China are witnessing strong sales in pet food and healthcare products [12][13][15]. - **Adult Care**: The adult diaper market in Japan has surpassed $10 billion, indicating a growing demand for adult care products in China as well [16][18]. - **Health Food and Beverages**: The rise in health consciousness has led to increased sales of sugar-free beverages and functional drinks in both Japan and China [20][21]. Group 2: Emerging Consumer Trends - **Beauty Economy**: Despite economic constraints, spending on beauty products like collagen supplements remains high, with brands like Wei Yi Mei achieving significant market valuations [23][24][26]. - **Outdoor Recreation**: Companies in the outdoor equipment sector, such as Snow Peak in Japan, are thriving as consumers seek leisure activities despite economic challenges [29][31]. - **Emotional Economy**: Brands like Labubu and Rio are tapping into consumers' emotional needs, providing affordable luxuries that enhance well-being [34][35][36]. - **Lazy Economy**: The demand for convenience products, such as frozen foods and smart home appliances, is rising as younger generations prioritize time-saving solutions [40][42][44]. Group 3: Strategic Insights - The article suggests that businesses should focus on understanding consumer needs and adapting to market changes rather than relying solely on data-driven decisions. This approach is exemplified by successful Japanese brands that emphasize real consumer interactions and product quality [51][53][55].

Group 1 - The core idea is that despite a perceived economic downturn, certain industries are thriving and generating significant profits, particularly in Japan and China [2][3][29] - The concept of a "low-desire society" does not equate to a lack of opportunities; instead, it presents unique business prospects [3][29] - Consumption patterns are shifting, with a focus on second-hand markets and affordable luxury items, indicating a migration of demand [4][5][6][7][8] Group 2 - The second-hand economy is booming, with platforms like Xianyu and Zhuanzhuan seeing substantial growth in user activity and transaction volume [8][9] - The pet economy is flourishing, with brands like Inaba in Japan and Guobao in China experiencing strong sales, reflecting a shift in spending priorities towards pet care [10][11][12] - The adult care market is expanding, particularly in China, with products like adult diapers showing significant growth potential [13][14][15] Group 3 - Health food and beverage sectors are rising due to changing demographics and increased health awareness, with brands like Dongfang Shuye and Jianchun gaining traction [17][18][19] - The beauty and personal care market is thriving, with products like Ulike hair removal devices achieving substantial sales [20] - Outdoor and leisure products are seeing increased demand, with brands like Kailas and Camel experiencing rapid sales growth [21] Group 4 - The emotional economy is gaining traction, with brands like Labubu and Rio catering to consumers seeking comfort and enjoyment [22][23] - The convenience economy is on the rise, with frozen food brands and smart home appliances addressing the needs of younger generations who prioritize time-saving solutions [25][26][27][28] - The overall trend indicates that in a low-desire market, time-saving innovations may hold more commercial value than cost-saving measures [28][29]

Core Insights - The article discusses how certain industries are thriving despite the overall economic downturn, highlighting eight key sectors that present significant business opportunities in a low-desire society [2][4]. Group 1: Key Industries - **Second-hand Economy**: The second-hand luxury market in Japan, represented by companies like Daikokuya, has seen a surge in revenue. In China, platforms like Hongbulin and Panghu are experiencing similar growth [4][5][6]. - **Pet Economy**: With a decline in birth rates, spending on pets has increased. Companies like Inaba in Japan and Guobao in China are capitalizing on this trend, with various pet brands seeing rising sales [8][9]. - **Adult Care**: The adult diaper market in Japan has surpassed $10 billion, indicating a significant opportunity for adult care products in China, particularly with brands like Kexin [10][11][12]. - **Health Food and Beverages**: The rise in health consciousness has led to increased demand for sugar-free products and functional beverages in both Japan and China, with brands like Dongfang Shuye and Jianchun gaining traction [15][16]. - **Beauty and Personal Care**: Despite economic constraints, spending on beauty products remains strong, with high-priced items like collagen supplements and home beauty devices seeing significant sales [19][20][21][22]. - **Outdoor Recreation**: The outdoor equipment market is booming, with brands like Snow Peak in Japan and various Chinese brands experiencing rapid sales growth [24][25][26]. - **Emotional Economy**: Products that provide emotional comfort, such as low-alcohol beverages and comfort foods, are gaining popularity among younger consumers [27][28][30]. - **Convenience Foods**: The demand for frozen foods and smart home appliances that save time is increasing, with brands like Anjiyuan and Kewotai seeing steady growth [34][35]. Group 2: Market Trends - **Consumer Behavior**: The article emphasizes that in a low-desire economy, consumers are prioritizing time-saving products over cost-saving ones, indicating a shift in purchasing priorities [35][38]. - **Investment Opportunities**: The current economic climate presents opportunities for those willing to invest in counter-cyclical sectors, suggesting that companies that can identify and act on these trends will emerge as winners [38]. - **Educational Initiatives**: The article promotes a course aimed at helping businesses understand how to thrive in the current market, featuring insights from industry leaders on product innovation and brand expansion [39][40][47].