将投中网设为"星标⭐"，第一时间收获最新推送 以下文章来源于略大参考 ，作者氢离子 略大参考 . 新消费 · 新科技 · 新生活 行业的暴利，本质上是"技术溢价"。 作者丨 氢离子 作者丨 杨知潮 来源丨 略大参考 3000亿市场规模，高达50%的毛利率。这就是面向宠物的"它经济"，一个看起来十分暴利的生意。 但当大厂入局，却发现完全不是那么回事。 最近的故事来自盒马，侯毅带着1.78亿人民币高调杀入宠物赛道，扬言要做"宠物版盒马"，结果派 特鲜生18家门店撑了9个月就全关，单店月均亏损超20万元，钱烧光了连个响都没听见。 无独有偶，融资4亿的宠物家、亚洲最大宠物店极宠家、网红品牌布卡星，要么闭店跑路，要么收缩 关店，消费者办的预付卡要么用不了，要么退不了，投诉量堆成了山。 这些品牌拥有高效的流量，"人粮"的供应链和效率优势很容易复刻到宠物领域，加上宠物经济更高 的利润，看起来是十分性感的好生意。 不过，宠物经济虽然是好生意，但却不是大厂的好生意。 01.高毛利的烂生意 宠物食品是赛道里最火的品类，国产品牌毛利率普遍能到 40%-50%，乖宝宠物的高端主粮甚至冲 到44.7%，一袋200块的猫粮，毛利能有10 ...

Core Viewpoint - The pet economy, with a market size of 300 billion and a gross margin of up to 50%, appears lucrative but is proving challenging for large companies to profit from [6]. Group 1: Market Dynamics - The pet food sector is the most popular category, with domestic brands achieving gross margins of 40%-50%, and some products, like high-end cat food, reaching a gross margin of 44.7% [8]. - Despite the high gross margins, many companies in the pet industry, such as Zhongchong Co. and Petty Co., report low net profit margins, with Zhongchong's gross margin at 28.16% and net margin at only 9.33% for 2024 [9]. - The high gross margins in the pet economy are often offset by significant marketing and operational costs, leading to a situation where companies struggle to convert revenue into profit [11][12]. Group 2: Challenges Faced by Large Companies - Large companies entering the pet market, like Hema, have faced significant losses, with Hema's Pet Fresh store losing over 20,000 yuan per month and closing after just nine months [6][9]. - The reliance on KOLs (Key Opinion Leaders) for marketing has led to increased sales expenses, which can consume a large portion of revenue, making it difficult for companies to achieve profitability [12][16]. - The pet economy is characterized by a high degree of fragmentation, with many successful businesses being small, owner-operated shops rather than large chains [20][24]. Group 3: Emotional Value vs. Cost - The perceived high margins in the pet economy are often attributed to the emotional value pet owners place on their pets, but this emotional value comes with significant costs, particularly in marketing and service delivery [11][14]. - Services like pet grooming and veterinary care can be profitable, but they require skilled personnel, making it difficult for large companies to scale effectively [20][23]. Group 4: Comparison with Other Industries - The challenges faced by the pet economy are similar to those in other high-margin industries like beauty and medical aesthetics, where the profitability often lies with individual practitioners rather than large companies [18][19]. - The pet industry, like the beauty industry, is heavily reliant on personal relationships and trust, which complicates efforts to scale operations [22][24].

Core Viewpoint - The pet economy, while appearing lucrative with a market size of 300 billion and gross margins up to 50%, is not a profitable venture for large companies due to high operational costs and reliance on human capital rather than scalable business models [4][10][30]. Industry Overview - The pet economy is characterized by high gross margins, particularly in pet food, where domestic brands can achieve margins of 40%-50% [10][11]. - Service sectors such as grooming and veterinary care also show high potential margins, but the actual profitability for companies is often low due to high operational costs [10][15]. Company Performance - Major players like Pet Fresh and others have faced significant losses, with Pet Fresh closing 18 stores after burning through 178 million RMB in just nine months, averaging losses of over 200,000 RMB per store monthly [5][11]. - Companies like Zhongchong Co. and Petty Co. report low net profit margins, with Zhongchong's gross margin at 28.16% and net margin at only 9.33% [11][12]. Marketing and Sales Costs - The cost of acquiring customers through KOLs (Key Opinion Leaders) and marketing has skyrocketed, with sales expenses for companies like Guibao Pet increasing from under 100 million RMB in 2017 to 500 million RMB in 2024, leading to diminished net profit margins despite increased sales [13][14]. Challenges in Scaling - The pet economy is heavily reliant on personal relationships and trust between pet owners and service providers, making it difficult for large companies to replicate the success of smaller, independent businesses [27][30]. - The high costs associated with maintaining quality service and customer trust, such as expensive store locations and high employee wages, hinder profitability for larger firms [15][28]. Comparison with Other Industries - Similar challenges are observed in other high-margin industries like beauty and medical services, where the core value lies in skilled personnel rather than scalable business operations [19][20][24]. - The pet industry exemplifies a trend where the most profitable segments are those that rely on individual expertise and customer relationships, rather than mass-market strategies [30].

来源：新民晚报 手机脱手的短短几分钟 真实消费记录被删除 各个社交平台 还被上传了虚假的照片和评论！ 事后还被对方反咬 近日 上海两名女大学生 就遇到了这样的糟心事 这究竟是怎么一回事？ 一时心软 没想到对方做出"越界"行为 事情还要从小慧和小菲最初的烫发计划说起，两人都是杨浦区某大学的在校大学生，经过社交平台上的 推荐，两人决定前往学校附近的三匠Salon理发店，找理发师Moli烫发，为此还团购了一张价值653元 的"双人成行"烫发券。 一开始 小慧和小菲对这家店的印象很好 却没想到一步步走进了 理发师Moli恳求小慧，帮他完成一次"平台任务"，即扫描Moli提供的二维码，在美团平台上购买一笔价 值4987元的大额账单。而这笔钱会通过微信支付的方式将这笔钱返还给小慧。 见小慧不好意思拒绝，并且帮他完成了这笔虚假交易后，Moli再次请求小慧，退掉此前在美团上购买的 烫发券，通过扫他提供的二维码，再次下单。出于心软，小慧再次答应了这个请求。 可没想到Moli又提出，希望小慧能够为这家店写一条好评。为了避免小慧一边烫发一边操作不方便，他 可以代写好评。 这个请求，显然比帮忙购买大额订单简单得多。没有多想的小慧，就 ...

来源：潮新闻 在理发师的恳求下 上海两名大学生 将手机交给对方 让其自行"写好评" 没想到，在手机脱手的短短几分钟里，她们的手机上，被传输了不属于自己的照片；点评平台被发布了 不属于她们的照片和评论；真实消费记录还被人为删除，个人的社交媒体——小红书也被私自打开，并 以第一人称口吻，发布了虚假的帖子、评论。 惊恐 "图片中的人根本不是我！" "你去烫发啦？"刚走出大学路52号三匠Salon理发店，小慧就收到了一则让她费解的消息。明明她从未 向朋友提起过自己的烫发计划，朋友是如何得知她行踪的呢？ 还未等她开口询问，发信息的朋友就给出了解释："我看到你发了小红书。" 看到好友的解释，小慧感到十分惊讶。此时，已是12月4日晚上10时许，因烫发在理发店坐了整整5个小 时的小慧，根本没精力更新自己的社交账号。 她连忙打开自己的小红书账号，眼前的一幕让小慧感受到了不小的惊吓。 她的个人主页上，赫然出现了一条从未见过的帖子："一家不错的理发店，推荐找三匠理发店。" 小慧的小红书赫然出现了一条她从未见过的帖子 不仅如此，她的个人账号还被用于给三匠理发店的相关帖子评论、点赞、关注，那条模仿她本人口吻发 出的评论，配图中的女孩根 ...

近些年来，生育率降低，幼儿园一家接一家地倒闭，从前鳞次栉比出现的教培机构也迎来了行业寒冬。 理发这门手艺较少存在于主流教育体系中，连在中专和技校都比较少见。 当专家们都在预测未来业界经济走势，衰败场景会击鼓传花到哪个行业时，有这样一个和老百姓们生活息息相关的行业悄悄走向转变，就是美发行业。 无论身处何样环境阶层，总得理发。无论是坐进装修豪华的理发店里，被销售推荐各类会员产品充卡折扣，还是在街边树下被老师傅亲手修剪头发，理发这 事对大众来说都不陌生，是生活所需。 谁也没想过，理发行业也能开始衰败。明明还未和电商进行正面交锋，就缓慢地死在了电商时代。原因是什么呢？ 倒是有不少培训学校，教美发美容，护理保养，只是教育水平各不相同。进入这样培训学校的学生往往面临初高中课程学习吃力的情况，是老师同学眼里 的"差生"。 学习成绩落后，至少要学门手艺。他们有的确实也认真学习，因此能够养成独特审美观念，能为不同顾客定制专属风格的剪发烫发等方案。当他们把设计和 实操过程发在自己自媒体的帐号上，往往能迅速火起来，收获几十万甚至上百万的赞。 还有人专程跑去几千公里外的地方找他们美发。 可这样精通美发这门技术的人实在是少数。大部分从 ...

Group 1 - The article highlights how the new generation of overseas Chinese is innovating within traditional industries such as Chinese cuisine, fashion, and hairdressing, using the metaphor of "three knives" (kitchen knife, scissors, razor) to symbolize their entrepreneurial spirit [1][2] - In Dublin, a Chinese restaurant has introduced creative dishes that blend traditional and modern flavors, enhancing the dining experience and attracting a broader customer base [1] - In Lyon, a custom qipao (traditional Chinese dress) shop emphasizes the importance of maintaining traditional craftsmanship while integrating modern design elements to appeal to both Chinese and local customers [1][2] Group 2 - The new generation of Chinese fashion entrepreneurs aims to enhance craftsmanship and optimize production processes, ensuring that their designs reflect cultural identity and individual uniqueness [2] - In Italy, a Chinese hair stylist is leveraging social media to promote a high-end hair salon and academy, focusing on modern techniques and customer preferences to elevate the beauty industry [2] - The article emphasizes that despite changes in industry dynamics, the entrepreneurial spirit represented by the "three knives" continues to inspire innovation and revitalization in traditional sectors [2]

Core Viewpoint - A hair salon in Xi'an has introduced a high-priced service called "Founder Haircut" priced at 11,800 yuan, which includes not only a haircut but also a one-on-one deep communication opportunity with the founder, sparking significant public interest and discussion [1] Group 1: Service Offering - The "Founder Haircut" service is priced at 11,800 yuan and is marketed as a unique opportunity for business dialogue rather than just a haircut [1] - The service aims to provide a platform for industry professionals and entrepreneurs to engage in discussions about business experiences and industry insights with the founder [1] Group 2: Marketing and Promotion - The salon has utilized eye-catching advertisements on public transport and billboards, featuring the founder's portrait and promoting the high-priced service [1] - The brand operates over 800 stores nationwide, with locations in cities such as Xi'an, Lanzhou, Hangzhou, and Beijing [1] Group 3: Customer Engagement - Customers interested in the "Founder Haircut" must make an appointment in advance, with current bookings extending into the following week [1] - The salon's regular haircut prices remain unaffected, ranging from 30 to 58 yuan, indicating a commitment to serving the broader community [1]

Core Insights - The article highlights a significant decline in the number of hair salons in China, with over 300,000 expected to close this year, and 224,000 having already been deregistered or revoked in the first nine months [3][25]. Industry Trends - The hair salon industry is experiencing a trend of low-price attraction followed by high-pressure sales tactics, leading to customer dissatisfaction and mistrust [5][9]. - Many salons are employing deceptive practices, such as misleading pricing and aggressive upselling, which have contributed to a negative reputation for the industry [11][19]. Customer Behavior - Customers are increasingly wary of prepaid card schemes, fearing that their money will be lost if the salon closes shortly after purchase [11][21]. - There is a noticeable shift in customer behavior, with some opting for home haircuts or cheaper local salons to avoid high-pressure sales environments [21][25]. Successful Business Models - A few salons, like one run by a stylist named Xiaohua, are thriving by focusing on transparency, clear pricing, and genuine customer service, demonstrating that honesty and skill can lead to success in the industry [23][25]. - Long-standing salons that prioritize customer trust and avoid deceptive practices continue to perform well, indicating that there is still demand for quality hair services [27][29].

对这样的质疑再深剥一层，"价格体现职业价值"的观点也暴露出当下美发行业里个别从业者的心 态。晓华之所以受到广大顾客的喜爱，根本原因在于她精湛的手艺和贴心的服务，而顾客的信任和满意 度是对她职业价值的最好证明，与价格因素关系不大。往开了说，理发行业的本质是用脚投票，先有门 庭若市，才有商家开出高价的底气。若将价格高低与服务档次如此挂钩，以高价作为底气、价值所在， 未免片面且短视，更是一种本末倒置。 再说回来，美发市场的健康发展离不开多元化的价格体系，这样的质疑与嘲讽也透露出一些从业者 自身的焦虑与迷茫。正如当地美发协会副会长所说，"她的剪发价格会对一部分人有冲击，但是要看自 己的定位和价值，晓华不会影响任何人"。回归美发行业本身，有顾客更在意门店环境、洗护服务，更 享受增值服务与过程；有人则更实在些，将结果作为衡量价格的唯一标准。面向何种顾客、如何合理定 价，这是晓华的同行们抄不来也不必抄的考题答案，因为晓华的高分答卷并不是唯一的答案，而她 的"答题思路"显然也一目了然——看清自己、找准定位、真诚经营。 一个"晓华"不会颠覆美发行业，但她确实可以给同行们上一堂课。实际上，同行们在直播间未必能 学到精髓，学习手艺 ...