作为宠物经济的细分赛道之一，宠物鲜食因为一则关店消息重新引发市场的高度关注。曾欲打造宠物版"盒马"的派特鲜生创始人侯毅近日向媒体 透露，因线下门店经营压力大，计划到今年12月中旬关闭所有门店，仅保留线上业务。顶着"光环"入局后一年便告别线下，派特鲜生的大起大落 不禁让人开始思考，宠物鲜食风口的成色几何。 派特鲜生败走 当宠物经济的"蛋糕"越做越大，细分赛道也迎来众多入局者，宠物鲜食便是其中之一。去年，退休的盒马创始人侯毅再创业，创立带有浓厚"盒 马"基因的宠物食品新零售品牌派特鲜生，这也被认为是宠物鲜食赛道崛起的风向标。 在北京顺义区祥云小镇，今年初夏，一家名为"纯爪宠物烘焙"的门店开张迎客，该店主营自制的宠物鲜食、宠物蛋糕、宠物零食，以及精选的宠 物玩具、衣服等。该门店以宠物健康和友好为主题，明厨亮灶且设有小院。 洪涛表示，派特鲜生的线下门店多布局在商场等高客流区域，门店租金和人工成本较高，且宠物鲜食需要专业厨房设备与HPP（超高压灭菌）生 产线，单条产线投入达千万元。同时，冷链物流成本占总成本约1/3，如鲜食滞销或退货将产生存货减值，而其主打平价路线，宠物鲜食的毛利远 不及传统宠物干粮，重投入下很难盈利。 ...

Core Insights - The pet industry is increasingly becoming a focal point for shopping malls in China, with a notable shift in attitude from passive acceptance to active integration of pet-related businesses into commercial planning [3][6][10] Industry Trends - The urban pet consumption market in China is projected to exceed 300 billion yuan in 2024 and is expected to surpass 400 billion yuan by 2027, with a growing proportion of young pet owners [3][4] - Shopping malls are actively seeking to attract consumers through pet-related offerings, which serve as a significant draw for both young and middle-aged demographics [3][4] Business Models - Pet stores that focus on live sales and services are finding more profitability compared to traditional retail models, with live sales being particularly lucrative due to higher profit margins [7][8] - The service segment of the pet industry is expected to grow, with a projected revenue of 154.38 billion yuan in 2024, reflecting a 6.59% increase year-on-year [7] Operational Challenges - The success of pet stores in malls is heavily dependent on location, foot traffic, and the operational capabilities of the mall itself, with some stores struggling to achieve profitability despite the influx of customers [5][9] - There is a need for effective planning and execution of mall events to genuinely attract foot traffic, as many current initiatives are perceived as ineffective [9] Consumer Behavior - Consumers are increasingly willing to spend on pet services, with grooming and care services often priced higher than pet products, indicating a shift in spending patterns [8][9] - The presence of pets in shopping environments is becoming more accepted, but there are still regulatory adjustments needed to fully accommodate pet owners in various commercial settings [10][11]

Core Insights - The pet industry is experiencing significant growth in China, with the urban pet consumption market expected to exceed 300 billion yuan in 2024 and surpass 400 billion yuan by 2027, driven by a growing young pet owner demographic [4][6][10] Group 1: Market Trends - Shopping malls are increasingly welcoming pet stores, with many actively seeking to incorporate pet-friendly spaces to attract younger and middle-aged consumers [4][6] - The shift in attitude from shopping malls towards pet businesses has become particularly evident in the last two years, with a notable increase in invitations for pet-related businesses to enter malls [4][6] - Pet stores are becoming a key strategy for shopping centers to drive foot traffic, similar to the appeal of the "二次元" (anime) culture [4][11] Group 2: Business Models - The pet retail landscape is evolving, with a focus on services rather than just product sales; the service sector is projected to grow, while product sales are declining [10][11] - Active sales of live pets are identified as a lucrative business model, with some stores achieving monthly sales of around 600,000 yuan [8][10] - Pet grooming and care services are becoming increasingly popular, often commanding higher prices than pet products, indicating a shift towards service-oriented revenue streams [10][11] Group 3: Operational Challenges - The success of pet stores in malls heavily relies on location, foot traffic, and the operational capabilities of the shopping centers [11][13] - Some pet store owners report challenges in profitability despite the influx of customers, highlighting the need for effective marketing and event planning by mall operators [11][13] - The balance between accommodating pet-friendly environments and maintaining consumer satisfaction is crucial for the sustainable growth of the pet-friendly concept in commercial spaces [13]

Core Insights - The pet consumption market in urban China is projected to exceed 300 billion yuan by 2024, with pet owners increasingly willing to invest in food, medical care, products, and services for their pets [1] - The shift in pet ownership perception is moving from basic care to treating pets as family members, leading to an upgrade in consumption patterns [1][10] Pet Baking Industry - The pet baking segment is gaining traction, with unique offerings such as lactose-free cakes tailored for pets, reflecting a growing demand for personalized pet products [2][3] - The market has evolved from limited options to a wide variety of over a hundred cake designs, with prices ranging from 138 yuan to over 1,000 yuan for elaborate dessert tables [2][3] - The entry of established brands like Holiland into the pet baking market indicates a growing interest and potential for expansion in this niche [3] Pet Fashion Industry - The pet fashion market is estimated to reach approximately 3.5 billion yuan, with a penetration rate of 63.5% for dog apparel and 43.3% for cat apparel by 2024 [5][6] - The trend is shifting towards high-end, customized pet clothing, with a focus on comfort and style, catering to the growing demand for pet fashion as a social statement [4][6] - The concept of pets as fashion companions is becoming popular, with pet owners increasingly investing in stylish outfits for social outings [4][6] Pet Photography Services - The pet photography industry is witnessing a rise in demand, with services tailored to capture memorable moments for pets, especially for aging or ill animals [8][9] - Pet owners are increasingly seeking to document their pets' lives, reflecting a desire to preserve memories as pets are viewed as family members [9] Overall Pet Economy Trends - The pet economy is rapidly evolving, with a significant focus on emotional value and personalized experiences for both pets and their owners [10][11] - The market is expected to follow trends similar to the baby economy, transitioning from basic needs to more emotional and experiential offerings [10] - Future developments in the pet economy will likely include integrated services such as pet-friendly dining and community spaces, enhancing the overall pet ownership experience [11]

Core Perspective - The article highlights the emergence of the "Perceiving China" cultural IP as a significant initiative to promote Chinese culture globally, particularly through innovative collaborations with international brands and artists [1][2][8]. Group 1: Cultural Promotion and Collaboration - "Perceiving China" is positioned as a cultural IP that transcends traditional one-way cultural output, aiming for a more interactive global cultural exchange [3][8]. - The initiative includes collaborations with notable entities such as Rolling Stone, CPD, and Feng Chen Wang, showcasing a blend of traditional Chinese cultural symbols with modern design [3][8]. - The "Perceiving China" exhibition at Hong Kong's ComplexCon serves as a platform for this cultural dialogue, featuring a visually striking display that merges Eastern and Western aesthetics [3][4]. Group 2: Product Offerings and Cultural Significance - The product line includes T-shirts, hoodies, pet clothing, hats, and bamboo bags, all infused with Chinese cultural elements while maintaining a contemporary fashion appeal [5][7]. - The collaboration with Rolling Stone features designs that combine rock elements with traditional Chinese calligraphy, symbolizing a fusion of rebelliousness and subtlety [5][7]. - The overarching goal of "Perceiving China" is not merely to sell products but to promote and share Chinese culture on a global scale, emphasizing cultural confidence and creativity [7][9]. Group 3: Future Vision and Impact - The initiative aims to continue evolving by interpreting traditional culture through a modern lens and collaborating with more international brands and artists [8]. - "Perceiving China" seeks to redefine cultural communication, moving from a one-way output to a co-creative global dialogue, thereby enhancing the global recognition of Chinese design [8][9].