宠物经济:投资人&咨询师&操盘手观点对对碰
Description
🎙️主播CK,20多年零售行业的老法师,资深商业评论员和独立咨询师
🎙️主播Iris,原来宝洁品牌大学校长,做过CMO,现在是创业🐶也做点咨询,个人播客iris的小宇宙
🎙️主播石磊&敏姐是金融行业的专家,他们的播客十分吸引,内容很超干还会给很实操的建议,适合对投资感兴趣的小伙伴们~
=========今天来一个专业的背景介绍=========
当人口红利见顶,有人提出猫口红利正在接棒。这个规模超3000亿、消费者愿为情感付费的市场,或许能够成为未来小母婴的可能性,无疑充满了诱惑。但在行业内部,国货平替与品牌高端化的困境、上市销售费用激增的现状,都让它的未来和投资充满了不确定性。
究竟是风口还是陷阱?答案或许比想象中更复杂。
今天这期节目,我们聊聊宠物经济的商业模式与投资价值。
温馨提示:本期提及所有上市公司名称绝不构成任何投资建议,仅用于商业模式讨论
==============时间线==============
<img alt="IMG_256" src="https://bts-image.xyzcdn.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




