欧晰析2024年美国宠物市场机遇洞察报告-宠物食品和零食代工兽医护理和宠物看护英文版32页

OC&C PerspectivesOctober 2024Opportunities in US Pet2| © OC&C Strategy Consultants 2022Why Investors Like PetPet remains an attractive category for investors, especially in times of economic turbulenceResilience through economic downturnsHigh margins (relative to other consumer goods categories)Continued premiumisation, driven by humanisationPet ownership surgeExpandability into new products and subcategoriesPrevalence of disruptive models2OCC_Consumer Perspectives_US Pet_July 2024 v23| © OC&C Strategy Consultants 2022There are three key attractive areas for investors: food and treats, contract manufacturing and'beyond food’ e.g. services, techBranded Food & TreatsPet Contract ManufacturingBeyond FoodIn summary: Large, growing and resilient category, with significant headroom in premium and a number of high growth segments In summary: Strong underlying growth with demand from both CPGs and niche disruptors, and a number of clear value creation leversIn summary: Emerging platforms that