中金：双十一宠物赛道韧性增长国货龙头加力份额提升

智通财经2025-11-20

智通财经APP获悉，中金发布研报称，据久谦及飞瓜数据，10M25宠物食品线上销售额同增28%至47亿元，分品牌上看，乖宝、鲜朗、金故排名靠前，蓝氏、诚实一口存在下滑。2H25宠食线上CR3/CR5分别为12.1%/16.2%，同比+2.2/2.8ppt，头部品牌份额正在加速集中。当前宠食行业竞争已行至中局，国货头部品牌正处份额加速提升的战略机遇期，阵营排名将继续分化，同时或伴随费用率的阶段性抬升。...

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中金：双十一宠物赛道韧性增长 国货龙头加力份额提升

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中金：双十一宠物赛道韧性增长国货龙头加力份额提升