1、DTC235DTCP0-16202326P1-29323540P2-4346IP4851MetaMeta54573DTCMetaDTCDTCDTCMetaDTCMeta4 4DTCMetaDTC56202220017021,520 1,935 2,073 2,488 2,902 20202021202220232024E2,90220242,902214.2%2023314.2%+17.8%17.8%2(CAGR),2020-2024E1 2 20233 B2CB2B4 7202311 20232 3 Frost&Sullivan20234 35%26%9%6%5%19%1,16620231,
2、166135%35%126%26%120%20%120182023(CAGR)38%3282023B2C13C1 20232 Statista,Cross-border e-commerce in China 3 3CYOY30%96%4%20232,48812,3865465154272671624684484193352191253793C2023年2022年22%23%28%22%30%23%YOY2023B2C29DTC1 20232 B2CDTCDTCDTCDTCEverlaneAllbirds112.7%20202024DTC(CAGR)1eBayWayfair,Lookfanta
3、stic23410DTC1 DTCP0-P1-P2-DTCDTCDTCDTC1.1,5002.3.4.111 DTCP0-12P1-12P2-1212DTC13DTC1 DTCDTC1.2.1.2.1.2.IPP0-P1-P2-141 DTCDTCDTC1-2UGCIPAIP0-P1-P2-15vDTCP0-DTCDTC1516P0-DTCDTC1-21 17P0-1 StatistaE-commerce of Worldwide20242 2020-2024E119%14%14%13%12%12%12%9%9%8%11,601202311,60111,03320231,033118P0-1
4、19DTCDTCP0-1 DTCDTCDTCDTC20P0-DTCDTC1-21 211.1 Chubbies2 Step 1:Step 2:Step 3:123P0-1Chubbies222.1 FluffillowSpark Paws:Comfort Meets Chic for Your Dog2024Spark PawsInstagram2 P0-Step 1:Step 2:Step 3:123Spark Paws1Step 1:Spark PawsStep 2:Butter-StretchSpark PawsButter-StretchStep 3:Spark PawsInstagr
5、am“#SparkPaws”“#SparkPawsPetStyle”315023P0-DTCDTC1-21 241.1 P0-Step 1:Step 2:1-21-2MetaStep 3:ROI1231Step 1:Step 2:FacebookGoogle50Step 3:700CPMROI41252.1 AIRBOXR,Rothys:How a billion-dollar sustainable shoe company uses data to guide growth20222 P0-AIRothys1RothysVogueRothys164Rothys308.526P0-DTCDT
6、C1-21 27DTCP0-4DTC1 DTCKPI28vDTCP1-DTC2829P1-DTCUGC1 301DTC1.1 P1-DTCP1DTC312.1 P1-P0 P1 1234532P1-DTCUGC1 331.1 P1-125-35Lazada342.1 P1-StepStep123StepAI1202335P1-DTCUGC1 361.1 P1-1XXX37UGCUGC3UGCUGCUGC2.UGC1 P1-UGC1UGCUGC38ChubbiesChubbies200ChubbiesChubbies3.1 Selling Social,How Chubbies built a$