Clothing's sub categories usher in new growth space
Driven by consumer change and diversified demand, the clothing industry is entering a new stage of structural growth led by segmented categories. The performance of segmented tracks such as sports outdoor clothing, "smart" women's clothing, pet clothing and accessories is particularly impressive, becoming a new driving force for industry growth. The 2025 Tiktok E-commerce Double 11 Sports Outdoor Clothing Report shows that in the core promotion cycle in October, the sales of sports outdoor clothing increased by more than 104% year on year, and the market share of domestic brands continued to expand by virtue of "high cost performance+scene adaptation". For example, Anta launched a 100 yuan level entry-level assault suit for student groups, and Li Ning focused on outdoor scene research and development of hiking shoes, which accurately hit consumer demand. According to the "2025 Xiaohongshu High Growth Track Report" by Qiangua Data, the topic of "high intelligence fashion" has been viewed over 78 million times on Xiaohongshu. The "high intelligence" style of women's clothing places more emphasis on design and feminine traits, meeting the advanced needs of female consumers for fashion expression and opening up new growth space beyond standard clothing. With the continuous expansion of outdoor scenes such as camping, hiking, short distance self driving, and social parties, as well as the gradual popularization of the concept of "scientific pet care", pet clothing has also shifted from "optional" to "essential". Functional items such as assault jackets, cool jackets, and GPS positioning vests continue to sell well, becoming the core products for outdoor travel and daily care of pet families.