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SDR Ventures:2026年H1保健与健康服务业报告:并购活动、资本市场现状及当前趋势分析(英文版)(14页).pdf

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1、WELLNESS&HEALTH SERVICES REPORTExplore M&A Activity,Capital Market Conditions and Current Trends for the Wellness&Health Services Industry720.221.9220|SDRVENTURES.COMInvestment Banking&Securities Offered Through SDR Capital Markets,LLC,Member FINRA&SIPC.2H 2025720.221.9220|SDRVENTURES.COMInvestment

2、Banking and Securities Offered Through SDR Capital Markets,LLC,Member FINRA and SIPC.WELLNESS&HEALTH SERVICES REPORT2H 2025|VOL 14|ISSUE 1WELLNESS&HEALTH SERVICES 2H25:WHAT TO KNOW The 2020s are marked by the digitization of health care and wellness,from telehealth online doctor visits to subscripti

3、on-based fitness trackers like Whoop and Oura that provide consumers with access to health and lifestyle data that is collected 24/7.Following this digitization and consumerization of health and wellness,acquirers are increasingly looking for technologies that bridge the gap between medical diagnost

4、ic tools and consumer devices.1 Online,health and wellness influencers are finding engaged audiences,and marketers have noticed as influencers reach younger,more free-spending generations while promoting healthy lifestyles,mental health self-care,even diet and nutrition.Fueled by marketing,functiona

5、l food and beverage products that allow consumers to integrate wellness into everyday habits have exploded in popularity.Perhaps the most notable example of this is probiotic sodas such as Olipop and Poppi,brands that have successfully disrupted the soda market by positioning their sodas as digestiv

6、e health products.2 Med spas and aesthetic clinics,which offer services such as Botox and Red Light Therapy,have become resilient sub-sectors in M&A because they operate high-margin businesses on a cash-pay basis,bypassing the headaches of insurance reimbursement.Coupled with growing demand,includin

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1. **数字化与健康消费化**:医疗健康行业加速数字化,远程医疗接受率从2019年11%升至2021年46%,全球远程医疗市场预计2032年达504亿美元(CAGR 16%);可穿戴设备市场CAGR 25%,预计本世纪末达168亿美元。 2. **网红营销与功能性食品**:健康网红吸引年轻群体,推动功能性食品爆发,如益生菌饮料Poppi被百事可乐以19.5亿美元收购。 3. **医美与私募整合**:医美市场(300亿美元)因现金支付、高利润吸引私募,2010-2023年医 spa数量增长超200%。 4. **M&A活跃**:Herbalife以2500万-3000万美元收购Pro2col Health和Pruvit;Kimberly-Clark与Kenvue达成近500亿美元合并;Oura Health获9亿美元融资,估值达110亿美元。
**健康科技趋势?** **医美市场机遇?** **数字医疗未来?**
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