"Pop Mart's reliance on 'The Monsters' IP has raised concerns, as it accounted for 40% of revenue in 2025 but dropped to 23% in 2024, indicating potential volatility."
"Despite a remarkable total sales growth of 184.7%, Pop Mart's stock has seen a significant decline of about 30% since the earnings announcement, reflecting investor concerns."
"The resale market for mini Labubu has shown troubling signs, with prices falling below retail, suggesting that the collectibles boom may be nearing its end."
"Pop Mart is attempting to revitalize Labubu's popularity through collaborations with established IPs and a planned movie with Sony Pictures, aiming to sustain its market presence."
Pop Mart's stock price dropped about 30% after revealing that 'The Monsters' IP accounted for 40% of its revenue in 2025. This IP generated 14.16 billion yuan, but its contribution fell to 23% in 2024. Despite a total sales growth of 184.7%, the stock has decreased 60% since its August peak. Resale prices for mini Labubu have also declined. To extend Labubu's appeal, Pop Mart is collaborating with brands like Hello Kitty and producing a movie with Sony Pictures.
Read at www.businessinsider.com
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