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Labubu are a rare instance of a Chinese product sparking a consumer frenzy in Western markets.

Companies & Markets

Labubu maker Pop Mart pushes back on one-hit wonder fears

Sales of non-Labubu items account for about 50% of total revenue in the US this year

Labubu went viral in 2025, helping push Pop Mart’s revenue past 37 billion yuan and double its share price as the frenzy spread globally.

Consumer & Healthcare

Pop Mart’s US sales fall 45% as it struggles to find next Labubu

Still, the cooldown matters because America has become the toymaker’s most important overseas market

The war has disrupted the supply chain for the plastics industry, and that’s hurt production of petrochemicals used in lots of manufactured products.

Companies & Markets

Plastic prices spiking 55% has toymaker worried about Christmas inventory

While the US petrochemical market is more insulated, consumer packaging firms are already feeling the strain

Labubu remains central to the company’s performance.

Consumer & Healthcare

Pop Mart shares sink 23% on doubts firm can grow past Labubu

The company is pushing to diversify its intellectual property portfolio and sustain momentum through new releases

Pop Mart has said that it is drawing on Disney’s playbook as it looks to turn Labubu’s popularity into lasting success.

Pop Mart and Sony team up for Labubu film to expand viral toy’s reach

The company is currently showcasing The Monsters as part of a global tour to mark the characters’ 10th anniversary

Pop Mart’s sales mix has grown more balanced since Q4, with Crybaby and Twinkle Twinkle accounting for a larger share, according to Huatai Securities.

Global Enterprise

Labubu mania is over. Pop Mart bets it can survive with new toys

The company has also funnelled more resources into characters seen as having breakout potential, particularly Twinkle Twinkle

Labubu surged to global fame in 2025, accounting for more than 30% of Pop Mart’s total sales revenue.

Companies & Markets

Pop Mart sues 3D-printer firm in Labubu copyright fight

The toymaker has aggressively pursued intellectual property violations

Funko known for collectible figurines and bobble heads tied to popular franchises has struggled following a pandemic-era demand surge.

Companies & Markets

Toymaker Funko attracts deal-minded investor Pleasant Lake

The company’s shares have fallen 67% in the past year

Sales in overseas markets have been surging, becoming Pop Mart’s key growth driver.

Labubu maker Pop Mart sets up London hub for European push

The company will open 27 new stores in Europe in the coming year

Mattel's new "Master of the Universe" toy line on display at Nuremberg Toy Fair in Nuremberg, Germany, Jan 26, 2026.

Mattel builds He-Man movie buzz with new action figures

The action figures - including He-Man, Skeletor and Evil-Lyn - will retail for about US$25

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