Pop Mart New High: Are Molly and Labubu the New Trend for Gen Z?

Tiger_SG
2025-03-20
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$POP MART(09992)$ is hitting new highs, and it’s not just about limited edition toys anymore—it's a whole cultural revolution, and it’s totally Gen Z! If you haven’t heard of Molly and Labubu, you might be missing out on the hottest collectible toys on the market.

Are these cute figures the new status symbol for the younger generation?

One savvy Tiger, who has been holding Pop Mart for a while, raked in over 2 million HKD in profits!

And you know what they say, “If you can’t buy a Moutai for 3000 RMB, why not buy a big Labubu instead?” He believes that the new era of collectors is all about limited-edition toys and cards, not 2000’s Moutai.

So, would you gift a Moutai or the ultimate collectible toy?

You’re not going to shift all your spending to collectibles overnight, but with a market value already in the hundreds of billions, it's clear that the trendy toys have become a giant in the market.

Pop Mart isn’t just about cool toys—it’s got network effects

What’s behind Pop Mart’s popularity? Well, its viral nature is an essential part of the brand. Lisa from BLACKPINK snapped a selfie with a big Labubu on Instagram, and BOOM—Labubu went crazy popular in Thailand!

Gambling psychology makes it irresistible to consumers.

So, what makes Pop Mart so special? The secret lies in the blind box model that adds an element of gambling—the thrill of not knowing which collectible you’ll get! It’s like playing the lottery, but with adorable toys.

Unlike luxury brands that mainly cater to high-end consumers, Pop Mart has successfully created scarcity that appeals to all levels of consumers. The high-end crowd chases the rare ones, while the mid-range buyers gamble on getting that hot limited-edition toy.

POP MART x Kenny Wong Presents MOLLY Imaginary Wandering Blind Box Series - The Toy ChroniclePOP MART x Kenny Wong Presents MOLLY Imaginary Wandering Blind Box Series - The Toy Chronicle

Questions for discussion:

  • Do you think Molly and Labubu are the next big thing for Gen Z?

  • Will you jump on the blind box bandwagon?

  • Would you prefer gifting a rare collectible toy over something traditional like Moutai?

  • Leave your comments and also post to win tiger coins~

Labubu Surpasses Molly! Which of Pop Mart's 5 Major IPs is Your Favorite?
After Pop Mart's release of its H2 2024 earnings, both revenue and profits exceeded expectations, with the stock rising 10.87%, hitting a new all-time high. The "Monsters" series surpassed Molly to become the top IP, accounting for nearly 30%. Plush toys saw a significant increase in their share, rising from less than 10% in the first half to 30%. ------------ With new IPs rising, which one is your favorite? Are you a fan of labubu or molly? Do you like the new IPs like Hirono or Crybaby?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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Comments

  • koolgal
    2025-03-21
    koolgal

    🌟🌟🌟If I am young again, I would prefer Labubu as it is quirky, cute and definitely adorable.  I was in Guangzhou recently and I have seen first hand how popular Popmart stores are.  The element of surprise in a blindbox is a brilliant idea!  It is not only the Gen Z that are fascinated by Molly and Labubu.  Even some adults are especially after endorsement by KPop Star Lisa with over 100 million followers on Instagram. 

    Which is Better - Labubu or Kweichow Moutai?  That depends who the receiver of the gift is.  For the older generation, a bottle of the famous Kweichow Moutai would certainly be appropriate.  However for the younger generation, a cute Labubu would be greatly appreciated. 

    As for me, I prefer to invest in $POP MART(09992)$  and $Kweichow Moutai Co.,Ltd.(600519)$  as they can only go up long term. 

    @Tiger_SG  @Tiger_comments  @TigerStars  @TigerClub  

  • Shyon
    2025-03-20
    Shyon
    我绝对看到了 $泡泡玛特(09992)$ 整个盲盒热潮——惊喜元素令人兴奋，设计无可否认很可爱。Molly和Labubu已经建立了强大的粉丝群，随着Z世代接受收藏品作为自我表达的一种形式，如果他们变得更大，我不会感到惊讶。

    也就是说，我不确定我自己是否会完全加入盲盒潮流。收集的刺激很有趣，但我也更喜欢确切地知道我会得到什么。尽管如此，我还是明白为什么人们喜欢它，尤其是围绕它的社区和文化炒作。

    至于送礼，我觉得要因人而异。如果他们是收藏家或对设计师玩具感兴趣，一个罕见的泡泡玛特人物可能是一个很好的礼物。但对于更传统的东西，茅台 $贵州茅台(600519)$ 还是有一定威望的。

    也许最大的灵活性是同时赠送——一个大拉布布和一瓶茅台酒！

    @Tiger_SG @TigerStars @Tiger_comments @TigerGPT

  • 北极篂
    2025-03-24
    北极篂
    随着泡泡玛特的崛起，莫莉和拉布布等IP迅速成为了Z世代文化的象征。对于这一代人来说，潮玩不仅仅是玩具，更是情感和个性的表达。莫莉和拉布布通过独特的设计和强大的品牌影响力，确实有潜力成为这一代人收藏的核心。这种现象也符合Z世代追求个性和独立的特点——他们不再满足于传统的消费方式，而是更倾向于通过稀有性和独特性来定义自己的身份。


    我会加入盲盒的行列吗？


    盲盒的魅力在于不可预测性和惊喜感。但对于我来说，加入盲盒的行列更多的是一种娱乐和体验，可能会选择偶尔尝试，而不是作为长期投资的手段。毕竟，盲盒本质上是基于收藏和IP的热度，但这种热度是否能持续还存在不确定性。如果想要收集稀有的限量版作品，那的确能感受到其中的乐趣，但也要有清晰的认知，它并不是一种稳健的投资方式。


    相比茅台，更倾向送稀有收藏玩具吗？


    如果是送礼，我更倾向于选择稀有的收藏玩具。茅台虽然是传统的“保值”选择，但送礼时，个性和独特性更能打动人。一个限量版的泡泡玛特IP玩具不仅有收藏价值，还能成为一份有情感寓意的礼物，尤其是对年轻人来说，可能会更有吸引力。
  • Dotspot
    2025-03-22
    Dotspot
    There is apparently a slight oversupply of labubus in the market now, but another version is to be released. Has the fad passed or is this going to be around for the longer term?
  • icycrystal
    2025-03-22
    icycrystal
    @rL @HelenJanet @koolgal @Shyon @Aqa @GoodLife99 @Universe宇宙 @LMSunshine @SPACE ROCKET @TigerGPT

    $POP MART(09992)$ is hitting new highs, and it’s not just about limited edition toys anymore—it's a whole cultural revolution, and it’s totally Gen Z! If you haven’t heard of Molly and Labubu, you might be missing out on the hottest collectible toys on the market.

    Are these cute figures the new status symbol for the younger generation?

    Do you think Molly and Labubu are the next big thing for Gen Z?


    Will you jump on the blind box bandwagon?


    Would you prefer gifting a rare collectible toy over something traditional like Moutai?


    Leave your comments and also post to win tiger coins~

  • Mrzorro
    2025-03-21
    Mrzorro
    For sure, Molly and Labubu attracted a lot of Gen Z. Even my own sister is a molly Die-hard fan. For me, I won't jump on the blind box bandwagon. I won't do this collection, I don't drink so Moutai also not for me. Maybe I will consider Pop mart  and moutai stock rather than the actual product.  [LOL]
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