Core Insights - The article highlights the explosive growth of the "Labubu" IP launched by Pop Mart, which has become a global phenomenon in the cross-border e-commerce market, particularly in the U.S. and Europe, with sales increasing significantly in 2025 [1][2] - Despite the initial success, a sudden withdrawal of sellers from Amazon raises concerns about underlying risks, particularly related to intellectual property infringement and compliance issues [1][12] Sales Performance - Labubu 3.0 series saw sales growth of approximately 8 times in the U.S. and 5 times in Europe in April 2025 [1] - Pop Mart's Q1 2025 financial report indicated a total revenue increase of 165%-170%, with overseas market revenue soaring by 475%-480% [1] - In the U.S. market, Labubu's sales surged by 895%-900%, establishing it as a leading IP [1] Product Popularity - The popularity of Labubu products on Amazon is evident, with over 2000 SKUs available, including clothing, accessories, and stickers [3] - Labubu clothing sets dominated the "Doll Clothing & Accessories Sets" sales rankings on Amazon, with the top item selling over 1000 units in the previous month [3] Seller Behavior and Risks - Sellers on platforms like AliExpress have capitalized on Labubu's popularity, with high profit margins reported, such as a 800% profit on certain products [6] - However, many sellers face significant risks due to potential infringement issues, as they attempt to associate their products with Labubu without authorization [7][12] Compliance and Legal Challenges - Amazon has initiated a crackdown on unauthorized Labubu-related products, leading to the removal of listings and raising awareness among sellers about the platform's reduced tolerance for brand association [9][12] - Sellers attempting to circumvent compliance measures have still faced removal from the platform, indicating strict enforcement of intellectual property rights [11] Market Dynamics - The article discusses the phenomenon of sellers blindly following trends, which can lead to market oversaturation and price wars, ultimately harming profitability [13] - It emphasizes the importance of compliance and respecting intellectual property rights as fundamental to long-term success in the cross-border e-commerce industry [14] Long-term Strategy - The success of Labubu illustrates the vast market potential for trendy IPs, but it also highlights that short-term profits do not equate to sustainable business [15] - Successful sellers are those who focus on original design and brand development while adhering to compliance, rather than seeking quick profits through risky practices [15][17]
别再做侵权梦!Labubu爆火背后,亚马逊卖家连夜撤退