Group 1 - The core viewpoint is that Pop Mart's stock experienced a significant drop of nearly 10% on December 8, marking its largest decline in over six weeks, with a total decrease of approximately 40% from its peak, resulting in a market value loss exceeding 180 billion HKD [1] - Market participants express concerns regarding Pop Mart's sales performance during the U.S. "Black Friday" promotional period, which may fall short of expectations [3] - The release of Pop Mart's Labubu new products on November 13 saw a noticeable decline in popularity, with secondary market premiums significantly decreasing, particularly hidden items which saw a reduction of over 50% [3] Group 2 - Morningstar analysts indicate that weak sales in the U.S. could undermine market confidence in Pop Mart's growth prospects, especially following a reported year-on-year sales surge of over 1200% in the U.S. for the third quarter [5] - Several items from the "Why So Serious" series, originally priced at 159 RMB, are now being sold below their original price on secondary platforms, with some dropping to as low as 60 RMB, indicating a significant depreciation [10]
原价159元,跌到60多元!几个月前爆火,突然闪崩