Core Viewpoint - The article highlights the booming market for Labubu dolls and their accessories, particularly focusing on the significant consumer interest and spending power among various demographics, including full-time mothers and white-collar workers, which is reshaping the "doll clothing" market [1][20][22]. Group 1: Market Dynamics - Labubu dolls have created a new wave of consumer interest, with prices for doll clothing ranging from 20 to 300 yuan, significantly lower than traditional dolls that cost thousands [1][21]. - The demand for Labubu accessories has surged, with sellers reporting sales increasing from dozens to hundreds of orders per day, indicating a robust market growth [3][8]. - The global doll clothing market is projected to reach approximately $1.8 billion in 2023, with a compound annual growth rate of 12% expected by 2025, suggesting a shift towards mid-to-high-end products [22]. Group 2: Consumer Demographics - The primary consumers of Labubu products are full-time mothers and white-collar workers aged 30 to 40, who exhibit a strong purchasing power and emotional connection to the products [20][22]. - Many consumers are purchasing multiple items at once, with reports of single orders including up to 30 pieces of clothing, indicating a trend of higher spending per transaction [10][21]. - Emotional consumption is prevalent, with consumers using Labubu dolls as a form of comfort or stress relief, particularly in urban settings [22]. Group 3: Production and Supply Chain - The production of Labubu clothing has faced challenges, including longer order lead times and increased difficulty in sourcing materials, particularly high-quality fabrics that are often imported [9][22]. - The article notes that the domestic supply of high-end doll clothing materials is limited, with significant price differences between local and imported fabrics [22][23]. - The rise in demand has led to an increase in labor needs, with some sellers expanding their workforce to meet the growing order volume [19]. Group 4: Intellectual Property Concerns - The article discusses the challenges of copyright infringement in the doll clothing market, with instances of counterfeit products appearing shortly after new designs are launched [23][24]. - Sellers are taking steps to protect their designs, but the process can be complicated and costly, highlighting the need for better enforcement of intellectual property rights in this emerging market [23][24].
“学士服、西游记装扮”Labubu受追捧,“宝妈、白领买得多”!99元Labubu撬动千元“娃衣”消费
第一财经·2025-06-14 15:57