LABUBU 4.0
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泡泡玛特跌超4%,部分LABUBU已跌价13%
第一财经· 2025-11-07 03:34
Core Viewpoint - The article discusses a recent incident involving Pop Mart's live stream, where a staff member made a controversial remark about the pricing of a product, leading to a public backlash. Despite this, the company's performance remains strong, with significant revenue growth reported. Group 1: Incident Overview - On November 6, Pop Mart's live stream faced backlash when a staff member commented that the price of a DIMOO blind box, originally priced at 79 yuan, was "a bit excessive" [3][6] - An internal source confirmed the incident and stated that the company is investigating but will not terminate the involved employees [6] Group 2: Product Performance - DIMOO, created by designer Ayan Deng, is one of Pop Mart's top-selling IPs, consistently ranking in the top 5 for sales [6] - The new DIMOO series "New Diary" sold out immediately upon release, and a collaboration with Disney saw the hidden variant "Mickey TV Show" increase in price from 179 yuan to 784 yuan, reflecting a 3.4 times premium [7] Group 3: Market Trends - Sales for other Pop Mart IPs like LABUBU, Star People, CRYBABY, and SKULLPANDA have also been strong, with supply issues gradually improving due to regular restocks [7] - Following large restocks, product prices have seen varying degrees of decline, with the hidden variant "Heart" of LABUBU dropping by 13% and 6% after restocks on September 25 and October 20, respectively [7] Group 4: Financial Performance - Despite a stock price decline of over 35% since late August, Pop Mart reported robust financial results, with a 245% year-on-year revenue increase in Q3 2025 [8] - Revenue from China grew by 185% to 190%, while overseas revenue surged by 365% to 370% [8]
泡泡玛特称不会开除直播“翻车”涉事员工,LABUBU 4.0已跌价13%
Di Yi Cai Jing· 2025-11-07 03:22
目前,DIMOO是泡泡玛特长期保持TOP5销量的头部IP。 11月6日晚间,泡泡玛特(09992.HK)直播间疑似"翻车"。多名网友在社交平台发布视频显示,直播期间,一位工作人员手持原价79元的DIMOO挂链盲盒 说到,"这东西卖79元确实有点……过分了"。另一工作人员回应称:"没事,会有人买单的。" 第一财经记者从泡泡玛特内部人士处获悉,确实发生了直播事故,公司正在紧急调查,但不会开除直播事故中相关员工。 DIMOO是由中国设计师Ayan Deng(邓瞻)创作的IP,目前该IP已被泡泡玛特收购成为其自有IP。DIMOO是一个闯入梦境的小男孩,头顶住着一位由云朵 化成的"云宝宝"。 目前,DIMOO是泡泡玛特长期保持TOP 5销量的头部IP。得物App数据显示,泡泡玛特DIMOO全新系列"新生日记"开售后秒售罄。今年3月,DIMOO推出 了与迪士尼联名的首款搪胶盲盒产品,该产品包括6个基本款和1个隐藏款。得物App数据显示,隐藏款"米奇TV秀"价格由179元上涨至784元,溢价3.4 倍,截至目前,隐藏款市场价为359元,仍有1倍的溢价。 2025年至今,泡泡玛特旗下LABUBU、星星人、CRYBABY、SK ...