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泡泡玛特“智商税”风波
Jing Ji Guan Cha Wang· 2025-11-07 05:37
Core Viewpoint - The live streaming incident involving Pop Mart has sparked significant public backlash, raising questions about the company's pricing strategy and consumer perception of value [1][5]. Group 1: Incident Overview - On November 6, during a live stream, a staff member commented on the high price of a DIMOO blind box, which retails for 79 yuan, leading to widespread criticism on social media [1][2]. - The incident quickly trended on Weibo, with consumers accusing Pop Mart of viewing them as "cash cows" and questioning the value of its products [1][2]. Group 2: Product Details - The DIMOO blind box series launched in November includes six regular items and one hidden item, with a price of 79 yuan per box and a total of 474 yuan for a set of six [2]. - Market investigations revealed that counterfeit versions of the blind box could be produced for as little as 4 yuan, while the genuine products often suffer from quality issues, further fueling consumer skepticism [2]. Group 3: Brand Reputation and Previous Issues - This incident is not the first controversy for Pop Mart; previous issues included a customer receiving incorrect products and quality control problems with other product lines [3]. - Despite these challenges, Pop Mart reported a strong performance in Q3 2025, with overall revenue increasing by 245% year-on-year, driven by significant growth in both domestic and international markets [3][4]. Group 4: Market Impact and Stock Performance - Since August, Pop Mart's stock has dropped over 33%, closing at 217.6 HKD per share on November 6, reflecting market concerns about the brand's long-term value and consumer perceptions of product pricing [4]. - The incident has highlighted a disconnect between the company's brand value recognition and consumer expectations, particularly regarding product pricing and quality [5]. Group 5: Recommendations and Future Outlook - Experts suggest that Pop Mart should reflect on its internal training and brand value understanding to prevent similar incidents from damaging consumer trust [6]. - The incident may serve as an opportunity for Pop Mart to improve its internal management and reshape its brand image, but the effectiveness of these efforts will depend on subsequent actions taken by the company [6].
泡泡玛特直播“翻车”:一工作人员:“这东西卖79?”
(原标题:泡泡玛特直播"翻车":一工作人员:"这东西卖79?") 自8月以来,泡泡玛特股价一路下跌,截至11月7日10:15,泡泡玛特股价报208.6港元/股。 11月6日晚间,泡泡玛特直播间疑似出现"翻车"事件。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",另一人回应称"没事会有人买单的"。 据红星新闻,此前,泡泡玛特新品Skullpanda餐桌系列被消费者发现明显品控问题,其部分产品钢印被 误印为"POP MAET",之后紧急下架。 ...