ToyHot — Designer toy & collectibles news, release calendar and daily brief

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HOT · 48H HEAT

01Good Smile Announces New VALKYRIE TUNE ModelsNew17.5
02Takara Tomy Launches Kirby Crisis Three! ToysRising16.6
03BANDAI Announces S.H.Figuarts Dark Kabuto 20th Anniversary Ver.16.6
04LEGO releases first Dragon Ball set14.3
05Raincoat Pikachu PSA 10 card sells for $8.4M, setting a new record13.6
06Stoney Clover Lane x American Girl 40th Anniversary Bag Series6.1

IP · 7-DAY HEAT

01PokémonNew2.9
02Dragon BallNew1.5
03LABUBUNew1.5
04UltramanNew1.0
05MarvelNew1.0
06One PieceNew0.9

RELEASES · THIS WEEK

FEED · PICKS

IndustryUndergrad team launches Tash, an investment platform for trading cards

Undergrad founders Victor Shammas and Nico Sharma launched Tash to build infrastructure for card investing. The platform lets investors hold high-grade cards through professionally selected indexes, currently targeting accredited investors with plans to open to retail investors later.

Bing News: trading card market · Original ↗ · · AI-generated
Cards/TCGResale

EventsAmiAmi and Gift debut the “Fumofumo Series” plush at Tokyo Big Sight on Oct 4

AmiAmi will debut the new “Fumofumo Series” plush toys at the 13th Hakurei Shrine Autumn Reitaisai in Tokyo Big Sight on Oct 4, 2026. The items will also be sold at AmiAmi’s Akihabara Radio Kaikan store from Oct 4‑11 and online from Oct 5 to Nov 8, with limited stock and bonus original neck strap and postcard. The booth marks the ongoing partnership with Gift, showcasing the new line and distributing the plush guidebook.

大網 AmiAmi(PR TIMES) · Original ↗ · · AI-generated
Vinyl plushShows/Pop-ups

ReleasesBandai Announces Revived Super Alloy “Secret Squadron Gorenja” Set for February 2027, Priced at ¥33,000

Bandai revealed at the Tokyo Toy Show 2026 that the revived Super Alloy line will launch the full “Secret Squadron Gorenja” set in February 2027, priced at ¥33,000. The set features all five heroes as die‑cast figures reproduced via 3D scanning, with new rotating wrists, colored weapons and an added enemy figure “Iron Mask General Temjin”, alongside other revived items such as the “Super Alloy Beast King Goliath”.

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Figures/GKBandai

OpinionPOP MART partners with Sony to bring LABUBU to the big screen

POP MART is partnering with Sony to bring LABUBU from blind boxes to the big screen. The company is building a cross-format IP ecosystem by opening POP Bakery, expanding collaborations, and adding digital experiences, while using data and artist collaboration to drive growth.

Bing News: Pop Mart · Original ↗ · · AI-generated
Blind boxPOP MARTLABUBU

IndustryPOP MART Opens First European Flagship in Paris on Boulevard Haussmann

POP MART opened its first European flagship in Paris on Boulevard Haussmann, near Galeries Lafayette, featuring a three-story space showcasing IPs like MOLLY, HIRONO, and THEMONSTERS. As of the mid-2026 period, the company operates 221 overseas stores, with overseas revenue share increasing.

Bing News: 泡泡玛特 业绩 · Original ↗ · · AI-generated
RetailPOP MARTBlind box

EventsTenacious Toys 2026 NYCC Booth 1771 Lineup and Exclusives

Tenacious Toys will host the Tenacious Collective at booth 1771 for NYCC 2026, featuring brands like UVD Toys and Furry Feline Creatives. The booth will release three exclusives: Atomik OG Roller Blue, MAD Toy Design Citizens Blue GID, and Jae Martin's Lovestronaut Tenacious HRT Edition, alongside various blind boxes, resin figures, and vinyl toys.

Spanky Stokes · Original ↗ · · AI-generated
Blind boxFigures/GKVinyl plush

IndustryChina Post Securities Report: TCG Combines Collection and Circulation Value, Focus on Niche Opportunities

A China Post Securities report highlights the dual value of TCGs. The Chinese card market reached 32.1 billion yuan in 2024, projected to grow to 45.5 billion yuan by 2029. The IPTCG market is expected to rise from 2.9 billion USD in 2025 to 10.3 billion USD in 2035. Kayou holds a 71.1% market share in China's TCG sector based on 2024 GMV.

Bing News: 卡牌 卡游 集卡社 · Original ↗ · · AI-generated
Cards/TCGKayouResale

IndustryKotobukiya’s Bishōjo Model Series Surpasses 10 Million Units Shipped Worldwide

Kotobukiya announced that its original bishōjo model series exceeded 10 million units shipped worldwide in September 2026. Since the launch of Frame Arms Girl 轟雷 in 2015, the line has garnered strong support across Japan, Asia, North America and Europe. The company said it will continue to enhance its planning, sculpting and customization capabilities to meet global fans’ expectations.

寿屋 Kotobukiya(PR TIMES) · Original ↗ · · AI-generated
OtherFigures/GK

IndustryToys Included in New U.S.-China Tariff Relief Agreement

A new U.S.-China trade agreement promises more favorable tariff treatment for $30 billion of non-sensitive goods in each direction. Toys, children's car seats, holiday decorations, and small appliances are among the categories expected to benefit. The Office of the U.S. Trade Representative is expected to release additional details on Monday.

The Toy Book · Original ↗ · · AI-generated
Analysis

IndustryBandai Namco Q1 2027 Earnings: Toy Business Profit Jumps 89%

Bandai Namco announced its Q1 2027 earnings on August 6, 2026, with net sales of 328.4 billion yen and operating profit of 69.2 billion yen, a record high. The Toy & Hobby business saw net sales of 192.7 billion yen and segment profit of 53.9 billion yen, up 89% year-on-year, driven by Gundam, Dragon Ball, One Piece, trading cards, and capsule toys.

Bing News: Bandai Namco toys · Original ↗ · +1 · · AI-generated

OpinionPOP MART's Strong Earnings but Volatile Stock Price: Market Anxiety Amid the Labubu Craze

POP MART reported strong 2025 revenue and profit growth, with the LABUBU series contributing nearly 40% of total revenue. Despite the solid performance, the stock price has fluctuated violently due to cooling secondary market prices, stretched valuations, and concerns about the sustainability of the trend. The company is expanding overseas stores and cultivating other IPs to reduce reliance on a single hit character.

Bing News: LABUBU · Original ↗ · +2 · · AI-generated

ReleasesKaiyodo Announces ATDan & Hanasa Collaboration: Hatsune Miku “Goldfish” 1/7 Figure, slated for June 2027

Kaiyodo announced a 1/7 scale Hatsune Miku “Goldfish” figure, slated for release in June 2027 with a suggested retail price of ¥44,000 (tax included). Based on an original illustration by ATDan and Hanasa, the figure features 12‑color tampo‑printed eyes, pearl‑coated clear parts, and stands about 360 mm tall (including base), and will be sold through TSUTAYA, AmiAmi, Yodobashi Camera and other retailers.

海洋堂(PR TIMES) · Original ↗ · · AI-generated
Figures/GKHatsune Miku

EventsBandai Namco Toys & Collectibles Returns to NYCC with Immersive Exhibits and Exclusives

Bandai Namco Toys & Collectibles returns to NYCC with immersive exhibits and event exclusives for Gundam, Dragon Ball, One Piece, and Godzilla. The event features the GUNDAM Showcase 2026, TAMASHII NATIONS booth with event exclusives and voice actor meet-and-greets, and the GUNDAM booth with the GUNDAM ZERO statue and qualifying-purchase promotions.

Bing News: Bandai Namco toys · Original ↗ · · AI-generated
GundamBandaiDragon Ball