IndustryBing News: 泡泡玛特 业绩

POP MART 26H1 Results: Overseas Revenue Decline, LABUBU Series Fading

Image: Bing News: 泡泡玛特 业绩

POP MART reported 17.2 billion yuan in 26H1 revenue, up 24%, but overseas revenue fell 11%. THE MONSTERS (LABUBU) revenue dropped, while Twinkle Twinkle became the second-largest IP. Figure sales stagnated, with plush toys driving growth. AI-generated

Why it matters:Analyzing 26H1 results, it highlights overseas decline and LABUBU's fading popularity, revealing reliance on plush and IP aging.

EarningsBlind boxLABUBUResaleVinyl plushFigures/GK

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