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Monthly · 2026-08 · Archive

LABUBU Heat Dips, Domestic IPs & Building Blocks Lead Growth

Covering August 2026. POP MART 26H1 revenue reached 17.2 billion, with LABUBU heat cooling and overseas revenue down 11%. Figure category saw near-zero growth, while plush became the main growth driver, with the founder noting heavier pressure in the second half. Blokees reported 1.7757 billion revenue, driven by a 9.9 yuan low-price strategy and a 228.5% surge in overseas revenue, though margins faced pressure. Kotobukiya released the OSHI WORKS Mini figure series and announced new media and mobile game projects for 'アルカナディア'. Bandai Namco's Q1 FY27 report showed the toys and hobbies sector contributed two-thirds of revenue. NeeDoh became a viral stress-relief hit but faced safety controversies. Good Smile Company announced details for the Osaka Good Smile Festival, and MegaHouse launched a playable bottle cap building block. AI-generated

POP MART Performance & LABUBU Cooling

POP MART 26H1 revenue was 17.2 billion, up 24%, but overseas revenue fell 11%. The LABUBU series cooled, and figure revenue was near zero. Founder Wang Ning stated the company likely won't meet the 20% growth target due to the fading popularity.

Domestic Building Blocks & IP Expansion

Blokees reported 1.7757 billion revenue, with 9.9 yuan products driving half sales and overseas revenue surging 228.5%. 52TOYS sold out limited editions at WF and SDCC. Takara Tomy showcased BEYBLADE X and Licca at Anime Expo 2026.

  • Blokees H1 2026 Results: Low-Price Strategy Drives New Users but Margins Under Pressure

    Blokees' H1 2026 revenue reached 1.7757 billion yuan, up 32.7%, but gross margin fell to 44.3%. The 9.9 yuan product accounted for nearly half of sales, while overseas revenue surged 228.5% to 365.9 million yuan. · Bing News: 国产积木 布鲁可 森宝

  • 52TOYS Lands on WF and SDCC, Alien Beast Box and Street Fighter 6 Exclusives Sell Out

    52TOYS attended both Wonder Festival in Japan and San Diego Comic-Con in July. The Alien Beast Box variant, Street Fighter 6 exclusives, and Disney Stitch products sold out, showcasing the brand's strength and overseas expansion. · 52TOYS 新闻

  • Takara Tomy Showcases BEYBLADE X, Licca‑chan and Gacha at Anime Expo 2026

    Takara Tomy participated in Anime Expo 2026 in Los Angeles from July 2‑5, showcasing its BEYBLADE X battle tops, Licca‑chan dolls and Gacha capsule toys. Over several thousand visitors attended the booth, with more than 7,000 fans taking part in BEYBLADE X tournaments and the limited‑edition Hatsune Miku × Licca‑chan doll selling out each day. The company used live battles, interactive attractions and a Gacha Galaxy to let North American fans experience Japan’s “asobi” culture and expand its global presence. · 多美 Takara Tomy（PR TIMES）

Kotobukiya New Releases & Media

Kotobukiya released the OSHI WORKS Mini figure series, 10cm tall, priced at 1,980 yen, for February 2027 release. The company announced the 'アルカナディア Cross Connect' manga and a TV anime trailer, plus the mobile game 'アルカナディア - Gleam Gatherers -'.

  • Kotobukiya launches OSHI WORKS Mini figure series, first wave now open for pre‑order

    Kotobukiya began accepting pre‑orders on August 25 for the first wave of its OSHI WORKS Mini figures, featuring “Neko Neko”, “Neko Neko (En'yūkai Ver.)”, “Persona 3 Reload Protagonist” and “Persona 5 The Royal Joker”. The 10 cm tall figures have ball‑joint heads, are priced at ¥1,980 (tax included) and are slated for release in February 2027. · 寿屋 Kotobukiya（PR TIMES）

  • Kotobukiya's Arcanadia Cross Connect comic launches on August 14

    Kotobukiya announced that the comic adaptation ‘Arcanadia Cross Connect’ of its original Arcanadia model series will be released on August 14, 2026 on comipo and other e‑book platforms. The manga, written by viviON, expands the SF‑fantasy world of Arcanadia and offers fans a new way to experience the story. An exclusive ‘Arcanadia Engage Fest 2026’ event on August 29 in Shinagawa will feature information about the comic and other franchise content. · 寿屋 Kotobukiya（PR TIMES）

  • Kotobukiya unveils TV anime ‘ArcanaDea’ teaser at Engage Fest 2026

    Kotobukiya revealed the teaser PV for the TV anime ‘ArcanaDea’ at the Engage Fest 2026 held in Shinagawa, Tokyo on August 29, 2026. The series adapts the ‘ArcanaDea’ model line, launched in December 2021 and already exceeding 700,000 units shipped worldwide, and is scheduled to broadcast from January 2027 on TV Asahi’s nationwide ‘NUMAnimation’ slot and BS Asahi. · 寿屋 Kotobukiya（PR TIMES）

  • Kotobukiya Announces Mobile Game “ArcanaDea – Gleam Gatherers” Launching in 2026

    Kotobukiya announced that its popular ArcanaDea model series will launch its first smartphone action game, “ArcanaDea – Gleam Gatherers,” slated for release in 2026. The game features over 100 million outfit combinations, character customization, and heroine Refillka voiced by Saori Ōnishi, with a demo shown at the ArcanaDea Engage Fest 2026. · 寿屋 Kotobukiya（PR TIMES）

Industry Trends & Safety Controversies

NeeDoh became a viral stress-relief hit but faced lawsuits over heat-induced breakage and counterfeits. The 'merch economy' entered a new phase with over 155 shops closing in H1 2025, shifting from overseas to domestic IPs.