Weekly · 2026-W39 · Archive
Bandai Profit Soars, LABUBU Hype Meets Regulatory Risks
Covering August 6-9, 2026. Bandai Namco's Q1 2027 fiscal report shows toy business profit surged 89% YoY, hitting a record high. A new US-China trade agreement includes toys in tariff exemptions. POP MART reports strong earnings but faces stock volatility due to the LABUBU hype. The SAMR released six cases of blind box violations, with gambling-style mechanics becoming a major complaint source. Disney's APAC licensing revenue hit a record high. Kaiyodo and ATDan announced a Miku collaboration figure. AI-generated
Bandai Namco & Trade News
Bandai Namco's Q1 2027 fiscal report shows toy business profit surged 89% YoY, a record high, driven by Gundam, Dragon Ball, One Piece, and cards. A new US-China trade agreement includes toys in tariff exemptions for $30 billion in non-sensitive goods.
- Bandai 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
- Toys 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
POP MART: Earnings vs. Stock
POP MART's 2025 revenue and profit surged, with LABUBU contributing nearly 40% of revenue. Despite strong performance, the stock fluctuates due to cooling secondary markets, high valuations, and sustainability concerns. The company is expanding overseas and diversifying IPs.
- POP 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
- POP MART Announces 2026 Interim Report
POP MART has released its 2026 interim report on the Stock Exchange of Hong Kong, including financial statements and ESG data. · 港交所披露易：泡泡玛特 9992
Regulation & Blind Box Trends
The SAMR released six cases of blind box violations, including gambling-style mechanics like dice rolling. POP MART's Zsiga MINI figures at 89 yuan validate the mass-market path for BJDs.
- SAMR Releases Six Cases of Illegal Blind Box Operations
The SAMR released six cases of illegal blind box operations, including false advertising and gambling violations. Southern Media noted that many cases involved live streaming, with probability-based games like dice rolling becoming major complaint sources. · Bing News: 盲盒 监管
- Zsiga 'Life Show' MINI Figures: 89 Yuan Blind Box Validates BJD Mass-Market Path
Zsiga's 'Life Show' MINI figures are released at 89 yuan, selling out quickly with high social media engagement. The analysis suggests this price drop from 399 yuan validates the mass-market potential of high-interaction categories, potentially becoming a major category after plush toys. · Bing News: 盲盒 新品
Collabs & New Releases
Disney's APAC licensing revenue hit a record high, boosted by Zootopia 2 and Toy Story 5. Bandai showcased limited Gundam and Dragon Ball merch at NYCC. Kaiyodo released a Miku Goldfish Ver. figure for June 2027. A Lego Land exclusive set 50090 is set for February 2027.
- Disney Consumer Products Asia-Pacific Records All-Time High Performance
Disney's global retail sales reached $63 billion in fiscal 2026, retaining its position as the world's top brand licensor. The Asia-Pacific region achieved record-high performance and growth, with licensing for 'Zootopia 2' and 'Toy Story 5' increasing by over three times. · Bing News: 迪士尼 潮玩 联名
- Bandai 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
- LEGO LEGOLAND Park Adventure Set 50090 Pre-Announced
LEGO Group revealed the LEGOLAND Park Adventure set 50090 after a treasure hunt event at LEGOLAND Billund in Denmark. The 1578-piece set will launch on February 1, 2027, for 109.99 EUR. · Bing News: 乐高 新品
- Kaiyodo 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）