$POP MART(09992)$ POP Mart’s explosive rally on the back of Labubu 3.0’s launch isn’t just hype — it’s a validation of a proven IP monetization model. Labubu has become a cultural icon in China’s designer toy market, and with the 3.0 upgrade, POP Mart has again struck gold by combining scarcity, collectibility, and emotional resonance with Gen Z consumers.
Beyond Labubu, POP Mart is building an entire content-driven ecosystem — from theme parks to animations and overseas expansion. Its growing IP portfolio and omni-channel strategy (retail + vending machines + e-commerce) create a scalable growth engine.
Yes, the stock has run, but like LVMH in its early years, brand-driven consumer businesses can defy valuation gravity when they hit the cultural zeitgeist.
Conclusion:
Labubu 3.0 isn’t a top — it’s a milestone. POP Mart still has room to run for long-term believers in cultural capital.
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