POP MART Launches Labubu Series Online Pre-sale

Summary

On June 18th, Pop Mart initiated an online presale for the Labubu series, significantly increasing supply. This move led to a reduction in reseller prices, indicating a potential oversupply or decreased demand. Customers reacted positively, successfully purchasing products that were previously out of stock.Zhitong

Impact Analysis

The event is classified at the company level since it involves Pop Mart’s strategic decision to manage product availability and pricing through an online presale. The immediate impact was a drop in the stock price by over 5% in the Hong Kong market, with a trading volume of 29 billion HKD, due to reduced secondary market prices for Labubu products.观点网 This suggests a potential oversupply or cooling demand as a consequence of the presale. The first-order effect is the direct financial hit to Pop Mart’s stock, reflecting investor concerns over future revenue potential amid potential demand saturation or market friction from resellers.观点网 Second-order effects could include changes in consumer buying behavior and the potential need for Pop Mart to adjust its production or marketing strategies to maintain consumer interest.TradingKey Investment opportunities might involve reevaluating Pop Mart’s stock position based on perceived long-term demand for Labubu products and the company’s ability to innovate and capture consumer interest in the toy market.