Ah_Meng
06-11

Bubble obviously… waiting to pop… Pop Mart is a concept that will only take off when the economy is doing well. When recession finally arrives to China and US, essential items like food on the table would be the priority. Occasionally, you might reward yourselves with a cup of bubble tea, etc. Will we still go and buy a Labubu? I doubt so. The rise of Pop Mart also symbolises the rise of the culture of excesses and wants. Yes, the founder has turned those toys 🧸 into “collectible art toys”, however unlike for example a Rolex, one could have replicated those toys 🧸 easily. Having said that, the time is not now when the economy is still in its Goldilocks moment. The time will come when all these come crashing down and people will find out that there’s no one left to buy their “beloved” Labubu… [Facepalm][Spurting]
# Pop Mart Peaked? How Will You Short It?

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  • WendyOneP
    ·06-11
    Totally agree! When times get tough, it’s the basics that matter—rice, milk, diapers… not toys on a shelf. I’m all for steady consumer staples. Cute things are fun, but they don’t feed the family. 💡🛒
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