Pop Mart's Share-Price Correction Not a Sign of Fading Labubu Popularity -- Market Talk

Dow Jones

Sep 19

0815 GMT - Pop Mart's recent share-price correction isn't a sign of Labubu's fading popularity, Citi analysts say in a research note. The fall was likely driven by market concerns over a drop in Labubu's resale price, the analysts say. The company's restocking initiatives that cater to real demand, improve customer experience and curb reseller activities should foster the intellectual property's strength in the long term, they note. Meanwhile, Pop Mart's other iconic IPs could emerge as new drivers, such as Twinkle Twinkle, a human-like character with a well-developed story line, they add. Citi maintains a buy call on Pop Mart with its target price unchanged at HK$398.00. Shares are last at HK$270.60. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

September 19, 2025 04:15 ET (08:15 GMT)

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The fall was likely driven by market concerns over a drop in Labubu's resale price, the analysts say. The company's restocking initiatives that cater to real demand, improve customer experience and curb reseller activities should foster the intellectual property's strength in the long term, they note. Meanwhile, <a href=\"https://laohu8.com/S/POPMF\">Pop Mart</a>'s other iconic IPs could emerge as new drivers, such as Twinkle Twinkle, a human-like character with a well-developed story line, they add. Citi maintains a buy call on <a href=\"https://laohu8.com/S/09992\">Pop Mart</a> with its target price unchanged at HK$398.00. Shares are last at HK$270.60. (sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 19, 2025 04:15 ET (08:15 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pop Mart's Share-Price Correction Not a Sign of Fading Labubu Popularity -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPop Mart's Share-Price Correction Not a Sign of Fading Labubu Popularity -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-09-19 16:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0815 GMT - <a href=\"https://laohu8.com/S/PMRTY\">Pop Mart</a>'s recent share-price correction isn't a sign of Labubu's fading popularity, Citi analysts say in a research note. The fall was likely driven by market concerns over a drop in Labubu's resale price, the analysts say. The company's restocking initiatives that cater to real demand, improve customer experience and curb reseller activities should foster the intellectual property's strength in the long term, they note. Meanwhile, <a href=\"https://laohu8.com/S/POPMF\">Pop Mart</a>'s other iconic IPs could emerge as new drivers, such as Twinkle Twinkle, a human-like character with a well-developed story line, they add. Citi maintains a buy call on <a href=\"https://laohu8.com/S/09992\">Pop Mart</a> with its target price unchanged at HK$398.00. Shares are last at HK$270.60. (sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 19, 2025 04:15 ET (08:15 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0327786744.USD","symbol_name":"Janus Henderson Horizon China Opportunities A2 USD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2568325340","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2568325340","pubTimestamp":1758269700,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0815 GMT - Pop Mart's recent share-price correction isn't a sign of Labubu's fading popularity, Citi analysts say in a research note. The fall was likely driven by market concerns over a drop in Labubu's resale price, the analysts say. The company's restocking initiatives that cater to real demand, improve customer experience and curb reseller activities should foster the intellectual property's strength in the long term, they note. Meanwhile, Pop Mart's other iconic IPs could emerge as new drivers, such as Twinkle Twinkle, a human-like character with a well-developed story line, they add. Citi maintains a buy call on Pop Mart with its target price unchanged at HK$398.00. Shares are last at HK$270.60. 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The fall was likely driven by market concerns over a drop in Labubu's resale price, the analysts say. The company's restocking initiatives that cater to real demand, improve customer experience and curb reseller activities should foster the intellectual property's strength in the long term, they note. Meanwhile, Pop Mart's other iconic IPs could emerge as new drivers, such as Twinkle Twinkle, a human-like character with a well-developed story line, they add. Citi maintains a buy call on Pop Mart with its target price unchanged at HK$398.00. Shares are last at HK$270.60. (sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 19, 2025 04:15 ET (08:15 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}