Pop Mart’s Labubu Lesson 🎯

A sudden jump in Labubu production from 10M → 50M may have backfired.

Key insight:

Scarcity drives demand and anticipation

Overproduction erodes IP value and market excitement

A smaller increase (e.g., 20M) could balance supply and hype

Takeaway:

Strategic patience beats short-term profit chasing.

Mass production kills exclusivity—an evergreen lesson for emerging brands.

#PopMart #Labubu #Strategy #Scarcity #SOL