泡泡玛特:Fun Bites 美国门店探访 - 仍处早期阶段


September 28, 2025 08:08 PM GMT Pop Mart | Asia Pacific Fun Bites: US Store Visit - Still Early Days We visited six Pop Mart stores in the US last week. The following three observations enhance our confidence that its US market is still in its early days: 1. New-to-brand customers & product breadth: In most stores, we saw new customers asking what the company's "blind boxes" are. We saw customers buying a variety of IP/products – not just Labubu plush toys (which were either not available or subject to limi ...