Tempest-Jody L.

From blind boxes to bling. 🤔 Pop Mart expects profits to jump by at least 350% as revenues more than triple in H1. So, what is Pop Mart really selling?💎🧸 Beyond collectible toy, Pop Mart just launched its standalone jewellery brand POPOP, setting up shop alongside Cartier in Shanghai and Beijing. 👇 The twist? It’s not selling diamonds, but IP: silver charms shaped like Labubu and Molly, priced like everyday luxury. Pop Mart’s strategy is clear: stretch its IP across verticals, from plush toys to jewellery, while keeping fans engaged long after the unboxing thrill fades. The result is not just monetization, but retention, status, and storytelling that lives on the body, not just the shelf. More data below 👇 💎 Jewellery and accessories jumped 156% YoY to ¥1.59B (≈US $220M), while blind-box sales dropped below 60% of revenue for the first time. 💎 93% of POPOP’s early customers are existing Pop Mart members, out of a 40M-strong base—signaling deep loyalty that’s ready to be monetized. 💎 Entry-level pieces use S925 silver, pearls and crystals, but price tags range from ¥319–2,699 (US $44–372), pushing margins above 80%. ✔️ China’s pop IPs are redefining value: people aren’t paying for metal, they’re paying for meaning. Smart business model? 👇What’s your take? —— #china #popmart #branding #ashleytalks Insights via Tech Planet, Brandstar ❗️Found this thought-provoking? Drop me a message to explore how IP strategy can drive retention and growth beyond your core product.

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One of the best parts of advisory life is meeting brilliant founders who see opportunity where others see waste. From kidswear to white goods, circular retail is no longer a niche — it’s becoming a commercial advantage. Trade-in, resale, and repair are now core levers for growth, loyalty, and sustainability. Working with businesses like Returnal , I’ve seen how strong values and smart models can turn pre-loved into profit — and purpose into loyalty. It’s not just good for the planet; it’s good business. #CircularEconomy #RetailInnovation #Sustainability #BoardLeadership #AdvisoryLife #PurposeDrivenBusiness

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Is this Louis Vuitton’s new home? Louis Vuitton is in talks to open one of its largest flagship stores in Asia at K11 Musea, Hong Kong. But this isn’t just another retail space—it’s an immersive luxury destination. More than a store—A hospitality-driven brand experience: The 40,000-square-foot space is set to feature: - A museum showcasing Louis Vuitton’s craftsmanship and heritage - A café to extend the brand’s lifestyle appeal - A VIP lounge offering an exclusive, private hospitality experience This move signals a new era of luxury retail, where brands are no longer just selling products—they’re curating cultural and hospitality experiences that foster deeper engagement. What this means for the future of luxury & hospitality: The Rise of Experiential Retail – Luxury brands are blending hospitality, culture, and commerce to create spaces where customers don’t just shop—they linger, engage, and immerse. A boost for Hong Kong’s retail & property market – The city has long been a luxury shopping hub, and this development could revitalise high-end retail and commercial real estate. New revenue streams beyond fashion – Expect more luxury brands to expand into F&B, hospitality, and cultural experiences to build brand loyalty. We’ve seen Dior, Gucci, and Prada explore cafés, hotels, and experiential spaces. Now, Louis Vuitton is doubling down on hospitality-driven brand destinations. Will luxury brands of the future feel more like exclusive hotels and members’ clubs than retail stores?

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