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lite.cnn.com - on gopher - inofficial | |
ARTICLE VIEW: | |
People love their fake Labubus. Can Pop Mart keep up? | |
By Ramishah Maruf, CNN | |
Updated: | |
1:00 PM EDT, Sun August 24, 2025 | |
Source: CNN | |
Like many Labubu fans, 28-year-old Joselyn Chamorro is over the craze. | |
Waiting in overnight lines to buy the $30 mischievous dolls, or | |
shelling out $100 to resellers, has lost its appeal. So when she saw a | |
gas station in Lakeland, Florida, was selling fake Labubus — known as | |
Lafufus — for $20, she didn’t hesitate to buy one. | |
Trying to get a real Labubu, “it’s almost like ‘The Hunger | |
Games,’” Chamorro said. | |
Just like an authentic Labubu, it even came in a blind box, meaning the | |
buyer doesn’t know the specific doll they’re getting. | |
Labubu’s maker, Pop Mart, seems unstoppable. The Beijing-based toy | |
company expects its 2025 revenue to exceed 30 billion yuan, or $4.2 | |
billion. Just in the Americas, revenue soared by over 1,000% | |
year-on-year, according to Pop Mart’s semi-annual report released in | |
August. Globally, revenue for Labubus alone skyrocketed 668% in the | |
first half of the year. | |
But as rapidly as Labubus have risen in popularity, they could fall | |
just as fast. Shortages of the creepy-cute dolls, on top of the $20 to | |
$40 price tag, have driven shoppers to look for alternatives. | |
Pop Mart’s strength lies in its creations that draw a cult following | |
– Labubus, Cry Babies and Molly figurines – but the company still | |
needs to grow past virality, Morningstar analyst Jeff Zhang said. | |
“Compared with global leaders such as Disney and Sanrio, Pop Mart has | |
yet to demonstrate a sufficiently long track record of generating | |
excess return on invested capital from self-owned IPs,” Zhang wrote | |
last week. | |
And in a twist, Lafufu owners aren’t afraid to share they have a | |
knock-off. | |
Chamorro’s fake is smaller than the real Labubus, and its hands and | |
face may be two different shades. But the palm-sized toy bears holds | |
the same mischievous grin and soft fur that made the original go | |
mind-bogglingly viral. | |
“My little monster, even though he’s not authentic, he’s still | |
really cute in his own little way,” Chamorro said. | |
Pop Mart isn’t playing around | |
Pop Mart has trademarked “Labubu” since 2019 in the United States | |
and at least 2016 internationally, according to the company’s legal | |
filings. And China is cracking down on Lafufus, with its customs agents | |
. | |
There’s a certain irony in China’s possessiveness over its Labubu | |
IP. The country is known for pushing out fakes of practically every | |
well-known brand, accounting for 45% of all reported seizures of | |
counterfeit goods in 2021, to the Organisation for Economic | |
Co-operation and Development. It also doesn’t rank too highly in the | |
, which measures the strength of intellectual property among different | |
nations. | |
Pop Mart Americas recently sued a group of 7-Eleven stores in | |
California for selling counterfeit Labubus. Zhang said more companies | |
may face lawsuits from Pop Mart over Lafufus, but counterfeits might | |
also decrease as Pop Mart ramps up its production. | |
A consumer standards body in the United Kingdom fake Labubu dolls | |
could pose a choking hazard for young children. The US Consumer Product | |
Safety Commission, which a similar warning, noted a real Labubu will | |
feature a holographic Pop Mart sticker, a scannable QR code linking to | |
the official Pop Mart site and exactly nine teeth; newer Labubus will | |
also have “a subtle UV stamp on one foot.” | |
What’s driving demand for Labubus? | |
These days, you may see more Lafufus on the streets than Labubus, | |
especially as social media has destigmatized the shame of owning | |
knock-off toys. | |
Lafufus are “a lot more unique looking, you know, the little mess ups | |
and the little quirks … people like that,” Cassandra Harrison, a | |
32-year-old from New Jersey, told CNN. | |
Many of her friends are starting Lafufu collections, and she recently | |
found a wall of Lafufus at a phone repair store inside her local Super | |
Walmart. But at the end of the day, Harrison still ended up purchasing | |
a real Labubu. | |
Turning Labubu, originally a storybook character, into a beloved plush | |
wasn’t exactly dumb luck, said Mark Tanner, managing director of | |
consumer insights newsletter China Skinny. More and more Chinese | |
companies are outpacing their Western competitors with rapid-fire | |
product development, he told CNN. | |
Pop Mart did a lot of work behind the scenes to make the “blind | |
box” approach work. Like most consumer trends today, the blind boxes | |
appeal to shoppers who are scrolling through hyper-specific TikTok | |
algorithms. | |
“(Pop Mart’s strategy) just aligns really well with the way people | |
are consuming information right now, where the algorithm does all the | |
work for them. When you buy a Labubu, you’re not having to make any | |
choices,” Tanner said. | |
Pop Mart also doesn’t have the decades-long history as some of its | |
Western competitors. So the company isn’t as concerned about | |
retaining loyal customers — it’s still busy building its base. | |
Pop Mart has opened at least 50 stores in 2025 around the world, | |
Morningstar said. Morningstar analysts estimate that business outside | |
China will account for 70% of Pop Mart’s revenue in 2034, compared | |
to 39% in 2024. | |
And regarding fake Labubus, Pop Mart still has a few tricks up its | |
sleeves to keep the spotlight on the real thing. | |
Last week, Pop Mart CEO Wang Ning announced an even tinier version of | |
the character, similar to the popular figurines that hang off | |
many-a-Gen Z’ers devices. Wang said mini Labubus could be launched as | |
soon as this week, a rapid turnaround time, say. | |
Upon the news of the very tiny toy, Pop Mart’s stock climbed 14%, | |
hitting levels as high as December 2020, when the company first went | |
public. | |
For some, Labubus are so overdone | |
Madonna recently unveiled a slightly “Madudu” birthday cake to ring | |
in her 67th birthday. Labubu costumes have been spotted on event dance | |
floors. And why does a seem to exist? | |
But what’s novel is the sheer ridiculousness of the Lafufus. Some | |
have faces that are plastered on sideways. Others have foreheads that | |
are definitely not proportional to its tiny body. All these | |
imperfections play to the delight of social media users. | |
Chamorro, the woman in Florida, also owns a Labubu. But she said her | |
funky Lafufu has grown on her. The fact that she was able to purchase | |
it from a local gas station makes it all the better. | |
So, at least for now, Chamorro is not bothering with the official Pop | |
Mart drops. | |
“I don’t know if in a year from now, they’re still going to be as | |
big,” she said. “I feel like this is more of a trend and lowkey, I | |
don’t think I’m going to get another. They’re just so hard to | |
get.” | |
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