China’s Pop Mart is ramping up its manufacturing footprint to keep pace with exploding demand for its viral blind-box toys like Labubu. The toymaker has locked in six major production bases across Southeast Asia, Mexico, and beyond through trusted partners, with shipments already rolling out. This push comes as overseas sales hit 38.9% of total revenue, targeting 65% by 2027.
New facilities in Mexico, Cambodia, and Indonesia mark a strategic pivot from China- and Vietnam-heavy operations. The Mexico site zeroes in on North America, where Labubu mania has sparked shortages and resale frenzies in the US and Japan. Partners handle production to scale fast without Pop Mart owning factories outright, ensuring fresh drops like Year of the Horse plushies hit shelves on time.
Global expansion powers the play: over 200 stores and thousands of Robo-shop vending machines dot key markets. US outlets aim to double from 60, capitalizing on 2025’s demand surge. Shares perked up on analyst bets for non-Labubu growth and holiday rebounds, despite earlier Labubu crash jitters
