Pop Mart

8 statements across 2 episodes · 5 bullish · 0 bearish · 2 people on the record · first statement Aug 30, 2025 by John Coogan · said 41 times in 2 episodes since 2025 · across every show →

Mentions by year

brought up most by John Coogan (13), Jordi Hays (12)

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2025 41 mentions in 2 episodes 21 per episode

every mention, scene by scene, with the transcript →

Everything said about Pop Mart, oldest first

Aug 30, 2025 bullish
Opinion
Pop Mart executes a Disney-style monetization playbook on new intellectual property.
“Seems like Popmart's capable of running, like, a Disney-esque monetization playbook on top of somewhat new IP, which is pretty crazy.”
John Coogan Aug 30, 2025 ▶ 23:54 How LABUBU made BILLIONS
Aug 30, 2025 bullish
Assertion Supported
Pop Mart reached a $12.5 billion market cap at its IPO.
“Ning's net worth doubles overnight. He's worth 3.2 billion at open, six billion at close. Pop Mart has a 12.5 billion market cap at close.”
John Coogan Aug 30, 2025 ▶ 22:28 How LABUBU made BILLIONS
Aug 30, 2025 bullish
Assertion Supported
Labubu's international sales grew roughly tenfold over the last two years.
“It's doubling in China, but it's also like seen maybe like a 10 X increase in in international sales over the last two years.”
John Coogan Aug 30, 2025 ▶ 30:30 How LABUBU made BILLIONS
Aug 30, 2025 bullish
Prediction Not checkable as stated
Legacy toy manufacturers like Mattel will inevitably adopt blind boxes.
“The conclusion to the Lububu story? Well, it's probably, like, Ty, the maker of Beanie Babies, or Mattel, the maker of Barbie, getting into blind boxes. Yeah, like, that's the only answer. That, that's the, where the, like, the arrow of progress moves in one d…”
John Coogan Aug 30, 2025 ▶ 8:11 How LABUBU made BILLIONS
Aug 30, 2025 bullish
Opinion
Coogan: Pop Mart Executes Disney-Style Playbook on New IP
“It seems like Popmart's capable of running Like, a Disney-esque monetization playbook on top of somewhat new IP, which is pretty crazy.”
John Coogan Aug 30, 2025 ▶ 1:57:47 Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
Aug 30, 2025 neutral
Assertion Partly supported
Pop Mart founder Wang Ning is now worth $28 billion
“Wong Ning is now the 10th richest person in China. He's worth twenty-eight billion dollars.”
John Coogan Aug 30, 2025 ▶ 1:44:31 Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
Aug 30, 2025
Assertion Supported
Coogan: Pop Mart Hit $12.5B Market Cap on Hong Kong IPO Day
“Ning's net worth doubles overnight. He's worth 3.2 billion at open, six billion at close. Pop Mart has a 12.5 billion market cap at close.”
John Coogan Aug 30, 2025 ▶ 1:56:22 Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
Aug 30, 2025 neutral
Assertion Supported
Hays: Most Expensive Labubu Doll Sold for $170,000
“Interestingly, the most expensive Libubu ever sold was a 170,000 in June of this year.”
Jordi Hays Aug 30, 2025 ▶ 1:37:29 Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
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