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EconomyGlobal Economy

How China’s brands are thriving in the US despite rising geopolitical tensions

Chinese brands like Pop Mart are winning over American consumers by projecting a global image and targeting niche markets

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The Labubu float from Pop Mart makes its way down Sixth Avenue during the Macy’s Thanksgiving Day Parade in New York City last November. Photo: AP
Ralph Jenningsin Pleasanton, California

The Cry Me an Ocean plush toys sat as forlornly as their name implied inside the Stoneridge Shopping Centre in the San Francisco suburb of Pleasanton.

The Chinese brand Pop Mart had placed a “Robo Shop” vending machine stuffed with the small dolls on a walkway inside the mall, but passers-by barely gave them a second glance.

A few shoppers said they vaguely recalled hearing the brand’s name somewhere, and one even name-checked Pop Mart’s viral Labubu figurines. But not a single person scanned the machine’s QR code to see what the machine would spit out.

Yet across the country, it was a different story. At Cornell University in Ithaca, New York, Pop Mart is popular enough that a bevy of students has signed up for the recently formed Art and Business Club just for a chance to collaborate with the brand, according to club founder Madeline Wang.

The club’s success reflects the enthusiasm for Pop Mart among Gen-Z Americans, who like the brand’s merchandise aesthetics and “blind box” sales strategy, said Wang, a rising second-year student majoring in applied economics and management.

While blind-box retail has existed for decades, Pop Mart has taken it “to another level”, Wang said, though she acknowledged that “most people” in the United States might not be fans of the brand’s designs.

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