I tend to believe that old Duan's vision is fine.

I have always felt that Bubble Mart's moat is quite deep!

A single hit product is luck, but consistently producing hits is skill; Bubble Mart is simply overflowing with ability.

Its biggest moat is turning aesthetics, emotions, a sense of scarcity, and global channels into a replicable IP monetization system. What they are selling is evidently not toys, but rather a type of "emotional asset" that is tailored for today's young people: very light, very cheap, and very addictive.

Aesthetic judgment × IP incubation × product development × scarcity rhythm × user emotions × global channels × supply chain efficiency.

Then go take a look at their overseas growth curve,

its IP is not only appealing to young people in China, but is also starting to spread across cultures.

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