Don't Miss the Chance to Profit From the World's Second Childhood
A life-sized vinyl toy fetched six figures at auction in June...
The toy – a mint-green monster – is now the world's most valuable Labubu ever sold, at $150,000.
Labubu figurines have taken the world by storm. And on the regular consumer market, they're fueling huge earnings for the company that makes them...
Pop Mart (9992.HK) saw profits jump nearly 400% in the first half of the year. Its stock is up more than 200% year to date.
Many Labubu toys are priced at well over $100 on Pop Mart's website. And most are labeled "out of stock."
Now, crazes like Labubu aren't new...
Beanie Babies were the big hit in the late '90s. At their peak, they made up 10% of all eBay sales.
But there's a key difference between past fads and the one unfolding today. And it could spell major profits for folks who see it.
Adults Are Driving the Next Toy Craze
Labubu isn't the only "kids" product reshaping the market today. Youth media has been leading the culture in recent years...
In 2023, Barbie was the year's top-grossing movie. It earned more than $1.4 billion worldwide.
In 2024, the most-watched streaming show in the world was Bluey – an animated series aimed at preschoolers.
And this year, Netflix scored its best box-office result ever with KPop Demon Hunters. The high-budget animated feature earned $18 million in its limited opening weekend... two months after it had already debuted on streaming.
It's not just children driving these results. Products made for kids and adolescents are becoming increasingly popular with adults... creating a new generation of "kidults."
Kidults are adult earners with kid-like interests. That passion is what sets them apart from the Beanie Baby buyers of the past...
Yes, fads are a big part of the buying excitement today. But so is genuine interest. Today's kidults aren't just collectors trying to get rich. They're adults who enjoy media, games, and toys for their own sake.
This group of consumers has exploded since the pandemic...
Between 2020 and 2022, consumers poured their stimulus cash into hobbies and nostalgia. Toy sales for U.S. adults surged 37% in two years.
But the trend never stopped...
Last June, adults bought more toys than preschoolers for the first time ever. And in the first half of 2025, buyers over 18 were the fastest-growing segment in the toy market.
Kidults are becoming a significant market force. And they're driving sales in all types of businesses...
Toymakers, video-game companies, media producers, and event promoters all stand to benefit. If a company produces something nostalgic or collectible, now's the time to own it.
Kidults spend freely, and their ranks are growing by the year. As these folks splurge on nostalgia, we get to invest our money – and reap the benefits.
The rise of kidults isn't a passing fad – it's a structural shift in global consumer spending. And investors who recognize this now can capture the next wave of blockbuster growth.
Don't miss your chance to profit from the world's second childhood.
Good investing,
Sean Michael Cummings
Further Reading
"Robots are no longer the stuff of science fiction," Sean writes. Advances in AI and 3D simulations are helping robots learn faster than ever before. And bullish interest in this sector recently hit a multiyear high – setting the stage for a potential robotics bull run.
The headlines are full of chaos. But the market is quietly rallying in the background. While the media focuses on every misfortune, investors who remain focused can still find significant gains.
HIGHS AND LOWS
NEW HIGHS OF NOTE LAST WEEK
Bank of America (BAC)... financial giant
American Express (AXP)... financial giant
SoFi Technologies (SOFI)... digital finance
UBS (UBS)... Swiss bank
AbbVie (ABBV)... pharmaceuticals
Planet Labs (PL)... satellites
GE Aerospace (GE)... aircraft engine supplier
Alphabet (GOOGL)... tech "World Dominator"
Upwork (UPWK)... online marketplace
Tripadvisor (TRIP)... online travel booking
AppLovin (APP)... mobile ad network
Riot Platforms (RIOT)... video games
Wynn Resorts (WYNN)... casino and resorts
Dillard's (DDS)... department stores
Construction Partners (ROAD)... infrastructure
Caterpillar (CAT)... heavy machinery
Franco-Nevada (FNV)... gold
Agnico Eagle Mines (AEM)... gold
Kratos Defense and Security Solutions (KTOS)... "offense" contractor
NEW LOWS OF NOTE LAST WEEK
Morningstar (MORN)... financial services
Fidelity National Information Services (FIS)... financial technology
National Beverage (FIZZ)... flavored soft drinks
McCormick (MKC)... spice
Freshpet (FRPT)... healthy pet food
Choice Hotels (CHH)... Clarion, Comfort Inn, Quality Inn