The Way UK Cuddly Toy Jellycat Conquered the Chinese Market
A woman named Stella purchased her initial Jellycat plush toy amid a time of unemployment during the global health crisis. Inspired by an acquaintance's passion for the UK-created toys, her curiosity was fully sparked upon seeing a distinctive gingerbread house plushie on a popular Chinese social media platform.
Although Christmas isn't widely celebrated across China, being more of a retail occasion rather than a cultural tradition, the sight of gingerbread houses appealed to Stella. "The festival doesn't hold a lot to me... However, I have always loved the sight of gingerbread houses," she remarks. This prompted her to eventually request a friend from her hometown to buy it for her.
That acquisition was made back in 2021, just as Jellycat was about of achieving enormous popularity in China and beyond. "Everyone felt uneasy, and nobody knew what was going to happen," recalls Stella, who developed a habit of stroking and squeezing her plushies to cope during that stressful time. Residing in Beijing, which experienced some of the most stringent restrictions globally, she passed extended periods indoors.
Now aged 32 with a new job as a tourism sector in the tourism industry, Stella still grow her assortment. Her collection has swelled to approximately 120 items, with a total an investment of roughly 36,000 yuan. "As an adult, you have many things that you cannot discuss with other people... and the problems we encounter are a lot more complex than in the past," she says with a sigh. "These soft toys assist me in regulate my emotions."
Originally designed for children, these squishy creatures have transformed into an international sensation, especially within China where a increasingly disenchanted younger generation has been turning to them as a source of comfort and solace.
The Rise of Adult Toy Enthusiasts
Stella's gingerbread cottage toy belongs to their "Amuseables" line, a set of characters with tiny faces modelled after commonplace inanimate objects, ranging from toilet rolls and boiled eggs. These plushies have become the "breakout success" that "resonate with a broad Gen-Z and millennial demographic" globally, as noted by industry analysts.
The surge in appeal "could have something to do with wanting to feel companiable," propose cultural commentators. It is difficult to say for sure whether the launch of the now-iconic Amuseable line back in 2018 was an intentional strategy to target the young adult market, companies in the sector increasingly must cultivate new markets due to declining birth rates in many parts of the world.
Jellycat entered the Chinese market back in 2015. By laying the necessary "groundwork", the toy maker was well-positioned to capture "the tone during Covid"—when people sought solace during widespread uncertainty—and built on this momentum in the country, according to business consultants.
Its popularity was further boosted through engaging temporary events. These in-store activations sometimes offered a selection of exclusive "food" themed items. Numerous enthusiasts record their experience interacting and post the clips on social platforms.
Adaptation to local tastes has also been a core strategy. For instance, customers could purchase stuffed toy interpretations of traditional UK dishes such as fish, chips and mushy peas during a temporary shop in London. Conversely, products including teapot and teacup plushies were sold at exclusive stores in Beijing and Shanghai last year.
In 2024, the UK-based company's revenue reportedly rose significantly to reach an impressive figure. In that timeframe, it sold an estimated $117 million worth of its products in China via major online marketplaces, per research data.
This growth mirrors a wider surge in China's collectable-toy market among adult consumers in search of emotional support and connection. Overall sales from collectible items in China are expected to top 110 billion yuan annually, as per a recent industry report.
The remarkable popularity of brands like Labubu, elf-inspired figures from domestic company Pop Mart, underscores the country's increasing appetite for collectable toys. The so-called "adult-child" trend isn't exclusive to China; young adults globally are starting to question "traditional notions of adulthood," observe cultural experts.
Particularly, items like the eggplant plushie—affectionately dubbed "the boss" by Chinese fans—have also inspired numerous online jokes, with many sharing grievances about the pressures of adulthood. On social media, the "eggplant boss" hashtag serves as a platform where people draw various emotive faces on the plushie, showing it in various moods enjoying a drink to forcing a smile.
As an illustration, one Hong Kong-based, Wendy Hui, modified her eggplant Amuseable adding bags around its eyes and placing a pair of glasses on the toy. She then shared a picture on a social platform captioning it: "The mood of workers on Monday." "I kept working from home even on time off," the 30-something says. "I merely intended to convey how exhausted I was."
Thus, Jellycat has become a surprising, whimsical outlet for young Chinese to air their frustrations over economic challenges, in which hard work no longer guarantee comparable returns. Despite strict online censorship, digital spaces have become an important, if not the only, space for such discussions.
Its frequent launches of limited-edition designs and the retirement of certain lines—an approach sometimes referred to as "scarcity marketing" locally—has also driven {