How British Plush Toy Jellycat Conquered the Chinese Market

Jellycat collection presented in a home
A collection of the brand's cuddly characters.

Stella Huang bought her first Jellycat cuddly companion during a period of job loss in the pandemic. Inspired by an acquaintance's passion for these UK-created toys, her interest was fully sparked when she saw an adorable gingerbread house design featured on a widely-used Chinese social media platform.

Although Christmas isn't traditionally observed across China, being more of a retail occasion than a cultural tradition, the imagery of gingerbread houses appealed with her. "It doesn't mean much to me... However, I always like the look of those sweet houses," she remarks. This prompted her to eventually request an old friend from her hometown to purchase it for her.

That acquisition took place back in 2021, coinciding with the brand was about to achieve enormous success across China and internationally. "People were uneasy, and no-one knew what would happen," recalls Stella, who developed a routine of stroking and hugging her plushies for comfort during a difficult period. Living in Beijing, which experienced among the most stringent restrictions globally, she spent a great deal of time indoors.

Now aged 32 and working in sales manager professional, Stella still grow her collection. It has grown to approximately 120 items, representing an investment of about 36,000 yuan. "At my age, there are many things you can't discuss with others... and the problems we encounter are a lot more complicated than in the past," she notes with a sigh. "These soft toys assist me in managing my emotions."

Initially designed for children, these soft toys have transformed into a global sensation, especially within China where an increasingly disenchanted younger generation has been seeking solace in them as a source of comfort and solace.

The Rise of Adult Toy Enthusiasts

Her gingerbread cottage toy is part of the "Amuseables" collection, a set of toys with tiny expressions inspired by commonplace inanimate objects, ranging from toilet rolls and hard-boiled eggs. These toys are considered the "standout products" that "attract a wide younger adult demographic" around the world, according to industry analysts.

The surge in popularity "could have a connection to wanting to feel companionship," propose experts. It is hard to say for sure whether the introduction of the now-iconic Amuseable line back in 2018 was an intentional move to engage the adult market, companies in the sector increasingly need to cultivate new markets due to falling birth rates in many countries.

Jellycat made its foray into the Chinese market as early as 2015. Having laid the necessary "groundwork", the company was able to tap into "the tone during Covid"—when individuals looked for solace amid widespread uncertainty—and built on its early success in the country, as explained by business consultants.

Its fame was also propelled through engaging temporary events. These retail events sometimes offered a menu of limited-edition "culinary" themed items. Numerous fans record themselves being served and post the videos on social platforms.

Pop-up store for Jellycat in Shanghai
Jellycat organized temporary shops in major cities.

Adaptation to local tastes has also been an essential strategy. For instance, customers could purchase plush versions of classic British fare like fish and chips during a pop-up overseas. Conversely, items like teapot and teacup toys were featured at special stores in Beijing and Shanghai last year.

Last year, the UK-based company's sales reportedly increased by two-thirds to reach an impressive sum. During that timeframe, sales of roughly $117 million worth of its products to Chinese consumers via leading e-commerce platforms, per market intelligence estimates.

This expansion reflects a broader surge in China's collectible toy sector among adult consumers seeking emotional support and connection. Overall sales of collectable items in China are expected to exceed 110 billion yuan annually, as per a recent analysis.

The runaway success of brands like Labubu, elf-inspired figures by Chinese toy maker Pop Mart, highlights the country's increasing appetite towards designer collectibles. This "kidult" trend isn't exclusive to China; adults worldwide are starting to re-evaluate "outdated notions of adulthood," observe cultural experts.

Celebrity partnership with Jellycat
The brand collaborated with celebrity Yang Mi during a special activation in Shanghai.

Amuseables, especially the aubergine character—affectionately dubbed "the boss" by Chinese fans—have spawned a wave of memes, where users sharing grievances about the pressures of adulthood. The "eggplant boss" tag serves as a platform where people sketch different expressions on their toy, showing it in different states from drinking to forcing a smile.

For example, a marketing professional from Hong Kong, Wendy Hui, modified her eggplant Amuseable by drawing bags around its eyes and putting spectacles on the toy. She shared an image online with the caption: "The mood of workers on Monday." "I was working at home even during time off," the 30-something says. "I merely intended to convey the level of exhaustion I felt."

Thus, Jellycat has become an unexpected, light-hearted channel for China's youth to air their grievances about a slowing economy, in which hard work doesn't always guarantee comparable rewards. Amid strict online censorship, the internet have become a crucial, perhaps the primary, arena for such discussions.

The brand's frequent launches of limited-edition products coupled with the discontinuation of older designs—an approach sometimes referred to as "scarcity marketing" in China—has further driven {

Andrew Moore
Andrew Moore

A financial journalist with over a decade of experience covering global markets and economic policy.