第一财经

The musical “Gu Zi” has sold out, so why are fans willing to continue paying for its emotional value?

原文:音乐剧“谷子”卖到断货,剧粉为何愿为情绪价值持续买单

Summary of Key Points

Shanghai Cultural Plaza has opened a drama-themed pop-up store called “Cultural Music Valley” at Jing'an Joy City, bringing musical theater IP into the shopping district. The store sells merchandise based on classic domestic and international plays (such as the “Fan Letters” shoulder bag and the “Great Lawyer Wang” round Tang mirror), and also organizes themed events and check-in spots, attracting many young drama fans. This pop-up store is not just about selling goods; it allows fans to bring the emotional experiences from the theater into their daily lives. At the same time, it promotes cross-promotion between the theater and the shopping district—enhancing the cultural atmosphere of the mall while reaching a broader audience for the theater. This reflects a shift in the domestic musical theater merchandise market from simple logo-based products to more elaborate designs that align with the plot of the plays, making drama IP more integrated into people's everyday lives.

Detailed Analysis

1. The Pop-up Store as a “Drama Emotion Transfer Station”

This pop-up store is not just a regular sales booth; it functions more like a “drama emotion transfer station.” Its exterior features character illustrations from classic plays like “Notre-Dame de Paris” and “Elizabeth,” combined with the anime-style design of Joy City, creating both a trendy and dramatic atmosphere. In addition to selling over 60 types of merchandise (badges, canvas bags, blind boxes, etc.), the store also sets up classic stage scenes for fans to take photos at.

The store’s offerings are updated in three phases: In July, it focuses on the 10th anniversary products of “My Last Wish” and new merchandise related to “Fan Letters”; in August, “Great Lawyer Wang” takes over with limited-edition blind boxes and merchandise featuring the creators’ handwritten lyrics; in September, for Shanghai Cultural Plaza’s 15th anniversary, there will be actor meet-and-greets and pop-up performances. This continuous update strategy encourages fans to return, turning the shopping district into a offline social space for drama enthusiasts.

2. The Emotional Connection: Why Fans Are Willing to Spend Money

Young drama fans are willing to spend money on merchandise not just because it looks good, but because it represents their love for the play. For example, Shi Xinyue from Shanghai University bought the “Great Lawyer Wang” round Tang mirror toy, which reflects the theme of justice represented by the moon and the character Fang Tangjing’s identity shifts—such a design-driven product makes her feel that she is buying more than just a toy; she is purchasing an emotional connection to the play.

There’s also a “swap zone” where fans can exchange their own handmade merchandise for free. This not only fosters social interaction but also strengthens community bonds, allowing them to share the emotional experiences from the theater in a more relaxed setting outside of the theater.

3. The Evolution of Merchandise Design

Early musical theater merchandise was limited to T-shirts or posters with logos, serving primarily as promotional tools. Today, each play has its unique design:

  • The French musical “Rock Mozart” features rebellious rock-inspired designs, such as guitar pick pendants and personalized badges, with sales exceeding one million units for a single performance.
  • The Chinese play “Fan Letters” adopts an artistic approach, incorporating lyrics and letter elements into its merchandise to match the gentle and delicate storyline.
  • The design even takes cues from anime trends; for instance, the “Great Lawyer Wang” round Tang mirror toy was so popular last year that it sold out immediately.

The team updates the merchandise based on play revivals to avoid repetition, ensuring that even regular fans have something new to buy. This transformation has elevated merchandise from being a mere accessory to an integral part of the IP.

4. The Win-Win Relationship Between Theater and Shopping District

Jing'an Joy City frequently hosts IP pop-ups, and this collaboration with the theater enhances the cultural atmosphere of the mall, attracting drama fans who don’t usually shop there. Meanwhile, Shanghai Cultural Plaza leverages the mall’s foot traffic to introduce musical theater to a wider audience.

Fei Yuanhong, the general manager of Cultural Plaza, says, “Merchandise is a source of income, but more importantly, it helps to retain观众 memories.” The pop-up store achieves both goals: it sells products and makes people realize that musical theater is not just about 2 hours in the theater but can also be part of daily life through these small items.

5. The Long-Term Impact of Merchandise

For the entertainment industry, merchandise is more than just an additional revenue source; it’s crucial for the long-term success of an IP. For example, even after the end of “Great Lawyer Wang”’s performances, the round Tang mirror toy continues to sell well, keeping the play alive in fans’ memories. Similarly, before the hit of “The Young Lions” musical, fans were already buying merchandise, which helped build momentum for the IP.

From theater-exclusive stores to pop-up shops in shopping districts, the reach of drama-related merchandise is expanding, making drama more accessible to a broader audience. Now, you might find “Notre-Dame de Paris” badges or “Fan Letters” shoulder bags while shopping—this normalization makes musical theater more integrated into everyday life.

In Conclusion

The success of this pop-up store is a testament to the “emotion economy”: fans buy emotional connections, theaters sell memorable experiences, and shopping districts benefit from increased foot traffic. All three parties win, and it helps make musical theater more relevant to people’s lives.