$MIXUEGROUP(02097)$ Absolutly

Absolutly Mixue!!

Mixue is more popular in Southeast Asia due to its aggressive expansion strategy and ultra-affordable pricing. With thousands of outlets across the region, it has built strong brand recognition among price-sensitive consumers. Its simple yet diverse menu appeals to a wide audience, from students to office workers. In contrast, Chagee positions itself as a premium brand, limiting its mass-market reach. Mixue’s viral marketing and strong franchise model further fuel its dominance. Affordability and accessibility make it the go-to choice for most consumers.

Pop Mart & Mixue Improve Profit! Which One is a Safer Bet?

Pop Mart released its earnings, with revenue of RMB 13.04 billion (+107% YoY), exceeding market expectations (market expected around +80%). Q4 single-quarter revenue growth is expected to surpass 120% YoY. Gross margin, operating margin, and net profit margin all showed YoY growth. After a 10% surge, can Pop Mart's earnings continue to support its high valuation?

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BaronLyly
03-06
BaronLyly
Great insights

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