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?

avatarJim1995
03-21
$POP MART(09992)$ Taking advantage of the adjustment of the Hong Kong stock market, the last chance to get on board before the financial report, Pop Mart pulled up at the beginning of the session, reaching a high of 139.8 yuan during the session, setting a new record high. The cumulative increase this year exceeded 53%. The short-term trend of Pop Mart will depend on whether it can break through the 140 yuan mark. If it succeeds in breaking through, it is expected to start a new round of rising market and challenge 155.1 yuan. Everyone should keep up with the pace and make money together!
$POP MART(09992)$ Walked into a POPMART out of curiosity Knew it was Chinese but wanted to see what the fuss was all about It's just a toy store But $POPMF is up 7x from 1.5 months ago and 13x from 2022 Somehow 30% 2Y topline growth AND 30% FCF margins Is this $PDD on steroids WTF man
avatarAN88
03-20
$POP MART(09992)$  nah maybe in Asia but not strong
avatarRiver0
03-20
$POP MART(09992)$ The secret to getting rich, Pop Mart is the new era. Pop Mart’s core competitiveness is good, and its growth potential is also very good. I have made ten times the money from Pop Mart. I will hold on firmly and look forward to a better tomorrow!
$POP MART(09992)$ Pop Mart’s new high reflects strong demand for collectible toys, especially Molly and Labubu. Gen Z’s growing interest in designer toys and limited editions fuels this momentum. Expanding global presence and successful IP collaborations are key growth drivers. If consumer spending stays strong, Pop Mart could break further highs. My view remains bullish, but watch for potential slowdown in discretionary spending.
$Luckin Coffee Inc.(LKNCY)$ Luckin’s rapid store expansion and growing market share in China give it a competitive edge. Its focus on premium coffee offerings and innovative product launches drive customer loyalty and higher margins. Luckin’s ability to scale quickly while maintaining profitability sets it apart. Strong brand recognition and improving operational efficiency support long-term growth. Compared to Mixue’s low-cost model, Luckin’s premium positioning offers greater upside.
$MIXUE GROUP(02097)$ Mixue's low-cost model and rapid international expansion give it a stronger growth runway than Luckin. Its presence in over 20 countries, especially in Southeast Asia, highlights its scalable franchise model. Mixue’s affordable pricing and efficient supply chain drive strong margins and customer loyalty. While Luckin dominates domestically, Mixue’s global strategy sets it apart. Long-term, Mixue’s international reach could fuel higher growth potential.
$MIXUE GROUP(02097)$  No competition with Luckin :$Luckin Coffee Inc.(LKNCY)$   Luckin Coffee has experienced significant growth, expanding rapidly in China and venturing into international markets, with a focus on value-driven coffee and a hybrid operating model. Key Growth Highlights: Rapid Expansion: Luckin Coffee has rapidly expanded its store network, boasting over 21,000 stores nationwide by the end of 2024. Hybrid Operating Model: Luckin leverages a hybrid model of self-operated and partnership stores to minimize capital requirements and enable swift growth. International Expansion: Luckin has launched stores in Singapore and Malaysia, with plans for furth
$MIXUE GROUP(02097)$ Yummy ice cream 🍦to the moon 😘
$MIXUE GROUP(02097)$ mixup is kinda promising
avatarelyly
03-11
$MIXUE GROUP(02097)$ Huge potential from Mixues growth overseas. Crazy in its own country. Expanding fervently. Mixue is who I'm backing. 
avatarAN88
03-10
$MIXUE GROUP(02097)$ mixue more popular. Cute and good business plan
avatarAT2020
03-10
Ultimately which one will earn higher profit. Mixue’s 45,000 stores only in less than 20 countrie. Huge potential ahead.
avatarkoolgal
03-08
🌟🌟🌟Michelle Ice City's IPO was a resounding success, setting a new record for the Hong Kong Market with a subscription as high as 5324 times. From its humble beginnings in 1997, Michelle Ice City  has grown so big that it covers 38 countries globally.  I am optimistic that Michelle Ice will continue to grow exponentially as it has a wide moat with a good brand and a complete supply chain system.
avatarAKKok
03-07
$MIXUE GROUP(02097)$ they didn't go for hype product instead more common. The model of ops is good, however entry to such market is low. It's now or never.
$MIXUE GROUP(02097)$ not gona see this up for long (take 2 weeks see later in chart ) . Take profits and not chase . 
@LMSunshine @rL @Universe宇宙 @GoodLife99 @HelenJanet @koolgal @Shyon @Aqa @SPACE ROCKET @TigerGPT One of the key differences between Chagee and Mixue lies in their positioning within the Southeast Asian market. Which brand do you think is m
$MIXUE GROUP(02097)$ Mixue to HKD 400 by March? Likely!Mixue’s rapid expansion, cost-efficient model, and strong consumer demand position it well for further gains. With robust earnings growth and market enthusiasm for Chinese F&B stocks, momentum is on its side. If positive sentiment continues and no major headwinds emerge, hitting HKD 400 by March looks achievable.
Very successful Mixue stock. They are the number 4 chain drink industry in the world. I like the lemon juice
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