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?

avatarandrew123
03-26
mixed  no doubt [Miser]
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avatarAN88
03-26
mixue
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avatarECLC
03-26
Pop Mart attracts young buyers going after cute and fashionable collectibles - likely more lasting trend and craze than Mixue's tea beverage.
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avatarELI_59
03-26
I would go with Pop Mart as the craze with Labubu isn’t over. It is a safer bet for 2025 investment
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avatarJimmyHua
03-25
$POP MART(09992)$ Pop Mart’s earnings potential lies in its strong IP portfolio and high-margin blind box model. The company’s ability to create viral products and cultivate collector loyalty drives repeat sales and premium pricing. Unlike Mixue’s price-sensitive market, Pop Mart benefits from emotional attachment and brand exclusivity. Expanding globally and licensing popular IP could unlock further growth. If Pop Mart sustains its creative momentum, earnings could surprise to the upside!
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avatarPatmos
03-25
Pot Mart will boom good earnings 
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avatarWendyOneP
03-25
$MIXUE GROUP(02097)$ Mixue Tea’s solid earnings outlook stems from its low-cost model and aggressive global expansion. Its affordable pricing and scalable franchise network give it a competitive edge, especially in emerging markets. Unlike Pop Mart’s IP-driven, trend-sensitive business, Mixue benefits from consistent demand for budget-friendly beverages. Strong brand recognition and cost control support steady margin growth. Mixue’s fundamentals look more sustainable — slow and steady could win this race!
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avatarSpiders
03-21

Pop Mart New High: Are Molly and Labubu the New Trend for Gen Z?

Pop Mart (09992) has been on a spectacular rally, surging 300% last year and up another 49% year-to-date (YTD), recently hitting new all-time highs. Many now argue that traditional investment favorites like gold and Moutai are losing relevance among younger generations, while trendy collectibles like Labubu and Molly are capturing Gen Z's attention. POP MART (09992) Pop Mart’s Appeal: The New Wave of Collectibles Pop Mart has successfully built a business around blind box culture, tapping into the psychology of surprise, exclusivity, and collectibility. Their products, including Labubu, Molly, Dimoo, and Skullpanda, have become social phenomena, frequently discussed among young consumers. The company has positioned itself not just as a toy seller, but as a cultural and lifestyle brand, ble
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Pop Mart New High: Are Molly and Labubu the New Trend for Gen Z?
avatarTiger_comments
02-22

Falling US Stocks & Surging China Assets: Will You Join the Hong Kong IPO?

After two consecutive years of a bull market in U.S. stocks, many analysts are warning that valuations are now too high. This year, any news could trigger a major market correction driven by mean reversion.U.S. stocks plunged Friday as inflation fears rose. According to the University of Michigan, consumer inflation expectations for the next 5-10 years surged to 3.5%—the highest since 1995.Fed minutes flagged concerns over tariffs fueling inflation, while $Wal-Mart(WMT)$ soft outlook shook investor confidence. Technically, the Nasdaq and S&P 500 formed a double top, with further gains hinging on next week’s Nvidia earnings.While the recent volatility in U.S. stocks is concerning, the surge in Chinese stocks is even more so. Most investors are s
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Falling US Stocks & Surging China Assets: Will You Join the Hong Kong IPO?
avatarantiti
03-24
With the accelerated development of $POP MART(09992)$ overseas market, its overseas revenue has already matched the company's total revenue in 2019, achieving the goal set by the brand's founder and CEO Wang Ning to "recreate Pop Mart overseas."Bank of America expects Pop Mart's revenue and net profit to grow at an average annual rate of 56% and 84%, respectively, from 2023 to 2026. By 2026, Pop Mart's overseas business revenue is expected to account for 55%, while in the first half of 2024, overseas business will account for only 30%. During this period, Pop Mart expects a significant improvement in profit margins, which could act as a catalyst for stock price growth.Morgan Stanley believes that recent visits to first-tier cities in China show c
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avatarTiger_SG
03-06

Mixue vs. Chagee in Southeast Asia: Does Health or Low Price Matter More to You?

$MIXUEGROUP(02097)$ is officially debut on the Hong Kong Stock Exchange on March 3, 2025. It surges 40% on the debut day and even surpasses HKD 300. With over 45,000 stores worldwide, Mixue reported revenues of over 20 billion RMB and a gross profit margin exceeding 30%, demonstrating a stable compound growth rate and efficient supply chain management.Competitive Landscape of Tea Beverage Brands in Southeast AsiaThe tea beverage market in Southeast Asia is highly competitive, with several major players, including Mixue, Chagee, Nayuki, and Heytea, all vying for market share.With over 4,792 stores worldwide (as of September 2024), Mixue has become the largest fresh tea beverage brand in Southeast Asia.Apart from Mixue, another Chinese tea brand, C
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Mixue vs. Chagee in Southeast Asia: Does Health or Low Price Matter More to You?
avatardaz888888888
03-13
$MIXUE GROUP(02097)$  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
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avatarWendyOneP
03-21
$POP MART(09992)$ 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
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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!
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avatarBaxcihip
03-21
$MIXUE GROUP(02097)$ has rewritten the rules of the tea beverage industry with its unbeatable value and massive franchise network. Its dominance in lower-tier markets and rapid international expansion—especially in Southeast Asia—mark only the beginning of its journey. With robust profitability and unparalleled scalability, Mixue Ice City is charging forward like a powerhouse, set for long-term success in an ever-growing market.
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avatarJimmyHua
03-20
$POP MART(09992)$ 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.
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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!
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avatarAN88
03-20
$POP MART(09992)$  nah maybe in Asia but not strong
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avatarJimmyHua
03-14
$Luckin Coffee Inc.(LKNCY)$ 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.
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avatarWendyOneP
03-14
$MIXUE GROUP(02097)$ 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.
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