🎎💰🎎 $POP MART(09992)$ $MIXU

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03-26

🎎💰🎎 $POP MART(09992)$ $MIXUE GROUP(02097)$ You know, when I stack Pop Mart up against Mixue Group, it’s like pitting a rocket ship against a trusty scooter, Pop Mart’s my pick, and it’s not even a contest. Their profit didn’t just climb last year, it vaulted 188% to 3.1 billion yuan, leaving analyst guesses in the dust, while sales doubled to 13 billion yuan. That’s no happy accident, it’s a tsunami, propelled by Labubu dolls that have morphed from plastic trinkets into totems of a global cult, all because Blackpink’s Lisa can’t stop cradling them like postmodern relics. Mixue’s brewing its tea in the shadows, but Pop Mart’s out here rewriting the cultural scripture.

What’s got me hooked is their sheer gall. They’re planting flagship stores in the pulsing cores of North America and Europe, think Piccadilly Circus, not a suburban afterthought, turning retail into a branding coup. Then they rope in artists and brands, crafting a pop culture alchemy that’s less about selling toys and more about distilling zeitgeist into collectable form. Labubu’s not just a doll, it’s a tiny philosopher, king, presiding over a kingdom of hype where Plato’s cave, dwellers trade shadows for vinyl. Mixue’s regional hustle feels like a footnote, earnest, but no match for this kind of swagger. The market agrees: Pop Mart’s stock rocketed 360% in a year, spiking 12% in Hong Kong recently, with a HK$176.7 billion cap that radiates momentum. Shareholders even get a cheeky 0.8146 yuan dividend nod.

For me, this isn’t just about backing a winner, it’s about hitching a ride on a wave that’s redefining play as power. Pop Mart’s not waiting for the future, it’s dragging it in, kicking and screaming, with a smirk and a doll in hand. I’m sold.

@Shyon Lah, Shyon, thanks sia, so good of you to tag me into this competition! Really appreciate it, you damn solid lah! Always tagging me in!

@Ah_Meng Oi, Ah_Meng, don’t just chill there like some kampong legend lah, I’m tagging you into this competition sia! Time to jump in and flex your skills, bro, don’t say I never pass you the baton to shine. Let’s see if you can own it or just end up blur lah

Pop Mart and Mixue Beat! Which Company is a Safer Bet for 2025 Investment?

@Tiger_SG：

Today, two major Hong Kong Stocks release earnings: $POP MART(09992)$ and $MIXUE GROUP(02097)$ both reported significant growth, with year-to-date increases of 56% and 102%, respectively. After Pop Mart's release of its H2 2024 earnings, both revenue and profits exceeded expectations, with the stock rising 10.87%, hitting a new all-time high. Revenue: ¥13.04 billion (up 107% YoY), surpassing market expectations (market expected about +80%). Gross Margin 68.3% in the second half, setting a new historical high. Sales & management expense ratios both decreased, and core operating profit far exceeded expectations. Same-Store Revenue: Both domestic and international same-store sales saw a sequential acceleration, with international stores' revenue more than three times that of domestic stores. IP Performance: The "Monsters" series surpassed Molly to become the top IP, accounting for nearly 30%. Plush toys saw a significant increase in their share, rising from less than 10% in the first half to 30%. Overseas business continued its strong growth momentum from Q3, with a 438% increase in the second half. Despite the sluggish domestic consumption environment, offline store performance exceeded expectations, with a sequential acceleration of 55%-60% in Q4 compared to Q3, and a 70% increase in the second half. $MIXUE GROUP(02097)$ Releases 2024 Annual Earnings Report Post-Market As the first earnings report since going public, Mixue Group not only saw positive growth in several financial indicators but also achieved new business milestones, delivering a standout "report card." 2024 Revenue: ¥24.83 billion, a 22.3% YoY increase. Gross Profit: ¥8.06 billion, up 34.4% YoY. Gross Margin: 32.5%; Net Profit: ¥4.45 billion, a significant 39.8% YoY increase, with a net profit margin of approximately 18%. Global Store Count: 46,479 stores, an increase of 8,914 stores YoY, surpassing $Starbucks(SBUX)$ to become the largest global chain of ready-to-drink beverage stores. The increase in stores led to more sales channels and customer groups, driving revenue growth. Overseas Market: The number of stores outside mainland China increased by 564 compared to the same period in 2023, showing progress in the company's overseas expansion and providing a broader space for future growth. Which Company Do You Favor More? Key Financial Metrics Comparison: Mixue as a ready-to-drink tea beverage manufacturer, has a higher net profit margin than its peers but is still lower than Pop Mart's margin. The chart above compares the net profit margin of $MIXUE GROUP(02097)$ before its IPO. Which company is your pick? Leave your comments and also post to win tiger coins~

Pop Mart and Mixue Beat! Which Company is a Safer Bet for 2025 Investment?

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

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