WendyOneP
04-25

$MIXUE GROUP(02097)$ $POP MART(09992)$

Mixue hitting new highs is a painful reminder of how I underestimated the power of low prices and high foot traffic.

  1. Insane Scalability: Their model is simple but genius—cheap, fast, and addictive. The franchise system allowed them to scale across China and into Southeast Asia like wildfire.

  2. Brand Power on a Budget: While others burn cash on marketing, Mixue lets memes and word-of-mouth do the heavy lifting. Their cost control and viral presence? Chef’s kiss.

  3. Missed the Signs: The queues, the TikTok buzz, the copycats… It was all there. I just didn’t believe a budget bubble tea brand could become a legit stock market darling.

If I could go back, I’d load up right after their first few international openings. Lesson learned: never ignore a “cheap and cheerful” business with cult-like following.

Pop Mart PT Upgrades to HK$300: Too Late to Chase the Rally?
Labubu is now becoming a household name, and new IPs like Crybaby, Skullpanda, and Hirono are quickly catching up. Some in the investment community argue that when everyone starts chasing the trend, it's time to exit—there may not be much upside left. Morgan Stanley released a report that upgrades Pop Mart's PT to HKD 303. Do you think Pop Mart's bubble is about to burst? Or do you still believe in its IP incubation capabilities?
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