1 Mln Labubu! Pop Mart Bubble to "Pop" or Unlimited Potential?

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Tiger_SG
06-10
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Today, the globally unique 131CM Mint Green Labubu was hammered at 1.08 million rmb!

China has moved far beyond manufacturing cheap toys. Today, it’s creating cultural phenomena like $POP MART(09992)$, whose founder became a billionaire by turning collectible art toys into a global sensation.

While other new consumer stocks in Hong Kong retreated after recent highs, Pop Mart stands firm. Its flagship character Labubu has exploded from Southeast Asia into Chinese households, while newer IPs like Crybaby, Skullpanda, and Hirono gain rapid traction worldwide.

This isn’t a meme stock, gold, or tech giant. It’s a toy retailer’s meteoric rise. Since early 2024, Pop Mart delivered near 10x returns for investors.

Its cultural reach? Massive global Icons including David Beckham, Dua Lipa, Rihanna, BLACKPINK’s Lisa, Kim Kardashian’s daughter North West all love labubu.

The Billion-Dollar Question: Bubble or Growth Story?

Skeptics warn: "When everyone chases a trend, the upside evaporates." Yet bulls counter:

  • Pop Mart leads the art toy market with hypergrowth (106.9% YoY revenue increases)

  • Expanding globally with youth cult-like appeal

  • Forward P/E under 50x—reasonable for a company at this growth stage

Critical debate: Is a 50x P/E ratio a bubble signal? Historically, hypergrowth stocks traded at higher premiums during expansion phases.

Can Pop Mart sustain its magic?

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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  • The first 10 and last 10 valid comments will receive an additional 10 Tiger Coins

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Pop Mart Pre-Earnings: Breakout or Valuation Bust?
Pop Mart will release earnings on Tuesday. It nears record high before results. Soaring demand for Labubu dolls and fixed-priced gold jewelry has propelled profits and valuations over the first half of 2025. The popular IPs is still out of stock in offline store. However, the premium is declining. Are Pop Mart getting outdated? Or will the earnings show higher growth in the next half? Are you looking forward to a breakout or not?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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Comments

  • TheStrategist
    06-12
    TheStrategist
    The King is here
  • MHh
    06-16
    MHh
    I don’t think pop mart’s bubble will burst any time soon. The love for the dolls are cult-like. It appeals to people of all ages, not just the youth. I’ve colleagues who bought a few and also friends whose mums bought them! The global icons collectively have a massive fanbase and it can be hard to resist being part of the trend. The blind boxes can be addictive. Once you have one and try to get the secret one, it will be a slippery slope down to buying more blind boxes and contributing to the sales profit for popmart. Labubu is the most common but there are other series that others like. As the leading toy maker, as long as popmart can continue to make new toys that capture the masses’ eyes and the trend keeps up, I believe that popmart will maintain its magic. Don’t fight the trend that appeals to the masses. The music only ends when there is a competitor or it’s toys no longer appeal to the masses.
    @SPOT_ON @HelenJanet @LuckyPiggie @SR050321 @Success88 @Kaixiang come join
  • DiAngel
    06-11
    DiAngel
    Everything has its up and down on some days. Hence it depends on whether the investor/trader is FOMO or DYODD. As long as the investor/trader is happy and can sleep well, it is a blessing. [Love you][Heart][USD][Love]🍀🤑
    @MHh @rL @ELI_59 @melson @HelenJanet @Wayneqq
  • icycrystal
    06-10
    icycrystal
    @Barcode @Shyon @Aqa @nomadic_m @Universe宇宙 @koolgal @LMSunshine @SPACE ROCKET @GoodLife99 @HelenJanet @rL

    its popularity exploded when celebrities carried them. perhaps it has become collectable items.

    While other new consumer stocks in Hong Kong retreated after recent highs, Pop Mart stands firm. Its flagship character Labubu has exploded from Southeast Asia into Chinese households, while newer IPs like Crybaby, Skullpanda, and Hirono gain rapid traction worldwide.

    Can Pop Mart sustain its magic?


    Do you think Pop Mart's bubble is about to burst?


    Or do you still believe in its IP incubation capabilities?

    REWARDS


    All valid comments will receive 5 Tiger


    The first 10 and last 10 valid comments will receive an additional 10 Tiger Coins

  • Aqa
    06-11
    Aqa
    $POP MART(09992)$ continues its hypergrowth (106.9% YoY revenue increases) and expand globally with youth cult-like appeal. Its sustainable IP incubation capabilities propelled it to a super-league toy creator/ retailer. Thanks @Tiger_SG
  • Tiger_SG
    06-17
    Tiger_SG
    Thank u for joining hot topics discussion. Tiger coins have been sent to your account. Don’t forget to check them[Applaud][Applaud]
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