I’m excited about
$POP MART(09992)$ upcoming earnings, especially with overseas revenue likely surpassing 50% for the first time. The strong growth in the U.S., Europe, and Southeast Asia highlights Pop Mart’s shift from a domestic toy brand to a global cultural player. Labubu’s global popularity and the success of its cross-border IP strategy have been key drivers.
Profitability is another area I’ll be watching closely. If gross margin reaches 70% and net margin expands past 30%, it would show Pop Mart is scaling efficiently while monetizing IP successfully. Co-branded hits like “Ne Zha 2” and upcoming partnerships with One Piece & Harry Potter could add further upside.
That said, the stock already reflects high expectations. But if earnings beat estimates & management delivers strong guidance, I believe the momentum continues. My prediction is that Popmart will close higher on Aug 20 after earnings, supported by its growing status.
@Tiger_Earnings @Tiger_comments @TigerStars
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.
Comments