POP Mart Rockets With Labubu 3.0! Too Late to Bet on Money Machine?

On April 25, Pop Mart’s app topped the Shopping category on the US App Store — its first time ever reaching No.1 in this ranking. The LABUBU 3.0 series also sold out instantly during its online launch in mainland China on the evening of April 24. Pop Mart’s stock surged 12% yesterday, hitting a new all-time high. With LABUBU’s global popularity skyrocketing, is it already too late to jump on the bandwagon? Do you have confidence in Pop Mart’s new IPs like Crybaby? Between Molly and Labubu, which one do you prefer?

$POP MART(09992)$ POP Mart’s surge following the release of Labubu 3.0 screams euphoric top. Designer toys are a niche market, and while Labubu’s popularity is undeniable, chasing a parabolic move driven by limited-edition hype is rarely wise.The business is heavily reliant on a handful of IPs, and the collectible toy boom may be peaking as discretionary spending weakens, especially among young consumers. Re-runs of older figures and oversupply risk diluting scarcity — a key pricing pillar in this model.Valuations are stretched, and international expansion is still experimental. Any slowdown in hype, production misstep, or inventory build-up could trigger a sharp correction.Conclusion:Labubu 3.0 is a marketing triumph, but investing now is chasin
$POP MART(09992)$ POP Mart’s explosive rally on the back of Labubu 3.0’s launch isn’t just hype — it’s a validation of a proven IP monetization model. Labubu has become a cultural icon in China’s designer toy market, and with the 3.0 upgrade, POP Mart has again struck gold by combining scarcity, collectibility, and emotional resonance with Gen Z consumers.Beyond Labubu, POP Mart is building an entire content-driven ecosystem — from theme parks to animations and overseas expansion. Its growing IP portfolio and omni-channel strategy (retail + vending machines + e-commerce) create a scalable growth engine.Yes, the stock has run, but like LVMH in its early years, brand-driven consumer businesses can defy valuation gravity when they hit the cultural z
avatarSuccess88
04-29 13:16
That the best product for pop mart. Congratulations
avatarkoolgal
04-29 09:40
🌟🌟🌟Pop Mart $POP MART(09992)$ has demonstrated the ability to exercise pricing power in various markets.  For example, Pop Mart has been able to raise prices in the US and other regions to protect its margins against tariff pressures and increased production costs.  Pop Mart is also increasing its international presence through innovative retail formats such as automated roboshops and flagship outlets overseas.  This combination of controlled scarcity and global expansion helps to drive its profits and resulting in its upward momentum in its share price. @Tiger_comments @Tiger_SG
avatarkoolgal
04-29 09:32
🌟🌟🌟Popmart $POP MART(09992)$ has become a global phenomenon, much loved especially by Gen Z.  At the heart of Pop Mart's popularity is its innovative blind box concept. By packaging collectible art toys, in blind boxes, Pop Mart creates an element of surprise that transforms the purchase into an engaging almost gamified experience.  This model taps into the thrill of unboxing, making it highly shareable on social media and driving a collecting culture among Millennials and Gen Z. Labubu is Pop Mart's most popular toy which has soared to cult status partly due to celebrity endorsements like Blackpink's Lisa. It is not surprising that Pop Mart share price is going up like a rocket to the moon!
avataryourcelesttyy
04-29 04:21

Pop Mart’s Labubu 3.0 Frenzy: Is the Money Train Still Boarding?

$Pop Mart International Group Limited(POPMF)$ $POP MART(09992)$ Pop Mart is on fire! On April 25, 2025, the company’s app clinched the No. 1 spot in the U.S. App Store’s Shopping category—a first for the Chinese toymaker. The same day, the LABUBU 3.0 series sold out instantly during its online launch in mainland China, sending fans into a frenzy. Pop Mart’s stock (9992:HK) soared 12% on April 28, hitting a new all-time high after a 350% rally in 2024. With LABUBU’s global popularity exploding, investors are asking: Is it too late to jump on this money machine? Can new IPs like Crybaby keep the momentum going? And between Molly and Labubu, which reigns supreme? Let’s dive into Pop Mart’s meteoric rise an
Pop Mart’s Labubu 3.0 Frenzy: Is the Money Train Still Boarding?

Pop Mart has nearly delivered a 10x return for its investors since the start of 2024

1. $POP MART(09992)$ No, it's not a meme coin.It's not gold, or $NVIDIA(NVDA)$ or $Palantir Technologies Inc.(PLTR)$ .This is the stock chart of a popular toy manufacturer and retailer.Pop Mart $POP MART(09992)$ has nearly delivered a 10x return for its investors since the start of 2024.Many opportunities await you if you're willing to step outside your comfort zone.Image2. $BABA-W(09988)$ Alibaba's 33%-owned affiliate takes controlling stake in Hong Kong-based retail stockbroker Bright Smart Securities. A positive sign of things to come?For whom haven't open CBA can know mor
Pop Mart has nearly delivered a 10x return for its investors since the start of 2024
$MIXUE GROUP(02097)$ $POP MART(09992)$ Pop Mart hitting fresh highs hurts because I saw the fandom growing—but still didn’t buy.IP Goldmine: They figured out how to turn blind-box toys into high-margin, recurring revenue. Every character they launch turns into an instant collectible frenzy.Retail-as-Experience: It’s not just a product—it’s a vibe. The vending machines, the flagship stores, the online hype... they nailed Gen Z psychology.Overthought It: I kept thinking, “This can’t last.” But it’s not just hype—it’s a lifestyle brand now. And they’re expanding globally, especially in Japan and Southeast Asia.Honestly, I regret not trusting the emotional side of consumer spending. People love dopamine. Po
$MIXUE GROUP(02097)$ $POP MART(09992)$ Mixue hitting new highs is a painful reminder of how I underestimated the power of low prices and high foot traffic.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.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.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
Mixueee. It's so convenient to find 1
#mixue. labubu is carrying popmart
MIXUEEEE. POPMART hype is because of labubuuu
avatarkoolgal
04-23
🌟🌟🌟What a phenomenal global success Pop Mart is!  It has gain popularity not only in Asia  but in the US and Europe as well.  I believe that the Blind Box is a outstanding marketing idea that encourages the young people to continue buying.  With the power of social media, this translates into more sales and more profits for Pop Mart. It is not surprising that Pop Mart share price has been going up like a rocket to the moon! @Tiger_comments @TigerStars @CaptainTiger @TigerClub
I think is Mixue is more safer bet cos their price of drink is very cheap and they also have many merchandise around the world
avatarMHh
04-03
I like both as both recently reported earnings that beat expectations. Of course, popmart exceeded more. In the short term over less than 1 year, I would favour popmart as the craze over the dolls like labubu continues. However, there is no telling when this craze would die down and they cannot expand as fast as expected. On the other hand, mixue’s price point reaches out to the masses and now has even more outlets than Starbucks. There is still capacity for it to even have more outlets that would contribute to its revenue. The main issue would be the rise of competitors in the future. If I were to choose one that I would hold for more than a year, I feel that mixue would be less risky as indulging in tea and sweet treats is more likely to happen than the masses getting the dolls and blind
Real good invest in $MIXUE GROUP(02097)$ I can see the potential
avatarhowe
03-29
Pop mart should benefit from its strong consumer base, while also riding on trends Pop Mart, a leading Chinese pop culture and collectible toy company, could see stock improvement for several reasons: 1. Expanding Product Lines: Pop Mart has continually expanded its product portfolio beyond its core collectible figures, collaborating with various pop culture brands. This diversification can attract a broader consumer base and drive increased sales. 2. International Expansion: The company has been growing its presence outside China, with stores in places like Japan, South Korea, and the Middle East. As it reaches new international markets, its potential customer base expands, supporting revenue growth. 3. Strong Brand Partnerships: Pop Mart has partnered with popular IPs (intellectual prope
Huat, they are expanding rapidly and i like the name very much, lets all make money out of this share
avatarAN88
03-28
Mixue love their business idea
$POP MART(09992)$ +349.59% in 2024 Full Year +56.94% 2025 YTD Earnings is out. Another "Eye-Blinding Earnings" report that beat the crap out of street expectations. The focus, the huga mama focus, remains in the overseas (i.e. outside of Mainland China) contribution to the revenue which I have been following closely in its development since last year. This is the growth engine, that Pop Mart started to report in 2022, that hugely expand its TAM. To illustrate how crazy is the growth of this overseas segment, I did up a simple Excel Bar Chart. The bright green is the contribution to the revenue. +375% yoy Overseas growth! Talking about solid fundamentals? The overall picture: Revenue +106.9% Net Profit +185.9% PM% +550 ba
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