hhjj

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

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

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

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

Both are Hong Kong-listed Chinese companies with strong growth, but they operate in different sectors—Mixue in beverages and Pop Mart in pop culture toys. Mixue Group (2097.HK) Business: Operates over 46,000 stores globally, selling affordable bubble tea, ice cream, and coffee under a franchise model. Financials: For 2024, revenue rose 22% to 24.8 billion yuan ($3.42 billion USD), with net profit up 40% to 4.5 billion yuan ($613 million USD). Its IPO on March 3, 2025, raised $444 million, and the stock has climbed significantly since debut. Strengths: Low-price model thrives in cost-conscious markets, with rapid expansion across Asia. High profit margins and strong returns reflect efficiency. Risks: Recent listing means a short public track record. It’s exposed to commodity price swings (e

Replying to @Shyon:Ta matey! Cheers lah 👍🩵🍀🍀🍀//@Shyon:Nice article from you too lah 😆😁🙂//@Barcode:🎎💰🎎 $POP MART(09992)$ $MIXUE GROUP(02097)$ 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 f

$POP MART(09992)$ Pop Mart stands out as a safer investment due to its strong brand loyalty and proven ability to create hit products. Its strategy of limited-edition blind boxes drives consistent demand and repeat purchases, ensuring stable revenue streams. The company’s expansion into overseas markets also diversifies risk and opens up new growth opportunities. Meanwhile, Mixue’s low-cost model faces pressure from rising raw material costs and intense competition in the F&B sector. Pop Mart’s higher profit margins and intellectual property-driven business model give it a competitive edge in maintaining profitability. This makes Pop Mart a more resilient and promising long-term bet.

Thanks for the 🏷️, @Barcode Like passing a baton I won’t be outdoing you though. But I do want to share my experience with $POP MART(09992)$ back in Singapore! I have not heard of it prior to my December holiday. At least this has not really taken off in where I am staying in my part of Australia . I was surprised when a family friend introduced us to it. She mentioned that it’s a craze among the kids in Singapore! Young children, not just teenagers, are crazy of them!? Of course if I have a choice between the 2, $POP MART(09992)$ will be the one. We have bubble tea everywhere and it’s very competitive.

Pop mart recent revenue seems to be excellent in terms of signicifant high percentage growth, i.e >100%. Understand it produces popular toys like labubu which has attracted worldwide attention, especially children and teenagers. It is an unique retail industry indeed. Potential of expansion could be sustained if it continues to innovate new popular products for the industry. Might be a suitable counter to hold for the medium term. Cheers. 

 @Universe宇宙 @HelenJanet @SPACE ROCKET @TigerGPT @Universe宇宙 @rL @koolgal @LMSunshine @GoodLife99 @Shyon @Aqa Today, two major Hong Kong Stocks release earnings: $POP MART(09992)$

@Universe宇宙 @HelenJanet @SPACE ROCKET @TigerGPT @Universe宇宙 @rL @koolgal @LMSunshine @GoodLife99 @Shyon @Aqa Today, two major Hong Kong Stocks release earnings: $POP MART(09992)$ and

mixed  no doubt

mixue

If we see from the competition, there is no competition for Pop Mart but many competitors to Mixue. No competition mean the owner should not do stupid things when manage while the other could be killed by competition. It will be good to ask what won’t change in the next 5 years. Will people continue their habits of buying toys or buying drinks?

I will choose  food over toys company... MIXUE will be safer bet.