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As Labubu 3.0 ignites global frenzy, is the magic priced in? The tiny yet mischievous Labubu has done it again. On April 25, Pop Mart’s app rocketed to the top of the US App Store’s Shopping category for the first time ever—an extraordinary feat for a Chinese designer toy company still expanding globally. That same evening, its LABUBU 3.0 series sold out instantly across China. The market's reaction? A 12% surge in Pop Mart’s share price, vaulting it to a new all-time high of HK$199. I won’t deny it—seeing a company with roots in Beijing’s toy aisles now command such global attention is exhilarating. But with shares up over 475% in the past year and the valuation nearing nosebleed territory (a trailing P/E of 77.5 and price-to-sales ratio over 18), the question feels inevitable: have we mi

Replying to @koolgal:Thanksn for the invite indeed. ha. Pop Mart is hot indeed.//@koolgal: @KienBoon @ELI_59 please join me in this exciting event to win more Tiger Coins 😍😍😍

In view of the superb sentiment, Pop Mart should be breaching the All Time High 52 weeks in due time. Associated net income for next Q should be increased due to high demand for their popular toys such as Labubu especially. Hence, Pop Mart might set a new record for its share price. Cheers.

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$POP MART(09992)$ 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

That the best product for pop mart. Congratulations

🌟🌟🌟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

🌟🌟🌟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!

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

🌟🌟🌟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

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