$Pop Mart International Group Limited(POPMF)$ A Cult Brand at a Crossroads Pop Mart stands at one of those market junctures that tends to define the next leg of a company’s story. The blind-box pioneer has evolved from a niche collectibles label into a lifestyle ecosystem spanning proprietary IP, retail storefronts, self-service “Robo Shops,” e-commerce, and international distribution. Ahead of the next earnings print, the debate has sharpened: is Pop Mart on the verge of another breakout driven by new intellectual property (IP), overseas momentum, and margin leverage—or is the stock set up for a valuation come-down if growth moderation collides with a still-premium multiple? This article frames that binary with discipline. We break down performa
Pop Mart Revenue & Profit New Highs: $300 is a New Start?
Pop Mart’s revenue for the first half of 2025 reached RMB 13.876 billion, up 204.4% year-on-year. Pop Mart surged more than 10% in a straight rally, hitting a record high. Founder Wang Ning said that at the beginning of this year, he was confident the company could achieve 50% overall growth. Last year’s revenue was RMB 10 billion, and this year the target was RMB 20 billion. However, he now feels that RMB 30 billion should be easily attainable this year. --------- Does its growth justify the stock valuation? HK$300 is just a start? Labubu only accounts for 34% of revenue, good signal?
+ Follow
+32