Europe and America also exploded! POP MART's Q1 revenue increased by 1.7 times year-on-year, and revenue in the Americas market surged by 9 times year-on-year.

In the first quarter of 2025, total revenue saw a significant year-on-year increase of 165%-170%, with the China market growing by 95%-100% and the overseas market achieving an astonishing growth rate of 475%-480%. The overseas market experienced explosive growth: the Americas market surged by 895%-900% year-on-year, while the European market grew by 600%-605%.

wallstreetcnApr 22 06:12 ET

Asia-Pacific Markets Set to Open Lower After Trump's Attack on Fed Chair Sends Wall Street Tumbling

CNBCApr 21 20:02 ET

The US dollar plummets, Emerging Markets make a strong comeback: the Thai baht and Jilin soar, and the Indian stock market rises for five consecutive days!

After recording the largest weekly increase in six weeks last week, the Emerging Markets Currency Index continued to rise this Monday, with the Thai Baht and Malaysian Ringgit showing strong performance, both increasing by 1% in a single day. Over the past month, the Thai Baht has appreciated by a cumulative 3.2% against the US dollar, marking a significant upward trend. The five-day increase of the India Nifty 50 Index (5.99%) has set the highest record since February 2021.

wallstreetcnApr 21 08:49 ET

Strong policies to maintain stability inject confidence, the Agriculture chain and CSI Consumer 360 index are expected to progress together.

Track the entire lifecycle of the main Sector.

cls.cnApr 8 21:28 ET

First Trust Emerging Markets AlphaDEX Fund ETF Declares $0.0393 Dividend

Seeking AlphaMar 27 14:02 ET

POP MART's profit grew by 188% in 2024, Labubu is popular globally, and the overseas Business has grown by 375% becoming a new engine | Earnings Reports insights.

With the Labubu doll series becoming popular globally, POP MART's profit is set to double in 2024 to 3.4 billion yuan, with the stock price soaring by 350% within a year. The company is accelerating its global expansion, focusing on the North American and European markets, aiming to build a global trendy toy empire. The wave of trendy toys driven by K-pop stars is creating new investment opportunities.

wallstreetcnMar 26 01:55 ET

BlackRock Sees 'Bright Spots' in Global Stocks Amid Narrowing U.S. Outperformance Gap

BNN BloombergMar 24 12:33 ET

Plush keychains are on par with figurines! Damo discusses POP MART: "showing off" is a bigger market than "collecting."

Analysts believe that plush keychains are the key catalyst driving the demand growth for POP MART. Plush accessories are easier to spread and endow the Blind Box products with "fashion practicality," expected to make the sales ratio of plush toys on par with traditional figurines, helping POP MART attract more new customers and expand its potential market (TAM).

wallstreetcnMar 11 03:27 ET

Which company is the strongest in China's new consumer market? Citibank strongly recommends POP MART and MINISO, as the IP derivative product market is about to explode!

Citigroup stated that in 2022, retail sales of IP derivatives in China reached 71.5 billion yuan, and it is expected to exceed 100 billion yuan by 2027, with a compound annual growth rate of over 20%. POP MART and MINISO will stand out in the competitive market due to their IP incubation and commercialization capabilities.

wallstreetcnMar 5 03:23 ET

The "Legoization" -- POP MART's "bigger" narrative.

POP MART employs methods identical to LEGO in creating trendy IP toys: by incubating and managing IP through internal design and external licensing, while collaborating with globally renowned IPs to develop themed products, successfully attracting a global fanbase. Inspired by LEGO, HSBC expects that from 2024 to 2026, POP MART's revenue compound annual growth rate will be 30%, with 70% of the growth coming from overseas markets.

wallstreetcnFeb 16 19:48 ET

The more successful Nezha becomes, the more POP MART benefits; Morgan Stanley: the IP flywheel has already started rolling!

"Nezha 2" and POP MART's co-branded series of Blind Boxes and plush toys have achieved great success. Morgan Stanley believes that the IP-product flywheel effect and the Global expansion strategy will make POP MART one of the preferred partners among major Global IP owners.

wallstreetcnFeb 5 06:53 ET

POP MART's ambitions go beyond trendy toys.

Looking for the second growth curve.

wallstreetcnJan 21 21:37 ET

On Trump's "first day," Emerging Markets faced difficulties, setting several records.

The opening price of the MSCI Emerging Markets Index based on expected PE is 46% lower than the S&P 500 Index, marking the largest gap since Obama's first inauguration in 2009; the average yield of local currency bonds in Emerging Markets is also lower than the yield of USA Treasuries. Analysis indicates that due to USA policy actions, a strong dollar, and high USA interest rates, Emerging Markets stocks are underweighted by investors.

wallstreetcnJan 20 08:29 ET

Labubu's price has dropped, and POP MART is plunging! Morgan Stanley: market concerns are excessive.

Morgan Stanley believes that the decline in resale prices is driven by an increase in supply rather than a decrease in demand. The company's recent restocking strategy may drive sales growth in the fourth quarter of 2024 (4Q24) and the first half of 2025 (1H25), while reducing resale activities, thereby improving the Consumer experience.

wallstreetcnJan 6 03:12 ET

First Trust Emerging Markets AlphaDEX Fund ETF Declares $0.1449 Dividend

Seeking AlphaDec 16, 2024 09:05 ET

usa's Pop Mart? Build-A-Bear, which has risen by 1388% in five years.

Behind the surge in stock prices is Build-A-Bear's shift in market positioning, turning its focus from children to the more consumer-potential adult market. Currently, about 40% of the company's customers are teenagers and adults, and this increase directly drives the company's performance growth.

wallstreetcnDec 7, 2024 04:44 ET

After conducting on-site investigations at pop mart in Thailand, the conclusion from UBS Group is: not only relying on Lisa and Labubu.

UBS Group believes that the upward cycle of Pop Mart may continue for several years, with overseas expansion becoming its second largest revenue growth engine. Thanks to the local marketing team, the company continues to "circle fans" in social media through innovative activities and exhibitions. In addition to the Labubu character, other characters such as Molly and Crybaby are also very popular, demonstrating the brand's potential in Southeast Asian countries.

wallstreetcnDec 5, 2024 04:40 ET

0.5 billion "Aesthetic Culture" ignites the millet economy: saving offline business districts and supporting a trillion yuan market | Frontline

① Relevant data shows that in recent years, the number of pan-2D users in china has rapidly grown, and it is expected that by 2026, this number will further increase to 0.52 billion people. ② In recent years, many traditional retail locations have been poorly managed and have actively aligned with the consumption preferences of young people, introducing a large number of trendy toys and related merchandise. ③ The core of the guzi economy revolves around developing commodities that satisfy the emotional value of consumers based on intellectual property.

cls.cnDec 3, 2024 19:11 ET

Pop Mart's "pearls precede it," and the "millet economy" has become popular in the market.

"Guazi economy" relies on monetizing IP such as games, animation, etc., with the focus of the industry chain on IP and channels. The more IPs obtained and the larger the distribution channel scale, the stronger the core competitiveness. Institutions predict that the scale of the second-dimensional industry from 2023 to 2029 will increase from 221.9 billion yuan to 590 billion yuan, with a compound growth rate of 18%, accelerating the development of the "Guazi economy".

wallstreetcnNov 26, 2024 03:42 ET

Why is the "millet economy" exploding in the A-shares market? Pop Mart samples, and the intersection of two-dimensional culture and AI.

①In the two-dimensional culture, valley refers to peripheral commodities such as animation, games, etc., and valley economy is a form of consumer economy mainly targeting young people; ②The most core link of the industry chain is undoubtedly IP development operation, and the popularity of IP directly affects the sales of peripheral products.

cls.cnNov 25, 2024 03:35 ET