[Stock Prediction] Pop Mart’s Earnings Are Coming: Will It Soar or Stall?

Tiger_Earnings
2025-08-18

$POP MART(09992)$ is set to report its 2025 H1 results on August 19th. Investors are eyeing this release closely as the Chinese trendy toy giant may cross a major milestone — overseas revenue is expected to surpass 50% of total revenue for the first time, thanks to the global popularity of Labubu and its IP co-branding strategy.

💰 Bloomberg estimates for H1 2025:

  • Revenue: RMB 13.76B (+201.9% YoY)

  • Adjusted Net Profit: RMB 4.298B (+322.4% YoY)

  • EPS: RMB 3.18 (+314% YoY)

📌 What to Watch

  • Overseas Expansion: Pop Mart now operates over 150 overseas stores. With revenue from the U.S., Europe, and Southeast Asia growing 500%+, global sales are expected to overtake domestic for the first time.

  • IP Popularity (Labubu & Friends): Labubu’s latest plush line sparked a global buying frenzy, topping app store rankings and sending June’s GMV over RMB 3.7B. Watch for the sustained impact of its cross-border IP strategy.

  • Co-branded IPs: Hits like “Ne Zha 2” boosted online sales to 42%. Upcoming collabs with One Piece and Harry Potter could provide further tailwinds.

  • Profit Margins: Analysts expect gross margin to rise from 66.8% to 70%, with net margin expanding to 32%, driven by scale, cost controls, and stronger overseas unit economics.

Pop Mart is no longer just a toy seller—it’s evolving into a global cultural brand. Will this earnings report ignite another rally? Or is all the good news already priced in?

Event Details

  • Post a comment with your prediction for where $POP MART(09992)$ will close on Aug 20 after earnings.If you get the correct answer, you may divide 1,000 Tiger Coins with other Tigers.

  • For example, If 10 Tigers get the right answer, each will receive 100 Tiger Coins. If 100 Tigers get the right answer, each will receive 10 Tiger Coins.

  • Reply and forward this post, share your insights about Circle’s earnings, and you will win 5 Tiger Coins.

⏰Event Duration

  • The deadline for this event is 09:00 on 20 August 2025.

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How will Pop Mart close 20/08 following their earnings?(Maximum1 votes)
  • Greater than 290(35 votes)
  • 260-290(24 votes)
  • 230-260(14 votes)
  • Less than 230(2 votes)
Pop Mart Defies the Falling Trend & Rebounds! Eyeing HK$300?
JPMorgan sharply cut its target price for Pop Mart from HK$400 to HK$300. Then the stock dips till $252 and rebounded yesterday despite HK market decline? 1. Do you think Pop Mart can maintain investor excitement without near-term major catalysts? 2. Will Labubu & Friends and interactive toys meaningfully expand Pop Mart’s IP value? 3. At what price level would you consider Pop Mart a buy?
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