My stock in focus today is Pop Mart
$POP MART(09992)$ , after management signaled strong operating momentum ahead of earnings. The stock rose 4% and is now up over 43% year to date, supported by rapid user growth and robust IP performance. With over 100 million registered users globally and Labubu sales exceeding 100 million units, investor confidence has picked up.
Pop Mart continues to benefit from the “emotional value” consumption trend, where consumers seek identity and comfort beyond just toys. Celebrity endorsements, more than 700 stores worldwide, and strong growth on platforms like Douyin highlight the brand’s cultural reach and execution strength.
Looking ahead, the upcoming earnings will be crucial. The recent rebound appears to be a pre-earnings move, and the key question remains whether growth can diversify beyond Labubu. Progress in IP expansion and overseas growth will likely determine the stock’s next direction.
@TigerStars @Tiger_comments @TigerClub
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