Pop Mart stands out as a safer investment due to its strong brand loyalty and proven ability to create hit products. Its strategy of limited-edition blind boxes drives consistent demand and repeat purchases, ensuring stable revenue streams. The company’s expansion into overseas markets also diversifies risk and opens up new growth opportunities. Meanwhile, Mixue’s low-cost model faces pressure from rising raw material costs and intense competition in the F&B sector. Pop Mart’s higher profit margins and intellectual property-driven business model give it a competitive edge in maintaining profitability. This makes Pop Mart a more resilient and promising long-term bet.
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- zookie·03-28Great analysisLikeReport