[Stock Prediction] Pop Mart’s Earnings Are Coming: Will It Soar or Stall?
$POP MART(09992)$ 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.
🔥Don't forget to follow@Tiger_Earnings, Tiger's official account for providing key information during earnings season📖📖📖
📖For a beginner's guide to financial statements, click here
Feel free to ask TigerAI for more information about earnings
How will Pop Mart close 20/08 following their earnings?(Single choice)Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Profitability is another area I’ll be watching closely. If gross margin reaches 70% and net margin expands past 30%, it would show Pop Mart is scaling efficiently while monetizing IP successfully. Co-branded hits like “Ne Zha 2” and upcoming partnerships with One Piece & Harry Potter could add further upside.
That said, the stock already reflects high expectations. But if earnings beat estimates & management delivers strong guidance, I believe the momentum continues. My prediction is that Popmart will close higher on Aug 20 after earnings, supported by its growing status.
@Tiger_Earnings @Tiger_comments @TigerStars
Will Pop Mart pop or drop post earnings? I believe it will pop. Going for HKD 290 to HKD 330.
Since Pop Mart IPO, shares are up a whopping 586% on the back of the Labubu mania!
@Tiger_Earnings @Tiger_comments @TigerStars @TigerClub @CaptainTiger