What makes Pop Mart different is that it’s not just selling toys — it’s building culture. Characters like Labubu, Molly, and Crybaby aren’t just products, they’re part of a global fan craze. People collect them, talk about them, trade them. That kind of emotional pull is what keeps the demand alive year after year.
Looking ahead, management is targeting 20 billion yuan revenue this year, and even hinting that 30 billion yuan isn’t out of reach in the near future. They’re opening more stores overseas, pushing into the U.S., Europe, the Middle East, and more. On top of that, they’re expanding beyond figures into mini-versions, accessories, even potential theme parks and animation. That’s how a toy company becomes a lifestyle brand.
So if you manage to load up at 210–220, I believe it’s very reasonable to expect this to trade at 350–400 down the road once the story matures. It’s a unique company with exceptional growth, and in my view, one of the better long-term holds out there.
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- Jo Betsy·2025-09-16Buy at 210-220, but set stop at 190 for safety.LikeReport
- Wade Shaw·2025-09-16200% H1 revenue jump—sustainable or one-off growth?LikeReport
- Dollydolly·2025-09-15Sounds like a great long-term strategyLikeReport