#PopMartEarningsWatch
About PopMartEarningsWatch
Pop Mart's H1 revenue rose 23.8% YoY to RMB17.17B, while attributable net profit grew 10.1% to RMB5.04B, lagging sales. The growth engine is shifting too: Greater China grew 47.3%, but Asia-Pacific and the Americas fell 9.7% and 16.5%. THE MONSTERS, home to LABUBU, fell ~7.5%, while Twinkle Twinkle grew nearly sixfold to become the No. 2 IP. With overseas growth cooling, weaker margins and slower inventory turnover, can multiple IPs sustain growth and valuation? Share your take under this topic.
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👀 Raportul financiar al Pop Mart a apărut—aveți încredere în acest raport? Crearea și postarea pe acest subiect îți vor aduce un premiu 🏅
🔥 Evidențierea Raportului Financiar Pop Mart: Motorul de creștere se schimbă, LABUBU se răcește, iar Star People preia controlul puternic!
Pe de o parte, veniturile pe piața chineză au crescut cu 47,3%, devenind principalul motor de creștere; Între timp, veniturile din Asia-Pacific și America au scăzut cu 9,7%, respectiv 16,5%, iar afacerile din străinătate s-au răcut semnificativ.
Performanța proprietății intelectuale a fost, de asemenea, împărțită: compania LABUBU a înregistrat o scădere a veniturilor cu aproximativ 7,5%, în timp ce Star People a crescut de aproape șase ori, devenind rapid a doua cea mai mare proprietate intelectuală a companiei.
Internauții sunt polarizați: Credeți că Pop Mart reușește să se elibereze de dependența de LABUBU sau creșterea sa generală începe să lovească un blocaj?
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Pop Mart: 6 IP-uri au depășit 1 miliard în prima jumătate a anului, 11 IP-uri au venituri de peste 100 de milioane
Pop Mart: În prima jumătate a anului, cele 6 IP-uri principale ale grupului au generat venituri de peste 1 miliard de yuani, 11 IP-uri au avut venituri de peste 100 de milioane, THE MONSTERS a înregistrat venituri de 4,45 miliarde de yuani, clasându-se pe primul loc, iar Xingxingren a avut venituri de 2,65 miliarde de yuani, ocupând locul al doilea, cu o creștere de peste 580%. Raportul semestrial arată că Pop Mart operează la nivel global 676 de magazine fizice și 2827 de magazine cu roboți, cu un număr total de membri înregistrați la nivel mondial de peste 100 de milioane. Pe piața chineză, sunt operate 455 de magazine, cu venituri de 12,2 miliarde de yuani, realizând o creștere de 47,3%. Numărul magazinelor nu a crescut semnificativ, dar performanța a fost stabilă, iar calitatea operațională s-a îmbunătățit în continuare. Până în prezent, Pop Mart a înființat birouri în peste 20 de țări și regiuni din întreaga lume și a deschis sedii regionale în Los Angeles, Londra, Singapore și alte locații, având peste 12.000 de angajați la nivel global. Baza de talente este mai solidă, iar creșterea capacității organizaționale oferă un sprijin solid pentru dezvoltarea pe termen lung a afacerii.
Pop Mart’s latest results tell a more complicated story. 📊
Revenue hit ¥17.17B, up 23.8%, but net profit rose only 10.1%—growth is still strong, but profitability is slowing.
The bigger question is whether new IPs like Star People can fill the gap as LABUBU cools off. Six IPs generating over ¥100M is encouraging, but overseas weakness shows the global expansion story still needs proof.
Pop Mart is growing, but the next stage is about IP durability, margins, and overseas execution.
Pop Mart earnings are one I’m genuinely curious about because this isn’t just a normal retail story anymore. The company has managed to turn characters and collectibles into something closer a global culture and entertainment business
For me, the biggest thing to watch isn’t simply how many Labubu figures or blind boxes they sell. I’m more interested in whether the hype around their major IPs can actually translate into repeat customers and sustainable international growth
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Pop Mart’s latest report looks mixed. 📊 Revenue hit ¥17.17B, up 23.8%, but net profit grew only 10.1%, showing clear pressure on profitability.
LABUBU is cooling, while Star People’s sales surged nearly 6x. 🚀 The positive is that six IPs generated over ¥100M, proving Pop Mart can diversify beyond one hit. But declining Asia-Pacific and Americas sales mean overseas growth remains a concern. 🌍📉
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#XiaomiQ2Earnings
Xiaomi is slowly becoming something bigger than a smartphone company.
Its EV business is starting to change the conversation. Phones built the ecosystem.
Cars could expand it. The real question isn't whether EVs saved the quarter. It's whether they're becoming Xiaomi's biggest growth engine.
Would you value Xiaomi differently today?
Pop Mart’s latest results tell a more complicated story. 📊
Revenue hit ¥17.17B, up 23.8%, but net profit rose only 10.1%—growth is still strong, but profitability is slowing.
The bigger question is whether new IPs like Star People can fill the gap as LABUBU cools off. Six IPs generating over ¥100M is encouraging, but overseas weakness shows the global expansion story still needs proof.
Pop Mart is growing, but the next stage is about IP durability, margins, and overseas execution.
Pop Mart earnings are one I’m genuinely curious about because this isn’t just a normal retail story anymore. The company has managed to turn characters and collectibles into something closer to a global culture and entertainment business.
For me, the biggest thing to watch isn’t simply how many Labubu figures or blind boxes they sell. I’m more interested in whether the hype around their major IPs can actually translate into repeat customers and sustainable international growth.
That’s always the difficult part with trend-driven businesses. A viral character can create explosive demand, but keeping consumers interested after the initial excitement fades is a completely different challenge.
Personally, I think Pop Mart’s overseas performance will tell us a lot. If international sales continue growing and newer characters can succeed alongside its biggest IPs, that would make the business much more interesting to me long term. If growth remains heavily dependent on one or two viral characters, I’d be a little more cautious.
#PopMartEarningsWatch $BTC
Pop Mart’s H1 figures reveal a more complicated story than the 23.8% revenue increase suggests. Attributable net profit rose just 10.1%, while slower inventory turnover and weaker margins point to declining growth quality at the margin.
The deeper issue is diversification: Greater China expanded 47.3%, yet Asia-Pacific and the Americas contracted, and THE MONSTERS fell about 7.5%. Twinkle Twinkle’s nearly sixfold rise to the No. 2 IP is encouraging, but one breakout does not yet prove a repeatable portfolio model. Sustaining valuation may depend less on creating another phenomenon and more on converting new IP momentum into durable overseas demand. Not advice, just analysis.
#PopMartEarningsWatch
I was hiding in the bathroom for 20 minutes, refreshing Xiaomi’s numbers. 😂
And now the report is out. Q2 revenue came in at 108.9B yuan, adjusted net profit 6.2B. Not a blowout, but better than the ~108.8B revenue / ~6.0B profit expectations I was watching.
The interesting part is still the mix. Smartphone shipments fell to 31.2M, while the EV + AI business reached 24.9B yuan in revenue. That’s the part I care about more than the headline number.
If Xiaomi’s car business keeps scaling while margins improve, maybe the market really does need to stop valuing it like just another phone maker.
I still have that BTC long stuck in my hands, so I’m not switching horses tonight. 😂
Now I’m curious: if the numbers keep improving, do you hold the crypto and wait for the tech cycle, or rotate into Xiaomi?
$BTC $ETH $SNDK
#财报观察员：小米Q2财报出炉，是汽车救场还是手机拖后腿？
#XiaomiQ2Earnings Xiaomi’s latest results highlighted the growing importance of its electric-vehicle business. Second-quarter revenue was approximately RMB99.1 billion, while smartphone revenue was around RMB44.3 billion. Smart EV, AI and other new initiatives generated almost RMB19.9 billion. Continued vehicle deliveries helped offset pressure from smartphone competition, higher component costs and weaker profitability in Xiaomi’s traditional hardware operation.
Xiaomi’s advantage is its ability to connect smartphones, home devices and vehicles within one ecosystem. That could reduce customer-acquisition costs and create cross-selling opportunities unavailable to many standalone automakers. However, manufacturing vehicles requires substantial investment, and Xiaomi faces aggressive competition from BYD, Tesla and other Chinese brands. Investors should look beyond delivery growth and monitor vehicle gross margins, factory utilization and research spending. The EV operation is becoming large enough to reshape Xiaomi’s valuation, but it must eventually demonstrate that rapid expansion can produce sustainable profits.
#XiaomiQ2Earnings Xiaomi’s Q2 results make the company look less like a smartphone brand and more like a broader consumer-tech platform 👀
The EV business continued to accelerate as deliveries grew, while smartphones faced higher costs and intense competition. What stood out to me is how quickly the balance of the growth story seems to be shifting 🚗
I wouldn’t say EVs have already replaced smartphones as Xiaomi’s core engine. Phones still provide the scale, users and ecosystem that support the wider business. But autos are adding a new source of momentum at a time when smartphone growth is becoming harder and more expensive.
The interesting question now isn’t simply whether EVs “rescued” one quarter. It’s whether Xiaomi can scale that business without losing focus or putting too much pressure on margins.
This feels like the beginning of a different Xiaomi—but the transition is still being tested.