Pop Mart International Group Inc. (PMRTY)
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Labubu Maker's Revenue Momentum Slows After Explosive Growth
Pop Mart's business growth decelerated sharply in the first half of 2026, as the Chinese toy maker worked to find its next blockbuster character.
Short sellers keep betting against Pop Mart — even though it's been a losing trade
Pop Mart stands out as the only one of Hong Kong's most shorted stocks where shorts are losing money, said S&P Global Market Intelligence. The persistent bearish bets reflect deepening tension between a sizable cohort of skeptical traders and the bulls.
Pop Mart: Not Your Parents' Toy Company
Pop Mart has transformed designer toys into a global IP powerhouse, leveraging engagement, experience, and a deep content pipeline for sustained growth. Pop Mart's disciplined capital allocation, strong founder-led execution, and robust IP acquisition strategy underpin its defensible moat and compounding potential. Valuation using a conservative multi-stage DCF yields a $21.67/share baseline target, with a preferred entry closer to $18.50/share for a greater margin of safety.
Pop Mart's stock is plummeting after it revealed that most of its sales come from Labubu
Pop Mart's stock dropped 30% after it reported 2025 earnings. It reported that sales from "The Monsters" IP — or Labubu — accounted for about 40% of its total revenue.
Pop Mart's Big Bet: From Toys to Theme Parks and Movies
Pop Mart is going beyond collectibles - into theme parks, films and immersive experiences. The company's COO explains why building emotional connections through storytelling and real-world experiences is key to long-term growth, as it takes inspiration from Disney to turn its characters into global franchises.
Inside Pop Mart's IP Machine
Pop Mart may be known for viral hits, but its real strategy is built for the long term. The company's COO explains why creating lasting IP isn't about chasing the next trend, but continuous investment, taking a page from Disney's playbook.
Labubu Maker's Earnings Show It's Not Toying Around
Pop Mart has managed to defy the doubters, with profit quadrupling and revenue nearly tripling last year.
Pop Mart Is Clearly A Super Fad -- Can It Become A Durable Trend?
Superficially, anything new, especially a hot new cultural phenomenon, can look like a fad, a bubble that will soon pop. And many, perhaps most, do eventually fizzle. But some take hold and become long-term, perhaps even permanent, parts of our culture. Disney and Barbie are two big-time examples. Can Pop Mart (PMRTY) become another? Fad or trend isn't science. It's a lot of art. And PMRTY, a Chinese figurine superstar, is painting the right strokes. It's broadening its product and going global.
Pop Mart Sales Top Market Expectation, Signals Sustained Momentum
Pop Mart reported stronger-than-expected third-quarter results, signaling sustained sales momentum which belied its shares' recent weakness.
Fever to fatigue? Pop Mart welcomes the fall in Labubu resale prices
This summer, the monster toy Labubu charmed the world with its cute and chaotic energy, commanding resale markups that would make day traders or Rolex flippers blush. Now, there are signs that the secondary market is losing steam — scalpers are panic-selling, watching prices crater by half or more.
Labubu's viral success propels Pop Mart into Hong Kong index
Pop Mart International, the maker of the wildly popular Labubu plush dolls, is set to join the main Hong Kong stock market index after a ferocious rally.
China's Pop Mart Targets $4 Billion In Sales This Year Amid Labubu Lunacy
Wang Ning, billionaire founder of Chinese toy maker Pop Mart International Group, said the company could “easily” reach 30 billion yuan ($4.2 billion) in sales this year, after it reported sizzling first half results that included a nearly 400% rise in profit thanks to a global frenzy over its Labubu character.
