Pop Mart International

Pop Mart reported H1 revenue of 17.17 billion yuan, up 23.8% year‑on‑year driven by a 47.3% jump in China sales, but sales fell 9.7% in Asia‑Pacific ex‑China and 16.5% in the Americas. Citi said the results missed expectations, citing an 11% year‑on‑year drop in overseas sales and operational challenges across inventory, supply chain and store operations. Citi now expects group revenue to decline about 8% in 2026, cut its price target to HK$198 and warned Pop Mart is unlikely to meet its initial 20% revenue growth target for 2026. » More on cnbc.com

The Chinese toy maker Pop Mart is expanding its international store network and had around 630 locations at the end of 2025; the company has also secured film rights and launched concepts like “Pop Bakery”. Pop Mart reported a record revenue in the last fiscal year of about 40.26 billion HKD (+185 percent), but its share price is roughly 43 percent below its record high. In Austria the initial Labubu hype has fizzled out, with raids and local product recalls, yet Pop Mart is banking on a broader figure portfolio and the blind-box business for further growth. » More on kurier.at

Pop Mart reported 2025 revenue of 37.1 billion yuan, up 185% year-on-year, and profit of 12.8 billion yuan, but its Hong Kong-listed shares fell about 23% as investors worry growth is overly dependent on Labubu-related sales. Analysts flagged a concentration risk with roughly 38% of revenue coming from "The Monsters" IP, and concerns that lacking a second growth driver could hurt future earnings momentum. CEO Wang Ning defended the brand's long-term appeal and highlighted expansion efforts including a Labubu movie partnership with Sony Pictures, a Beijing theme park and widened global manufacturing. Shares remain up about 33% over the past year despite the sell-off. » More on finance.yahoo.com