17:02 - 17.11.2025
November 17, Fineko/abc.az. Melinda Hu, senior consumer analyst at Bernstein, believes that the hype around Labubu toys from China’s Pop Mart International Group is reaching its maximum. She is confident that the prospects for a new sales driver are vague, so the potential for further price growth is limited, Bloomberg writes.
"I would not advise long-term investors to increase their positions in Pop Mart until the company reviews its strategy," Bernstein analyst added.
ABC.AZ informs that according to Bernstein's forecasts, in 2025 Pop Mart will show the maximum revenue growth rate of around 145% per year, but then the margin will begin to shrink. The reason is the increase in marketing costs: the company will have to increasingly maintain the popularity of its characters and invest in international expansion.
The positioning of traders in the market also indicates growing doubts about the short-term prospects of Pop Mart, Bloomberg notes.
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