Market PositionPop Mart's diversified IP portfolio, strong growth catalysts, and attractive valuation make the recent pull-back a compelling entry point, leading analysts to reiterate a BUY recommendation.
Operational EfficiencyMargins are expected to remain firm, supported by rising scale, regional optimization, and improved operational efficiency, making them the highest among close peers.
Revenue GrowthPop Mart is expected to deliver robust growth with revenue almost doubling, driven by overseas sales rising over 150% and strong growth in Mainland China.