usa's Pop Mart? Build-A-Bear, which has risen by 1388% in five years.

Behind the surge in stock prices is Build-A-Bear's shift in market positioning, turning its focus from children to the more consumer-potential adult market. Currently, about 40% of the company's customers are teenagers and adults, and this increase directly drives the company's performance growth.

wallstreetcnDec 7, 2024 04:44 ET

After conducting on-site investigations at pop mart in Thailand, the conclusion from UBS Group is: not only relying on Lisa and Labubu.

UBS Group believes that the upward cycle of Pop Mart may continue for several years, with overseas expansion becoming its second largest revenue growth engine. Thanks to the local marketing team, the company continues to "circle fans" in social media through innovative activities and exhibitions. In addition to the Labubu character, other characters such as Molly and Crybaby are also very popular, demonstrating the brand's potential in Southeast Asian countries.

wallstreetcnDec 5, 2024 04:40 ET

0.5 billion "Aesthetic Culture" ignites the millet economy: saving offline business districts and supporting a trillion yuan market | Frontline

① Relevant data shows that in recent years, the number of pan-2D users in china has rapidly grown, and it is expected that by 2026, this number will further increase to 0.52 billion people. ② In recent years, many traditional retail locations have been poorly managed and have actively aligned with the consumption preferences of young people, introducing a large number of trendy toys and related merchandise. ③ The core of the guzi economy revolves around developing commodities that satisfy the emotional value of consumers based on intellectual property.

cls.cnDec 3, 2024 19:11 ET

Pop Mart's "pearls precede it," and the "millet economy" has become popular in the market.

"Guazi economy" relies on monetizing IP such as games, animation, etc., with the focus of the industry chain on IP and channels. The more IPs obtained and the larger the distribution channel scale, the stronger the core competitiveness. Institutions predict that the scale of the second-dimensional industry from 2023 to 2029 will increase from 221.9 billion yuan to 590 billion yuan, with a compound growth rate of 18%, accelerating the development of the "Guazi economy".

wallstreetcnNov 26, 2024 03:42 ET

Why is the "millet economy" exploding in the A-shares market? Pop Mart samples, and the intersection of two-dimensional culture and AI.

①In the two-dimensional culture, valley refers to peripheral commodities such as animation, games, etc., and valley economy is a form of consumer economy mainly targeting young people; ②The most core link of the industry chain is undoubtedly IP development operation, and the popularity of IP directly affects the sales of peripheral products.

cls.cnNov 25, 2024 03:35 ET

Hang Seng Index's "big change" in December: Pop Mart, Kuaishou expected to be included, will the constituent stocks return to 100?

Currently, the Hang Seng Index in Hong Kong includes 82 stocks, with the ultimate goal of expanding the number of constituent stocks to 100. Analysis suggests that the medical care industry is still the least represented industry in the Hang Seng Index, while consumer staples, discretionary items, real estate, and construction may receive higher weights in the review in the fourth quarter of this year.

wallstreetcnNov 21, 2024 21:10 ET