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FriedButter

FriedButter

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Pop Mart shares reverse course to rise 8% after Labubu-maker posts near-400% profit surge​

Shares in Chinese toymaker Pop Mart reversed course to rise Wednesday, a day after the company posted a near-400% surge in net profit, driven by booming global demand for its Labubu dolls.

Pop Mart was trading above 8% as of 11.47 a.m. local time (11:47 p.m. ET Tuesday), after dropping as much as 4.7% at the start of the session.

Pop Mart’s revenue jumped 204.4% year on year to 13.88 billion yuan ($1.93 billion), and its net profit attributable to shareholders soared 396.5% to 4.57 billion yuan for the first six months of 2025, compared with last month’s forecast of at least 200% revenue growth and 350% rise in profit.

The Beijing-headquartered company’s Labubu plushies — sharp-toothed, big-eared ugly-cute dolls — have taken the world by storm, with its $30 keychains spotted on the bags of Rihanna and K-pop band Blackpink’s Lisa.

The company markets its toys in “blind boxes,” where buyers discover the character only after opening the mystery box.
In June, Chinese state media urged stricter oversight of blind-box toys and trading cards sold to children under the age of eight, suggesting measures such as age verification at checkout and parental consent for online purchases.

While not directly naming Pop Mart, state media criticized businesses for encouraging kids to spend excessively on “mystery boxes” and “blind cards.”

“We think the longevity of popularity for Pop Mart’s key IPs remain uncertain. While sales growth of Labubu and other IPs remain robust, there is no guarantee that consumers will continue to favor them in the next 5-10 years, as their preferences may change very fast,” said Jeff Zhang, equity analyst at Morningstar.

Pop Mart’s stock has rallied more than 200% since the start of the year, data from LSEG showed.

“Shares likely remain overpriced as investors are overlooking the high business risk in the long run, in our view,” Zhang added.

Asia-Pacific, excluding China, was the company’s largest overseas market, with revenue soaring 257.8% to 2.85 billion yuan compared to the same period a year ago. The Americas made up its second-largest overseas market, with revenue jumping over 1,000% to 2.26 billion yuan.

Intellectual Property is at the “core” of Pop Mart’s business, the toymaker said in its earnings statement, adding that it will seek to continue expanding its global business footprint.
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Asia-Pacific, excluding China, was the company’s largest overseas market, with revenue soaring 257.8% to 2.85 billion yuan compared to the same period a year ago
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The Americas made up its second-largest overseas market, with revenue jumping over 1,000% to 2.26 billion yuan.
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Yeesh.
 
FriedButter

FriedButter

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Nearly 50% of adults are now ordering kids’ meals. ‘It’s economical and it’s filling.’​

That’s one of the takeaways from a new survey conducted by Lightspeed Commerce , a company that provides payment systems to the hospitality industry. The survey found that 44% of U.S. diners say they’ve ordered children’s meals for themselves at restaurants.

And their reasons for doing so? Those surveyed cited smaller portions as a key factor but also pointed to budget-friendly prices and simpler choices.

“Whether it’s a mini burger or mac and cheese, the kids’ menu is becoming a smart option,” Lightspeed said of the results.

The boom is also reflected in data from market researcher Circana, which found that orders by adults for kids’ meals increased by 30% from 2019 to 2025 — and that’s in spite of the fact that overall restaurant traffic is down for the period.

Experts say the underlying causes speak to changing eating habits. With many Americans on appetite-suppressing GLP-1 medications, they say, it’s natural that many diners may want to order less food.

But people taking those drugs are not the only ones who feel this way. Chauniqua Major, a 36-year-old resident of Orlando, Fla., says she opts for kids’ meals simply because she prefers a lighter option.

“I’m looking for sustenance, but not a full meal,” she said.

At the same time, the rising cost of dining out is clearly influencing the trend, experts say. The latest consumer-price index data show a 3.8% uptick in the category of “food away from home” over the past 12 months. That’s higher than the overall rate of inflation, which stood at 2.7%.

A kids’ meal is typically a few dollars cheaper than a standard menu item, so it’s one way to save. At fast-food establishments, kids’ meals typically run around $4 to $6, while at sit-down restaurants they may cost around $6 to $9.

“It’s economical and it’s filling,” said Maleeka Hollaway, a 35-year-old Atlanta resident.

Of course, adults ordering kids’ meals means the restaurant is losing out on some revenue. Experts say that may not matter, however, because in any group of adult diners, it’s unlikely that everyone is going to order a kids’ meal.

The goal for dining establishments, be they fast-food or sit-down, is to get customers in the door — and the hope is that the overall spending will compensate for any kids’ meal purchases.

“There still should be money to be made,” said Izzy Kharasch, president of Hospitality Works, a Chicago-based restaurant consulting firm.

McDonald’s is arguably the country’s biggest seller of kids’ meals. The fast-food giant sells 3.2 million Happy Meals every day, according to one report.

McDonald’s didn’t respond to a MarketWatch request for data or comment about the trend of adults ordering kids’ meals. Nevertheless, it’s clear the company is addressing the trend through one of its latest regular-priced offerings.

McDonald’s is now selling what might be considered an adult version of the Happy Meal, which it’s calling the McDonaldland Meal: a Quarter Pounder with Cheese or a 10-piece order of Chicken McNuggets, plus fries and what’s billed as a Mt. McDonaldland shake.

The offering is packaged much like a Happy Meal and celebrates characters such as Ronald McDonald, Grimace and the Hamburglar. Plus, like many a kids’ meal, it comes with a toy — or as McDonald’s refers to it, “a first-of-its-kind collectible souvenir.”

McDonald’s is homing in on another key aspect of what may be driving adults to kids’ meals: the nostalgia factor. Or at least that’s how Michael Della Penna, chief strategy officer at InMarket, a company that tracks marketing performance, views it.

“We’re seeing adults increasingly lean into trends that bring about feelings of nostalgia as they battle everyday life stressors amidst tariffs, inflation and economic uncertainty,” he said.
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plawolf

plawolf

Lieutenant General
neutralobserver said:
https://twitter.com/i/web/status/1957827395496407120

Scott Bessent mentions that China isn’t importing excess oil simply for profit. Instead, it maintains a diversified oil supply chain in which Russia is just one part whereas India is largely centered on importing oil to refine and resell at higher prices for the benefit of rich Indian billionaires families (I guess hinting towards Ambanis and Adanis)
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I think this neatly illustrates both why the Americans are so pissed with India, and why the Russians are so keen to keep them.

Indian greed means there is no line they won’t cross if the money is right, and they have done more to help Russia bypass western oil sanctions and generated more oil revenue for Russia than even China. Because while China is being a great loyal customer and buying what it needs and then some to help out a friend, India is straight being Russia’s oil launderer to the whole world to earn a cut.

India’s loyalty can never be bought for any price, but it can be rented remarkably cheaply.
 
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R

Ringsword

Senior Member
Registered Member
henrik said:
India is probably agreeing to the BRICS banking system and trading currency.
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India got: A dressing down,a humbling,a shorter,tighter leash for maybe some benefits-China isn't that stupid-just recently the so-called arming/alliance with Philippines an example of this indian pernicious behaviour-still cash/payment on delivery no real,deep trust on major issues and I am all for a mutual border military "cooldown" of tensions:)
 
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