Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers.
The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor.
Perfect for your commute, coffee break, or pre-market scan.
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Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers.
The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor.
Perfect for your commute, coffee break, or pre-market scan.
Pop Mart: How a Chinese Toy Company is Conquering Global Markets (Morgan Stanley June 2025 Research)
the Wall Street Journal Podcast
21 minutes 13 seconds
1 month ago
Pop Mart: How a Chinese Toy Company is Conquering Global Markets (Morgan Stanley June 2025 Research)
[FRESH ANALYSIS - June 26, 2025] Morgan Stanley just released a bombshell report on Pop Mart, and the numbers are staggering. This Chinese toy company has achieved viral global success that even surprised analysts, with Labubu's popularity now rivaling Harry Potter and Disney.In this deep dive of the latest June 2025 Morgan Stanley report, we'll explore:✅ Why Morgan Stanley upgraded Pop Mart's target P/E from 40x to 51x✅ How sales are projected to grow from $3.6B (2025) to $6B (2027)✅ The social media phenomenon driving 70%+ female customer engagement✅ NEW: Pop Land theme parks generating $500M-$800M revenue run rate✅ BREAKING: POPOP jewelry launch and Pop Blocks expansion into US markets✅ Why Pop Mart's DTC model generates $0.36 profit per $1 sales vs $0.07 for traditional IP licensingJune 2025 Update includes:Latest Q1 2025 growth numbers (80%+ YoY growth maintained)New business segment performance dataUpdated risk assessment including US-China trade implicationsBut it's not all smooth sailing. We'll also cover the risks: supply chain pressures, counterfeit products, US-China trade tensions, and the challenge of sustaining viral growth.Is Pop Mart the next Disney, or just another fad? Let's break down what makes this Chinese company the world's fastest-growing consumer brand based on the most current June 2025 analysis.
the Wall Street Journal Podcast
Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers.
The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor.
Perfect for your commute, coffee break, or pre-market scan.
