Tim Cook's visit to Pop Mart was no PR coincidence.
When JP Morgan upgrades and Tim Cook shows up, it’s not a coincidence – it’s a signal to the market!
Pop Mart hits the zeitgeist, and Tim Cook knows it.
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Apple CEO Tim Cook rarely acts spontaneously. When he appears publicly with a Chinese designer like Kasing Lung and Pop Mart founder Wang Ning, he sends a double signal: Apple seeks proximity to the local creative culture, and Pop Mart represents the next generation of Chinese lifestyle IP. I believe it is likely that Apple is observing Pop Mart as a design and fan community model – possibly even with a view towards AR, app, or merch integration. JP Morgan expects 165% revenue growth and a 276% increase in profit this year, and nearly 30%...
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