MINISO

MNSO

Market cap $5.84B

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Miniso Group Holding remains a buy, driven by accelerating growth across China, overseas markets, and TOP TOY, with robust operating leverage. Q3 revenue grew 28.2% y/y to RMB5.8B, beating guidance; China SSS accelerated to low teens in October, and US revenue surged over 65% y/y. Operating margins are improving despite heavy investment, with upgraded FY27 targets: 25% CAGR and 17% net margin, supporting a path to higher multiples.

SYDNEY , Nov. 27, 2025 /PRNewswire/ -- On November 22, 2025, global lifestyle brand MINISO officially opened Australia's first MINISO LAND at Westfield Chatswood, Northern Sydney's largest shopping center. The opening marks Australia's largest and most premium store, a key milestone in strategic upgrade and expansion.

MINISO Group Holding Limited ( MNSO ) Q3 2025 Earnings Call November 21, 2025 4:00 AM EST Company Participants Guofu Ye - Founder, Chairman of the Board of Directors & CEO Eason Zhang - VP, CFO & Joint Company Secretary Conference Call Participants Michelle Cheng - Goldman Sachs Group, Inc., Research Division Hau-Yee Yan - HSBC Global Investment Research Xiaopo Wei - Citigroup Inc., Research Division Samuel Wang - UBS Investment Bank, Research Division Xiaofang Xu - Citic Securities Co., Ltd., Research Division Runbo Yang - China International Capital Corporation Limited, Research Division Di Shi - Huatai Securities Co., Ltd.

MINISO Group Momentum Further Accelerated: Same-Store GMV(1) Increased Mid-single Digit in September Quarter; Revenue Increased 28.2%; Adjusted Operating Profit Increased 14.8%; MINISO Brand Added 102 Net New Stores in Mainland China with Strong Same-Store GMV(1) Growth ("SSSG") of High-single Digit for September Quarter; TOP TOY Brand Revenue(2) Increased 111.4%, another New Quarterly Growth Record MINISO Group Achieved the Milestone of 8,000 Stores Globally with Quarterly Revenue Surpassed RMB5 Billion for the First Time GUANGZHOU, China , Nov. 20, 2025 /PRNewswire/ -- MINISO Group Holding Limited (NYSE: MNSO; HKEX: 9896) ("MINISO", "MINISO Group" or the "Company"), a global value retailer offering a variety of trendy lifestyle products featuring IP design, today announced its unaudited financial results for the three months and the nine months ended September 30, 2025 (the "September Quarter" and the "First Nine Months", respectively). Financial Highlights for the September Quarter Revenue increased 28.2% year over year to RMB5,796.6 million (US$814.3 million), above the high end of the Company's previous guidance range of 25%-28%.

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

MINISO Group is poised for strong Q3 results, with growth driven by overseas expansion and the TOP TOY brand. Management's guidance outpaces analyst expectations, suggesting a likely beat on both top and bottom lines when MNSO reports. Key focus areas include aggressive international store openings, especially in North America, and sustained same-store sales growth.

CANNES, France , Nov. 18, 2025 /PRNewswire/ -- Global lifestyle retailer MINISO has been awarded the "Best New Store Concept" honor at the MAPIC Awards 2025 for its scenario-based IP collection store MINISO LAND, standing out among a wide field of established international brands. The prestigious recognition was announced during MAPIC, the premier global retail real estate gathering in Cannes, France.

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