Added to YB: 2025-12-04
Pitch date: 2025-12-02
MNSO [neutral]
MINISO Group Holding Limited
-2.19%
current return
Author Info
No bio for this author
Company Info
MINISO Group Holding Limited, an investment holding company, engages in the retail and wholesale of design-led lifestyle and pop toy products in Mainland China, the rest of Asia, North and Latin America, Europe, and internationally.
Market Cap
$42.7B
Pitch Price
$39.18
Price Target
N/A
Dividend
3.30%
EV/EBITDA
12.03
P/E
20.09
EV/Sales
2.31
Sector
Broadline Retail
Category
growth
MINISO Group (MNSO): Consolidating its Global Expansion with Solid Q3 2025 Results
MNSO (hold): Q3 rev +28.2% to $814M, 9th month accelerated growth, 8K stores globally. Margins compressed 210bps to 17.6% due to direct store expansion but improving sequentially. Strong 170% OCF/net income ratio, $1.1B cash. China +19%, overseas +28%, TOP TOY +111%. Hold w/ bias to add on weakness.
Read full article (7 min)