US · Consumer Cyclical · Specialty Retail
EPS came in at 0.25 against a street estimate of 0.29 — a miss of 13.8%.
Analysts rate Miniso Group Holding Ltd a buy (16 buy, 1 hold, 1 sell out of 18) with an average price target of $14.87.
MIXED H1 revenue +22.4% (above 20-22% guidance) driven by China's 26.2% growth and flagship store expansion. Proprietary IP hit RMB 1B sales ahead of schedule. Overseas disappoints: distributor revenue fell, direct operations unprofitable; management pausing store openings to refine model. Q2 FY26 China sustained strong growth (+26.2%) on quality, not scale. Overseas macro deteriorating: distributor decline, direct ops unprofitable. Management pivoting from scale to refinement; pausing store openings globally except China. Call transcript shows no Q&A section; management statements only. Executives fielded no live analyst questions in this earnings presentation. 2026-08-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| Serenity Capital Management Pte Ltd. | 0.70% |
| Marshall Wace Asset Management Ltd | 0.64% |
| Millennium Management LLC | 0.32% |
| UBS Group AG | 0.28% |
| State Street Corp | 0.27% |
| Jane Street Group LLC | 0.20% |
| Sequoia China Equity Partners (Hong Kong) Ltd | 0.19% |
| Orbis Allan Gray Ltd | 0.19% |
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.38 / share ex-date Apr 20, 2026 · pay May 4, 2026 | 2026-04-20 |
| Dividend | $0.29 / share ex-date Sep 5, 2025 · pay Sep 19, 2025 | 2025-09-05 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Miniso Group Holding Ltd — free to start.
Google PlayApp StoreData updated 2026-09-18.