MINISO Group Holding Dirección
Dirección controles de criterios 4/4
El CEO de MINISO Group Holding es Guofu Ye , nombrado en Feb 2020, tiene una permanencia de 6.25 años. compensación anual total es CN¥3.48M, compuesta por 77.1% salario y 22.9% primas, incluidas acciones y opciones de la empresa. posee directamente un 64.96% de las acciones de la empresa, por valor de $2.92B. La antigüedad media del equipo directivo y de la junta directiva es de 6.3 años y 5.6 años, respectivamente.
Información clave
Guofu Ye
Chief Executive Officer (CEO)
CN¥3.5m
Compensación total
| Porcentaje del salario del CEO | 77.05% |
| Permanencia del CEO | 6.3yrs |
| Participación del CEO | 65.0% |
| Permanencia media de la dirección | 6.3yrs |
| Promedio de permanencia en la Junta Directiva | 5.6yrs |
Actualizaciones recientes de la dirección
Recent updates
MNSO: Future Earnings Will Benefit From Experiential Retail And Shareholder Returns
Analysts have reduced their price target on MINISO Group Holding to about $23.25 from roughly $26.87, citing updated assumptions for revenue growth, profit margins and the P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts highlight that even with a lower target of about US$23.25, the stock still screens as supported by their revised P/E assumptions, suggesting they see room for value if execution on current plans holds.Miniso: Why A Rebound Could Be In The Pipeline
Apr 22
MNSO: FY2025 Dividend Actions Will Support Long Term Earnings Profile
Analysts have trimmed their price target on MINISO Group Holding by about $4.40, citing updated assumptions for fair value, revenue growth, profit margins, and future P/E that are reflected in recent Street research, such as the $1.30 target reduction reported by BofA. Analyst Commentary Even with the trimmed price targets, bullish analysts still point to areas they see as supportive for MINISO Group Holding's valuation.MNSO: FY2025 Earnings Outlook And Dividend Decision Will Support Margin Profile
Analysts have lowered their price target on MINISO Group Holding to $32.01 from $32.41, reflecting slightly adjusted assumptions around the discount rate, revenue growth, profit margin and forward P/E expectations. What's in the News A board meeting is scheduled for March 31, 2026 to review unaudited financial results for the three months ended December 31, 2025 and annual results for the year ended December 31, 2025, in line with Listing Rules (Key Developments).MNSO: European Flagship Expansion Will Support Higher Margin Profile
Analysts have inched their price target on MINISO Group Holding higher to $32.41 from $32.26, reflecting updated views on revenue growth assumptions, profit margin outlook, and a slightly lower future P/E multiple, even as they apply a modestly higher discount rate. What's in the News MINISO opened its first Polish flagship store at Zlote Tarasy in Warsaw, a large format location of more than 1,000 square meters aimed at young shoppers (Key Developments).
MNSO: Global Experiential Flagship Rollout Will Support Future Profit Margins
Analysts have nudged their price target on MINISO Group Holding higher, with fair value moving from about $22.11 to roughly $22.35 as they factor in updated assumptions for revenue growth, profit margins, the discount rate, and future P/E multiples. What's in the News Opened its first Polish flagship store at Warsaw's Zlote Tarasy, a more than 1,000 square meter location focused on IP collectibles and lifestyle products, with over 60% of offerings tied to licensed characters such as Disney, Sanrio, Chiikawa, BT21, and Zootopia themed collections (Key Developments).MNSO: Global Flagship Expansion And Experiential Stores Will Support Future Profit Margins
Analysts have raised their price target on MINISO Group Holding to US$22.11, citing updated assumptions around revenue growth, profit margins, the discount rate, and future P/E, which together refine their view of the stock's valuation. What's in the News Opened the first Polish flagship store at Zlote Tarasy in Warsaw, a location of more than 1,000 square meters focused on IP-driven products and immersive displays for young shoppers (Key Developments).MNSO: Global Flagship Store Rollout Will Support Higher Future Profit Margins
Analysts have nudged their price target on MINISO Group Holding higher to about US$22.11 from roughly US$21.85, citing updated assumptions for slightly stronger revenue growth, a modestly higher profit margin, a marginally lower discount rate, and a slightly lower future P/E multiple. What's in the News Grand opening of MINISO's first Polish flagship store at Zlote Tarasy in Warsaw, a more than 1,000 square meter location focused on IP-driven products and immersive in store experiences, including a high share of Disney and Sanrio themed merchandise.MNSO: Expanded European Flagships And Rising Margins Will Support Bullish Outlook
Analysts have raised their price target on MINISO Group Holding by approximately $5.67, citing a combination of higher assumed profit margins, a slightly higher discount rate, and an updated future P/E multiple as the key drivers of the change. What's in the News MINISO opened its first Polish flagship store at Zlote Tarasy in Warsaw, a more than 1,000-square-meter location focused on IP-driven products and immersive in-store experiences, including extensive Disney and Sanrio themed zones (Key Developments).MNSO: Expanding Global Flagship Stores Will Drive Stronger Future Profit Margins
Analysts have raised their price target on MINISO Group Holding from approximately 17.37 dollars to 21.85 dollars, citing slightly higher expected profit margins and valuation multiples that more than offset modestly slower projected revenue growth and a marginally higher discount rate. What's in the News MINISO opened Italy's first dedicated collectible toy store on Milan's Corso Buenos Aires, strengthening its position among young pop culture consumers and expanding its Italian network to nearly 70 stores.
MINISO Group Q3 Earning report - Delivers Strong Revenue Growth with Accelerating International Expansion and IP-Led Strategy
Recent valuationMNSO: Future Profitability Will Benefit From Expanding Experiential Retail Footprint
Analysts have nudged their price target on MINISO Group Holding slightly higher to approximately $26.87 per share, from about $26.83. They cite marginally improved profit margin expectations and a modest reduction in the assumed discount rate, which more than offset slightly softer projected revenue growth and a marginally lower future P/E multiple.MNSO: Future Operating Profit Will Drive Stronger Market Performance
Analysts have revised their price target for MINISO Group Holding downward from $27.42 to $26.83, citing slight adjustments to projected revenue growth and discount rates. What's in the News MINISO Group Holding provided earnings guidance for the fourth quarter and full year 2025, expecting quarterly revenue growth of 25% to 30%, along with double-digit year-over-year growth in operating profit.
MINISO Set to Double Revenue in Five Years with Aggressive Global Expansion
Bejgal has decreased revenue growth from 15.9% to 13.2% and decreased discount rate from 15.0% to 12.0%.MINISO Projects Rapid Global Expansion with 125 New Stores in 2025
Bejgal has decreased future PE multiple from 20.0x to 18.0x.MINISO's fair value is projected at 26.69 with an anticipated PE ratio shift of 20x
Bejgal has decreased future PE multiple from 25.0x to 20.0x and increased shares outstanding growth rate from -0.0% to -0.0%.Global Retail Expansion And Premium IP Will Unlock Opportunity
MINISO Group Holding’s consensus price target rose to $27.42 as analysts grew more bullish following Q2 results that beat expectations, upward EPS revisions, and improved operational momentum. Analyst Commentary Q2 results beat expectations, with positive comparable store sales growth in China and resumption of new store openings.MINISO Group Holding Limited (NYSE:MNSO) Stocks Shoot Up 34% But Its P/E Still Looks Reasonable
Sep 02
US And Europe Expansion And Partnerships Will Secure Lasting Success
Analysts raised their price targets for MINISO Group Holding to $25.81, driven by stronger-than-expected Q2 results, improved same-store sales in China, higher earnings forecasts, and a more favorable valuation outlook. Analyst Commentary Bullish analysts cited Miniso's better-than-expected Q2 results, highlighting positive same-store sales growth in China and resumed store openings.MINISO Group Holding Limited (NYSE:MNSO) Doing What It Can To Lift Shares
Jul 18Some Investors May Be Worried About MINISO Group Holding's (NYSE:MNSO) Returns On Capital
Jun 27MINISO Group Holding Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
May 27An Intrinsic Calculation For MINISO Group Holding Limited (NYSE:MNSO) Suggests It's 45% Undervalued
May 19MINISO Group Holding (NYSE:MNSO) Seems To Use Debt Rather Sparingly
Apr 29MINISO Group Holding Limited (NYSE:MNSO) Might Not Be As Mispriced As It Looks After Plunging 28%
Apr 09Miniso Group: Attractive Valuation After Q4 Results, Upgrade To 'Buy'
Mar 28MINISO Group Holding (NYSE:MNSO) Has Announced That It Will Be Increasing Its Dividend To CN¥0.3268
Mar 25Returns On Capital Signal Tricky Times Ahead For MINISO Group Holding (NYSE:MNSO)
Mar 13Miniso Seems Poised For Further Upside
Jan 15Top Pick for Multi-bagger
Strong Q1 2024 PerformanceIn Q1 2024, $MNSO revenue surged 26% year-on-year to $515.7 million, with adjusted EBITDA margin expanding by 200 basis points to 25.9%. This growth was fueled by a robust stWe Ran A Stock Scan For Earnings Growth And MINISO Group Holding (NYSE:MNSO) Passed With Ease
Dec 31Further Upside For MINISO Group Holding Limited (NYSE:MNSO) Shares Could Introduce Price Risks After 30% Bounce
Dec 06MINISO Group Q3: Fantastic Overseas Growth, But Next Year Is In Question
Dec 03
Expanding Globally And Embracing IP-centric Innovation For Profitably Boosted Growth
Strategic investments and expansion in global markets and omni-channel development are expected to drive revenue growth and enhance consumer engagement.Capital Allocation Trends At MINISO Group Holding (NYSE:MNSO) Aren't Ideal
Nov 28Miniso: IP-Centered Retail To Drive Sustained Growth
Nov 12Market Might Still Lack Some Conviction On MINISO Group Holding Limited (NYSE:MNSO) Even After 28% Share Price Boost
Oct 06Miniso Stock: Deep Valuation Gap, Stellar Growth, And Margin Expansion
Aug 28We Ran A Stock Scan For Earnings Growth And MINISO Group Holding (NYSE:MNSO) Passed With Ease
Aug 11MINISO Group: Impressive Growth But Fairly Valued
Jul 22MINISO Group Holding (NYSE:MNSO) Is Reinvesting At Lower Rates Of Return
Jul 15With MINISO Group Holding Limited (NYSE:MNSO) It Looks Like You'll Get What You Pay For
May 22Miniso: Surging In Business Against The Economic Down Cycle
May 06Impressive Earnings May Not Tell The Whole Story For MINISO Group Holding (NYSE:MNSO)
Apr 26Does MINISO Group Holding (NYSE:MNSO) Deserve A Spot On Your Watchlist?
Apr 16Analysts' Revenue Estimates For MINISO Group Holding Limited (NYSE:MNSO) Are Surging Higher
Mar 20Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Dec 31 2025 | n/a | n/a | CN¥1b |
| Sep 30 2025 | n/a | n/a | CN¥2b |
| Jun 30 2025 | n/a | n/a | CN¥2b |
| Mar 31 2025 | n/a | n/a | CN¥2b |
| Dec 31 2024 | CN¥3m | CN¥3m | CN¥3b |
| Sep 30 2024 | n/a | n/a | CN¥2b |
| Jun 30 2024 | n/a | n/a | CN¥2b |
| Mar 31 2024 | n/a | n/a | CN¥2b |
| Dec 31 2023 | CN¥4m | CN¥1m | CN¥2b |
| Sep 30 2023 | n/a | n/a | CN¥2b |
| Jun 30 2023 | n/a | n/a | CN¥2b |
| Mar 31 2023 | n/a | n/a | CN¥1b |
| Dec 31 2022 | n/a | n/a | CN¥1b |
| Sep 30 2022 | n/a | n/a | CN¥896m |
| Jun 30 2022 | CN¥3m | CN¥3m | CN¥637m |
Compensación vs. Mercado: La compensación total de Guofu($USD509.95K) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD7.11M).
Compensación vs. Ingresos: La compensación de Guofu ha sido consistente con los resultados de la empresa en el último año.
CEO
Guofu Ye (47 yo)
6.3yrs
Permanencia
CN¥3,482,000
Compensación
Mr. Guofu Ye serves as Founder, Chairman of the Board of Directors and Chief Executive Officer of MINISO Group Holding Limited since February 2020. He serves as Director at MINISO Group Holding Limited sin...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Founder | 6.3yrs | CN¥3.48m | 64.96% $ 2.9b | |
| VP, CFO & Joint Company Secretary | 3.3yrs | sin datos | 0.020% $ 901.5k | |
| Investor Relation Specialist | no data | sin datos | sin datos | |
| Joint Company Secretary | no data | sin datos | sin datos | |
| Vice President | 6.3yrs | sin datos | sin datos |
6.3yrs
Permanencia media
42.5yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de MNSO es experimentado (6.3 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Founder | 6.3yrs | CN¥3.48m | 64.96% $ 2.9b | |
| Independent Non-Executive Director | 5.6yrs | CN¥1.12m | 0.0035% $ 157.3k | |
| Independent Non-Executive Director | 5.6yrs | CN¥1.07m | sin datos | |
| Independent Non-Executive Director | 4.5yrs | CN¥1.07m | sin datos |
5.6yrs
Permanencia media
46yo
Promedio de edad
Junta con experiencia: La junta directiva de MNSO se considera experimentada (5.6 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/01 19:37 |
| Precio de las acciones al final del día | 2026/05/01 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
MINISO Group Holding Limited está cubierta por 31 analistas. 19 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Lucy Yu | BofA Global Research |
| Runbo Yang | China International Capital Corporation Limited |
| Xiaofang Xu | Citic Securities Co., Ltd. |