MINISO Group Holding 향후 성장
Future 기준 점검 5/6
MINISO Group Holding (는) 각각 연간 32% 및 14.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 31.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 29.1% 로 예상됩니다.
핵심 정보
32.0%
이익 성장률
31.60%
EPS 성장률
| Multiline Retail 이익 성장 | 16.4% |
| 매출 성장률 | 14.3% |
| 향후 자기자본이익률 | 29.13% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 13 Apr 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • May 09
MNSO: Experiential Flagship Expansion And Rising Dividends Will Support Future Profit Margins
Analysts have reduced their price target for MINISO Group Holding to about $19.30 from roughly $22.35, citing updated assumptions around revenue growth, profit margins, discount rates, and future P/E expectations. Analyst Commentary Bearish analysts appear to be using the lower aggregate price target of about US$19.30 as a signal that the risk and reward on MINISO Group Holding has become more finely balanced, especially when set against earlier expectations around growth and profitability.
내러티브 업데이트 • Apr 23
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.Seeking Alpha • Apr 22
Miniso: Why A Rebound Could Be In The Pipeline
Summary MINISO Group has not been a winning play for the last eight months or so, but there is reason to believe change may be in the near future. The stock price has fallen to a level where it has a history of halting declines in the stock before turning around to head higher. There were setbacks in the recently completed FY2025, but long MNSO can still count on growth as one of its strongest points. The time looks right to be long MNSO after a major decline, which is why I am bullish on MNSO with a buy rating. Read the full article on Seeking Alpha
내러티브 업데이트 • Apr 09
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.내러티브 업데이트 • Mar 26
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).내러티브 업데이트 • Mar 10
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).내러티브 업데이트 • Feb 24
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).내러티브 업데이트 • Feb 10
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).내러티브 업데이트 • Jan 25
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.내러티브 업데이트 • Jan 10
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).내러티브 업데이트 • Dec 25
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.
내러티브 업데이트 • Dec 16
MINISO Group Q3 Earning report - Delivers Strong Revenue Growth with Accelerating International Expansion and IP-Led Strategy
Recent valuation내러티브 업데이트 • Dec 11
MNSO: 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.내러티브 업데이트 • Nov 27
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.
내러티브 업데이트 • Nov 25
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%.내러티브 업데이트 • Nov 11
MINISO Projects Rapid Global Expansion with 125 New Stores in 2025
Bejgal has decreased future PE multiple from 20.0x to 18.0x.내러티브 업데이트 • Oct 25
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%.내러티브 업데이트 • Sep 23
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.분석 기사 • Sep 02
MINISO Group Holding Limited (NYSE:MNSO) Stocks Shoot Up 34% But Its P/E Still Looks Reasonable
The MINISO Group Holding Limited ( NYSE:MNSO ) share price has done very well over the last month, posting an excellent...내러티브 업데이트 • Aug 23
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.분석 기사 • Jul 18
MINISO Group Holding Limited (NYSE:MNSO) Doing What It Can To Lift Shares
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...분석 기사 • Jun 27
Some Investors May Be Worried About MINISO Group Holding's (NYSE:MNSO) Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...분석 기사 • May 27
MINISO Group Holding Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
There's been a notable change in appetite for MINISO Group Holding Limited ( NYSE:MNSO ) shares in the week since its...분석 기사 • May 19
An Intrinsic Calculation For MINISO Group Holding Limited (NYSE:MNSO) Suggests It's 45% Undervalued
Key Insights The projected fair value for MINISO Group Holding is US$36.71 based on 2 Stage Free Cash Flow to Equity...분석 기사 • Apr 29
MINISO Group Holding (NYSE:MNSO) Seems To Use Debt Rather Sparingly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Apr 09
MINISO Group Holding Limited (NYSE:MNSO) Might Not Be As Mispriced As It Looks After Plunging 28%
To the annoyance of some shareholders, MINISO Group Holding Limited ( NYSE:MNSO ) shares are down a considerable 28% in...Seeking Alpha • Mar 28
Miniso Group: Attractive Valuation After Q4 Results, Upgrade To 'Buy'
Summary MINISO Group's stock experienced volatility, but is now considered undervalued with promising growth potential, leading to an upgrade to a 'buy' rating. Q4 2024 earnings showed 23% revenue growth and 20% adjusted net income growth, driven by new store launches and strong overseas performance. Key concerns include declining SSSG in China, potential U.S. tariff impacts, Yonghui Supermarket's financial drag, and Top Toy brand's shareholder issues. Despite near-term headwinds, MNSO's attractive valuation and growth prospects support a 40% upside, with a near-term price target of $25. Read the full article on Seeking Alpha분석 기사 • Mar 25
MINISO Group Holding (NYSE:MNSO) Has Announced That It Will Be Increasing Its Dividend To CN¥0.3268
The board of MINISO Group Holding Limited ( NYSE:MNSO ) has announced that it will be paying its dividend of CN¥0.3268...분석 기사 • Mar 13
Returns On Capital Signal Tricky Times Ahead For MINISO Group Holding (NYSE:MNSO)
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Seeking Alpha • Jan 15
Miniso Seems Poised For Further Upside
Summary Reinitiating coverage on with a "Buy" rating, driven by strong growth prospects and attractive valuations, following a 60% stock return since August 2024. Miniso's Q3 2024 results show robust financial performance, with revenue growth of 19.3% and a healthy adjusted EBITDA margin of 25.2%. Aggressive global expansion and strategic investments, including a 29.4% stake in Yonghui Superstores, support Miniso's long-term growth and margin expansion. Despite macroeconomic risks, Miniso's strong cash position, competitive pricing, and dynamic product portfolio make it an attractive buy for the next 12 to 24 months. Read the full article on Seeking Alpha새 내러티브 • Jan 15
Top 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 st분석 기사 • Dec 31
We Ran A Stock Scan For Earnings Growth And MINISO Group Holding (NYSE:MNSO) Passed With Ease
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...분석 기사 • Dec 06
Further Upside For MINISO Group Holding Limited (NYSE:MNSO) Shares Could Introduce Price Risks After 30% Bounce
MINISO Group Holding Limited ( NYSE:MNSO ) shares have continued their recent momentum with a 30% gain in the last...Seeking Alpha • Dec 03
MINISO Group Q3: Fantastic Overseas Growth, But Next Year Is In Question
Summary Miniso Group Holding Limited's Q3 earnings missed expectations, but strong overseas sales and reiterated guidance led to a 34% share price increase. Revenues grew 19.3% y/y to $644.5m, driven by aggressive expansion; overseas revenues surged 39.8%, contributing significantly to total revenue. The company faces potential tariff risks with the next administration, but management is proactively sourcing alternatives to mitigate the impact. Despite strong demand and growth prospects, I am cautious due to tariff uncertainties and will revisit the rating based on future developments. Read the full article on Seeking Alpha
새 내러티브 • Dec 01
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.분석 기사 • Nov 28
Capital Allocation Trends At MINISO Group Holding (NYSE:MNSO) Aren't Ideal
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Seeking Alpha • Nov 12
Miniso: IP-Centered Retail To Drive Sustained Growth
Summary MNSO's collaboration with Harry Potter IP highlights the effectiveness of its IP-based strategy, despite inventory issues, positioning it as a strong player in IP retail. We are bullish on MNSO due to its flagship retail business benefiting from China's consumption downgrade and its promising IP-based retail expansion. MNSO's IP-based strategy aims to increase IP merchandise sales by 50%, leveraging global appeal and higher pricing power for long-term profitability. Key risks include potential tariffs under a Trump presidency, which could impact gross margins, but overall, MNSO's IP strategy supports a bullish outlook. Read the full article on Seeking Alpha분석 기사 • Oct 06
Market Might Still Lack Some Conviction On MINISO Group Holding Limited (NYSE:MNSO) Even After 28% Share Price Boost
MINISO Group Holding Limited ( NYSE:MNSO ) shareholders would be excited to see that the share price has had a great...Seeking Alpha • Aug 28
Miniso Stock: Deep Valuation Gap, Stellar Growth, And Margin Expansion
Summary Initiating coverage on Miniso Group with a "Buy" rating, considering undervaluation and potential for a reversal rally over a 24-month horizon. The Company's competitive pricing, innovation, and efficient supply chain drive robust revenue and EBITDA growth, despite macroeconomic and geopolitical headwinds. Aggressive store expansion, both domestically and internationally, coupled with margin expansion, positions Miniso for sustained growth and improved cash flows. MNSO stock trades at a significant valuation gap, with a forward PEG ratio indicating potential upside of 50% to 60% from current levels. Read the full article on Seeking Alpha분석 기사 • Aug 11
We Ran A Stock Scan For Earnings Growth And MINISO Group Holding (NYSE:MNSO) Passed With Ease
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Seeking Alpha • Jul 22
MINISO Group: Impressive Growth But Fairly Valued
Summary MINISO is the world's largest retailer of self-owned brand lifestyle and household products, offering quality and affordable products through a large network of stores. As global consumers seek quality products at affordable prices, MINISO is well-positioned for growth, but its management team lacks a reputable track record. MINISO's success is attributed to its unique products, extraordinary value, and world-class supply chain, enabling rapid growth despite challenges in the retail sector. Read the full article on Seeking Alpha분석 기사 • Jul 15
MINISO Group Holding (NYSE:MNSO) Is Reinvesting At Lower Rates Of Return
What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...분석 기사 • May 22
With MINISO Group Holding Limited (NYSE:MNSO) It Looks Like You'll Get What You Pay For
With a price-to-earnings (or "P/E") ratio of 19.7x MINISO Group Holding Limited ( NYSE:MNSO ) may be sending bearish...Seeking Alpha • May 06
Miniso: Surging In Business Against The Economic Down Cycle
Summary Miniso's FY 2023 earnings show a 54% YoY increase in revenue and a historical high gross margin of 43.1%. The company's partnership with global intellectual property (IP) brands has been key in its successful "emotional marketing" strategy. Miniso's international business is a major driver of growth, with North America and Europe experiencing the highest growth rates. Read the full article on Seeking Alpha분석 기사 • Apr 26
Impressive Earnings May Not Tell The Whole Story For MINISO Group Holding (NYSE:MNSO)
MINISO Group Holding Limited's ( NYSE:MNSO ) robust earnings report didn't manage to move the market for its stock. Our...분석 기사 • Apr 16
Does MINISO Group Holding (NYSE:MNSO) Deserve A Spot On Your Watchlist?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...분석 기사 • Mar 20
Analysts' Revenue Estimates For MINISO Group Holding Limited (NYSE:MNSO) Are Surging Higher
MINISO Group Holding Limited ( NYSE:MNSO ) shareholders will have a reason to smile today, with the analysts making...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 33,111 | 3,852 | 3,892 | 4,654 | 12 |
| 12/31/2027 | 29,335 | 3,305 | 3,657 | 4,293 | 19 |
| 12/31/2026 | 25,415 | 2,733 | 4,131 | 4,405 | 19 |
| 12/31/2025 | 21,444 | 1,205 | 1,580 | 2,578 | N/A |
| 9/30/2025 | 19,902 | 2,152 | N/A | N/A | N/A |
| 6/30/2025 | 18,628 | 2,353 | 994 | 1,889 | N/A |
| 3/31/2025 | 17,698 | 2,451 | N/A | N/A | N/A |
| 12/31/2024 | 16,994 | 2,618 | 1,406 | 2,168 | N/A |
| 9/30/2024 | 16,123 | 2,448 | N/A | N/A | N/A |
| 6/30/2024 | 15,391 | 2,419 | 1,520 | 2,256 | N/A |
| 3/31/2024 | 14,608 | 2,370 | N/A | N/A | N/A |
| 12/31/2023 | 13,839 | 2,253 | 1,666 | 2,195 | N/A |
| 9/30/2023 | 12,492 | 1,969 | N/A | N/A | N/A |
| 6/30/2023 | 11,473 | 1,769 | 1,492 | 1,666 | N/A |
| 3/31/2023 | 10,539 | 1,433 | N/A | N/A | N/A |
| 12/31/2022 | 9,926 | 1,064 | 916 | 1,108 | N/A |
| 9/30/2022 | 10,204 | 896 | N/A | N/A | N/A |
| 6/30/2022 | 10,086 | 637 | 172 | 1,406 | N/A |
| 3/31/2022 | 10,240 | 548 | -303 | 1,046 | N/A |
| 12/31/2021 | 10,129 | 572 | -430 | 842 | N/A |
| 9/30/2021 | 9,654 | 527 | N/A | N/A | N/A |
| 6/30/2021 | 9,072 | -1,298 | 736 | 916 | N/A |
| 3/31/2021 | 8,153 | -1,461 | 911 | 962 | N/A |
| 12/31/2020 | 7,556 | -1,408 | N/A | N/A | N/A |
| 9/30/2020 | 8,062 | -1,748 | N/A | N/A | N/A |
| 6/30/2020 | 8,979 | -99 | 770 | 826 | N/A |
| 3/31/2020 | 9,942 | -362 | 760 | 812 | N/A |
| 6/30/2019 | 9,395 | 30 | N/A | 1,038 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: MNSO 의 연간 예상 수익 증가율(32%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: MNSO 의 연간 수익(32%)이 US 시장(16.7%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: MNSO 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: MNSO 의 수익(연간 14.3%)이 US 시장(연간 11.6%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: MNSO 의 수익(연간 14.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: MNSO의 자본 수익률은 3년 후 29.1%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 13:38 |
| 종가 | 2026/05/11 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
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산업 및 섹터 지표
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분석가 소스
MINISO Group Holding Limited는 31명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Lucy Yu | BofA Global Research |
| Runbo Yang | China International Capital Corporation Limited |
| Xiaofang Xu | Citic Securities Co., Ltd. |