MNSO Share Price Performance
US$19.57
2.89 (17.33%)
18.6% undervalued intrinsic discount
US$24.03
Fair Value
Price US$19.57
Bejgal US$24.03
AnalystConsensusTarget US$27.42
Wane_Investment_House US$18.55
Fair ValueUS$24.03
Share Pricen/a
MINISO Group Holding Limited Stock Price
- 6 Narratives written by author
- 24 Comments on narratives written by author
- 185 Fair Values set on narratives written by author
MNSO Community Narratives
BE
Fair Value US$24.03 18.6% undervalued intrinsic discount
MINISO's fair value is projected at 26.69 with an anticipated PE ratio shift of 20x
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AN
Fair Value US$27.42 28.6% undervalued intrinsic discount
Global Retail Expansion And Premium IP Will Unlock Opportunity
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64users have followed this narrative
WA
Fair Value US$18.55 5.5% overvalued intrinsic discount
MINISO’s Q1 Earnings Reveal Growth Momentum Overshadowed by Profitability Concerns
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MINISO's fair value is projected at 26.69 with an anticipated PE ratio shift of 20x
MINISO Investment Thesis This analysis is based on the MINISO 2024 Q4 and 2025 Q1 earnings call presentations and the provided transcript. # Catalysts MINISO has several key growth drivers that could meaningfully impact sales and earnings: Global Store Network Expansion: The primary catalyst is the aggressive and ongoing expansion of its store network, both in China and, more significantly, in overseas markets.Read more
10users have liked this narrative
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BE
US$24.03
18.6% undervalued intrinsic discount
Bejgal Fair Value
Revenue growth
15.9% p.a.
Profit Margin
14.9%
Future PE
18x
Share price in 2028
US$36.55
Top Pick for Multi-bagger
Strong Q1 2024 Performance In 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 strategy of opening new stores globally.Read more
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SU
US$44.06
55.6% undervalued intrinsic discount
SuEric Fair Value
Revenue growth
20% p.a.
Profit Margin
18%
Future PE
20x
Share price in 2030
US$70.95
MINISO’s Q1 Earnings Reveal Growth Momentum Overshadowed by Profitability Concerns
Miniso Group Holding (NYSE: MNSO; HKEX: 9896), the Japanese lifestyle retailer known for its affordable and design-forward everyday goods, reported mixed Q1 results that led to a sharp market reaction, with U.S.-listed shares plunging 17.6% — the steepest single-day drop in over two years. Despite strong revenue growth and continued global expansion, investor concerns over profit margins and rising costs weighed heavily on sentiment.Read more
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1users have followed this narrative
WA
US$18.55
5.5% overvalued intrinsic discount
Wane_Investment_House Fair Value
Revenue growth
17.02% p.a.
Profit Margin
15.34%
Future PE
19.25x
Share price in 2028
US$39.74
Global Retail Expansion And Premium IP Will Unlock Opportunity
Key Takeaways Expansion into diverse markets, proprietary IP, and brand partnerships are set to strengthen MINISO's revenue growth and brand value globally. Operational enhancements and digital integration are expected to boost margins, efficiency, and shareholder returns through dividends and buybacks.Read more
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0users have commented on this narrative
64users have followed this narrative
AN
US$27.42
28.6% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
19.43% p.a.
Profit Margin
15.54%
Future PE
2.18x
Share price in 2028
US$5.05
Digital Shift And Rising Costs Will Hinder Offline Retail
Key Takeaways Rising online shopping and digital habits threaten long-term revenue growth and in-store traffic for MINISO's chiefly offline retail model. Expanding internationally amid supply chain, cost, and brand challenges risks earnings volatility, pressure on margins, and weakened market differentiation.Read more
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1users have commented on this narrative
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AN
US$17.37
12.7% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
17.67% p.a.
Profit Margin
13.73%
Future PE
12.35x
Share price in 2028
US$22.77
Emerging Middle-Class And Urbanization Will Catalyze Retail Expansion
Key Takeaways Accelerated international expansion, proprietary brand development, and flagship store upgrades are fueling stronger revenue growth, higher margins, and increased operating leverage. Data-driven membership and emerging market focus enhance customer loyalty and recurring sales, positioning MINISO for sustained, above-peer profitability.Read more
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2users have followed this narrative
AN
US$26.59
26.4% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
23.73% p.a.
Profit Margin
16.35%
Future PE
13.64x
Share price in 2028
US$34.82
Recently Updated Narratives
BE
MINISO's fair value is projected at 26.69 with an anticipated PE ratio shift of 20x
Fair Value: US$24.03 18.6% undervalued intrinsic discount
43 followersusers have followed this narrative
3 commentsusers have commented on this narrative
0 likesusers have liked this narrative
WA
MINISO’s Q1 Earnings Reveal Growth Momentum Overshadowed by Profitability Concerns
Fair Value: US$18.55 5.5% overvalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
SU
Top Pick for Multi-bagger
Fair Value: US$44.06 55.6% undervalued intrinsic discount
25 followersusers have followed this narrative
20 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
MINISO Group Holding Limited Key Details
About MNSO
- Founded
- 2013
- Employees
- 7204
- CEO
- WebsiteView website
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. The company offers products in various categories, including home decor products, small electronics, textiles, accessories, beauty tools, toys, cosmetics, personal care products, snacks, fragrances and perfumes, and stationeries and gifts under the MINISO brand; and blind boxes, toy bricks, model figures, model kits, collectible dolls, Ichiban Kuji, and other popular toys under the TOP TOY brand. It also engages in brand licensing activity; and online sale of lifestyle products. MINISO Group Holding Limited was founded in 2013 and is based in Guangzhou, China.
