Earnings Beat: MIXUE Group (HKG:2097) Just Beat Analyst Forecasts, And Analysts Have Been Lifting Their Forecasts

Shareholders might have noticed that MIXUE Group (HKG:2097) filed its interim result this time last week. The early response was not positive, with shares down 9.6% to HK$432 in the past week. It was a credible result overall, with revenues of CN¥15b and statutory earnings per share of CN¥12.32 both in line with analyst estimates, showing that MIXUE Group is executing in line with expectations. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on MIXUE Group after the latest results.

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After the latest results, the 16 analysts covering MIXUE Group are now predicting revenues of CN¥32.8b in 2025. If met, this would reflect a decent 13% improvement in revenue compared to the last 12 months. Statutory earnings per share are expected to plummet 56% to CN¥15.22 in the same period. Before this earnings report, the analysts had been forecasting revenues of CN¥30.4b and earnings per share (EPS) of CN¥14.15 in 2025. It looks like there's been a modest increase in sentiment following the latest results, withthe analysts becoming a bit more optimistic in their predictions for both revenues and earnings.

See our latest analysis for MIXUE Group

Althoughthe analysts have upgraded their earnings estimates, there was no change to the consensus price target of HK$556, suggesting that the forecast performance does not have a long term impact on the company's valuation. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. Currently, the most bullish analyst values MIXUE Group at HK$663 per share, while the most bearish prices it at HK$467. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. We can infer from the latest estimates that forecasts expect a continuation of MIXUE Group'shistorical trends, as the 28% annualised revenue growth to the end of 2025 is roughly in line with the 29% annual growth over the past year. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 9.9% per year. So it's pretty clear that MIXUE Group is forecast to grow substantially faster than its industry.

The Bottom Line

The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards MIXUE Group following these results. Happily, they also upgraded their revenue estimates, and are forecasting them to grow faster than the wider industry. The consensus price target held steady at HK$556, with the latest estimates not enough to have an impact on their price targets.

With that in mind, we wouldn't be too quick to come to a conclusion on MIXUE Group. Long-term earnings power is much more important than next year's profits. We have estimates - from multiple MIXUE Group analysts - going out to 2027, and you can see them free on our platform here.

You can also see our analysis of MIXUE Group's Board and CEO remuneration and experience, and whether company insiders have been buying stock.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.