MINISO Group Holding Limited Just Missed Earnings - But Analysts Have Updated Their Models
It's been a sad week for MINISO Group Holding Limited (NYSE:MNSO), who've watched their investment drop 12% to US$18.29 in the week since the company reported its quarterly result. It looks like a pretty bad result, all things considered. Although revenues of CN¥4.4b were in line with analyst predictions, statutory earnings fell badly short, missing estimates by 31% to hit CN¥1.36 per share. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.
Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit.
Taking into account the latest results, the current consensus from MINISO Group Holding's 22 analysts is for revenues of CN¥20.8b in 2025. This would reflect a solid 18% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to accumulate 3.5% to CN¥8.28. In the lead-up to this report, the analysts had been modelling revenues of CN¥21.0b and earnings per share (EPS) of CN¥9.73 in 2025. The analysts seem to have become more bearish following the latest results. While there were no changes to revenue forecasts, there was a real cut to EPS estimates.
View our latest analysis for MINISO Group Holding
The consensus price target held steady at US$23.47, with the analysts seemingly voting that their lower forecast earnings are not expected to lead to a lower stock price in the foreseeable future. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. Currently, the most bullish analyst values MINISO Group Holding at US$30.94 per share, while the most bearish prices it at US$16.49. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the MINISO Group Holding's past performance and to peers in the same industry. The analysts are definitely expecting MINISO Group Holding's growth to accelerate, with the forecast 24% annualised growth to the end of 2025 ranking favourably alongside historical growth of 16% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 9.1% annually. Factoring in the forecast acceleration in revenue, it's pretty clear that MINISO Group Holding is expected to grow much faster than its industry.
The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. The consensus price target held steady at US$23.47, with the latest estimates not enough to have an impact on their price targets.
With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have forecasts for MINISO Group Holding going out to 2027, and you can see them free on our platform here.
Don't forget that there may still be risks. For instance, we've identified 1 warning sign for MINISO Group Holding that you should be aware of.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.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.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Business Insider
an hour ago
- Business Insider
‘Time to Take a Pause,' Says Investor About Nvidia Stock
Nvidia (NASDAQ:NVDA) stock has roared back to life over the past two months, following a decidedly uncharacteristic drop earlier in the year. Shares have now climbed roughly 50% since hitting a post-Liberation Day low, driven by easing trade tensions, strong AI demand, and another impressive earnings report last month. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter That rebound comes despite several headwinds earlier in the year. The U.S.-China trade spat and fears of a broader pullback in AI-related capital expenditures had weighed heavily on investor sentiment. In particular, a targeted export restriction from the Trump administration on Nvidia's H20 GPUs resulted in a $4.5 billion hit during the last quarter. Still, it is hard to argue with Nvidia's stellar performance during Q1 Fiscal 2026, during which the company delivered record revenues of $44 billion, a year-over-year surge of 69%. The all-important data center segment grew at an even faster clip of 73%. While acknowledging the healthy earnings and NVDA's recovering share price, investor Johnny Zhang is not convinced that all the geopolitical hiccups are in the rearview mirror. 'I believe the 2H 2025 could bring more uncertainty, as the lagging effects of Trump's tariff policy and any setbacks on potential deals with China could create new volatility in the market,' explains the investor. Those concerns are not just theoretical. Zhang points to the unresolved H20 issue, stemming from U.S. export restrictions, as a key example. Nvidia is now expected to take an $8 billion inventory write-off as a result, and its margins are likely to decline further on a sequential basis. More broadly, the company has acknowledged it could forfeit access to a $50 billion total addressable market in China if those restrictions remain in place. Moreover, while Zhang believes that Nvidia will be able to navigate any economic slowdowns, the investor thinks there is a high possibility that the impact of the Trump tariffs will be felt during the latter part of the year. Against that backdrop, Zhang emphasizes that the recent rally in Nvidia's stock may not be sustainable without renewed visibility. He notes that further upside will hinge largely on AI spending trends in 2026, an outlook he calls 'highly uncertain.' In short, while Nvidia's fundamentals remain strong, its near-term growth path is anything but guaranteed. 'Chasing the stock's rally from here seems less compelling to me,' concludes Zhang, who gives NVDA a Hold (i.e. Neutral) rating. (To watch Zhang's track record, click here) Wall Street has a decidedly rosier view of NVDA. With 35 Buy, 4 Hold, and 1 Sell recommendations, NVDA continues to enjoy a Strong Buy consensus rating. Its 12-month average price target of $172.36 implies an upside north of 20%. (See )
Boston Globe
2 hours ago
- Boston Globe
Canada commits billions in military spending to meet NATO target
But even if Canada is able to finally hit the 2 percent threshold, that is not likely to be enough to satisfy the United States or other NATO allies. Mark Rutte, NATO's secretary general, speaking in London on Monday, called on the alliance's members to make a 'quantum leap in our collective defense' by committing to significantly higher spending targets. Rutte wants members to commit to spending 5 percent of their gross domestic products on military and defense-related activities. Trump has called for a similar spending target. Advertisement Proposals for increased spending are likely to dominate the NATO summit meeting in The Hague this month, though Rutte has not set a timeline for his increased spending plan. Carney, speaking in Toronto, said that new geopolitical threats, advances in technology, and the fraying of Canada's alliance with the United States demanded an accelerated spending schedule. 'We stood shoulder to shoulder with the Americans throughout the Cold War and in the decades that followed, as the United States played a dominant role on the world stage,' he said. 'Today, that dominance is a thing of the past.' Advertisement 'It is time for Canada to chart its own path,' he added, 'and to assert itself on the international stage.' While Carney promised to increase spending by billions of Canadian dollars, he did not specify where the funds would come from. Government officials spoke mostly in broad terms about how the money would be used. Canada's economy is heavily dependent on exports to the United States, and Trump's tariffs have targeted key industries, including autos and steel. Some economists have warned that Canada could face a recession if the tariffs persist. Carney also said the country would no longer rely as extensively on American defense contractors to supply its armed forces, underscoring Canada's strained relations with the United States and focus on shifting away from its neighbor. The Canadian government said it would immediately add 9.3 billion Canadian dollars (about $6.8 billion) to its defense budget. That will raise total defense-related spending this year to CA$62.7 billion, slightly higher than the 2 percent NATO target. To get there, the government included CA$2.5 billion in spending related to 'defense and security' for other departments, including the Canadian coast guard, an unarmed civilian agency which is under the department of fisheries. Carney's spending pledge was welcomed by defense analysts. 'This is a long-overdue announcement,' said Margaret McCuaig-Johnston, a senior fellow at the Graduate School of Public and International Affairs at the University of Ottawa. 'This significant commitment is remarkable given how quickly they're going to have to move to make 2 percent by the end of the fiscal year.' But, she added, Carney will have to add further budget increases to fund all of the programs he is promising. Advertisement Carney laid out a long shopping list for the military, including 'new submarines, aircraft, ships, armed vehicles, and artillery.' He also said the military would add drones and sensors to monitor the seafloor in the Arctic, a vast region of the country that is becoming a source of competition among global powers such as Russia and China. But Canadian officials said that this year most of the spending would go toward things like increasing the pay and the benefits of armed forces members to help ease a severe recruitment crisis, and repairing broken equipment. Carney also said that money would be directed toward much-needed improvements, noting that three of the Royal Canadian Navy's four diesel submarines were not seaworthy. 'We will repair and maintain our ships, our aircraft, and infrastructure that for too long we allowed to rust and deteriorate,' the prime minister said. Other spending will focus on artificial intelligence and computer systems, as well as ammunition production within the country. Carney also said that Canada would look to buy more goods domestically or from allies other than the United States to equip its military. 'We should no longer send three-quarters of our defense capital spending to America,' he said. Carney said Monday that details about how the country's military needs would be financed would be revealed when a budget was released in the fall. 'Our fundamental goal in all of this is to protect Canadians,' he told reporters, 'not to satisfy NATO accountants.' This article originally appeared in
Yahoo
2 hours ago
- Yahoo
Wise Full Year 2025 Earnings: EPS Beats Expectations
Revenue: UK£1.65b (up 17% from FY 2024). Net income: UK£416.7m (up 18% from FY 2024). Profit margin: 25% (in line with FY 2024). EPS: UK£0.40 (up from UK£0.34 in FY 2024). Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. All figures shown in the chart above are for the trailing 12 month (TTM) period Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.6%. Looking ahead, revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 16% decline forecast for the Diversified Financial industry in the United Kingdom. Performance of the British Diversified Financial industry. The company's shares are up 2.1% from a week ago. While earnings are important, another area to consider is the balance sheet. We have a graphic representation of Wise's balance sheet and an in-depth analysis of the company's financial position. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) 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. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
