MINISO Group Q4 Earnings Call Highlights

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MarketBeat

Mon, April 6, 2026 astatine 12:06 PM CDT 8 min read

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Strong top-line growth: MINISO reported Q4 gross of RMB 6.25 billion (+32.7% YoY) and full-year gross of RMB 21.44 billion (+26.2%), with the MINISO marque up ~28% and TOP TOY surging 112% successful Q4; mainland China and overseas each contributed astir fractional of MINISO marque revenue.
U.S. momentum and experiential push: The U.S. delivered >57% Q4 maturation (>60% full-year) with rank up 150% and member-driven income >50%, portion the institution is expanding large-format, experiential stores—opening 26 MINISO LAND successful China and noting large-format locations (≈10% of stores) relationship for astir 20% of home GMV.
Profitability, currency returns and 2026 guidance: Q4 gross borderline was 46.4% and adjusted nett net was RMB 815 million, currency stood astatine RMB 7.1 billion, and shareholder returns totaled RMB 1.9 billion; absorption guides 2026 gross maturation successful the “high teens,” plans 510–550 nett caller stores, Q1 maturation ≥25%, and expects a one-time RMB 850–900 million concern summation from AI institution MiniMax to beryllium excluded from adjusted results.
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How a Superstore Strategy Fueled MINISO’s 20% Stock Surge

MINISO Group (NYSE:MNSO) executives highlighted accelerating gross growth, beardown same-store income momentum successful China and the United States, and continued enlargement of large-format “MINISO LAND” stores during the company’s December-quarter and full-year 2025 net call.

Founder and CEO Ye Guofu described 2025 arsenic “the twelvemonth for dependable maturation and continued breakthrough,” pointing to quarterly gross of RMB 6.25 billion successful the 4th quarter—“the archetypal clip we person crossed CNY 6 cardinal quarterly gross milestone.” CFO Zhang Jingjing (introduced arsenic Ethan) said fourth-quarter gross roseate 32.7% twelvemonth implicit year, supra the company’s anterior guidance scope of 20%–30%, and full-year gross accrued 26.2% to RMB 21.44 billion.

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Management said fourth-quarter spot was broad-based crossed the portfolio. Ye reported MINISO marque gross of RMB 5.65 billion successful Q4, up 28% twelvemonth implicit year, calling it the brand’s fastest maturation successful astir 8 quarters. Zhang provided akin figures, citing a 27.7% summation for the MINISO marque successful the quarter.

TOP TOY continued to standard quickly, with Ye saying it posted 112% year-over-year maturation successful Q4 and “quarterly gross approaching RMB 600 million.” Zhang said TOP TOY’s quarterly gross was RMB 600 million, besides up 112%.

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