NYSE$MNSO

MINISO Group Holding Limited · Q3 2024 earnings

Q3 2024 earnings · · Before market open · Investor relations

Briefing

MINISO posted record Q3 FY2024 revenue and gross margin, driven by strong overseas growth and higher profitability across key segments.

Q3 FY2024 revenue rose to $644.5 million, up 19.3% YoY. Net income reached $92.4 million, while adjusted EPS was $0.31. Gross margin hit a record 44.9%, driven by product mix and overseas expansion.

  • Revenue grew 19.3% YoY to $644.5 million in Q3 FY2024.
  • Gross margin reached a record 44.9%, up 3.1 pts YoY.
  • Net income totaled $92.4 million; adjusted net income was $97.8 million.
  • MINISO added 859 new stores YTD, approaching its full-year target.

Headline financials

Total Revenue

$645M

Previous: $430M+49.8%
EPS (adj)

$0.31

Previous: $0.22+40.9%
Free Cash Flow

$209M

No prior period
Net Income

$92.4M

Previous: $68.6M+34.7%
Operating Income

$122M

Previous: $83.9M+44.9%
Gross Profit

$289M

Previous: $169M+71.0%

Revenue & EPS history

MINISO · Revenue · Quarterly

$645M

Q3 2024+49.8%vs Q3 2023
Beat estimate in 11 of 14 quarters(79%)
ActualEstimate

Revenue by segment

MINISO · $5.69B total across 2 segments · Q1 2027

  • MINISO Brand
    $5.17B
  • TOP TOY Brand
    $515M

Forward guidance

MINISO expects steady revenue and margin improvement, supported by international expansion and IP-driven product strategy.

Tailwinds

  • Strong revenue growth from overseas directly operated stores
  • Record gross margin of 44.9%
  • Expanding store network, nearing full-year target
  • TOP TOY brand showing robust growth
  • Efficient capital allocation with healthy cash position

Headwinds

  • Lower adjusted net margin compared to last year
  • Increased logistics and operating expenses
  • Foreign exchange losses affecting net profit
  • Higher general and admin expenses from expansion
  • Reduced interest income due to lower rates and deposits

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 16 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

+6.2%

Avg return

Earnings day

+6.2%

Avg return

5 days after

+4.8%

Avg return

30 days after

69%

11 / 16 earnings

Positive

+54.7%

Q1 2023

Best reaction

-12.8%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027
Q3 2026-1.9%+4.6%-3.6%
Q2 2025+5.7%-6.6%-4.7%
Q4 2024-8.9%-9.7%-24.8%
Q3 2024+8.2%+28.0%+30.1%
Q4 2023+14.5%+11.1%+23.5%
Q3 2023+1.0%-7.0%+2.8%
Q2 2023+6.8%+13.6%+2.6%
Q1 2023+54.7%+38.0%+61.1%
Q4 2022+10.3%+6.2%-24.6%
Q3 2022+7.9%+3.6%+65.2%
Q2 2022+4.8%-1.7%-6.9%
Q1 2022-12.8%-16.8%-38.8%
Q4 2021-5.4%+2.9%+0.2%
Q3 2021+3.9%+9.5%+0.4%
Q2 2020-5.1%+1.8%-23.4%
Q1 2020+15.1%+22.1%+18.1%
Q4 2020
Q3 2020
Q2 2019
Q1 2019
Q4 2018

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