NYSE$MNSO

MINISO Group Holding Limited · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

MINISO reported strong performance in Q4 FY2024 with record revenue, gross margin, and global store expansion.

In Q4 FY2024, revenue reached $645.6 million, driven by growth in both China and overseas markets. Net income hit $110.9 million, while adjusted EPS was $0.35. Gross margin reached a record 47.0%.

  • Revenue grew to $645.6 million in Q4 FY2024, up 22.7% YoY.
  • Net income reached $110.9 million, a 27.0% YoY increase.
  • Gross margin hit a record 47.0%, up 3.9 pts YoY.
  • Adjusted EPS came in at $0.35 per ADS.

Headline financials

Total Revenue

$646M

Previous: $449M+43.9%
EPS (adj)

$0.35

Previous: $0.25+40.0%
Gross Margin

47.0%

Previous: 39.8%+18.1%
Adj. EBITDA Margin

26.0%

Previous: 26.3%-1.1%
Total Stores

7.8K

Previous: 5.8K+34.3%
Net Income

$111M

Previous: $75.4M+47.1%
Operating Income

$133M

Previous: $95.2M+39.4%
Gross Profit

$304M

Previous: $179M+70.0%

Revenue & EPS history

MINISO · Revenue · Quarterly

$646M

Q4 2024+43.9%vs Q4 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 accelerated top-line growth in 2025, supported by store optimization, product innovation, and disciplined spending.

Tailwinds

  • Strong momentum in overseas revenue growth
  • Record-high gross margin achieved
  • Expansion into new international markets
  • IP product innovation driving demand
  • Improved store layouts and sales per square meter expected

Headwinds

  • Increased finance costs impacting net margin
  • Higher logistics expenses from international shipping
  • Rising general and administrative costs
  • Foreign exchange risks remain a factor
  • Macroeconomic uncertainty in core regions

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 Q4 2024

Historical avgQ4 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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