MINISO Group Holding Ltd (MNSO) 주식 — 좋은 사업일까?

MINISO Group Holding Ltd (MNSO) 주식 — 좋은 사업일까? — InspectStocks

어떻게 돈을 버는가

MINISO branded products
TOP TOY products

경쟁 상대

FIVEFive Below
A
규모
US$13.6B
이익률
11.7%
PMRTYPop Mart International Group
Daiso Industries

무엇을 파는가6

MINISO lifestyle products
A frequently refreshed range of everyday lifestyle goods sold under the MINISO brand.
MINISO beauty products
Beauty goods sold as one of MINISO’s main product categories.
MINISO toys
Toys sold under the MINISO brand, including products made with licensed characters.

3개 더 보기

TOP TOY model figures
Collectible figures sold as part of TOP TOY’s pop toy range.
TOP TOY 3D building blocks
Three-dimensional building sets sold under TOP TOY.
TOP TOY vinyl plush toys
Plush collectible toys with vinyl components.

누가 사는가3

Shoppers who buy MINISO and TOP TOY goods in stores or through online channels.
Retail partners who operate stores, cover store expenses and pay MINISO an agreed portion of in-store sales.
Local distributors who generally pay in advance for products and sell them through licensed stores in their territories.

무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가

사업이 기대고 있는 것

1Outside manufacturers make the products; MINISO sourced from approximately 2,000 suppliers (as of December 31, 2025, high confidence), with none individually accounting for more than 10% of its purchases in 2025.
2Retail partners and distributors operate many stores and are important to MINISO’s store reach and brand presentation.
3Sales depend on consumers continuing to want frequently changing, affordable products and licensed-character goods.
4Licensed characters and other intellectual property depend on agreements with outside rights holders, which are generally limited in term.
5The business depends on required Chinese government permissions and on the ability of its Chinese subsidiaries to move funds within the group.

잘못될 수 있는 일

1Changing consumer tastes, weaker discretionary spending, or unsuccessful new products could reduce demand for MINISO and TOP TOY goods.
2Problems with retail partners, distributors, or outside manufacturers—including poor store operation, product quality issues, or supply delays—could hurt sales and the brands.
3Chinese regulatory changes, required approvals, or restrictions on moving funds from Chinese subsidiaries could affect the company’s ability to operate or fund its wider business.

전체 재무제표 보기 →

MINISO Group Holding Ltd 소개

MINISO sells frequently refreshed lifestyle, beauty and toy products under its MINISO brand, and collectible pop toys under TOP TOY. It sells directly to shoppers and works with retail partners and local distributors to run stores in China and overseas. Most of its products are made by outside manufacturers, while MINISO develops many of the product designs and also sells goods made with licensed characters.

본사: Guangzhou, Guangdong, China
설립: 2013
상장 시장: New York Stock Exchange
회계연도 종료: December 31

MINISO Group Holding Ltd이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이 기업은 CNY로 공시합니다. 수치는 현재 환율 US$1.00 = 6.6719 CNY로 미국 달러에 환산했으며, 모든 기간에 같은 환율을 적용했습니다. 따라서 성장률과 마진은 환율이 아니라 기업 자신의 것입니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.

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Grade rose recently in Consumer Discretionary

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