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How MINISO’s Sydney Flagship Launch and IP Partnerships Could Shape the Outlook for MNSO Investors

Simply Wall St·11/28/2025 12:28:52
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  • On November 22, 2025, MINISO Group Holding opened Australia’s first and largest MINISO LAND at Westfield Chatswood in Sydney, offering over 7,000 SKUs and a highly interactive IP-themed shopping experience.
  • This expansion brings exclusive product launches and immersive branded zones, such as collections featuring Disney’s Zootopia 2 and Sanrio, further strengthening MINISO’s position in the trendy toy and IP-driven retail market.
  • We'll explore how MINISO's flagship launch, highlighting immersive IP partnerships, affects the company's investment narrative and growth outlook.

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MINISO Group Holding Investment Narrative Recap

To be a long-term shareholder in MINISO Group Holding, you need to believe in the company’s ability to scale its global retail presence, drive consumer engagement through strong IP partnerships, and sustain growth in new markets like Australia. The launch of the flagship MINISO LAND in Sydney supports the IP-driven retail theme but does not represent a material change for the most important short-term catalyst: maintaining momentum in same-store sales growth outside China. At the same time, it does not fundamentally reduce the biggest risk facing MINISO, operational execution as it tackles rapid international expansion and integration of larger, experiential store formats.

One recent announcement directly relevant to this flagship store opening is MINISO’s Q4 and full year 2025 revenue guidance, which forecasts 25% to 30% revenue growth and RMB 3.65 billion to RMB 3.85 billion in operating profit. This underscores management’s confidence that global interactive flagship launches and proprietary IP strategies could support robust short-term revenue performance, even as execution risk around new concept rollouts remains a key variable for potential investors.

However, investors should also weigh that, as MINISO shifts more heavily into premium experiential formats, the risk of store-level cost overruns, especially in new international markets, remains an issue to watch...

Read the full narrative on MINISO Group Holding (it's free!)

MINISO Group Holding's narrative projects CN¥31.7 billion revenue and CN¥4.9 billion earnings by 2028. This requires 19.4% yearly revenue growth and a CN¥2.5 billion earnings increase from CN¥2.4 billion today.

Uncover how MINISO Group Holding's forecasts yield a $26.83 fair value, a 37% upside to its current price.

Exploring Other Perspectives

MNSO Community Fair Values as at Nov 2025
MNSO Community Fair Values as at Nov 2025

Simply Wall St Community members provided five fair value estimates, ranging from US$26.59 to US$44.06 per share. While many see strong revenue growth potential from new flagship launches, your perspective on execution risk may shape your outlook as much as any consensus estimate, check out how others assess these challenges.

Explore 5 other fair value estimates on MINISO Group Holding - why the stock might be worth just $26.59!

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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.