$MNSO

Miniso Group (MNSO) reported H1FY26 revenue of RMB 11.5B (+22.4% YoY), but adjusted operating profit rose only 5% to RMB 1.63B. Gross margin remained flat at 44.3%, with domestic revenue growing 26.2% and overseas revenue up 40.9%. Management expects full-year revenue growth in mid-double digits and a 3-4% decline in operating profit margin.

MINISO Group Holding (NYSE:MNSO) reported a 22.4% revenue increase to RMB 11.5 billion for H1 2026, with EPS up 8.2% and operating cash flow rising 46%. The company highlighted growth in same-store sales, overseas revenue up 40.9%, and success in proprietary IP strategy. Future guidance indicates high single-digit revenue growth in H2 2026 and mid-double-digit growth for the full year.

Analysts upgraded Deere (DE) to Outperform with a $800 target, citing strong North American demand. Abercrombie & Fitch (ANF) was upgraded to Buy with a $162 target after Q2 earnings beat. Agco (AGCO) upgraded to Outperform with a $150 target, expecting 2027 volume recovery. Kaiser Aluminum (KALU) upgraded to Buy with a $184 target. Stag Industrial (STAG) upgraded to Outperform. PG&E (PCG) downgraded by Wells Fargo and BMO. Mizuho downgraded PG&E, Sempra Energy (SRE), and Edison International (E

Analysts downgraded Sempra (SRE) from Outperform to Neutral, cutting its price target from $104 to $84. PG&E (PCG) was downgraded from Outperform to Market Perform with a target reduced from $28 to $21. Edison International (EIX) was also downgraded to Neutral with a target lowered from $86 to $70. MINISO Group (MNSO) was downgraded to Hold with a $10.8 target. Tenax Therapeutics (TENX) was downgraded to Neutral.

MINISO Group Holding Ltd (MNSO) furnished an SEC Form 6-K — earnings release. Exhibit 99.1 MINISO Group Announces 2026 June Quarter and Interim Unaudited Financial Results Group Revenue Grew by 22.4% YoY in 26H1 MINISO Chinese Mainland Delivered 26.2% YoY Growth, the Highest First-half Growth Rate in Three Years, Powered by Mid-single Digit SSSG (1) MINISO

Wall Street analysts made several calls: Baird upgraded AGCO to $150 and Deere to $800, while Mizuho downgraded Edison International and Sempra Energy. Evercore ISI initiated Lumentum at Outperform with a $1,100 target, and Roth Capital started Ticketplus at Buy with a $14 target. Markets closed lower Friday due to Fed rate-hike concerns, with Treasury yields rising and major indices down.

HSBC downgraded MINISO Group (MNSO) to 'Hold' with a $10.80 price target. GuruFocus values MNSO at $32.29, suggesting 68% undervaluation. The company has a GF Score of 74, indicating strong performance but lower valuation metrics. No recent insider activity was reported.

Miniso (MNSO) shares fell 6.2% to $9.69 in pre-market trading after missing Q2 2026 earnings estimates, with EPS at ¥-0.94 vs. ¥1.95 expected and revenue at ¥5.75B vs. ¥5.81B. CEO Ye cited weak overseas performance, while analysts downgraded the stock, citing slow international recovery. The stock is near its 52-week low, down 58% over the past year.

Miniso Group (MNSO) reported strong growth in China, with revenue up 26.2% and 130 million members, but overseas expansion hurt profits. China sales were driven by membership spending and proprietary IP. Adjusted operating profit fell 6% due to higher costs from directly operated stores.

Miniso Group reported a 22% revenue increase to 11.5 billion yuan and a 5.6% net profit rise to 956.6 million yuan for H1 2023. Despite growth, shares fell 4.4% due to margin concerns and rising expenses. The company plans to focus on IP and large-format stores for future growth, according to its statement.