MINISO Group's Latest Business Update

Impact · against what's priced in

MINISO shares are likely to see an upward revision due to accelerating GMV growth in mainland China and a successful scaling of its proprietary IP, YOYO. The rebound in US GMV growth toward the end of September provides positive momentum heading into the critical Q4 holiday season.

MNSO+0.60

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In context

Mainland China GMV grew 25%-30% in 26Q3, an acceleration from H1 2026, while the proprietary IP YOYO hit a milestone of RMB1 billion in GMV, reducing reliance on third-party licensing.

Read from the article alone

• retail
• MNSO
• business update
• china
• consumer goods
• global expansion
• gmv
• ip licensing
• sales performance

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