MINISO Group Holding Ltd
MNSO, MSOGF · Retail-Variety Stores · EDGAR filings ↗
Reference price $3.35 — last insider purchase, 2026-06-01 (estimated from the dated SEC Form 4 price — not a live quote)
Grade
A87gen composite 85pct→87
Notable findings
- RestatementIn order to attract and retain qualified employees, provide incentives to our directors and employees, and promote the success of our business, we adopted a share incentive plan in September 2020, whi 8-K ↗
- Strong balance sheetStrong balance sheet — $867M cash & investments
- Notable holderHeld by 5 notable fund(s): STATE STREET CORP, CITADEL ADVISORS LLC, GOLDMAN SACHS GROUP INC +2 more (as of 2026-03-31)
- China exposuregovernment has implemented policies restricting international trade and investment, such as tariffs, export controls, economic or trade sanctions, and foreign investment filing and approval requiremen
- Revenue declineRevenue -29.5% YoY
- New fund positionNotable fund(s) opened this quarter: RENAISSANCE TECHNOLOGIES LLC
- AccumulatingInstitutional holders rose 5→8 QoQ (2025-12-31→2026-03-31)
Quarterly revenue
Last 2 quarters · from SEC filings.
Key metrics
Gross margin
44.9%
Operating margin
19.5%
Net margin
15.5%
Return on equity
25.4%
Return on assets
14.5%
ROIC
24.0%
Revenue growth (QoQ)
-29.5%
Debt / equity
0.1×
Net debt / EBITDA
-1.4×
Interest coverage
35.7×
Current ratio
2.0×
EBITDA
$565M
Tangible book value
$1.4B
Cash & investments
$867M
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| Ye Guofu | Chief Executive Officer | — |
| Yang Yunyun (Alice) | Vice President | — |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-01 | Yang Yunyun (Alice) | Buy | 150K | $3.35 |
| 2026-06-01 | Ye Guofu | Buy | 150K | $3.35 |
| 2026-05-29 | Yang Yunyun (Alice) | Buy | 1.3M | $3.27 |
| 2026-05-29 | Yang Yunyun (Alice) | Buy | 650K | $3.30 |
| 2026-05-29 | Ye Guofu | Buy | 1.3M | $3.27 |
| 2026-05-29 | Ye Guofu | Buy | 650K | $3.30 |
All non-derivative Form 4 activity (SEC), newest first.
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 20-F | 2026-04-24 | 2025-12-31 | 0001104659-26-048172 ↗ |
| 20-F | 2025-04-24 | 2024-12-31 | 0001410578-25-000858 ↗ |
| 20-F | 2024-04-16 | 2023-12-31 | 0001104659-24-047458 ↗ |
| 20-F | 2023-10-19 | 2023-06-30 | 0001104659-23-109977 ↗ |
| 20-F | 2022-10-19 | 2022-06-30 | 0001104659-22-109816 ↗ |
| 20-F | 2021-09-17 | 2021-06-30 | 0001104659-21-116679 ↗ |