How Investors May Respond To MINISO (MNSO) Accelerating Global Expansion And Proprietary IP Platform Strategy

• In late January 2026, MINISO Group Holding outlined an accelerated global growth roadmap at its Guangzhou partner conference and reported a strong fiscal third quarter 2025, highlighting continued international store expansion and revenue performance above its guidance.

• A key element of this update was MINISO’s push to evolve into a global IP operation platform, pairing immersive store formats with increased investment in proprietary intellectual property and its new IP Genius Program.

• We’ll now examine how MINISO’s intensified focus on proprietary IP development shapes the company’s investment narrative in light of these updates.

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To own MINISO today, you need to believe the company can convert its fast-growing global footprint and lifestyle branding into durable, IP-led economics without eroding the underlying retail engine. The Guangzhou partner conference update fits squarely into this: management is leaning harder into proprietary IP, immersive formats and programs like IP Genius just as the business is coming off a fiscal 2025 where revenue and earnings expanded and guidance implied continued top-line and profit growth. In the near term, the key catalysts remain international store openings, performance of high-growth concepts such as TOP TOY, and how effectively MINISO monetizes in-house IP across markets. The risks shift a little here: execution complexity rises, capital is tied more tightly to creative bets, and IP investment competes with dividends and ongoing buybacks, even as the share price still trades at a large discount to both analyst and DCF-based fair values.

However, MINISO’s heavier IP spending makes execution risk around monetization much more important for investors to track. Despite retreating, MINISO Group Holding’s shares might still be trading 44% above their fair value. Discover the potential downside here.

Eight fair value estimates from the Simply Wall St Community cluster between US$23.00 and about US$33.38, hinting at substantial upside versus the current price. Set against MINISO’s higher IP investment and shifting risk profile, this spread underlines how differently people are weighing brand optionality, capital allocation and global execution when thinking about the company’s future performance.

Explore 8 other fair value estimates on MINISO Group Holding – why the stock might be worth just $23.00!

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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.

Companies discussed in this article include MNSO.

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