MIXUE GROUP (02097) News

CSC Financial: Supply-side opportunities will emerge frequently in 2026; consumption sector still requires focus on niche alpha opportunities

On the one hand, the mechanisms driving Chinese brands to expand overseas and reverse‑export consumption are becoming increasingly smooth; on the other hand, this is being fueled by supply‑side

Zhitong Finance09:56

CLSA Sticks to Their Buy Rating for MIXUE Group Class H (2097)

TipRanksSep 4 13:07

The Brutal Shakeout in the New-Style Tea Beverage Industry: Some Rake in Tens of Millions Daily, While Others Continue to Bleed Cash

Guancha SyndicateSep 4 09:50

Mixue Group (02097.HK): Short-term Strategic Adjustment to Build Momentum for Long-term Growth

Event: The company announced its 2026 interim results, reporting revenue of

Pacific SecuritiesSep 4 00:00

China Renaissance Downgrades Mixue Group to Hold From Buy; Price Target Is HK$211.50

Mixue Group (HKG:2097) has an average rating of overweight and mean price target of HK$255.81, according to analysts polled by FactSet.

MT NewswiresSep 3 11:50

Mixue Group (2097.HK): Short-term investment thesis shifts from store expansion to same-store sales; share price may enter a range-bound trading pattern.

Over the next three years, the company will drive end-to-end transformation centered on the "True Fresh Pure" strategy. With strong execution and error-correction capabilities, we are confident in this transformation. However, the short-term investment logic is shifting from store expansion to same-store sales growth, which will inevitably pressure valuations, especially as the benefits of the transformation have not yet fully materialized and there is a lack of further...

Huaxing SecuritiesSep 3 00:00

MIXUE Group Class H (2097) Gets a Buy From Goldman Sachs

TipRanksSep 1 08:25

Jefferies Downgrades MIXUE Group Class H (2097) to a Hold

TipRanksAug 31 20:16

Daiwa Securities cuts Mixue (02097.HK) target price by nearly 36% to HK$225; prefers Guming (01364.HK) within the sector

Daiwa issued a research report stating that Mixue Group (02097.HK) saw same-store sales decline by over 10% year-on-year in the first half, while net profit fell 15% year-on-year. Due to reduced subsidies and intensifying competition, the outlook for the company’s same-store sales growth has become increasingly uncertain. The bank noted that Mixue’s management emphasized ongoing upgrades to its products and supply chain, including the introduction of more fresh-fruit beverages, while maintaining stable retail prices. The bank believes that although the company’s gross margin will face short-term pressure, these measures will yield results in the long run and drive the next phase of growth. It pointed out that in terms of scale and efficiency, Mixue’s leading position in the mass market remains solid, but investors still need to wait for its same-store sales growth and profitability to improve.

AASTOCKSAug 31 15:47

Mixue Group (02097.HK): Strategic adjustments have put temporary pressure on profitability; plans to distribute a special dividend.

Event: The company released its interim report, reporting revenue of RMB 15.22 billion for the first half of 2026, up 2.3% year over year, and net profit of RMB 2.319 billion, down 14.7% year over year. By business segment, product and equipment sales, as well as franchising and related services, respectively…

Founder SecuritiesAug 31 00:00

Mixue Group (02097.HK): Single-store performance under pressure; first-ever special dividend distributed.

Investment Highlights: In 1H26, Mixue Group's revenue increased 2% year-on-year to RMB 15.2 billion, while net profit attributable to owners fell 15% year-on-year to RMB 2.3 billion. The net profit margin attributable to owners declined 3 percentage points year-on-year to 15.1%, falling short of our expectations, primarily…

Shenwan Hongyuan ResearchAug 31 00:00

Mixue Group (2097.HK): Undergoing a profound restructuring to strengthen its internal capabilities, aiming to enhance its competitive edge.

Key TakeawayThe company announced its 2026 interim results, reporting revenue

China Securities Co., Ltd.Aug 31 00:00

Mixue Group (02097.HK) 2026 Mid-Year Report Commentary: Quality Upgrades Build Momentum for the Long Term, Awaiting Improvements in Operational Quality

Item: Mixue Group released its 2026 H1 financial results: In the first half of 2026, it achieved revenue of RMB 15.22 billion, up 2.3% year over year; net profit attributable to parent company was RMB 2.30 billion, down 14.7% year over year; gross profit stood at RMB 4.63 billion.

Huachuang SecuritiesAug 30 21:11

Mixue Group (02097.HK): Proactively Slowing Down and Shifting Gears; Supply Chain Upgrading and Globalization Build Long-Term Barriers

Performance Summary: Revenue and profit growth have shifted gears; we have lowered our earnings forecast while maintaining an "Add" rating. In the first half of 2026, the company reported revenue of RMB 15.216 billion, up 2.3% year over year, and net profit of RMB 2.319 billion, down 14.7% year over year.

Kaiyuan SecuritiesAug 30 20:16

MIXUE Group Class H (2097) Gets a Buy From Guotai Haitong

TipRanksAug 30 13:15

Earnings Report: MIXUE Group Missed Revenue Estimates By 11%

MIXUE Group (HKG:2097) shareholders are probably feeling a little disappointed, since its shares fell 9.0% to HK$212 in the week after its latest half-yearly results. Revenues were CN¥15b, 11%

Simply Wall StAug 30 08:59

Mixue Group (02097.HK) Corporate Update: Strategic Adjustments Continue; Special Dividend Declared

Event: In the first half of 2026, the company reported operating revenue of RMB 15.216 billion, up 2.3% year over year, and net profit attributable to shareholders of RMB 2.296 billion, down 14.7% year over year. The company announced a special dividend totaling RMB 1.006 billion, equivalent to RMB 2.65 per share.

China Galaxy SecuritiesAug 30 00:00

Mixue Group (02097.HK): Enhancing Quality and Strengthening Foundations to Build Momentum for Growth

In the first half of 2026, the company reported revenue of RMB 15.22 billion, up 2.3% year over year. During this period, net profit attributable to shareholders reached RMB 2.30 billion. The primary drivers of this performance growth were…

Zheshang SecuritiesAug 30 00:00

MIXUE Group Class H (2097) Gets a Buy From CICC

TipRanksAug 29 13:17

UBS Sticks to Its Hold Rating for MIXUE Group Class H (2097)

TipRanksAug 29 08:35