24 May 2025 | 1:54AM HKT Miniso (MNSO) Buy Earnings review: A year of transition; SSSG sequentially improved, but margin still dragged by DTC; Buy | MNSO | 12m Price Target: $23.40 | Price: $22.19 | Upside: 5.5% | | --- | --- | --- | --- | | 9896.HK | 12m Price Target: HK$46.00 | Price: HK$42.25 | Upside: 8.9% | Miniso reported 1Q25 with 19% yoy revenue growth which was slightly above GSe and the company's earlier guidance of 15%-18% yoy; yet adj. OP declined by 5% yoy and was 9% below GSe, implying 4.2pp a ...

Walgreens says it is boosting its investment in robotics with its new Minnesota-based micro-fulfillment center.The center, announced Tuesday (May 20), is based in the town of Brooklyn Park and will support nearly 200 Walgreens locations throughout the Midwest, including 145 in Minnesota alone, processing a projected 13 million prescriptions each year.“Our pharmacists working in locations supported by our micro-fulfillment sites are spending less time filling prescriptions and more time on patient care, like ...

Equity Research 9 April 2025 Investment Sciences / Consumer Staples Momentum poised to overtake in Staples Factor model 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 In Q1 2025, risk weighting suppressed top quintile performance, but returns remained positive on a long/short basis (i.e. top quintile outperformed bottom quintile). We discuss how momentum's impact in the model is rising and might continue with tariff-related volatility. Investment Sciences for Consumer Staples Ryan Preclaw(v) BCI, US | Ben McSkelly(iii) Barcl ...