CCB International Maintains "Outperform" Rating on MIXUE GROUP (02097), Forecasts 17% Net Profit Growth in H2

Stock News11-28

CCB International has reiterated its "Outperform" rating on MIXUE GROUP (02097), citing better-than-expected interim results. The brokerage marginally raised its 2026 earnings forecast by 1%.

Due to slower-than-anticipated subsidy reductions, CCB projects a 25.4% revenue growth and 17% net profit growth for MIXUE GROUP in the second half of 2025. The company delivered resilient H1 performance despite normalized food delivery subsidies.

Offline, MIXUE GROUP boosted store traffic through brand/IP-driven campaigns. Online, it upgraded its mini-program and membership system to enhance user engagement and retention, offsetting the traffic impact from cooling food delivery price wars.

The report noted the group's adjusted POS strategy supports healthy, sustainable growth. Domestic POS growth is projected at 11%/9% for 2025/2026 respectively. Overseas strategy adjustments will continue through H1 2026, with net new store additions accelerating in H2 2026.

At the group level, POS expansion is forecast at 14%/10% for 2025-2026.

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