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Mid-priced fresh-tea and fruit-tea chain franchisor concentrated in China's lower-tier cities.
Mid-priced fresh-tea and fruit-tea chain franchisor concentrated in China's lower-tier cities.
Operates almost entirely through franchisees, who buy fruit, tea, packaging and equipment from its central supply chain and pay franchise fees; supplies are the larger part of revenue. Because it earns on goods shipped, it benefits from both new stores and drinks sold at existing ones. Store owners, not the company, carry most of the shops' costs.
In one line: A cheaper, mass-market tea-shop chain, like Jamba Juice at scale.
Moat: narrow (scale, distribution). Dense store network and centralized fresh-fruit supply chain support franchisee economics.
Headquarters: Wenzhou, China · Founded: 2010 · Employees: 1,602
Size Guming (1364.HK) is a Hong Kong Consumer Staples company (Food Retail) with a market value of $7.08B, the 210th largest of 891 Hong Kong companies the cockpit tracks. Shares closed at HK$23.74 on 6 Nov 2026.
Performance Over six months the shares fell 4.4%, against +11.1% for the median peer and -13.4% for the Hong Kong market (cap-weighted) — 8th lowest of 21 in its peer set.
Growth Revenue grew 46.9% over the last twelve months (peer median +4.1%); the operating margin is 24.9% (peer median 4.5%).
Valuation It trades at 14.8× forward earnings against a peer median of 20.0× (6th cheapest of 19).
Price implies For today's price to make sense, revenue must grow about -4% a year for seven years (Req g). Recent delivered growth is +29%, so the hurdle is -33 pp: the price already allows for a slowdown.
Next results Next results expected around 1 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | HK$16.5B | HK$14.0B | HK$9.53B | HK$8.48B | HK$6.46B |
| Revenue growth | — | +47% | +12% | +31% | — |
| Gross profit | HK$5.55B | HK$4.62B | HK$2.91B | HK$2.60B | HK$1.76B |
| EBITDA | HK$4.29B | HK$3.52B | HK$1.99B | HK$1.91B | HK$1.29B |
| Net income | HK$3.41B | HK$3.37B | HK$1.60B | HK$1.19B | HK$426M |
| Free cash flow | HK$3.16B | HK$2.47B | HK$1.01B | HK$1.35B | HK$948M |
| Capital expenditure | HK$583M | HK$257M | HK$488M | HK$441M | HK$231M |
| Total debt | n/a | HK$7.26B | HK$187M | HK$214M | HK$119M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Guming 1364.HK | $7.08B | -4% | +47% | 25% | 14.8× | -4.1% |
| MIXUE 2097.HK | $8.80B | -37% | +35% | 20% | 11.5× | -18.5% |
| Sichuan Baicha Baidao Industrial 2555.HK | n/a | -28% | n/a | n/a | n/a | n/a |
| Chagee Holdings Limited Unsponsored ADR CHA | $2.44B | +19% | 0% | 11% | 7.9× | -4.1% |
| Auntea Jenny (Shanghai) Industrial 2589.HK | $784M | -61% | +36% | 15% | 8.5× | -7.1% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 1364.HK | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +6.2% | +5.3% | 9th highest of 21 |
| 6-month return | -4.4% | +11.1% | 8th lowest of 21 |
| Distance from 52-week high | -24.1% | -11.6% | 6th lowest of 21 |
| Revenue growth (TTM) | +46.9% | +4.1% | 2nd highest of 21 |
| Operating margin | 24.9% | 4.5% | highest of 21 |
| Forward P/E | 14.8× | 20.0× | 6th cheapest of 19 |
| Growth the price implies (Req g, 7 yrs) | -4.1% | 3.2% | 3rd least demanding of 20 |
| Growth delivered (Del g) | +29.4% | +6.3% | 3rd highest of 20 |
| Hurdle (Req g minus delivered) | -33.5 pp | -5.2 pp | 2nd least demanding of 20 |
| EV / EBITDA | 11.6× | 8.1× | 6th most expensive of 19 |
| Net debt / EBITDA | -1.4× | 2.0× | 3rd least indebted of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Guming 1364.HK | Hong Kong | $7.08B | -4% | +47% | 25% | 14.8× | -4.1% | +29.4% |
| President Chain Store 2912.TW | Taiwan | $6.62B | -6% | +5% | 4% | 17.0× | 3.3% | +6.3% |
| Empire EMP-A.TO | Canada | $7.85B | +7% | +2% | 4% | 13.6× | -2.7% | +2.5% |
| Axfood AXFO.ST | Sweden | $6.26B | +4% | +2% | 3% | 24.3× | 3.2% | +10.7% |
| Zabka ZAB.WA | Poland | $8.11B | +41% | +14% | 8% | 25.3× | 6.3% | +19.3% |
| Albertsons Companies ACI | United States | $6.02B | -20% | +2% | 2% | 7.0× | -3.0% | +3.6% |
| MIXUE 2097.HK | Hong Kong | $8.80B | -37% | +35% | 20% | 11.5× | -18.5% | +32.1% |
| Dino Polska DNP.WA | Poland | $9.36B | +31% | +14% | 6% | 22.2× | 17.9% | +27.1% |
| DFI Retail D01.SI | Singapore | $5.06B | -11% | -3% | 4% | 13.2× | -0.4% | -2.9% |
| J Sainsbury SBRY.L | United Kingdom | $10.4B | +16% | -3% | 3% | 14.9× | 7.8% | +3.0% |
| BBB Foods TBBB | United States | $10.8B | +72% | +52% | 1% | n/a | 49.9% | +37.1% |
| Sprouts Farmers Market SFM | United States | $4.53B | -41% | +5% | 7% | 11.3× | -4.0% | +6.4% |
| Kesko KESKOA.HE | Finland | $11.3B | +23% | +6% | 5% | 20.6× | 4.8% | +3.2% |
| Kobe Bussan 3038.T | Japan | $4.33B | +15% | +6% | 7% | 21.9× | -4.8% | +10.1% |
| Uni-president Enterprises 1216.TW | Taiwan | $13.2B | +11% | +1% | 5% | 17.6× | 0.6% | +8.5% |
| Yonghui Superstores 601933.SS | China | $3.76B | -23% | -16% | -3% | 273.4× | n/a | n/a |
| Ocado OCDO.L | United Kingdom | $3.73B | +77% | -42% | 3% | n/a | 39.1% | -9.9% |
| Metro MRU.TO | Canada | $14.6B | +11% | +3% | 6% | 19.4× | -0.7% | +4.1% |
| Distribuidora Internacional de Alimentacion DIA.MC | Spain | $3.15B | +25% | +2% | 3% | 32.6× | 4.9% | -3.6% |
| Kusuri No Aoki 3549.T | Japan | $2.88B | +26% | +13% | 5% | 21.2× | 4.1% | +13.1% |
| Sheng Siong OV8.SI | Singapore | $2.77B | -22% | +10% | 10% | 21.6× | -1.6% | +2.4% |