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Chinese retail chain and digital-retail-technology provider for maternal and infant (mother-and-baby) products.
Chinese retail chain and digital-retail-technology provider for maternal and infant (mother-and-baby) products.
Earns the retail margin on baby goods sold in its own and franchised stores, and sells franchisees their goods and its digital tools, so the software platform adds a smaller revenue line beside the store network.
In one line: A Chinese BuyBuy Baby with its own retail-tech/SaaS arm.
Moat: narrow (brand, distribution). Large store network and recognized brand in China's mother-and-baby retail category.
Headquarters: Nanjing, China · Founded: 2009 · Employees: 11,215
Size Kidswant Digital Technology (301078.SZ) is a China Consumer Discretionary company (Specialty Stores) with a market value of $1.24B, the 1922nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥6.63 on 6 Nov 2026.
Performance Over six months the shares fell 25.0%, against +1.9% for the median peer and -16.4% for the China market (cap-weighted) — 3rd lowest of 21 in its peer set.
Growth Revenue grew 5.5% over the last twelve months (peer median +3.8%); the operating margin is 5.0% (peer median 4.2%).
Valuation It trades at 21.8× forward earnings against a peer median of 15.9× (5th most expensive of 18).
Price implies For today's price to make sense, revenue must grow about -1% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is -5 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 6.6 points above its cost of capital (8.7% WACC).
Next results Next results expected around 29 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥10.4B | CN¥10.3B | CN¥9.31B | CN¥8.73B | CN¥8.50B |
| Revenue growth | — | +10% | +7% | +3% | — |
| Gross profit | CN¥3.37B | CN¥2.49B | CN¥2.19B | CN¥2.00B | CN¥1.91B |
| EBITDA | n/a | CN¥1.11B | CN¥974M | CN¥850M | CN¥846M |
| Net income | CN¥297M | CN¥298M | CN¥181M | CN¥105M | CN¥122M |
| Free cash flow | CN¥798M | CN¥996M | CN¥615M | CN¥464M | CN¥417M |
| Capital expenditure | CN¥304M | CN¥518M | CN¥631M | CN¥362M | CN¥242M |
| Total debt | CN¥4.31B | CN¥4.34B | CN¥3.37B | CN¥4.57B | CN¥3.35B |
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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 | 301078.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -3.2% | +4.3% | 6th lowest of 21 |
| 6-month return | -25.0% | +1.9% | 3rd lowest of 21 |
| Distance from 52-week high | -44.8% | -24.6% | 2nd lowest of 21 |
| Revenue growth (TTM) | +5.5% | +3.8% | 11th highest of 21 |
| Operating margin | 5.0% | 4.2% | 10th highest of 20 |
| Forward P/E | 21.8× | 15.9× | 5th most expensive of 18 |
| Growth the price implies (Req g, 7 yrs) | -0.6% | -0.1% | 9th least demanding of 18 |
| Growth delivered (Del g) | +4.2% | +6.0% | 8th lowest of 18 |
| Hurdle (Req g minus delivered) | -4.8 pp | -5.1 pp | 9th most demanding of 18 |
| ROIC minus cost of capital | +6.6 pp | +2.4 pp | 5th highest of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Kidswant Digital Technology 301078.SZ | China | $1.24B | -25% | +5% | 5% | 21.8× | -0.6% | +4.2% |
| Nextage 3186.T | Japan | $1.25B | -26% | +24% | 4% | 11.2× | -0.1% | +22.0% |
| Chengdu Fusen Noble-House Industrial 002818.SZ | China | $1.26B | -8% | -22% | 42% | 11.2× | -2.7% | -1.0% |
| Rusta RUSTA.ST | Sweden | $1.28B | -17% | +8% | 8% | 18.7× | 2.5% | +7.3% |
| SILICON 2 257720.KS | South Korea | $1.30B | -39% | +55% | 19% | 7.2× | -14.8% | +62.2% |
| MarineMax HZO | United States | $1.16B | +21% | -6% | 2% | 32.8× | n/a | n/a |
| Sinomach Automobile 600335.SS | China | $1.16B | -14% | -11% | 2% | n/a | -10.9% | -4.2% |
| Bluestone Jewellery and Lifestyle BLUESTONE.NS | India | $1.15B | +41% | +38% | 9% | 132.9× | n/a | n/a |
| TUHU Car 9690.HK | Hong Kong | $1.14B | -13% | +16% | 0% | 21.3× | -17.8% | +12.7% |
| Chow Sang Sang Holdings International 0116.HK | Hong Kong | $1.13B | +7% | +16% | 20% | 3.1× | n/a | n/a |
| Bilia BILI-A.ST | Sweden | $1.37B | +9% | +1% | 3% | 14.6× | 0.9% | +6.0% |
| Sun Art Retail 6808.HK | Hong Kong | $1.37B | -24% | -10% | 0% | n/a | 1.6% | -9.4% |
| Apotea APOTEA.ST | Sweden | $1.11B | +42% | +9% | 4% | 37.2× | 7.9% | +9.4% |
| Itochu Enex 8133.T | Japan | $1.41B | +3% | +2% | 3% | n/a | -7.1% | +2.9% |
| National Vision EYE | United States | $1.42B | -22% | +8% | 4% | 16.3× | 15.6% | +3.0% |
| Leon's Furniture LNF.TO | Canada | $1.43B | +16% | 0% | 8% | 13.3× | -3.3% | +3.0% |
| FIYTA Precision Technology 000026.SZ | China | $1.05B | +1% | +2% | n/a | 52.4× | 5.3% | -3.8% |
| Pet Valu PET.TO | Canada | $1.03B | +6% | +6% | 16% | 13.0× | -3.5% | +12.6% |
| Pets At Home PETS.L | United Kingdom | $1.51B | +48% | -1% | 7% | 15.9× | 9.2% | +5.2% |
| Savers Value Village SVV | United States | $1.52B | +22% | +10% | 8% | 18.2× | 12.9% | +15.0% |
| Douglas DOU.DE | Germany | $976M | -7% | +1% | 4% | 6.7× | -1.1% | +7.6% |