Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Carter’s Inc. has taken an aggressive step to safeguard its future against an unapproved takeover after hedge fund Roseman Wagner Wealth Management (RWWM) accumulated a 16.86% stake in the company.</li><li>This strategic move comes in the form of a "poison pill" or shareholder rights plan, a mechanism commonly used to defend against hostile takeovers.</li><li>The decision to adopt this poison pill follows RWWM's rapid stock accumulation, which potentially signals a corporate raid or takeover attempt.</li></ul>

Carter’s Inc. has taken an aggressive step to safeguard its future against an unapproved takeover after hedge fund Roseman Wagner Wealth Management (RWWM) accumulated a 16.86% stake in the company.This strategic move comes in the form of a "poison pill" or shareholder rights plan, a mechanism commonly used to defend against hostile takeovers.The decision to adopt this poison pill follows RWWM's rapid stock accumulation, which potentially signals a corporate raid or takeover attempt.

Carter's Inc - Carter’s Poison Pill: How RWWM’s 17% Stake Triggered A Major Defense Strategy!

<ul><li>Carter's, Inc. recently held its first quarter fiscal 2025 earnings call, revealing a mixed performance marked by both challenges and strategic initiatives intended to bolster long-term growth.</li><li>Under Doug Palladini, the new CEO, Carter’s is gearing towards a reinvigorated strategy aimed at sustainable and accretive growth.</li><li>His prior experience with brand expansion at Vans suggests an inclination towards focusing on enduring consumer connections and brand loyalty, elements he deems critical for Carter's path forward.</li></ul>

Carter's, Inc. recently held its first quarter fiscal 2025 earnings call, revealing a mixed performance marked by both challenges and strategic initiatives intended to bolster long-term growth.Under Doug Palladini, the new CEO, Carter’s is gearing towards a reinvigorated strategy aimed at sustainable and accretive growth.His prior experience with brand expansion at Vans suggests an inclination towards focusing on enduring consumer connections and brand loyalty, elements he deems critical for Carter's path forward.

Carter's Inc - Carter’s Inc.: Can Retail Strategy Revamp Win Over New Shoppers?

<ul><li>Carter's Inc., a leader in young children's apparel, recently presented their fourth-quarter fiscal 2024 results, providing insights into their performance and future outlook.</li><li>The company has experienced both strengths and challenges across its operations.</li><li>Positively, Carter's reported stronger-than-forecasted fourth-quarter sales and earnings, reaching $860 million in net sales, up slightly compared to the previous year.</li></ul>

Carter's Inc., a leader in young children's apparel, recently presented their fourth-quarter fiscal 2024 results, providing insights into their performance and future outlook.The company has experienced both strengths and challenges across its operations.Positively, Carter's reported stronger-than-forecasted fourth-quarter sales and earnings, reaching $860 million in net sales, up slightly compared to the previous year.

Carter's Approach To Tackling Retail Decline: Inside the High-Stakes Wholesale Revolution!

<ul><li>Carter's, Inc., a leading provider of children's apparel, recently reported its third quarter fiscal 2024 earnings, showcasing both positive achievements and ongoing challenges.</li><li>Overall, the results reflect the company's strategic efforts to adapt to evolving consumer behaviors and macroeconomic pressures.</li><li>On the positive side, Carter's outperformed its sales and earnings forecast for the third quarter.</li></ul>

Carter's, Inc., a leading provider of children's apparel, recently reported its third quarter fiscal 2024 earnings, showcasing both positive achievements and ongoing challenges.Overall, the results reflect the company's strategic efforts to adapt to evolving consumer behaviors and macroeconomic pressures.On the positive side, Carter's outperformed its sales and earnings forecast for the third quarter.

Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

Thematic (Sector/Industry)

<ul><li>The WTR Consumer Stock Index trailed the Small Cap S&amp;P 600 in 2Q, declining 2.4% versus the 1.1% gain in the broader index.</li><li>The underperformance of our index was mostly due to a larger decline in prospective earnings, coupled with a lesser expansion in its prospective P/E ratio.</li><li>Our index saw prospective earnings decline 7.2% in 2Q versus a 5.0% decline in the S&amp;P 600, while its prospective P/E ratio expanded 0.8x in 2Q to 15.7x versus the 0.9x expansion to 15.3x in the S&amp;P 600.</li></ul>

The WTR Consumer Stock Index trailed the Small Cap S&amp;P 600 in 2Q, declining 2.4% versus the 1.1% gain in the broader index.The underperformance of our index was mostly due to a larger decline in prospective earnings, coupled with a lesser expansion in its prospective P/E ratio.Our index saw prospective earnings decline 7.2% in 2Q versus a 5.0% decline in the S&amp;P 600, while its prospective P/E ratio expanded 0.8x in 2Q to 15.7x versus the 0.9x expansion to 15.3x in the S&amp;P 600.

Consumer Products Monthly WTR Consumer Index Lags S&P 600 in 2Q

United States

Carter's, Inc. markets baby and young children's apparel in the United States. The Company's brands are sold to national department stores, chain and specialty stores, discount retailers, and its own retail stores.

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Carter's Inc (CRI US)

Carter's Inc - Carter’s Poison Pill: How RWWM’s 17% Stake Triggered A Major Defense Strategy!

Carter’s Inc. has taken an aggressive step to safeguard its future against an unapproved takeover after hedge fund Roseman Wagner Wealth...

Baptista Research

Carter's Inc - Carter’s Inc.: Can Retail Strategy Revamp Win Over New Shoppers?

Carter's, Inc. recently held its first quarter fiscal 2025 earnings call, revealing a mixed performance marked by both challenges and strategic...

Baptista Research

Carter's Approach To Tackling Retail Decline: Inside the High-Stakes Wholesale Revolution!

Carter's Inc., a leader in young children's apparel, recently presented their fourth-quarter fiscal 2024 results, providing insights into their...

Baptista Research

Carter's Inc.: International Expansion

Carter's, Inc., a leading provider of children's apparel, recently reported its third quarter fiscal 2024 earnings, showcasing both positive...

Baptista Research

Consumer Products Monthly WTR Consumer Index Lags S&P 600 in 2Q

The WTR Consumer Stock Index trailed the Small Cap S&P 600 in 2Q, declining 2.4% versus the 1.1% gain in the broader index.

Water Tower Research

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