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.

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

<ul>
<li>
<a href="https://www.smartkarma.com/entities/kitex-garments-ltd" target="_blank" data-smartkarma-citation="entities:10108:1" rel="noopener">Kitex Garments (KTG IN)</a> is the world's second-largest manufacturer of ready-to-wear clothing for infants and children.</li>
<li>KGL is expanding its manufacturing capabilities by establishing two new integrated units in Warangal and Sitarampur, Telangana which will increase capacity to 10.68L pieces per day.</li>
<li>Kitex Garments is also planning to merge with Kitex Childrenswear Limited, which sell processed fabrics, rental agreements for factory premises, and special job work contracts for KGL.</li>
</ul>



Kitex Garments (KTG IN) is the world's second-largest manufacturer of ready-to-wear clothing for infants and children.
KGL is expanding its manufacturing capabilities by establishing two new integrated units in Warangal and Sitarampur, Telangana which will increase capacity to 10.68L pieces per day.
Kitex Garments is also planning to merge with Kitex Childrenswear Limited, which sell processed fabrics, rental agreements for factory premises, and special job work contracts for KGL.


The Beat Ideas: Kitex Garments- A Global Inflant Wear Play

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

The Beat Ideas: Kitex Garments- A Global Inflant Wear Play

Kitex Garments is expanding manufacturing capabilities and planning to merge with Kitex Childrenswear Limited to increase capacity and streamline...

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

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

The Beat Ideas: Kitex Garments- A Global Inflant Wear Play

​Kitex Garments is expanding manufacturing capabilities and planning to merge with Kitex Childrenswear Limited to increase capacity and streamline...

Sudarshan Bhandari

Kitex Garments is expanding manufacturing capabilities and planning to merge with Kitex Childrenswear Limited to increase capacity and streamline...