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>Tapestry, Inc. has recently released its third-quarter results, which exceeded market expectations, highlighting the company's strong positioning and operational momentum across its brands.</li><li>The quarter saw accelerated revenue growth of 8% on a constant currency basis, driven primarily by the performance of its flagship brand, Coach, which achieved a 15% revenue increase.</li><li>Geographic performance was varied, with Europe seeing a 35% increase, substantial gains in the Asia-Pacific region, and steady growth in North America.</li></ul>

Tapestry, Inc. has recently released its third-quarter results, which exceeded market expectations, highlighting the company's strong positioning and operational momentum across its brands.The quarter saw accelerated revenue growth of 8% on a constant currency basis, driven primarily by the performance of its flagship brand, Coach, which achieved a 15% revenue increase.Geographic performance was varied, with Europe seeing a 35% increase, substantial gains in the Asia-Pacific region, and steady growth in North America.

Tapestry Inc.: An Insight Into its Direct-to-Consumer Model

Equity Research Focusing on the Consumer Sector, Small Cap Consumer Research

Small Cap Consumer Research

Equity Research Focusing on the Consumer Sector

Small Cap Consumer Research, LLC is a leading company-sponsored equity research provider focusing on the consumer sector (apparel, brand licensing and specialty retailing segments).

<ul><li>We are reiterating our Buy rating, $23 price target and projections for Guess?</li><li>with the company announcing 1QFY26 (April) results after the close on Thursday.</li><li>We believe, after a very difficult FY25, driven by material investments in newly acquired rag and bone and marketing, and poor results in the domestic stores, Guess?</li></ul>

We are reiterating our Buy rating, $23 price target and projections for Guess?with the company announcing 1QFY26 (April) results after the close on Thursday.We believe, after a very difficult FY25, driven by material investments in newly acquired rag and bone and marketing, and poor results in the domestic stores, Guess?

GES: 1Q Preview: Beginning to Reprove the Model; Reiterate Buy, $23 PT

<ul><li>We are reiterating our Buy rating, projections and $23 price target for Guess?</li><li>after visiting stores in Metropolitan New York City and Long Island.</li><li>As we have seen in the previous two months, we believe Guess?</li></ul>

We are reiterating our Buy rating, projections and $23 price target for Guess?after visiting stores in Metropolitan New York City and Long Island.As we have seen in the previous two months, we believe Guess?

GES: Snapping the Store: Turn Gaining Momentum; Reiterate Buy, $23 PT

<ul><li>We are reiterating our Buy rating, projections and $4 price target for Vera Bradley after visiting stores in Connecticut and Long Island.</li><li>May has seen a continued focus on key summer looks, with the main line stores emphasizing travel, Star Wars, new floral patterns and lightweight fabrics, while the outlets are fully focused on beach, straw and travel driven items.</li><li>Further, after the success in the outlets, the excitement for the Peanuts launch at the main line stores has been strong.</li></ul>

We are reiterating our Buy rating, projections and $4 price target for Vera Bradley after visiting stores in Connecticut and Long Island.May has seen a continued focus on key summer looks, with the main line stores emphasizing travel, Star Wars, new floral patterns and lightweight fabrics, while the outlets are fully focused on beach, straw and travel driven items.Further, after the success in the outlets, the excitement for the Peanuts launch at the main line stores has been strong.

VRA: Snapping the Store: Summer Begins with Changes; Reiterate Buy, $4 PT

<ul><li>We are reiterating our Buy rating, projections and $4 price target for Vera Bradley after meeting with management and visiting the Annual Outlet Sale in Fort Wayne, Indiana.</li><li>We believe the company continues to focus on the key drivers to shift the main line store customer base younger and more fashion driven, with Mother's Day and back-to-campus material near-term opportunities.</li><li>We also believe there remain opportunities for further collaborations and intellectual property driven offerings to keep Vera Bradley "top of mind" with potential new customers.</li></ul>

We are reiterating our Buy rating, projections and $4 price target for Vera Bradley after meeting with management and visiting the Annual Outlet Sale in Fort Wayne, Indiana.We believe the company continues to focus on the key drivers to shift the main line store customer base younger and more fashion driven, with Mother's Day and back-to-campus material near-term opportunities.We also believe there remain opportunities for further collaborations and intellectual property driven offerings to keep Vera Bradley "top of mind" with potential new customers.

VRA: Management Meetings & Annual Outlet Sale; Reiterate Buy, $4 PT

United States

Tapestry, Inc. designs and markets clothes and accessories. The Company offers handbags, leather goods, footwear, fragrance, jewelry, outer wear, ready-to-wear, scarves, sunwear, travel accessories, and watches. Tapestry serves customers in the United States.

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Tapestry Inc (TPR US)

Tapestry Inc.: An Insight Into its Direct-to-Consumer Model

Tapestry, Inc. has recently released its third-quarter results, which exceeded market expectations, highlighting the company's strong positioning...

Baptista Research

GES: 1Q Preview: Beginning to Reprove the Model; Reiterate Buy, $23 PT

We are reiterating our Buy rating, $23 price target and projections for Guess? with the company announcing 1QFY26 (April) results after the close...

Small Cap Consumer Research

GES: Snapping the Store: Turn Gaining Momentum; Reiterate Buy, $23 PT

We are reiterating our Buy rating, projections and $23 price target for Guess? after visiting stores in Metropolitan New York City and Long...

Small Cap Consumer Research

VRA: Snapping the Store: Summer Begins with Changes; Reiterate Buy, $4 PT

We are reiterating our Buy rating, projections and $4 price target for Vera Bradley after visiting stores in Connecticut and Long Island. May has...

Small Cap Consumer Research

VRA: Management Meetings & Annual Outlet Sale; Reiterate Buy, $4 PT

We are reiterating our Buy rating, projections and $4 price target for Vera Bradley after meeting with management and visiting the Annual Outlet...

Small Cap Consumer Research

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