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. reported its fourth quarter earnings where it demonstrated notable strengths internationally with a 6% growth led by significant contributions from various regions including Europe, Other Asia, and Japan.</li><li>However, modest revenue declines in North America, coupled with more challenging conditions in Greater China, posed challenges in otherwise robust financial outcomes.</li><li>Revenue in Greater China grew by 3% overall for the year but showcased declines in the latter half.</li></ul>

Tapestry, Inc. reported its fourth quarter earnings where it demonstrated notable strengths internationally with a 6% growth led by significant contributions from various regions including Europe, Other Asia, and Japan.However, modest revenue declines in North America, coupled with more challenging conditions in Greater China, posed challenges in otherwise robust financial outcomes.Revenue in Greater China grew by 3% overall for the year but showcased declines in the latter half.

Tapestry Inc.: A Story Of Enhanced Brand Building & Consumer Engagement! - Major Drivers

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, $10 price target and projections for Vera Bradley after the company completed their New Day relaunch with changes to the outlet store channel yesterday.</li><li>With outlet locations representing approximately 65% of the company's stores, the channel is a crucial piece of the company's business model.</li><li>Unlike the complete makeover experienced by the company's main line stores, we view the shifts at the Vera Bradley outlets, which include new signage, launch of faux leather lines, a collection of Disney offerings specifically made for the outlet channel and lesser dependence on apparel, as more evolutionary and, frankly, able to drive stronger results for the outlet channel almost immediately.</li></ul>

We are reiterating our Buy rating, $10 price target and projections for Vera Bradley after the company completed their New Day relaunch with changes to the outlet store channel yesterday.With outlet locations representing approximately 65% of the company's stores, the channel is a crucial piece of the company's business model.Unlike the complete makeover experienced by the company's main line stores, we view the shifts at the Vera Bradley outlets, which include new signage, launch of faux leather lines, a collection of Disney offerings specifically made for the outlet channel and lesser dependence on apparel, as more evolutionary and, frankly, able to drive stronger results for the outlet channel almost immediately.

VRA: Snapping the Store: New Day for the Outlets, Reiterate Buy, $10 PT

<ul><li>We are reiterating our Buy rating, slightly below consensus projections, and $37 price target for Guess?</li><li>with the company announcing 2QFY25 (July) results after the close on Wednesday.</li><li>We believe 2Q, the first full quarter of results from rag & bone, continued positive shifts in wholesale and European operations and a further fashion focus in the domestic retail market, positions Guess?</li></ul>

We are reiterating our Buy rating, slightly below consensus projections, and $37 price target for Guess?with the company announcing 2QFY25 (July) results after the close on Wednesday.We believe 2Q, the first full quarter of results from rag & bone, continued positive shifts in wholesale and European operations and a further fashion focus in the domestic retail market, positions Guess?

GES: 2Q Preview: Setting Up for 2H Upside; Reiterate Buy, $37 PT

<ul><li>We are reiterating our Buy rating, $37 price target and projections for Guess?</li><li>after visiting stores in Long Island and the Metropolitan New York City area.</li><li>With the return of hot and humid weather, we believe Guess?</li></ul>

We are reiterating our Buy rating, $37 price target and projections for Guess?after visiting stores in Long Island and the Metropolitan New York City area.With the return of hot and humid weather, we believe Guess?

GES: Snapping the Store: Summer Begins to Sizzle; Reiterate Buy, $37 PT

<ul><li>We are reiterating our Buy rating, $10 price target and projections for Vera Bradley after visiting Long Island and Connecticut Vera Bradley locations.</li><li>With the launch of the New Day on July 11th, Vera Bradley entered a new era for their main line stores, with new fabrics, new looks, lighter and brighter fixtures, a new logo and a new spokesperson (Zooey Deschanel).</li><li>When the shock of the new has passed, the look and offerings are impressive and, we believe, when fully launched, will satisfy both the traditional Vera Bradley shopper looking for exciting patterns and features and drive new, younger customers that will be attracted to the compelling fashion, combinations, colors and versatility of the offerings.</li></ul>

We are reiterating our Buy rating, $10 price target and projections for Vera Bradley after visiting Long Island and Connecticut Vera Bradley locations.With the launch of the New Day on July 11th, Vera Bradley entered a new era for their main line stores, with new fabrics, new looks, lighter and brighter fixtures, a new logo and a new spokesperson (Zooey Deschanel).When the shock of the new has passed, the look and offerings are impressive and, we believe, when fully launched, will satisfy both the traditional Vera Bradley shopper looking for exciting patterns and features and drive new, younger customers that will be attracted to the compelling fashion, combinations, colors and versatility of the offerings.

VRA: Snapping the Store: New Day Arrives; Reiterate Buy Rating, $10 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.: A Story Of Enhanced Brand Building & Consumer Engagement! - Major Drivers

Tapestry, Inc. reported its fourth quarter earnings where it demonstrated notable strengths internationally with a 6% growth led by significant...

Baptista Research

VRA: Snapping the Store: New Day for the Outlets, Reiterate Buy, $10 PT

We are reiterating our Buy rating, $10 price target and projections for Vera Bradley after the company completed their New Day relaunch with...

Small Cap Consumer Research

GES: 2Q Preview: Setting Up for 2H Upside; Reiterate Buy, $37 PT

We are reiterating our Buy rating, slightly below consensus projections, and $37 price target for Guess? with the company announcing 2QFY25 (July)...

Small Cap Consumer Research

GES: Snapping the Store: Summer Begins to Sizzle; Reiterate Buy, $37 PT

We are reiterating our Buy rating, $37 price target and projections for Guess? after visiting stores in Long Island and the Metropolitan New York...

Small Cap Consumer Research

VRA: Snapping the Store: New Day Arrives; Reiterate Buy Rating, $10 PT

We are reiterating our Buy rating, $10 price target and projections for Vera Bradley after visiting Long Island and Connecticut Vera Bradley...

Small Cap Consumer Research

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