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).

Equity Bottom-Up

<ul><li>We are reiterating our Buy rating, $37 price target and projections for Guess?</li><li>with the company announcing 1QFY25 (April) results after the close on Thursday.</li><li>We believe 1Q, which included material upgrades in the domestic retail store base, the acquisition of contemporary leader rag & bone, continued European expansion and what we believe were cautious buys from the domestic wholesale segment, will set the stage for a strong back-half and FY26, but will result, beyond further share repurchases, in limited top and bottom line upside for 1Q.</li></ul>

We are reiterating our Buy rating, $37 price target and projections for Guess?with the company announcing 1QFY25 (April) results after the close on Thursday.We believe 1Q, which included material upgrades in the domestic retail store base, the acquisition of contemporary leader rag & bone, continued European expansion and what we believe were cautious buys from the domestic wholesale segment, will set the stage for a strong back-half and FY26, but will result, beyond further share repurchases, in limited top and bottom line upside for 1Q.

GES: 1Q Preview: Building for the Future: Reiterate Buy, $37 PT

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.

<ul><li>Tapestry Inc. reported its third quarter earnings results, outpacing expectations primarily due to disciplined brand building and operational excellence.</li><li>CEO, Joanne Crevoiserat, highlighted that total revenue was aligned with the prior year on a constant currency basis, reflecting the initial end of their guidance range.</li><li>The fashion house witnessed a 2% sales decline in Greater China, although it remained confident about long-term prospects and continued investment in the region.</li></ul>

Tapestry Inc. reported its third quarter earnings results, outpacing expectations primarily due to disciplined brand building and operational excellence.CEO, Joanne Crevoiserat, highlighted that total revenue was aligned with the prior year on a constant currency basis, reflecting the initial end of their guidance range.The fashion house witnessed a 2% sales decline in Greater China, although it remained confident about long-term prospects and continued investment in the region.

<ul><li>We are reiterating our Buy rating, $37 price target and projections after visiting Guess?</li><li>stores in the New York City Metro area and Long Island.</li><li>We believe the company continued to drive strong momentum in May, with Mother's Day solid and the company's focus on key fashion items, such as cargo pants, shorts, handbags, watches and active wear a plus.</li></ul>

We are reiterating our Buy rating, $37 price target and projections after visiting Guess?stores in the New York City Metro area and Long Island.We believe the company continued to drive strong momentum in May, with Mother's Day solid and the company's focus on key fashion items, such as cargo pants, shorts, handbags, watches and active wear a plus.

GES: Snapping the Store: Accessories, Shorts Strong; Reiterate Buy, $37 PT

<ul><li>We are reiterating our Buy rating, $10 price target and projections for Vera Bradley after visiting stores in Connecticut and Long Island.</li><li>May saw multiple new patterns and colors at both main line and outlet locations, as the company ramped up for Mother's Day, which was exceptionally strong.</li><li>Further, with the New Day relaunch on track for July 11th, we believe the remaining 8 weeks before the relaunch will be focused on clearing inventory and setting the stage for what we believe will be a complete revamp of the main line stores.</li></ul>

We are reiterating our Buy rating, $10 price target and projections for Vera Bradley after visiting stores in Connecticut and Long Island.May saw multiple new patterns and colors at both main line and outlet locations, as the company ramped up for Mother's Day, which was exceptionally strong.Further, with the New Day relaunch on track for July 11th, we believe the remaining 8 weeks before the relaunch will be focused on clearing inventory and setting the stage for what we believe will be a complete revamp of the main line stores.

VRA: Snapping the Store: Burst of Newness Before New Day; Reiterate Buy, $10 PT

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>Decline in TPR's stock price after acquisition announcement</li><li>Author believes acquisition will benefit Tapestry Inc financially and strategically</li><li>Author sees dip in stock price as buying opportunity and remains bullish on TPR's long-term prospects</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Decline in TPR's stock price after acquisition announcementAuthor believes acquisition will benefit Tapestry Inc financially and strategicallyAuthor sees dip in stock price as buying opportunity and remains bullish on TPR's long-term prospectsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Tapestry Inc (TPR) - Sunday, Jan 28, 2024

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)

GES: 1Q Preview: Building for the Future: Reiterate Buy, $37 PT

We are reiterating our Buy rating, $37 price target and projections for Guess? with the company announcing 1QFY25 (April) results after the close...

Small Cap Consumer Research

Tapestry Inc.: Synergies From Capri

Tapestry Inc. reported its third quarter earnings results, outpacing expectations primarily due to disciplined brand building and operational...

Baptista Research

GES: Snapping the Store: Accessories, Shorts Strong; Reiterate Buy, $37 PT

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

Small Cap Consumer Research

VRA: Snapping the Store: Burst of Newness Before New Day; Reiterate Buy, $10 PT

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

Small Cap Consumer Research

Tapestry Inc (TPR) - Sunday, Jan 28, 2024

Decline in TPR's stock price after acquisition announcement Author believes acquisition will benefit Tapestry Inc financially and...

Value Investors Club (VIC)

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