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 managed to surpass the revenue expectations as well as the earnings expectations of Wall Street.</li><li>The company experienced significant international growth, particularly in Greater China, where sales increased by 20% and showed a strong rebound in traffic.</li><li>The company acquired over 1.2 million new customers in North America alone, focusing on attracting younger consumers.</li></ul>

Tapestry managed to surpass the revenue expectations as well as the earnings expectations of Wall Street.The company experienced significant international growth, particularly in Greater China, where sales increased by 20% and showed a strong rebound in traffic.The company acquired over 1.2 million new customers in North America alone, focusing on attracting younger consumers.

Tapestry Inc.: 4 Major Factors Driving The Company’s Growth – Financial Forecasts

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<ul><li>As investors we are faced with a deluge of noisy breaking news, business media talking heads, and what has felt like non-stop Fed speakers offering their differing views on the economy and the path of rate hikes going in 2023. </li><li>This week was no different. Fed Chair Jay Powell was front and center suggesting that interest rate hikes will likely be stepped down to 50bps in the upcoming December Fed meeting in a few weeks. </li><li>This was already discounted and expected by the market and effectively didn’t offer much of anything Wall St. didn’t already know.</li></ul>

As investors we are faced with a deluge of noisy breaking news, business media talking heads, and what has felt like non-stop Fed speakers offering their differing views on the economy and the path of rate hikes going in 2023. This week was no different. Fed Chair Jay Powell was front and center suggesting that interest rate hikes will likely be stepped down to 50bps in the upcoming December Fed meeting in a few weeks. This was already discounted and expected by the market and effectively didn’t offer much of anything Wall St. didn’t already know.

<ul><li>Despite the challenging environment, Tapestry's first quarter results were strong and the company’s performance exceeded market expectations in terms of revenues as well as earnings.</li><li>This result highlights the company's transformation into a customer-centric and data-driven organization, which have helped it effectively navigate the challenging climate.</li><li>Their direct-to-consumer operations grew again in this quarter thanks to the strong management focus on building omnichannel experiences.</li></ul>

Despite the challenging environment, Tapestry's first quarter results were strong and the company’s performance exceeded market expectations in terms of revenues as well as earnings.This result highlights the company's transformation into a customer-centric and data-driven organization, which have helped it effectively navigate the challenging climate.Their direct-to-consumer operations grew again in this quarter thanks to the strong management focus on building omnichannel experiences.

<ul><li>Despite the difficult climate, Tapestry's financial performance in the recent quarter was decent.</li><li>It failed to meet revenue expectations of the Wall Street but managed to produce an earnings beat.</li><li>AUR growth for handbags worldwide increased by about 20% due to this outstanding performance, intentional reductions in promotional activities, and tactical price increases.</li></ul>

Despite the difficult climate, Tapestry's financial performance in the recent quarter was decent.It failed to meet revenue expectations of the Wall Street but managed to produce an earnings beat.AUR growth for handbags worldwide increased by about 20% due to this outstanding performance, intentional reductions in promotional activities, and tactical price increases.

Equity Capital Markets

<ul><li>Tapestry delivered a decent financial result during the holiday quarter, owing to an inflection at Kate Spade, continued momentum at Coach, and a return to pre-pandemic revenue levels at Stuart Weitzman.</li><li>The company saw a significant acceleration in sales trends, which drove strong double-digit growth over pre-pandemic levels and far exceeded its expectations across brands.</li><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

Tapestry delivered a decent financial result during the holiday quarter, owing to an inflection at Kate Spade, continued momentum at Coach, and a return to pre-pandemic revenue levels at Stuart Weitzman.The company saw a significant acceleration in sales trends, which drove strong double-digit growth over pre-pandemic levels and far exceeded its expectations across brands.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

Tapestry Inc.: Financial & Price Forecasts

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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