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.'s Q2 FY2022 earnings were particularly solid and it achieved a 3% sales gain driven by a 12% growth at constant currency internationally, reflecting the benefits of its diversified business model.</li><li>The firm saw a notable 19% sales increase in Greater China, as well as increases in Japan, Europe, and other parts of Asia.</li><li>Impressively, the company maintained its revenue standing in North America, which was better than it had previously expected.</li></ul>

Tapestry Inc.'s Q2 FY2022 earnings were particularly solid and it achieved a 3% sales gain driven by a 12% growth at constant currency internationally, reflecting the benefits of its diversified business model.The firm saw a notable 19% sales increase in Greater China, as well as increases in Japan, Europe, and other parts of Asia.Impressively, the company maintained its revenue standing in North America, which was better than it had previously expected.

<ul><li>Tapestry, Inc. delivered mixed results in its most recent result, with revenues falling short of Wall Street expectations but above-par earnings.</li><li>The company achieved a commendable 2% constant currency revenue growth, aligning with its projected outlook and spotlighting the advantages of its diversified global business model.</li><li>The emphasis on fashion innovation and product excellence translated into compelling launches and outperforming elements, propelling handbag AUR globally.</li></ul>

Tapestry, Inc. delivered mixed results in its most recent result, with revenues falling short of Wall Street expectations but above-par earnings.The company achieved a commendable 2% constant currency revenue growth, aligning with its projected outlook and spotlighting the advantages of its diversified global business model.The emphasis on fashion innovation and product excellence translated into compelling launches and outperforming elements, propelling handbag AUR globally.

Tapestry Inc.: A Deep Dive into Its Strategic Moves and Future Growth Potential! - Major Drivers

<ul><li>Tapestry has been in the news for its $8.5 billion acquisition of Capri Holdings.</li><li>Meanwhile, we delivered a disappointing set of results as the company was unable to meet the revenue and earnings expectations of Wall Street.</li><li>Tapestry achieved remarkable and strategic progress, showcasing robust brand-building strategies, consumer-centric approaches, and effective execution, resulting in significant earnings per share.</li></ul>

Tapestry has been in the news for its $8.5 billion acquisition of Capri Holdings.Meanwhile, we delivered a disappointing set of results as the company was unable to meet the revenue and earnings expectations of Wall Street.Tapestry achieved remarkable and strategic progress, showcasing robust brand-building strategies, consumer-centric approaches, and effective execution, resulting in significant earnings per share.

Tapestry Inc.: The $8.5 Billion Capri Holdings Acquisition Can Be A Real Game Changer! - Major Drivers

<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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Thematic (Sector/Industry)

<ul><li>With the upcoming first quarter earnings season taking center stage the next 3 weeks, there is yet again a well overdue reprieve from the back and forth focus on hiking, pausing, and cutting next steps of the Federal Reserve.</li><li>The focus now goes back to company earnings and forward guidance and whether slowdowns picked up on ISM, PMI, and regional Fed surveys are now making its way through earnings reports.</li><li>While still early, the first 22 S&amp;P 500 Index companies reveal a 20% drop in earnings QoQ.</li></ul>

With the upcoming first quarter earnings season taking center stage the next 3 weeks, there is yet again a well overdue reprieve from the back and forth focus on hiking, pausing, and cutting next steps of the Federal Reserve.The focus now goes back to company earnings and forward guidance and whether slowdowns picked up on ISM, PMI, and regional Fed surveys are now making its way through earnings reports.While still early, the first 22 S&amp;P 500 Index companies reveal a 20% drop in earnings QoQ.

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.

Tapestry Inc (TPR US)

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Tapestry Inc.'s Q2 FY2022 earnings were particularly solid and it achieved a 3% sales gain driven by a 12% growth at constant currency...

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Tapestry Inc.: A Deep Dive into Its Strategic Moves and Future Growth Potential! - Major Drivers

Tapestry, Inc. delivered mixed results in its most recent result, with revenues falling short of Wall Street expectations but above-par...

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Tapestry Inc.: The $8.5 Billion Capri Holdings Acquisition Can Be A Real Game Changer! - Major Drivers

Tapestry has been in the news for its $8.5 billion acquisition of Capri Holdings. Meanwhile, we delivered a disappointing set of results as the...

Baptista Research

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

Tapestry managed to surpass the revenue expectations as well as the earnings expectations of Wall Street. The company experienced significant...

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Weekly Stock Bullfinder - Week of 4/17

The focus now goes back to company earnings and forward guidance and whether slowdowns picked up on ISM, PMI, and regional Fed surveys are now...

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