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

Estee Lauder Companies Cl A / Equity Bottom-Up

<ul><li>The Estée Lauder Companies Inc.'s recent fiscal results reflect a mixed performance with various strengths and challenges.</li><li>The company reported a 3% growth in organic net sales for the first quarter of fiscal 2026, recovering from a significant decline in the previous quarter.</li><li>This performance was driven by robust double-digit growth in fragrance and low single-digit growth in skin care.</li></ul>

The Estée Lauder Companies Inc.'s recent fiscal results reflect a mixed performance with various strengths and challenges.The company reported a 3% growth in organic net sales for the first quarter of fiscal 2026, recovering from a significant decline in the previous quarter.This performance was driven by robust double-digit growth in fragrance and low single-digit growth in skin care.

Estée Lauder Q3 Results: A Global Growth Surge With Seven Brands Booming Double-Digits!

<ul><li>The Estée Lauder Companies recently shared its fiscal year 2025 fourth-quarter and full-year earnings.</li><li>The results were characterized by some significant challenges as well as positive strides, outlining both areas of promise and concern for potential investors.</li><li>For fiscal year 2025, Estée Lauder reported an 8% decline in organic sales, largely driven by a 28% decline in travel retail sales, which constitutes about 15% of their total sales.</li></ul>

The Estée Lauder Companies recently shared its fiscal year 2025 fourth-quarter and full-year earnings.The results were characterized by some significant challenges as well as positive strides, outlining both areas of promise and concern for potential investors.For fiscal year 2025, Estée Lauder reported an 8% decline in organic sales, largely driven by a 28% decline in travel retail sales, which constitutes about 15% of their total sales.

Estée Lauder Stock Faces A $1 Billion Overhang—Opportunity or Red Flag?

<ul><li>Estée Lauder Companies is reportedly exploring a divestiture of its cosmetics brand Too Faced, according to a recent Axios Pro report.</li><li>Acquired in 2016 for $1.45 billion, Too Faced was once seen as a critical pillar of Estée’s efforts to appeal to younger, trend-conscious consumers through multibrand retailers like Sephora and Ulta.</li><li>However, performance in the color cosmetics category has lagged, especially following pandemic-related disruptions and intensifying competition from newer indie entrants.</li></ul>

Estée Lauder Companies is reportedly exploring a divestiture of its cosmetics brand Too Faced, according to a recent Axios Pro report.Acquired in 2016 for $1.45 billion, Too Faced was once seen as a critical pillar of Estée’s efforts to appeal to younger, trend-conscious consumers through multibrand retailers like Sephora and Ulta.However, performance in the color cosmetics category has lagged, especially following pandemic-related disruptions and intensifying competition from newer indie entrants.

Estée Lauder Considers Offloading 'Too Faced'—And Investors Are Watching!

Estée Lauder: Strengthening Market Presence in China to Significantly Impact Its Global Business Trajectory!

<ul><li>In 2025, Estée Lauder, long considered a laggard in digital adoption, has launched a sweeping transformation under its new CEO Stéphane de La Faverie.</li><li>Faced with a prolonged sales slump, especially in North America and China, and a changing beauty industry where digital and physical touchpoints increasingly merge, de La Faverie introduced a bold vision called "Beauty Reimagined." This strategy pivots the 80-year-old prestige beauty company toward becoming more agile, consumer-centric, and digitally empowered.</li><li>Key hires, such as Nestlé’s Aude Gandon as the company’s first Chief Digital and Marketing Officer, signal a full commitment to modernize operations and leverage AI, data analytics, and omnichannel retailing.</li></ul>

In 2025, Estée Lauder, long considered a laggard in digital adoption, has launched a sweeping transformation under its new CEO Stéphane de La Faverie.Faced with a prolonged sales slump, especially in North America and China, and a changing beauty industry where digital and physical touchpoints increasingly merge, de La Faverie introduced a bold vision called "Beauty Reimagined." This strategy pivots the 80-year-old prestige beauty company toward becoming more agile, consumer-centric, and digitally empowered.Key hires, such as Nestlé’s Aude Gandon as the company’s first Chief Digital and Marketing Officer, signal a full commitment to modernize operations and leverage AI, data analytics, and omnichannel retailing.

Estée Lauder’s Radical Digital Overhaul: Can AI and Amazon Save the Beauty Giant?

United States

The Estee Lauder Companies Inc. manufactures and markets a wide range of skin care, makeup, fragrance, and hair care products.  The Company's products are sold in countries and territories around the world.

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Estee Lauder Companies Cl A (EL US)

Estée Lauder Q3 Results: A Global Growth Surge With Seven Brands Booming Double-Digits!

The Estée Lauder Companies Inc.'s recent fiscal results reflect a mixed performance with various strengths and challenges. The company reported a...

Baptista Research

Estée Lauder Stock Faces A $1 Billion Overhang—Opportunity or Red Flag?

The Estée Lauder Companies recently shared its fiscal year 2025 fourth-quarter and full-year earnings. The results were characterized by some...

Baptista Research

Estée Lauder Considers Offloading 'Too Faced'—And Investors Are Watching!

Estée Lauder Companies is reportedly exploring a divestiture of its cosmetics brand Too Faced, according to a recent Axios Pro report. Acquired in...

Baptista Research

Estée Lauder: Strengthening Market Presence in China to Significantly Impact Its Global Business Trajectory!

The Estée Lauder Companies recently shared its fiscal year 2025 fourth-quarter and full-year earnings. The results were characterized by some...

Baptista Research

Estée Lauder’s Radical Digital Overhaul: Can AI and Amazon Save the Beauty Giant?

In 2025, Estée Lauder, long considered a laggard in digital adoption, has launched a sweeping transformation under its new CEO Stéphane de La...

Baptista Research

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