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>Guess?, Inc. recently reported its first-quarter results for fiscal 2026, revealing a performance that surpassed initial expectations primarily driven by strategic financial management and beneficial acquisitions.</li><li>The company's revenue grew by 9% in U.S. dollars and 12% in constant currency, largely fueled by the acquisition of rag & bone, which added substantial growth to the topline.</li><li>Apart from this, core growth from Guess's wholesale operations in Europe and the Americas also contributed positively.</li></ul>

Guess?, Inc. recently reported its first-quarter results for fiscal 2026, revealing a performance that surpassed initial expectations primarily driven by strategic financial management and beneficial acquisitions.The company's revenue grew by 9% in U.S. dollars and 12% in constant currency, largely fueled by the acquisition of rag & bone, which added substantial growth to the topline.Apart from this, core growth from Guess's wholesale operations in Europe and the Americas also contributed positively.

Guess? Inc.: Will The Rag & Bone Acquisition Be A Game Changer In The Dynamic Fashion Industry Landscape!

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, $23 price target and conservatively tweaking our projections lower for Guess?</li><li>after the company handily beat already depressed 1Q projections on every operating level and provided updated guidance which envisioned further overall progress, somewhat impeded by increased spending, tariffs and, we believe, the conservative nature of Guess?</li><li>management.</li></ul>

We are reiterating our Buy rating, $23 price target and conservatively tweaking our projections lower for Guess?after the company handily beat already depressed 1Q projections on every operating level and provided updated guidance which envisioned further overall progress, somewhat impeded by increased spending, tariffs and, we believe, the conservative nature of Guess?management.

GES: 1Q Review: Back on the Right Path; Reiterate Buy, $23 PT

<ul><li>We are reiterating our Buy rating, $23 price target and projections for Guess?</li><li>with the company announcing 1QFY26 (April) results after the close on Thursday.</li><li>We believe, after a very difficult FY25, driven by material investments in newly acquired rag and bone and marketing, and poor results in the domestic stores, Guess?</li></ul>

We are reiterating our Buy rating, $23 price target and projections for Guess?with the company announcing 1QFY26 (April) results after the close on Thursday.We believe, after a very difficult FY25, driven by material investments in newly acquired rag and bone and marketing, and poor results in the domestic stores, Guess?

GES: 1Q Preview: Beginning to Reprove the Model; Reiterate Buy, $23 PT

<ul><li>We are reiterating our Buy rating, projections and $23 price target for Guess?</li><li>after visiting stores in Metropolitan New York City and Long Island.</li><li>As we have seen in the previous two months, we believe Guess?</li></ul>

We are reiterating our Buy rating, projections and $23 price target for Guess?after visiting stores in Metropolitan New York City and Long Island.As we have seen in the previous two months, we believe Guess?

GES: Snapping the Store: Turn Gaining Momentum; Reiterate Buy, $23 PT

<ul><li>We are reiterating our Buy rating, projections and $23 price target for Guess?</li><li>after visiting stores in Metropolitan New York City and Long Island.</li><li>We believe, after a long period of shifts and upgrades, Guess?</li></ul>

We are reiterating our Buy rating, projections and $23 price target for Guess?after visiting stores in Metropolitan New York City and Long Island.We believe, after a long period of shifts and upgrades, Guess?

GES: Snapping the Store: Beginning to Bloom; Reiterate Buy, $23 PT

United States

Guess?, Inc. designs, markets, distributes, and licenses a collection of casual apparel, accessories, and related consumer products.  The Company's apparel for men, women, and girls are marketed under branded names.  Guess? provides full collections of denim and cotton clothing and has granted licenses to manufacture complementary products.

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Guess? Inc (GES US)

Guess? Inc.: Will The Rag & Bone Acquisition Be A Game Changer In The Dynamic Fashion Industry Landscape!

Guess?, Inc. recently reported its first-quarter results for fiscal 2026, revealing a performance that surpassed initial expectations primarily...

Baptista Research

GES: 1Q Review: Back on the Right Path; Reiterate Buy, $23 PT

We are reiterating our Buy rating, $23 price target and conservatively tweaking our projections lower for Guess? after the company handily beat...

Small Cap Consumer Research

GES: 1Q Preview: Beginning to Reprove the Model; Reiterate Buy, $23 PT

We are reiterating our Buy rating, $23 price target and projections for Guess? with the company announcing 1QFY26 (April) results after the close...

Small Cap Consumer Research

GES: Snapping the Store: Turn Gaining Momentum; Reiterate Buy, $23 PT

We are reiterating our Buy rating, projections and $23 price target for Guess? after visiting stores in Metropolitan New York City and Long...

Small Cap Consumer Research

GES: Snapping the Store: Beginning to Bloom; Reiterate Buy, $23 PT

We are reiterating our Buy rating, projections and $23 price target for Guess? after visiting stores in Metropolitan New York City and Long...

Small Cap Consumer Research

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