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>Kohl's Corporation's latest earnings call highlighted both challenges and opportunities as it navigates through a changing retail landscape.</li><li>Under the leadership of newly appointed CEO Michael Bender, Kohl’s is working to strategically position itself for long-term growth while dealing with immediate pressures.</li><li>On the positive side, Kohl's outperformed both top-line and bottom-line expectations for the third consecutive quarter, indicating some success in the company's strategic initiatives aimed at redefining its value proposition and enhancing customer experience.</li></ul>

Kohl's Corporation's latest earnings call highlighted both challenges and opportunities as it navigates through a changing retail landscape.Under the leadership of newly appointed CEO Michael Bender, Kohl’s is working to strategically position itself for long-term growth while dealing with immediate pressures.On the positive side, Kohl's outperformed both top-line and bottom-line expectations for the third consecutive quarter, indicating some success in the company's strategic initiatives aimed at redefining its value proposition and enhancing customer experience.

Kohl’s Is Rewriting Its Playbook—Can Data-Driven Marketing & Proprietary Brands Restore Momentum?

<ul><li>Kohl's Corporation recently reported its first-quarter results for fiscal year 2025.</li><li>The company demonstrated some positive progress against internal expectations, yet it highlighted ongoing challenges as it navigates a transformative phase.</li><li>The quarter's results exceeded initial expectations, exemplified by a net sales decline of 4.1% which was better than anticipated.</li></ul>

Kohl's Corporation recently reported its first-quarter results for fiscal year 2025.The company demonstrated some positive progress against internal expectations, yet it highlighted ongoing challenges as it navigates a transformative phase.The quarter's results exceeded initial expectations, exemplified by a net sales decline of 4.1% which was better than anticipated.

Kohl's Corporation: Streamlining Store Formats to Align Stability with Smart Retraction!

<ul><li>Kohl's Corporation's fourth-quarter results for 2024 indicate several opportunities and challenges as the company navigates the retail landscape under new CEO Ashley Buchanan.</li><li>The leadership changes, along with strategic realignments, are designed to address both the short-term and long-term needs of the company.</li><li>Buchanan has a retail background with leadership roles at Sam's Club, Walmart, and The Michaels Companies, bringing a wealth of industry knowledge to the position.</li></ul>

Kohl's Corporation's fourth-quarter results for 2024 indicate several opportunities and challenges as the company navigates the retail landscape under new CEO Ashley Buchanan.The leadership changes, along with strategic realignments, are designed to address both the short-term and long-term needs of the company.Buchanan has a retail background with leadership roles at Sam's Club, Walmart, and The Michaels Companies, bringing a wealth of industry knowledge to the position.

Kohl's Corporation Looking To Expand Profit Margins With A Bold Brand Mix Makeover – Will It Work?

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

Nasdaq-100 Stock Index / Technical Analysis

<ul>
<li>We had a near-term bullish outlook on the S&amp;P 500 (SPX) and Nasdaq 100 (QQQ) from 4/22/25 to 11/19/25.</li>
<li>After being near-term neutral for a week, we flipped back to bullish in our 11/25/25 report last week, all while maintaining our intermediate-term bullish outlook (as of our 5/14/25 report).</li>
<li>We'll stay near-term bullish as long as crucial support levels of 6480-6520 on SPX and $580-$583 on QQQ hold. We believe SPX,QQQ, and IWM are in a new "lockout rally"</li>
</ul>


We had a near-term bullish outlook on the S&amp;P 500 (SPX) and Nasdaq 100 (QQQ) from 4/22/25 to 11/19/25.
After being near-term neutral for a week, we flipped back to bullish in our 11/25/25 report last week, all while maintaining our intermediate-term bullish outlook (as of our 5/14/25 report).
We'll stay near-term bullish as long as crucial support levels of 6480-6520 on SPX and $580-$583 on QQQ hold. We believe SPX,QQQ, and IWM are in a new "lockout rally"


New Lockout Rally Underway on SPX, QQQ, and IWM? Yes. Here Is Why. Still Bullish

<ul><li>Kohl's Corporation recently held its third-quarter 2024 earnings conference call, during which company executives shared updates on financial performance, strategic challenges, and future plans.</li><li>The quarter's results revealed a challenging period for Kohl's, with net sales decreasing by 8.8% and comparable sales down 9.3%.</li><li>This decline was primarily attributed to difficulties in its apparel and footwear segments, a drop in customer traffic, and inventory mismanagement, particularly within its private apparel brands.</li></ul>

Kohl's Corporation recently held its third-quarter 2024 earnings conference call, during which company executives shared updates on financial performance, strategic challenges, and future plans.The quarter's results revealed a challenging period for Kohl's, with net sales decreasing by 8.8% and comparable sales down 9.3%.This decline was primarily attributed to difficulties in its apparel and footwear segments, a drop in customer traffic, and inventory mismanagement, particularly within its private apparel brands.

Kohl's Corporation: Optimizing Product Assortments To Regain Market Share & Possibly Disrupt the Market! - Major Drivers

United States

Kohl's Corporation operates a chain of family-oriented department stores.  The Company's stores feature apparel, footwear and accessories for women, men and children; soft home products such as sheets and pillows; and housewares targeted to middle income customers.  Kohl's also offers online shopping as well as offers store credit cards.

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Kohl's Corp (KSS US)

Kohl’s Is Rewriting Its Playbook—Can Data-Driven Marketing & Proprietary Brands Restore Momentum?

Kohl's Corporation's latest earnings call highlighted both challenges and opportunities as it navigates through a changing retail landscape. Under...

Baptista Research

Kohl's Corporation: Streamlining Store Formats to Align Stability with Smart Retraction!

Kohl's Corporation recently reported its first-quarter results for fiscal year 2025. The company demonstrated some positive progress against...

Baptista Research

Kohl's Corporation Looking To Expand Profit Margins With A Bold Brand Mix Makeover – Will It Work?

Kohl's Corporation's fourth-quarter results for 2024 indicate several opportunities and challenges as the company navigates the retail landscape...

Baptista Research

New Lockout Rally Underway on SPX, QQQ, and IWM? Yes. Here Is Why. Still Bullish

New Lockout Rally Underway on $SPX, $QQQ, and $IWM? Yes. The last time we made this same claim was in our 5/6/25 Compass report. Still Near-Term...

Vermilion Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Kohl’s Is Rewriting Its Playbook—Can Data-Driven Marketing & Proprietary Brands Restore Momentum?

Kohl's Corporation's latest earnings call highlighted both challenges and opportunities as it navigates through a changing retail landscape. Under...

Baptista Research

Kohl's Corporation: Streamlining Store Formats to Align Stability with Smart Retraction!

Kohl's Corporation recently reported its first-quarter results for fiscal year 2025. The company demonstrated some positive progress against...

Baptista Research

Kohl's Corporation Looking To Expand Profit Margins With A Bold Brand Mix Makeover – Will It Work?

Kohl's Corporation's fourth-quarter results for 2024 indicate several opportunities and challenges as the company navigates the retail landscape...

Baptista Research

New Lockout Rally Underway on SPX, QQQ, and IWM? Yes. Here Is Why. Still Bullish

New Lockout Rally Underway on $SPX, $QQQ, and $IWM? Yes. The last time we made this same claim was in our 5/6/25 Compass report. Still Near-Term...

Vermilion Research

Kohl's Corporation: Optimizing Product Assortments To Regain Market Share & Possibly Disrupt the Market! - Major Drivers

Kohl's Corporation recently held its third-quarter 2024 earnings conference call, during which company executives shared updates on financial...

Baptista Research