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>Levi Strauss & Company recently conducted their third quarter fiscal 2024 earnings call, unveiling results that presented a mixed picture with both strengths and areas for improvement.</li><li>During the quarter, the company saw a net revenue increase of 2% in constant currency and 3% when adjusting for the exit from the Denizen business.</li><li>This growth was primarily driven by a 5% increase in the Levi's brand globally, marking its best quarterly growth in two years.</li></ul>

Levi Strauss & Company recently conducted their third quarter fiscal 2024 earnings call, unveiling results that presented a mixed picture with both strengths and areas for improvement.During the quarter, the company saw a net revenue increase of 2% in constant currency and 3% when adjusting for the exit from the Denizen business.This growth was primarily driven by a 5% increase in the Levi's brand globally, marking its best quarterly growth in two years.

Levi Strauss & Co.: Expansion of Direct-to-Consumer (DTC) & Digital Initiatives & Other Major Drivers

<ul><li>Levi Strauss & Company reported a solid second quarter for fiscal 2024.</li><li>The company showcased a positive trajectory with a 9% rise in revenues on a constant currency basis, though this was slightly moderated to a 2% increase when adjusted for an enterprise resource planning (ERP) shift and the exit from the Denizen business.</li><li>Such growth underscores the firm's robust strategic execution despite ongoing market volatilities.</li></ul>

Levi Strauss & Company reported a solid second quarter for fiscal 2024.The company showcased a positive trajectory with a 9% rise in revenues on a constant currency basis, though this was slightly moderated to a 2% increase when adjusted for an enterprise resource planning (ERP) shift and the exit from the Denizen business.Such growth underscores the firm's robust strategic execution despite ongoing market volatilities.

Levi Strauss & Co.: How Are They Strengthening Their D2C Strategy?  - Major Drivers

<ul><li>Levi Strauss & Co reported revenues of $1.6 billion, reflecting a decline of 8% on a constant currency basis due to a $100 million shift from Q2 into Q1 related to the ERP implementation in the U.S. However, excluding this shift and the effect of exiting the Denizen business in Russia, Q1 revenues were flat.</li><li>The company’s adjusted diluted earnings per share (EPS) were $0.26, which outperformed expectations.</li><li>This improvement was mainly driven by a 240 basis-point increase in gross margin and prudently managing the company's expenses.</li></ul>

Levi Strauss & Co reported revenues of $1.6 billion, reflecting a decline of 8% on a constant currency basis due to a $100 million shift from Q2 into Q1 related to the ERP implementation in the U.S. However, excluding this shift and the effect of exiting the Denizen business in Russia, Q1 revenues were flat.The company’s adjusted diluted earnings per share (EPS) were $0.26, which outperformed expectations.This improvement was mainly driven by a 240 basis-point increase in gross margin and prudently managing the company's expenses.

Levi Strauss & Co.: Growth In Direct-to-Consumer (DTC) Propelling Its Success? - Major Drivers

<ul><li>Levi Strauss & Co. delivered a mixed set of results for the quarter, with revenues well below analyst expectations but managed earnings beat.</li><li>Despite facing headwinds, reported revenues remained steady compared to the previous year and decreased by 2% on a constant currency basis.</li><li>Their Brands segment, consisting of Dockers and Beyond Yoga, is performing impressively, generating nearly $0.5 billion in annual revenue.</li></ul>

Levi Strauss & Co. delivered a mixed set of results for the quarter, with revenues well below analyst expectations but managed earnings beat.Despite facing headwinds, reported revenues remained steady compared to the previous year and decreased by 2% on a constant currency basis.Their Brands segment, consisting of Dockers and Beyond Yoga, is performing impressively, generating nearly $0.5 billion in annual revenue.

Levi Strauss & Co.: Defying Odds with Double-Digit Growth in Direct-to-Consumer Business! - Major Drivers

<ul><li>Levi Strauss managed to exceed analyst expectations in terms of revenue as well as earnings.</li><li>Starting with Levi's brand, they increased market share this quarter, establishing share leadership in the United States among the important 18- to 30-year-old target consumer group, and they continue to increase share in women's denim bottoms.</li><li>The Levi's brand increased by 9% in the quarter, with their men's bottoms business reaching a significant level in Q1 and women's bottoms generating its highest revenue of any quarter.</li></ul>

Levi Strauss managed to exceed analyst expectations in terms of revenue as well as earnings.Starting with Levi's brand, they increased market share this quarter, establishing share leadership in the United States among the important 18- to 30-year-old target consumer group, and they continue to increase share in women's denim bottoms.The Levi's brand increased by 9% in the quarter, with their men's bottoms business reaching a significant level in Q1 and women's bottoms generating its highest revenue of any quarter.

Levi Strauss & Co.: Driving Growth with DTC

United States

Levi Strauss & Co. manufactures and distributes apparels. The Company offers jeans, casual pants, tops, jackets, shirts, and other related products. Levi Strauss serves customers worldwide.

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Levi Strauss & Co (LEVI US)

Levi Strauss & Co.: Expansion of Direct-to-Consumer (DTC) & Digital Initiatives & Other Major Drivers

Levi Strauss & Company recently conducted their third quarter fiscal 2024 earnings call, unveiling results that presented a mixed picture with...

Baptista Research

Levi Strauss & Co.: How Are They Strengthening Their D2C Strategy? - Major Drivers

Levi Strauss & Company reported a solid second quarter for fiscal 2024. The company showcased a positive trajectory with a 9% rise in revenues...

Baptista Research

Levi Strauss & Co.: Growth In Direct-to-Consumer (DTC) Propelling Its Success? - Major Drivers

Levi Strauss & Co reported revenues of $1.6 billion, reflecting a decline of 8% on a constant currency basis due to a $100 million shift from...

Baptista Research

Levi Strauss & Co.: Defying Odds with Double-Digit Growth in Direct-to-Consumer Business! - Major Drivers

Levi Strauss & Co. delivered a mixed set of results for the quarter, with revenues well below analyst expectations but managed earnings...

Baptista Research

Levi Strauss & Co.: Driving Growth with DTC

Levi Strauss managed to exceed analyst expectations in terms of revenue as well as earnings. Starting with Levi's brand, they increased market...

Baptista Research

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