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).

Equity Bottom-Up

<ul><li>We are reiterating our Buy rating, $37 price target and projections for Guess?</li><li>as we begin our Milan tour with the global rollout of the new Guess Jeans line, which debuted last week.</li><li>For Milan, Guess Jeans launched at La Rinascente's (the leading Italian luxury department store) flagship Milan location (across from the Piazza del Duomo) with an intense merchandising campaign, including taking over the front of the store, in-store signage and a key event with influencers.</li></ul>

We are reiterating our Buy rating, $37 price target and projections for Guess?as we begin our Milan tour with the global rollout of the new Guess Jeans line, which debuted last week.For Milan, Guess Jeans launched at La Rinascente's (the leading Italian luxury department store) flagship Milan location (across from the Piazza del Duomo) with an intense merchandising campaign, including taking over the front of the store, in-store signage and a key event with influencers.

GES: Snapping the Store: Milan - Guess Jeans Launch - Reiterate Buy, $37 PT

<ul><li>We are reiterating our Buy recommendation, $37 price target and projections as we look at key trends for 2HFY24 and beyond for Guess?</li><li>We believe the company remains focused on driving upside via both elevation and escalation.</li><li>In terms of elevation, Guess?</li></ul>

We are reiterating our Buy recommendation, $37 price target and projections as we look at key trends for 2HFY24 and beyond for Guess?We believe the company remains focused on driving upside via both elevation and escalation.In terms of elevation, Guess?

GES: 2H Signposts: Elevation and Escalation for Guess?; Reiterate Buy & $37 PT

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>Strong candidate for shorting in the short-run, potential to miss revenue consensus by 4-5ppt in Q1 2024</li><li>Recommendation to short LULU US when share price is above USD410, price target of USD300 before next earnings date in May 2024</li><li>Lululemon is a leading brand in women's indoor training and yoga, overvalued and likely to see a decline in share price</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Strong candidate for shorting in the short-run, potential to miss revenue consensus by 4-5ppt in Q1 2024Recommendation to short LULU US when share price is above USD410, price target of USD300 before next earnings date in May 2024Lululemon is a leading brand in women's indoor training and yoga, overvalued and likely to see a decline in share priceThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

<ul><li>We are reiterating our Buy rating, $37 price target and projections for Guess?</li><li>after visiting stores in London.</li><li>We believe the company has continued to raise their fashion game worldwide, increasing overall elevation levels and remaining focused on creating a global fashion powerhouse.</li></ul>

We are reiterating our Buy rating, $37 price target and projections for Guess?after visiting stores in London.We believe the company has continued to raise their fashion game worldwide, increasing overall elevation levels and remaining focused on creating a global fashion powerhouse.

GES: Snapping the Store - London Edition - All in on Elevation - Reiterate Buy

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.

<ul><li>Lululemon Athletica Inc. recently shared its performance for the first quarter of 2024, showcasing a mixed set of results that present both opportunities and challenges for potential investors.</li><li>Starting with the highlights, Lululemon achieved a 10% increase in total revenue, hitting 11% growth in constant currency terms.</li><li>This growth was bolstered by a significant rise in international markets, particularly in China Mainland and the rest of the world, which saw increases of 52% and 30% respectively in constant currency.</li></ul>

Lululemon Athletica Inc. recently shared its performance for the first quarter of 2024, showcasing a mixed set of results that present both opportunities and challenges for potential investors.Starting with the highlights, Lululemon achieved a 10% increase in total revenue, hitting 11% growth in constant currency terms.This growth was bolstered by a significant rise in international markets, particularly in China Mainland and the rest of the world, which saw increases of 52% and 30% respectively in constant currency.

Lululemon Athletica Inc.: Enhanced Technology Infrastructure & Data Analytics Aiding Their Growth! - Major Drivers

United States

lululemon athletica Inc. designs and retails athletic clothing.  The Company produces fitness pants, shorts, tops and jackets for yoga, dance, running, and general fitness. lululemon serves customers throughout the world.

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Lululemon Athletica (LULU US)

GES: Snapping the Store: Milan - Guess Jeans Launch - Reiterate Buy, $37 PT

We are reiterating our Buy rating, $37 price target and projections for Guess? as we begin our Milan tour with the global rollout of the new Guess...

Small Cap Consumer Research

GES: 2H Signposts: Elevation and Escalation for Guess?; Reiterate Buy & $37 PT

We are reiterating our Buy recommendation, $37 price target and projections as we look at key trends for 2HFY24 and beyond for Guess? We believe...

Small Cap Consumer Research

Lululemon (LULU) - Thursday, Apr 4, 2024

Recommendation to short LULU US when share price is above USD410, price target of USD300 before next earnings date in May 2024

Value Investors Club (VIC)

GES: Snapping the Store - London Edition - All in on Elevation - Reiterate Buy

We are reiterating our Buy rating, $37 price target and projections for Guess? after visiting stores in London. We believe the company has...

Small Cap Consumer Research

Lululemon Athletica Inc.: Enhanced Technology Infrastructure & Data Analytics Aiding Their Growth! - Major Drivers

Lululemon Athletica Inc. recently shared its performance for the first quarter of 2024, showcasing a mixed set of results that present both...

Baptista Research

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