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>Lululemon Athletica is entering one of the most important chapters in its history.</li><li>The company has named former Nike executive Heidi O’Neill as its next CEO, placing a seasoned global brand leader at the center of a difficult turnaround.</li><li>This is not just a leadership change.</li></ul>

Lululemon Athletica is entering one of the most important chapters in its history.The company has named former Nike executive Heidi O’Neill as its next CEO, placing a seasoned global brand leader at the center of a difficult turnaround.This is not just a leadership change.

Lululemon’s $47 Billion Collapse: Can A Nike Veteran Bring It Back?

<ul><li>The battle inside Lululemon just escalated.</li><li>Founder Chip Wilson has moved from quiet frustration to open confrontation, accusing the board of weak governance, strategic drift, and slow engagement.</li><li>In a sharply worded shareholder letter, Wilson argued that months of private outreach have led nowhere.</li></ul>

The battle inside Lululemon just escalated.Founder Chip Wilson has moved from quiet frustration to open confrontation, accusing the board of weak governance, strategic drift, and slow engagement.In a sharply worded shareholder letter, Wilson argued that months of private outreach have led nowhere.

Lululemon Just Faced A Founder Revolt—The REAL SHIFT Ahead!

<ul><li>Lululemon Athletica Inc. reported a mixed set of results for the third quarter of 2025.</li><li>The company achieved a revenue increase of 7%, recording $2.6 billion for the quarter.</li><li>The performance was bolstered by a significant 33% growth in international markets, with China Mainland standing out with a 46% increase in revenue.</li></ul>

Lululemon Athletica Inc. reported a mixed set of results for the third quarter of 2025.The company achieved a revenue increase of 7%, recording $2.6 billion for the quarter.The performance was bolstered by a significant 33% growth in international markets, with China Mainland standing out with a 46% increase in revenue.

Lululemon Athletica: Inside Its China Expansion

<ul><li>Elliott Investment Management has amassed a stake exceeding $1 billion in Lululemon Athletica, thrusting the activist investor into the center of the company’s leadership succession and strategic turnaround narrative.</li><li>The news arrives on the heels of Lululemon’s announcement that CEO Calvin McDonald will step down in January, with the board initiating a leadership transition.</li><li>Elliott, now one of the brand’s largest shareholders, is backing veteran retail executive Jane Nielsen—formerly CFO and COO at Ralph Lauren—as a potential replacement for McDonald.</li></ul>

Elliott Investment Management has amassed a stake exceeding $1 billion in Lululemon Athletica, thrusting the activist investor into the center of the company’s leadership succession and strategic turnaround narrative.The news arrives on the heels of Lululemon’s announcement that CEO Calvin McDonald will step down in January, with the board initiating a leadership transition.Elliott, now one of the brand’s largest shareholders, is backing veteran retail executive Jane Nielsen—formerly CFO and COO at Ralph Lauren—as a potential replacement for McDonald.

Lululemon Stumbles, Elliott Moves In With Bold Leadership Plan!

<ul><li>Lululemon Athletica is making its most ambitious leap yet into professional sports apparel with a new licensed collection for all 32 NFL teams.</li><li>The move marks the brand’s first-ever partnership with the National Football League and is aimed at diversifying its consumer base while reigniting sluggish U.S. sales.</li><li>The collection—available on Fanatics.com, NFLShop.com, and at team stadium stores—includes men’s and women’s gear from Lululemon’s signature styles such as Steady State, Define, Scuba, and Align.</li></ul>

Lululemon Athletica is making its most ambitious leap yet into professional sports apparel with a new licensed collection for all 32 NFL teams.The move marks the brand’s first-ever partnership with the National Football League and is aimed at diversifying its consumer base while reigniting sluggish U.S. sales.The collection—available on Fanatics.com, NFLShop.com, and at team stadium stores—includes men’s and women’s gear from Lululemon’s signature styles such as Steady State, Define, Scuba, and Align.

Lululemon Tackles Pro Sports With NFL Deal—Game-Changer or Gimmick?

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)

Lululemon’s $47 Billion Collapse: Can A Nike Veteran Bring It Back?

Lululemon Athletica is entering one of the most important chapters in its history. The company has named former Nike executive Heidi O’Neill as...

Baptista Research

Lululemon Just Faced A Founder Revolt—The REAL SHIFT Ahead!

The battle inside Lululemon just escalated. Founder Chip Wilson has moved from quiet frustration to open confrontation, accusing the board of weak...

Baptista Research

Lululemon Athletica: Inside Its China Expansion

Lululemon Athletica Inc. reported a mixed set of results for the third quarter of 2025. The company achieved a revenue increase of 7%, recording...

Baptista Research

Lululemon Stumbles, Elliott Moves In With Bold Leadership Plan!

Elliott Investment Management has amassed a stake exceeding $1 billion in Lululemon Athletica, thrusting the activist investor into the center of...

Baptista Research

Lululemon Tackles Pro Sports With NFL Deal—Game-Changer or Gimmick?

Lululemon Athletica is making its most ambitious leap yet into professional sports apparel with a new licensed collection for all 32 NFL...

Baptista Research

Price Gauge

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Market Cap (USDm)

P/E

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