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>Macy's, Inc.'s third-quarter 2025 results demonstrate positive momentum and promising indicators for future performance, underpinned by the ongoing execution of its "Bold New Chapter" strategy.</li><li>There are significant positive trends, yet several challenges remain.</li><li>From an optimistic standpoint, Macy's, Inc. exceeded its guidance in multiple key metrics.</li></ul>

Macy's, Inc.'s third-quarter 2025 results demonstrate positive momentum and promising indicators for future performance, underpinned by the ongoing execution of its "Bold New Chapter" strategy.There are significant positive trends, yet several challenges remain.From an optimistic standpoint, Macy's, Inc. exceeded its guidance in multiple key metrics.

Macy's Inc. Is Expanding Women’s Ready-to-Wear Opportunity — A Category Shift That Could Be the Next Sales Catalyst!

<ul><li>Macy's, Inc. reported a second-quarter financial performance that reflected a combination of improved sales figures, strategic advancements, and cautious outlook adjustments due to the macroeconomic environment.</li><li>The company achieved a 1.9% growth in comparable sales, marking its strongest performance in 12 quarters, driven by a 2.2% increase in its Go-Forward businesses, which include prominent brands like Bloomingdale's and Bluemercury.</li><li>These brands demonstrated notable sales momentum, with Bloomingdale's hitting a 5.7% increase in comparable sales, maintaining growth consistency, and Bluemercury achieving its 18th consecutive quarter of sales growth.</li></ul>

Macy's, Inc. reported a second-quarter financial performance that reflected a combination of improved sales figures, strategic advancements, and cautious outlook adjustments due to the macroeconomic environment.The company achieved a 1.9% growth in comparable sales, marking its strongest performance in 12 quarters, driven by a 2.2% increase in its Go-Forward businesses, which include prominent brands like Bloomingdale's and Bluemercury.These brands demonstrated notable sales momentum, with Bloomingdale's hitting a 5.7% increase in comparable sales, maintaining growth consistency, and Bluemercury achieving its 18th consecutive quarter of sales growth.

Macy’s Tariff Adjustment Challenges: How Is The Retailer Dealing With The Chaos & With Diverse Channel Strategy Complexity!

<ul><li>After years of declining sales, Macy’s is showing signs of life again—and it's no accident.</li><li>Under the leadership of CEO Tony Spring, the department store giant just delivered its strongest quarterly comparable sales performance in twelve quarters, up 1.9% for Q2 2025.</li><li>Spring’s execution of a customer-centric strategy dubbed the *Bold New Chapter* has helped lift Macy’s Inc., with gains across its core Macy’s banner (+1.2%), Bloomingdale’s (+5.7%), and Bluemercury (+1.2%).</li></ul>

After years of declining sales, Macy’s is showing signs of life again—and it's no accident.Under the leadership of CEO Tony Spring, the department store giant just delivered its strongest quarterly comparable sales performance in twelve quarters, up 1.9% for Q2 2025.Spring’s execution of a customer-centric strategy dubbed the *Bold New Chapter* has helped lift Macy’s Inc., with gains across its core Macy’s banner (+1.2%), Bloomingdale’s (+5.7%), and Bluemercury (+1.2%).

Macy’s CEO Tony Spring Sparks Comeback: First Sales Growth In 3 Years

<ul><li>Macy's, Inc. recently reported its first quarter 2025 financial results, showing performance that outpaced prior guidance across key metrics, yet still reflecting underlying challenges present in the retail environment.</li><li>The company's net sales amounted to $4.6 billion, exceeding its forecast of $4.4 billion to $4.5 billion.</li><li>The comparable sales for owned, licensed, and marketplace stores showed a decline of 1.2%, which was better than the anticipated drop of 2.5% to 4.5%.</li></ul>

Macy's, Inc. recently reported its first quarter 2025 financial results, showing performance that outpaced prior guidance across key metrics, yet still reflecting underlying challenges present in the retail environment.The company's net sales amounted to $4.6 billion, exceeding its forecast of $4.4 billion to $4.5 billion.The comparable sales for owned, licensed, and marketplace stores showed a decline of 1.2%, which was better than the anticipated drop of 2.5% to 4.5%.

How Macy’s Is Powering An Omnichannel Comeback With Bold Reinvestment Strategies!

<ul><li>Macy's Inc.'s fourth quarter 2024 results reflect a mixture of strategic advancements and continued challenges within a shifting retail landscape.</li><li>First, the positive aspect of Macy’s strategy comes through its "Bold New Chapter” framework, which focuses on enhancing customer experiences, optimizing store operations, and improving merchandising and digital capabilities.</li><li>This plan is seemingly paying off as Macy's achieved a 0.2% year-over-year increase in comparable sales, marking its best performance in 11 quarters.</li></ul>

Macy's Inc.'s fourth quarter 2024 results reflect a mixture of strategic advancements and continued challenges within a shifting retail landscape.First, the positive aspect of Macy’s strategy comes through its "Bold New Chapter” framework, which focuses on enhancing customer experiences, optimizing store operations, and improving merchandising and digital capabilities.This plan is seemingly paying off as Macy's achieved a 0.2% year-over-year increase in comparable sales, marking its best performance in 11 quarters.

Macy’s Inc. A Tale Of Reimagined Store Initiatives & Digital Integration To Push For Growth!

United States

Macy's, Inc. operates department stores in the United States.  The Company also operates direct mail catalog and electronic commerce subsidiaries. Macy's retail stores sell a wide range of merchandise, including men's, women's and children's apparel and accessories, cosmetics, home furnishings and other consumer goods.

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Macy's Inc (M US)

Macy's Inc. Is Expanding Women’s Ready-to-Wear Opportunity — A Category Shift That Could Be the Next Sales Catalyst!

Macy's, Inc.'s third-quarter 2025 results demonstrate positive momentum and promising indicators for future performance, underpinned by the...

Baptista Research

Macy’s Tariff Adjustment Challenges: How Is The Retailer Dealing With The Chaos & With Diverse Channel Strategy Complexity!

Macy's, Inc. reported a second-quarter financial performance that reflected a combination of improved sales figures, strategic advancements, and...

Baptista Research

Macy’s CEO Tony Spring Sparks Comeback: First Sales Growth In 3 Years

After years of declining sales, Macy’s is showing signs of life again—and it's no accident. Under the leadership of CEO Tony Spring, the...

Baptista Research

How Macy’s Is Powering An Omnichannel Comeback With Bold Reinvestment Strategies!

Macy's, Inc. recently reported its first quarter 2025 financial results, showing performance that outpaced prior guidance across key metrics, yet...

Baptista Research

Macy’s Inc. A Tale Of Reimagined Store Initiatives & Digital Integration To Push For Growth!

Macy's Inc.'s fourth quarter 2024 results reflect a mixture of strategic advancements and continued challenges within a shifting retail...

Baptista Research

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