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>Nike Inc. reports fiscal Q4 earnings after Tuesday’s close, and the setup is loaded with tension.</li><li>The stock is near a 52-week low around $40.85, down roughly 36% year-to-date and more than 50% from its 2021 highs.</li><li>At the same time, Nike is showing real strength in parts of the World Cup merchandise race, with U.S. sell-out rates far ahead of Adidas in the recent data shared.</li></ul>

Nike Inc. reports fiscal Q4 earnings after Tuesday’s close, and the setup is loaded with tension.The stock is near a 52-week low around $40.85, down roughly 36% year-to-date and more than 50% from its 2021 highs.At the same time, Nike is showing real strength in parts of the World Cup merchandise race, with U.S. sell-out rates far ahead of Adidas in the recent data shared.

Nike’s Biggest Test Is Not Adidas—It Is The Turnaround!

<ul><li>Nike is still one of the most recognizable brands in global sport, but its current challenge goes beyond a beaten-down share price or a single weak quarter.</li><li>The deeper question is whether the Swoosh still has the same pull with everyday consumers, young athletes, sneaker collectors, and lifestyle shoppers who once treated Nike drops as cultural events.</li><li>The company is trying to rebuild momentum through performance sports, wholesale partnerships, product innovation, and a major football push around the World Cup.</li></ul>

Nike is still one of the most recognizable brands in global sport, but its current challenge goes beyond a beaten-down share price or a single weak quarter.The deeper question is whether the Swoosh still has the same pull with everyday consumers, young athletes, sneaker collectors, and lifestyle shoppers who once treated Nike drops as cultural events.The company is trying to rebuild momentum through performance sports, wholesale partnerships, product innovation, and a major football push around the World Cup.

Nike: The Swoosh Has Lost Its Speed; Can Nike Still Win Back Consumers?

<ul><li>Nike is cutting roughly 1,400 jobs, or about 2% of its workforce, but the bigger story is not simply headcount reduction.</li><li>The layoffs come after an earlier round of cuts and are concentrated largely in supply chain and technology, two areas Nike heavily expanded during the pandemic to support a larger digital and direct-to-consumer business.</li><li>That makes this restructuring more revealing than a routine efficiency program.</li></ul>

Nike is cutting roughly 1,400 jobs, or about 2% of its workforce, but the bigger story is not simply headcount reduction.The layoffs come after an earlier round of cuts and are concentrated largely in supply chain and technology, two areas Nike heavily expanded during the pandemic to support a larger digital and direct-to-consumer business.That makes this restructuring more revealing than a routine efficiency program.

Nike Is Cutting 1,400 Jobs—Is This The Start Of A Bigger Reset?

<ul><li>Nike has spent years selling the idea that great brands travel well.</li><li>In China, that assumption is starting to break.</li><li>Put the swoosh on a shoe, add elite athletes, tighten distribution, and the formula should work almost anywhere.</li></ul>

Nike has spent years selling the idea that great brands travel well.In China, that assumption is starting to break.Put the swoosh on a shoe, add elite athletes, tighten distribution, and the formula should work almost anywhere.

Nike Just Signaled Something Deeper In China — And It’s NOT Temporary!

High Conviction Concentrated Growth Investing, Fallacy Alarm

Fallacy Alarm

High Conviction Concentrated Growth Investing

High conviction concentrated growth investing. Blends single stock, macro and thematic research into powerful long and short ideas. I am convinced that a robust and comprehensive investment process requires macro and micro considerations. And it requires a deep understanding what you are looking for and what you are invested in. Digitization has changed the dynamics both how businesses operate and how investors compete for returns. Ideas can scale much faster and fail much faster than before. The biggest value creation happens before it can be spotted in financial statements. As a result, my approach can be best summarized as high conviction, high concentration growth investing, embedded into a macro framework built on the realization that our current demographic set-up, monetary paradigm and innovation cycle will likely deliver a strong decade for nominal and real returns of productive assets.

<ul><li>Nike is a prime example of the K-shaped economy where AI spenders and their suppliers &amp; shareholders excel while many others struggle.</li><li>It’s a tough environment for any discretionary consumer stock.</li><li>Nike is in a particularly tough spot as the company is still in a consolidation phase after the pandemic outlier years.</li></ul>

Nike is a prime example of the K-shaped economy where AI spenders and their suppliers &amp; shareholders excel while many others struggle.It’s a tough environment for any discretionary consumer stock.Nike is in a particularly tough spot as the company is still in a consolidation phase after the pandemic outlier years.

United States

NIKE, Inc. designs, develops, and markets athletic footwear, apparel, equipment, and accessory products for men, women, and children. The Company sells its products worldwide to retail stores, through its own stores, subsidiaries, and distributors.

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Nike (NKE US)

Nike’s Biggest Test Is Not Adidas—It Is The Turnaround!

Nike Inc. reports fiscal Q4 earnings after Tuesday’s close, and the setup is loaded with tension. The stock is near a 52-week low around $40.85,...

Baptista Research

Nike: The Swoosh Has Lost Its Speed; Can Nike Still Win Back Consumers?

Nike is still one of the most recognizable brands in global sport, but its current challenge goes beyond a beaten-down share price or a single...

Baptista Research

Nike Is Cutting 1,400 Jobs—Is This The Start Of A Bigger Reset?

Nike is cutting roughly 1,400 jobs, or about 2% of its workforce, but the bigger story is not simply headcount reduction. The layoffs come after...

Baptista Research

Nike Just Signaled Something Deeper In China — And It’s NOT Temporary!

Nike has spent years selling the idea that great brands travel well. In China, that assumption is starting to break. Put the swoosh on a shoe, add...

Baptista Research

Nike Back to 2014 Levels?

Nike is a prime example of the K-shaped economy where AI spenders and their suppliers & shareholders excel while many others struggle.

Fallacy Alarm

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