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

Ollie'S Bargain Outlet Holdings / Equity Bottom-Up

<ul><li>The latest financial results of Ollie's Bargain Outlet Holdings Inc. reflect both accomplishments and challenges for the company in the second quarter of fiscal 2025.</li><li>The company reported an 18% increase in net sales, reaching $680 million, driven by new and expanded store operations and a rise in comparable store sales by 5%.</li><li>This growth highlights the success of the company's strategic focus on expansion and customer acquisition, particularly through its Ollie’s Army loyalty program, which saw membership increase by over 10% to 16.1 million.</li></ul>

The latest financial results of Ollie's Bargain Outlet Holdings Inc. reflect both accomplishments and challenges for the company in the second quarter of fiscal 2025.The company reported an 18% increase in net sales, reaching $680 million, driven by new and expanded store operations and a rise in comparable store sales by 5%.This growth highlights the success of the company's strategic focus on expansion and customer acquisition, particularly through its Ollie’s Army loyalty program, which saw membership increase by over 10% to 16.1 million.

Ollie’s Bargain Outlet Revealed: What Competitor Bankruptcies Mean for Its Expansion Plans!

<ul><li>Ollie's Bargain Outlet recently reported its financial results for the first quarter of fiscal year 2025.</li><li>The company continues to deliver robust performance despite the prevailing dynamic retail environment, attributing much of its success to strategic initiatives and market opportunities.</li><li>A significant positive takeaway from the announcement is Ollie's accelerated store growth program.</li></ul>

Ollie's Bargain Outlet recently reported its financial results for the first quarter of fiscal year 2025.The company continues to deliver robust performance despite the prevailing dynamic retail environment, attributing much of its success to strategic initiatives and market opportunities.A significant positive takeaway from the announcement is Ollie's accelerated store growth program.

Ollie’s Bargain Outlet Ramps Up Store Openings & Inventory Wins—Is a Sales Surge Coming?

<ul><li>Ollie's Bargain Outlet reported its financial results for the fourth quarter and fiscal year 2024, showcasing the strides they have taken amidst a challenging retail environment.</li><li>The company achieved a 2.8% growth in comparable store sales for the fourth quarter, aligning with expectations, and surpassed predictions regarding adjusted earnings.</li><li>Key factors contributing to these results included efficient execution of holiday season operations and a notable consumer preference for value-driven shopping amidst economic pressures.</li></ul>

Ollie's Bargain Outlet reported its financial results for the fourth quarter and fiscal year 2024, showcasing the strides they have taken amidst a challenging retail environment.The company achieved a 2.8% growth in comparable store sales for the fourth quarter, aligning with expectations, and surpassed predictions regarding adjusted earnings.Key factors contributing to these results included efficient execution of holiday season operations and a notable consumer preference for value-driven shopping amidst economic pressures.

Ollie's Bargain Outlet: THESE ARE THE 5 REASONS Supporting Out Optimism Around The Retailer!

<ul><li>Ollie's Bargain Outlet recently reported a generally positive performance in Q3 2024 with a few notable challenges.</li><li>They experienced an 8% increase in net sales over the previous year, reaching $517 million, primarily aided by new store growth.</li><li>However, the company did encounter a slight 0.5% decline in comparable store sales, influenced by several short-term challenges such as flyer cancellations, two hurricanes, and unseasonably warm weather.</li></ul>

Ollie's Bargain Outlet recently reported a generally positive performance in Q3 2024 with a few notable challenges.They experienced an 8% increase in net sales over the previous year, reaching $517 million, primarily aided by new store growth.However, the company did encounter a slight 0.5% decline in comparable store sales, influenced by several short-term challenges such as flyer cancellations, two hurricanes, and unseasonably warm weather.

Ollie's Bargain Outlet: Can Its Expansion Through Strategic Real Estate Acquisitions Help Tilt The Competitive Dynamics In Its Favor? - Major Drivers

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>A weak 20-year note auction last Wednesday sparked the first semi-meaningful pullback since this lockout rally began April 22nd, when we turned short-term bullish (4/22/25Compass) as SPX was testing 5100-5120.</li>
<li>We will be watching the 10- and 30-year Treasury yields closely, as both are approaching important resistance levels (more on that below).</li>
<li>Unsurprisingly, SPX only tested short-term gap support on the pullback at 5700-5785, where we said to expect support in last week's Compass (5/20/25). Expect this gap support to hold.</li>
</ul>


A weak 20-year note auction last Wednesday sparked the first semi-meaningful pullback since this lockout rally began April 22nd, when we turned short-term bullish (4/22/25Compass) as SPX was testing 5100-5120.
We will be watching the 10- and 30-year Treasury yields closely, as both are approaching important resistance levels (more on that below).
Unsurprisingly, SPX only tested short-term gap support on the pullback at 5700-5785, where we said to expect support in last week's Compass (5/20/25). Expect this gap support to hold.


Upgrading Consumer Discretionary (XLY) To Overweight; 5700-5785 SPX Gap Support Holding as Expected

United States

Ollie's Bargain Outlet Holdings, Inc. operates a chain of retail stores that offers brand name products at discounted and closeout prices. The Company provides products, including housewares, food, books and stationery, bed and bath, floor coverings, toys, and hardware.

Ollie'S Bargain Outlet Holdings (OLLI US)

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Ollie'S Bargain Outlet Holdings (OLLI US)

Ollie’s Bargain Outlet Revealed: What Competitor Bankruptcies Mean for Its Expansion Plans!

The latest financial results of Ollie's Bargain Outlet Holdings Inc. reflect both accomplishments and challenges for the company in the second...

Baptista Research

Ollie’s Bargain Outlet Ramps Up Store Openings & Inventory Wins—Is a Sales Surge Coming?

Ollie's Bargain Outlet recently reported its financial results for the first quarter of fiscal year 2025. The company continues to deliver robust...

Baptista Research

Ollie's Bargain Outlet: THESE ARE THE 5 REASONS Supporting Out Optimism Around The Retailer!

Ollie's Bargain Outlet reported its financial results for the fourth quarter and fiscal year 2024, showcasing the strides they have taken amidst a...

Baptista Research

Ollie's Bargain Outlet: Can Its Expansion Through Strategic Real Estate Acquisitions Help Tilt The Competitive Dynamics In Its Favor? - Major Drivers

Ollie's Bargain Outlet recently reported a generally positive performance in Q3 2024 with a few notable challenges. They experienced an 8%...

Baptista Research

Upgrading Consumer Discretionary (XLY) To Overweight; 5700-5785 SPX Gap Support Holding as Expected

Upgrading Consumer Discretionary $XLY to Overweight; 5700-5785 $SPX Gap Support Holding as we expected/discussed last week. 4.7-4.8% on 10y...

Vermilion Research

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