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>PVH Corp.'s first-quarter 2025 performance reflects a balance of achievements and challenges in a complex macroeconomic environment.</li><li>On the positive side, PVH delivered revenue growth that surpassed company guidance, attributable to the effective execution of its PVH+ Plan.</li><li>The revenue increased by 2%, exceeding expectations due to stronger-than-projected wholesale performance, early shipments, and the relaunch of Calvin Klein women's sportswear and jeans in North America.</li></ul>

PVH Corp.'s first-quarter 2025 performance reflects a balance of achievements and challenges in a complex macroeconomic environment.On the positive side, PVH delivered revenue growth that surpassed company guidance, attributable to the effective execution of its PVH+ Plan.The revenue increased by 2%, exceeding expectations due to stronger-than-projected wholesale performance, early shipments, and the relaunch of Calvin Klein women's sportswear and jeans in North America.

PVH Is Reinventing Calvin Klein And Tommy Hilfiger: Inside Its Recent

<ul><li>PVH Corp's recent earnings reflects a mix of achievements and challenges in the fiscal year 2024 and sets cautious expectations for 2025.</li><li>The company, which owns iconic brands Calvin Klein and Tommy Hilfiger, surpassed its initial 2024 guidance both in terms of revenue and non-GAAP EPS.</li><li>However, it faced a decrease in overall revenue compared to previous years, largely attributed to divestitures and external economic factors.</li></ul>

PVH Corp's recent earnings reflects a mix of achievements and challenges in the fiscal year 2024 and sets cautious expectations for 2025.The company, which owns iconic brands Calvin Klein and Tommy Hilfiger, surpassed its initial 2024 guidance both in terms of revenue and non-GAAP EPS.However, it faced a decrease in overall revenue compared to previous years, largely attributed to divestitures and external economic factors.

PVH Corporation’s Mixed Bag: Calvin Klein & Tommy Hilfiger Shine But Global Headwinds & China Are A Cause Of Concern!

<ul><li>Investors reviewing PVH Corp’s recent performance might note several key aspects from the second quarter of 2024.</li><li>On the positive side, PVH has managed to align its revenue with guidance while exceeding profitability and earnings per share expectations.</li><li>A notable achievement was expanding EBIT margins, partly due to improving gross margins by 250 basis points and enhancing inventory productivity, with a 12% year-over-year reduction in inventory.</li></ul>

Investors reviewing PVH Corp’s recent performance might note several key aspects from the second quarter of 2024.On the positive side, PVH has managed to align its revenue with guidance while exceeding profitability and earnings per share expectations.A notable achievement was expanding EBIT margins, partly due to improving gross margins by 250 basis points and enhancing inventory productivity, with a 12% year-over-year reduction in inventory.

PVH Corp: Optimizing Direct-to-Consumer Strategy For A Competitive Edge! - Major Drivers

<ul><li>PVH Corp. reported its financial results for the second quarter of 2024, reflecting a blend of successes and strategic pivots amidst a challenging global economic environment.</li><li>Under the leadership of CEO Stefan Larsson, PVH Corp. has managed to align its performance with guidance expectations while surpassing estimates on profitability.</li><li>The quarter showcased a revenue performance in line with PVH's projections, with a noteworthy increase in EBIT margins owing to a significant 250 basis point expansion in gross margins.</li></ul>

PVH Corp. reported its financial results for the second quarter of 2024, reflecting a blend of successes and strategic pivots amidst a challenging global economic environment.Under the leadership of CEO Stefan Larsson, PVH Corp. has managed to align its performance with guidance expectations while surpassing estimates on profitability.The quarter showcased a revenue performance in line with PVH's projections, with a noteworthy increase in EBIT margins owing to a significant 250 basis point expansion in gross margins.

PVH Corp.: Emphasis on Direct-to-Consumer (DTC) and E-commerce Strategy! - Major Drivers

<ul><li>PVH Corp. delivered mixed results in the first quarter of 2024, exhibiting robust performance in some sectors while facing challenges in others due to the volatile macroeconomic environment.</li><li>The company continued its strategic shift toward focusing on its Calvin Klein and Tommy Hilfiger brands, emphasizing high-margin direct-to consumer (DTC) sales and reducing exposure to lower-margin wholesale channels.</li><li>This pivot is part of PVH Corp.'s long-term vision to transform into a leading brand lifestyle powerhouse.</li></ul>

PVH Corp. delivered mixed results in the first quarter of 2024, exhibiting robust performance in some sectors while facing challenges in others due to the volatile macroeconomic environment.The company continued its strategic shift toward focusing on its Calvin Klein and Tommy Hilfiger brands, emphasizing high-margin direct-to consumer (DTC) sales and reducing exposure to lower-margin wholesale channels.This pivot is part of PVH Corp.'s long-term vision to transform into a leading brand lifestyle powerhouse.

PVH Corp.: Optimization of Direct-to-Consumer (DTC) Channels & Other Major Drivers

United States

PVH Corp. designs, sources, manufactures, and markets men's, women's, and children's apparel and footwear.  The Company markets its products at a wholesale level through department store chains and directly to consumers through retail stores. PVH Corp offers attire that includes dress shirts, sportswear, neckwear, and footwear.

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Pvh Corp (PVH US)

PVH Is Reinventing Calvin Klein And Tommy Hilfiger: Inside Its Recent

PVH Corp.'s first-quarter 2025 performance reflects a balance of achievements and challenges in a complex macroeconomic environment. On the...

Baptista Research

PVH Corporation’s Mixed Bag: Calvin Klein & Tommy Hilfiger Shine But Global Headwinds & China Are A Cause Of Concern!

PVH Corp's recent earnings reflects a mix of achievements and challenges in the fiscal year 2024 and sets cautious expectations for 2025. The...

Baptista Research

PVH Corp: Optimizing Direct-to-Consumer Strategy For A Competitive Edge! - Major Drivers

Investors reviewing PVH Corp’s recent performance might note several key aspects from the second quarter of 2024. On the positive side, PVH has...

Baptista Research

PVH Corp.: Emphasis on Direct-to-Consumer (DTC) and E-commerce Strategy! - Major Drivers

PVH Corp. reported its financial results for the second quarter of 2024, reflecting a blend of successes and strategic pivots amidst a challenging...

Baptista Research

PVH Corp.: Optimization of Direct-to-Consumer (DTC) Channels & Other Major Drivers

PVH Corp. delivered mixed results in the first quarter of 2024, exhibiting robust performance in some sectors while facing challenges in others...

Baptista Research

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