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>Ralph Lauren delivered strong results this quarter surpassing revenue expectations of Wall Street as a result of solid growth across all key regions.</li><li>Ralph delivered solid consumer metrics, which include increased net promoter scores, purchase intent, and global brand consideration through an engaging mix of performance marketing and purpose-led investments.</li><li>We provide the stock of Ralph Lauren with a ‘Hold’ rating and a revision in the target price.</li></ul>

Ralph Lauren delivered strong results this quarter surpassing revenue expectations of Wall Street as a result of solid growth across all key regions.Ralph delivered solid consumer metrics, which include increased net promoter scores, purchase intent, and global brand consideration through an engaging mix of performance marketing and purpose-led investments.We provide the stock of Ralph Lauren with a ‘Hold’ rating and a revision in the target price.

Ralph Lauren: Increased Digital Marketing Efforts

Equity Capital Markets

<ul><li>Ralph Lauren delivered a strong performance in the previous quarter and its results exceeded Wall Street expectations as well as management expectations over every key consumer engagement and financial metric.</li><li>Ralph Lauren has created a strategic supplier program, where its partners are prioritized with a presence over multiple markets.</li><li>Reflecting on the previous quarter, the overall recovery is outpacing the expectations with the outperformance in North America and Europe.</li></ul>

Ralph Lauren delivered a strong performance in the previous quarter and its results exceeded Wall Street expectations as well as management expectations over every key consumer engagement and financial metric.Ralph Lauren has created a strategic supplier program, where its partners are prioritized with a presence over multiple markets.Reflecting on the previous quarter, the overall recovery is outpacing the expectations with the outperformance in North America and Europe.

Ralph Lauren Corp.: Brand Building Efforts & Other Drivers

<ul><li>Ralph Lauren has delivered a decent performance in 2021 with progress demonstrated across a number of consumer and financial engagement metric.</li><li>Ralph Lauren has created a strategic supplier program where the partners are prioritized with a presence over multiple markets so that the shifts happen easily.</li><li>Influencers and celebrities were featured in Ralph Lauren's designs, driving traffic and strong engagement to its channels.</li></ul>

Ralph Lauren has delivered a decent performance in 2021 with progress demonstrated across a number of consumer and financial engagement metric.Ralph Lauren has created a strategic supplier program where the partners are prioritized with a presence over multiple markets so that the shifts happen easily.Influencers and celebrities were featured in Ralph Lauren's designs, driving traffic and strong engagement to its channels.

Ralph Lauren Corp.: Financial & Price Forecasts

<ul><li>Ralph Lauren is on track to meet its fiscal 2022 goals, with second-quarter results exceeding expectations in most parameters, both on the financial front as well as the consumer interaction front.</li><li>Moreover, they also globalized the launch of their latest Ralph's Club fragrance with a digital-first campaign starring Luka Sabbat and Gigi Hadid.</li><li>Based on Ralph Lauren's performance, we give it a 'Hold' rating with a revised target price.</li></ul>

Ralph Lauren is on track to meet its fiscal 2022 goals, with second-quarter results exceeding expectations in most parameters, both on the financial front as well as the consumer interaction front.Moreover, they also globalized the launch of their latest Ralph's Club fragrance with a digital-first campaign starring Luka Sabbat and Gigi Hadid.Based on Ralph Lauren's performance, we give it a 'Hold' rating with a revised target price.

<ul><li>Ralph Lauren witnessed another strong quarter with excellent digital growth that followed the pricing and promotional reset work carried out by the management in 2020.</li><li>The company is witnessing accretive digital margins across all regions and its digital ecosystem saw an 90% growth in revenues.</li><li>Ralph Lauren saw a strong performance across Asia with 68% growth despite currency headwinds and extended Covid-19 headwinds in Japan.</li></ul>

Ralph Lauren witnessed another strong quarter with excellent digital growth that followed the pricing and promotional reset work carried out by the management in 2020.The company is witnessing accretive digital margins across all regions and its digital ecosystem saw an 90% growth in revenues.Ralph Lauren saw a strong performance across Asia with 68% growth despite currency headwinds and extended Covid-19 headwinds in Japan.

United States

Ralph Lauren Corporation designs, markets, and distributes men's, women's and children's apparel, accessories, fragrances, and home furnishings. The Company's products are sold under a wide range of brands. Ralph Lauren's operations include wholesale, retail, and licensing.

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Ralph Lauren (RL US)

Ralph Lauren: Increased Digital Marketing Efforts

Ralph Lauren delivered strong results this quarter surpassing revenue expectations of Wall Street as a result of solid growth across all key...

Baptista Research

Ralph Lauren Corp.: Brand Building Efforts & Other Drivers

Ralph Lauren delivered a strong performance in the previous quarter and its results exceeded Wall Street expectations as well as management...

Baptista Research

Ralph Lauren Corp.: Financial & Price Forecasts

Ralph Lauren has delivered a decent performance in 2021 with progress demonstrated across a number of consumer and financial engagement...

Baptista Research

Ralph Lauren Corp - Investment Thesis

Ralph Lauren is on track to meet its fiscal 2022 goals, with second-quarter results exceeding expectations in most parameters, both on the...

Baptista Research

Ralph Lauren Corp - Investment Thesis

Ralph Lauren witnessed another strong quarter with excellent digital growth that followed the pricing and promotional reset work carried out by...

Baptista Research

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