Equity Research Focusing on the Consumer Sector, Small Cap Consumer Research

Small Cap Consumer Research

Equity Research Focusing on the Consumer Sector

Small Cap Consumer Research, LLC is a leading company-sponsored equity research provider focusing on the consumer sector (apparel, brand licensing and specialty retailing segments).

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<ul><li>We are reiterating our Buy rating, $23 price target and projections for Guess?</li><li>after visiting stores in the Metropolitan New York City region and Long Island.</li><li>With hotter temperatures incoming, Guess?</li></ul>

We are reiterating our Buy rating, $23 price target and projections for Guess?after visiting stores in the Metropolitan New York City region and Long Island.With hotter temperatures incoming, Guess?

GES: Snapping the Store: Hot Summer Trends at Guess?; Reiterate Buy, $23 PT

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.

<ul><li>The TJX Companies, Inc. delivered solid financial results for the second quarter of fiscal year 2025, citing exceptional execution of their flexible off-price business model and strong customer transaction-driven sales growth across all divisions.</li><li>The company's ongoing commitment to delivering excellent value and an exciting merchandise assortment continues to resonate with consumers globally.</li><li>This effectively reflects in the company's decision to raise the full year guidance for both pretax profit margins and earnings per share.</li></ul>

The TJX Companies, Inc. delivered solid financial results for the second quarter of fiscal year 2025, citing exceptional execution of their flexible off-price business model and strong customer transaction-driven sales growth across all divisions.The company's ongoing commitment to delivering excellent value and an exciting merchandise assortment continues to resonate with consumers globally.This effectively reflects in the company's decision to raise the full year guidance for both pretax profit margins and earnings per share.

TJX’s Secret Weapon: How It’s Winning Over the Coveted 18-34 Age Group!

<ul><li>We are reiterating our Buy rating, $23 price target, and projections for Guess?</li><li>as we look at key trends for 2HFY26 and beyond.</li><li>GES, trading at 7.2X our FY26 EPS, has remained fully in "show me" mode with investors since the rag and bone acquisition (April 2024) and weakness in Guess?</li></ul>

We are reiterating our Buy rating, $23 price target, and projections for Guess?as we look at key trends for 2HFY26 and beyond.GES, trading at 7.2X our FY26 EPS, has remained fully in "show me" mode with investors since the rag and bone acquisition (April 2024) and weakness in Guess?

GES: 2H Signposts: Reproving the Model; Reiterate Buy, $23 PT

<ul><li>We are reiterating our Buy rating, $23 price target and projections for Guess?</li><li>after visiting stores in Long Island and the Metropolitan New York City area.</li><li>We believe Guess?</li></ul>

We are reiterating our Buy rating, $23 price target and projections for Guess?after visiting stores in Long Island and the Metropolitan New York City area.We believe Guess?

GES: Snapping the Store; Leveraging Summer Events, Denim; Reiterate Buy, $23 PT

<ul><li>We are reiterating our Buy rating, $23 price target and conservatively tweaking our projections lower for Guess?</li><li>after the company handily beat already depressed 1Q projections on every operating level and provided updated guidance which envisioned further overall progress, somewhat impeded by increased spending, tariffs and, we believe, the conservative nature of Guess?</li><li>management.</li></ul>

We are reiterating our Buy rating, $23 price target and conservatively tweaking our projections lower for Guess?after the company handily beat already depressed 1Q projections on every operating level and provided updated guidance which envisioned further overall progress, somewhat impeded by increased spending, tariffs and, we believe, the conservative nature of Guess?management.

GES: 1Q Review: Back on the Right Path; Reiterate Buy, $23 PT

United States

The TJX Companies, Inc. is an off-price apparel and home fashion retailer in the United States and worldwide.  The Company operates off-price retail concepts in the U.S., Canada and Europe that offer a wide range of brand name and designer merchandise.

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Tjx Companies (TJX US)

GES: Snapping the Store: Hot Summer Trends at Guess?; Reiterate Buy, $23 PT

We are reiterating our Buy rating, $23 price target and projections for Guess? after visiting stores in the Metropolitan New York City region and...

Small Cap Consumer Research

TJX’s Secret Weapon: How It’s Winning Over the Coveted 18-34 Age Group!

The TJX Companies, Inc. delivered solid financial results for the second quarter of fiscal year 2025, citing exceptional execution of their...

Baptista Research

GES: 2H Signposts: Reproving the Model; Reiterate Buy, $23 PT

We are reiterating our Buy rating, $23 price target, and projections for Guess? as we look at key trends for 2HFY26 and beyond. GES, trading at...

Small Cap Consumer Research

GES: Snapping the Store; Leveraging Summer Events, Denim; Reiterate Buy, $23 PT

We are reiterating our Buy rating, $23 price target and projections for Guess? after visiting stores in Long Island and the Metropolitan New York...

Small Cap Consumer Research

GES: 1Q Review: Back on the Right Path; Reiterate Buy, $23 PT

We are reiterating our Buy rating, $23 price target and conservatively tweaking our projections lower for Guess? after the company handily beat...

Small Cap Consumer Research

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