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).

Equity Bottom-Up

<ul><li>We are reiterating our Buy rating, $37 price target and projections for Guess?</li><li>after touring stores in Milan, Italy, the second largest market for Guess?</li><li>As we have seen on our international and domestic store tours, the name of the game for Guess?</li></ul>

We are reiterating our Buy rating, $37 price target and projections for Guess?after touring stores in Milan, Italy, the second largest market for Guess?As we have seen on our international and domestic store tours, the name of the game for Guess?

GES: Snapping the Store - Milan - Peaking Elevation - Reiterate Buy, $37 PT

<ul><li>We are reiterating our Buy rating, $37 price target and projections for Guess?</li><li>as we begin our Milan tour with the global rollout of the new Guess Jeans line, which debuted last week.</li><li>For Milan, Guess Jeans launched at La Rinascente's (the leading Italian luxury department store) flagship Milan location (across from the Piazza del Duomo) with an intense merchandising campaign, including taking over the front of the store, in-store signage and a key event with influencers.</li></ul>

We are reiterating our Buy rating, $37 price target and projections for Guess?as we begin our Milan tour with the global rollout of the new Guess Jeans line, which debuted last week.For Milan, Guess Jeans launched at La Rinascente's (the leading Italian luxury department store) flagship Milan location (across from the Piazza del Duomo) with an intense merchandising campaign, including taking over the front of the store, in-store signage and a key event with influencers.

GES: Snapping the Store: Milan - Guess Jeans Launch - Reiterate Buy, $37 PT

<ul><li>We are reiterating our Buy recommendation, $37 price target and projections as we look at key trends for 2HFY24 and beyond for Guess?</li><li>We believe the company remains focused on driving upside via both elevation and escalation.</li><li>In terms of elevation, Guess?</li></ul>

We are reiterating our Buy recommendation, $37 price target and projections as we look at key trends for 2HFY24 and beyond for Guess?We believe the company remains focused on driving upside via both elevation and escalation.In terms of elevation, Guess?

GES: 2H Signposts: Elevation and Escalation for Guess?; Reiterate Buy & $37 PT

<ul><li>We are reiterating our Buy rating, $37 price target and projections for Guess?</li><li>after visiting stores in London.</li><li>We believe the company has continued to raise their fashion game worldwide, increasing overall elevation levels and remaining focused on creating a global fashion powerhouse.</li></ul>

We are reiterating our Buy rating, $37 price target and projections for Guess?after visiting stores in London.We believe the company has continued to raise their fashion game worldwide, increasing overall elevation levels and remaining focused on creating a global fashion powerhouse.

GES: Snapping the Store - London Edition - All in on Elevation - Reiterate Buy

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>TJX Companies Inc. posted a strong performance for the first quarter of fiscal 2025.</li><li>The overall comp store sales increased by 3% at the high end of the company's plan, driven entirely by customer transactions.</li><li>This definitely indicates the strength and resilience of the business.</li></ul>

TJX Companies Inc. posted a strong performance for the first quarter of fiscal 2025.The overall comp store sales increased by 3% at the high end of the company's plan, driven entirely by customer transactions.This definitely indicates the strength and resilience of the business.

The TJX Companies: Strong Market Share Capture & Growth Potential! - Major Drivers

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 - Milan - Peaking Elevation - Reiterate Buy, $37 PT

We are reiterating our Buy rating, $37 price target and projections for Guess? after touring stores in Milan, Italy, the second largest market for...

Small Cap Consumer Research

GES: Snapping the Store: Milan - Guess Jeans Launch - Reiterate Buy, $37 PT

We are reiterating our Buy rating, $37 price target and projections for Guess? as we begin our Milan tour with the global rollout of the new Guess...

Small Cap Consumer Research

GES: 2H Signposts: Elevation and Escalation for Guess?; Reiterate Buy & $37 PT

We are reiterating our Buy recommendation, $37 price target and projections as we look at key trends for 2HFY24 and beyond for Guess? We believe...

Small Cap Consumer Research

GES: Snapping the Store - London Edition - All in on Elevation - Reiterate Buy

We are reiterating our Buy rating, $37 price target and projections for Guess? after visiting stores in London. We believe the company has...

Small Cap Consumer Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

GES: Snapping the Store - Milan - Peaking Elevation - Reiterate Buy, $37 PT

We are reiterating our Buy rating, $37 price target and projections for Guess? after touring stores in Milan, Italy, the second largest market for...

Small Cap Consumer Research

GES: Snapping the Store: Milan - Guess Jeans Launch - Reiterate Buy, $37 PT

We are reiterating our Buy rating, $37 price target and projections for Guess? as we begin our Milan tour with the global rollout of the new Guess...

Small Cap Consumer Research

GES: 2H Signposts: Elevation and Escalation for Guess?; Reiterate Buy & $37 PT

We are reiterating our Buy recommendation, $37 price target and projections as we look at key trends for 2HFY24 and beyond for Guess? We believe...

Small Cap Consumer Research

GES: Snapping the Store - London Edition - All in on Elevation - Reiterate Buy

We are reiterating our Buy rating, $37 price target and projections for Guess? after visiting stores in London. We believe the company has...

Small Cap Consumer Research

The TJX Companies: Strong Market Share Capture & Growth Potential! - Major Drivers

TJX Companies Inc. posted a strong performance for the first quarter of fiscal 2025. The overall comp store sales increased by 3% at the high end...

Baptista Research