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>VF Corporation delivered mixed results for the previous quarter, with revenues above the analyst consensus.</li><li>In the second quarter, the company faced challenges, with declines in Vans and the Americas business outweighing positive performances in The North Face and international markets.</li><li>Vans, however, faced a disappointing quarter with a 23% revenue decline attributed to slow sell-through rates and challenged traffic.</li></ul>

VF Corporation delivered mixed results for the previous quarter, with revenues above the analyst consensus.In the second quarter, the company faced challenges, with declines in Vans and the Americas business outweighing positive performances in The North Face and international markets.Vans, however, faced a disappointing quarter with a 23% revenue decline attributed to slow sell-through rates and challenged traffic.

VF Corporation: Its 'Reinvent' Plan a Game Changer for the Fashion Industry? - Major Drivers

<ul><li>VF Corporation delivered a mixed result in the past quarter, with revenues above anticipations, but it failed to surpass the analyst consensus in terms of earnings.</li><li>While their on-time performance and in-stock percentages were both back in line with their expectations, lead times concluded the quarter at typical levels.</li><li>Vans experienced a 22% decline in the quarter and was significantly impacted by the brand's expected 40% decline in wholesale sales in the Americas.</li></ul>

VF Corporation delivered a mixed result in the past quarter, with revenues above anticipations, but it failed to surpass the analyst consensus in terms of earnings.While their on-time performance and in-stock percentages were both back in line with their expectations, lead times concluded the quarter at typical levels.Vans experienced a 22% decline in the quarter and was significantly impacted by the brand's expected 40% decline in wholesale sales in the Americas.

VF Corporation: Understanding the Dynamics Behind The Recent Financial Performance! - Major Drivers

Equity Capital Markets

<ul><li>VF Corporation managed to exceed the revenue expectations as well as the earnings expectations of Wall Street.</li><li>Revenue increased by 3% in constant dollars during the fiscal year, with increases in both wholesale and direct-to-consumer sales.</li><li>We give VF Corporation a 'Hold' rating with a revised target price.</li></ul>

VF Corporation managed to exceed the revenue expectations as well as the earnings expectations of Wall Street.Revenue increased by 3% in constant dollars during the fiscal year, with increases in both wholesale and direct-to-consumer sales.We give VF Corporation a 'Hold' rating with a revised target price.

VF Corporation: Growing Distribution Is A Positive Sign – Key Drivers

<ul><li>VF Corp delivered a decent result which happened to be an all-around beat.</li><li>In Asia, VF Corp saw a sequential improvement with up in revenue.</li><li>VF Corp has new products expanding now, and the new school shoes and UltraRange VR3 are attractive.</li></ul>

VF Corp delivered a decent result which happened to be an all-around beat.In Asia, VF Corp saw a sequential improvement with up in revenue.VF Corp has new products expanding now, and the new school shoes and UltraRange VR3 are attractive.

VF Corp: A Balanced Apparel Performer In Wholesale & D2C – Key Drivers

<ul><li>VF Corporation is operating in a challenging macro-economic backdrop and delivered a disappointing quarterly result.</li><li>The company barely managed to meet revenue expectations given a weak performance in China and also missed out on earnings expectations.</li><li>Apart from China, VF Corporation has witnessed an improvement across the rest of Asia, led by Japan and Korea.</li></ul>

VF Corporation is operating in a challenging macro-economic backdrop and delivered a disappointing quarterly result.The company barely managed to meet revenue expectations given a weak performance in China and also missed out on earnings expectations.Apart from China, VF Corporation has witnessed an improvement across the rest of Asia, led by Japan and Korea.

United States

VF Corporation is an international apparel company. The Company owns a broad portfolio of brands in the jeanswear, outerwear, packs, footwear, sportswear and occupational apparel categories. VF Corp's products are marketed to consumers shopping in specialty stores, upscale and traditional department stores, national chains and mass merchants.

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Vf Corp (VFC US)

VF Corporation: Its 'Reinvent' Plan a Game Changer for the Fashion Industry? - Major Drivers

VF Corporation delivered mixed results for the previous quarter, with revenues above the analyst consensus. In the second quarter, the company...

Baptista Research

VF Corporation: Understanding the Dynamics Behind The Recent Financial Performance! - Major Drivers

VF Corporation delivered a mixed result in the past quarter, with revenues above anticipations, but it failed to surpass the analyst consensus in...

Baptista Research

VF Corporation: Growing Distribution Is A Positive Sign – Key Drivers

VF Corporation managed to exceed the revenue expectations as well as the earnings expectations of Wall Street. Revenue increased by 3% in constant...

Baptista Research

VF Corp: A Balanced Apparel Performer In Wholesale & D2C – Key Drivers

VF Corp delivered a decent result which happened to be an all-around beat. In Asia, VF Corp saw a sequential improvement with up in revenue. VF...

Baptista Research

VF Corporation: Major Drivers

VF Corporation is operating in a challenging macro-economic backdrop and delivered a disappointing quarterly result. The company barely managed to...

Baptista Research

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