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>Williams-Sonoma, Inc., a renowned retailer in the home furnishings sector, delivered a solid performance in the first quarter of fiscal 2025, outperforming industry expectations despite a challenging macroeconomic and geopolitical landscape.</li><li>Key highlights include a positive 3.4% comparable sales increase with all brands achieving positive comps and robust profitability marked by an operating margin of 16.8% and earnings per share of $1.85, an 8.8% growth from the previous year.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Williams-Sonoma, Inc., a renowned retailer in the home furnishings sector, delivered a solid performance in the first quarter of fiscal 2025, outperforming industry expectations despite a challenging macroeconomic and geopolitical landscape.Key highlights include a positive 3.4% comparable sales increase with all brands achieving positive comps and robust profitability marked by an operating margin of 16.8% and earnings per share of $1.85, an 8.8% growth from the previous year.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Williams-Sonoma Slashes China Exposure With a Bold $70 Million Tariff Strategy; What’s Next?

<ul><li>Williams-Sonoma, Inc. presents a nuanced investment case, balancing strong financial outcomes with potential challenges.</li><li>On a positive note, the company concluded fiscal year 2024 with robust results, supported by strategic decisions such as supply chain efficiencies, product innovation, and collaborations.</li><li>For the fourth quarter of 2024, Williams-Sonoma delivered a 3.1% increase in comparable sales, surpassing industry trends, and reported an operating margin of 21.5%, along with earnings per share at $3.28.</li></ul>

Williams-Sonoma, Inc. presents a nuanced investment case, balancing strong financial outcomes with potential challenges.On a positive note, the company concluded fiscal year 2024 with robust results, supported by strategic decisions such as supply chain efficiencies, product innovation, and collaborations.For the fourth quarter of 2024, Williams-Sonoma delivered a 3.1% increase in comparable sales, surpassing industry trends, and reported an operating margin of 21.5%, along with earnings per share at $3.28.

Williams-Sonoma Looking To Supercharge E-Commerce Empire: Will Its Digital Dominance Help Its Stock Recover?

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Index Rebalance

<ul>
<li>The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.</li>
<li>In this insight, we take a look at the upcoming constituent changes in the run up to the March 2025 index rebal event.</li>
<li>In this insight, we take a final look at the potential ADDs and DELs leading the rankings for the upcoming review.</li>
</ul>


The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.
In this insight, we take a look at the upcoming constituent changes in the run up to the March 2025 index rebal event.
In this insight, we take a final look at the potential ADDs and DELs leading the rankings for the upcoming review.


[Quiddity Index Feb25] S&P500/600 Mar25 Rebal: Still the Same Characters

<ul>
<li>The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.</li>
<li>In this insight, we take a look at the upcoming constituent changes in the run up to the March 2025 index rebal event.</li>
<li>We expect two regular changes in March 2025. There are also several live spin-off and M&amp;A events which are likely to trigger intra-review index changes before then.</li>
</ul>


The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.
In this insight, we take a look at the upcoming constituent changes in the run up to the March 2025 index rebal event.
We expect two regular changes in March 2025. There are also several live spin-off and M&amp;A events which are likely to trigger intra-review index changes before then.


[Quiddity Index Jan25] S&P500/600 Mar25 Rebal: Multiple Intra-Review Changes Possible

<ul><li>Williams-Sonoma, Inc. reported favorable results for their third quarter of fiscal 2024, surpassing expectations on both the top and bottom lines primarily due to improvements in sales trends, innovation, and a strong profit margin profile.</li><li>The company's focus on operational improvements and strategic initiatives was evidently contributing positively to its financial performance.</li><li>Comparable sales figures saw a slight drop by 2.9%, but this was still significantly better than the industry decline of 7% during the same period.</li></ul>

Williams-Sonoma, Inc. reported favorable results for their third quarter of fiscal 2024, surpassing expectations on both the top and bottom lines primarily due to improvements in sales trends, innovation, and a strong profit margin profile.The company's focus on operational improvements and strategic initiatives was evidently contributing positively to its financial performance.Comparable sales figures saw a slight drop by 2.9%, but this was still significantly better than the industry decline of 7% during the same period.

Williams-Sonoma Inc.: Will The Management’s Proactive Approach to Global Sourcing and Tariff Management Pay Off? - Major Drivers

United States

Williams-Sonoma, Inc. retails cooking and serving equipment, home furnishings, and home accessories through retail stores, mail order catalogs and e-commerce. The Company offers its merchandise under the Williams-Sonoma, Pottery Barn, Pottery Barn Kids, Pottery Barn Teen, and West Elm.

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Williams Sonoma (WSM US)

Williams-Sonoma Slashes China Exposure With a Bold $70 Million Tariff Strategy; What’s Next?

Williams-Sonoma, Inc., a renowned retailer in the home furnishings sector, delivered a solid performance in the first quarter of fiscal 2025,...

Baptista Research

Williams-Sonoma Looking To Supercharge E-Commerce Empire: Will Its Digital Dominance Help Its Stock Recover?

Williams-Sonoma, Inc. presents a nuanced investment case, balancing strong financial outcomes with potential challenges. On a positive note, the...

Baptista Research

[Quiddity Index Feb25] S&P500/600 Mar25 Rebal: Still the Same Characters

The S&P500 is tough to predict (more often than not) because they pick from two pools, and use discretion. The "usual suspects" from last month are...

Travis Lundy

[Quiddity Index Jan25] S&P500/600 Mar25 Rebal: Multiple Intra-Review Changes Possible

Q1 has a bunch of deals nearing completion. We could see a couple of intra-review changes before the announcement of the March rebal. I expect we...

Travis Lundy

Williams-Sonoma Inc.: Will The Management’s Proactive Approach to Global Sourcing and Tariff Management Pay Off? - Major Drivers

Williams-Sonoma, Inc. reported favorable results for their third quarter of fiscal 2024, surpassing expectations on both the top and bottom lines...

Baptista Research

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