Independent research on the U.S. markets, Baptista Research

Baptista Research

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.

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>V.F. Corporation's latest earnings discussion sheds light on their ongoing transformation and strategic initiatives intended to reposition the company for growth amidst a backdrop of mixed performance across its portfolio of brands.</li><li>The company reported its fiscal Q1 2026 results, noting that revenue was $1.8 billion, which is flat on a reported basis but down 2% in constant dollars, exceeding their guidance expectations.</li><li>The North Face and Timberland showed positive growth of 5% and 9% respectively, while Vans continued to struggle with sales dropping by 15%, largely due to channel restructuring efforts.</li></ul>

V.F. Corporation's latest earnings discussion sheds light on their ongoing transformation and strategic initiatives intended to reposition the company for growth amidst a backdrop of mixed performance across its portfolio of brands.The company reported its fiscal Q1 2026 results, noting that revenue was $1.8 billion, which is flat on a reported basis but down 2% in constant dollars, exceeding their guidance expectations.The North Face and Timberland showed positive growth of 5% and 9% respectively, while Vans continued to struggle with sales dropping by 15%, largely due to channel restructuring efforts.

VF Corporation Fights Back: A New Tariff Strategy Aims to Save $270 Million—Will It Be Enough?

Vf Corp

VF Corporation Fights Back: A New Tariff Strategy Aims to Save $270 Million—Will It Be Enough?