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

American Eagle Outfitters / Equity Bottom-Up

<ul><li>American Eagle Outfitters (AEO) delivered strong financial results for the second quarter of fiscal2024, reflecting a positive trajectory despite the challenges in the retail sector.</li><li>The company reported record revenue of $1.3 billion, an 8% increase, driven by 4% comparable sales growth.</li><li>Both core brands, American Eagle and Aerie, showed solid performance, underscoring their strong market appeal.</li></ul>

American Eagle Outfitters (AEO) delivered strong financial results for the second quarter of fiscal2024, reflecting a positive trajectory despite the challenges in the retail sector.The company reported record revenue of $1.3 billion, an 8% increase, driven by 4% comparable sales growth.Both core brands, American Eagle and Aerie, showed solid performance, underscoring their strong market appeal.

American Eagle Outfitters Inc.: Strategic Store and Real Estate Development Driving Growth! - Major Drivers

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).

<ul><li>We are reiterating our Buy rating, $3 price target and projections for Vince Holding after visiting the company's store in London and reviewing Vince's wholesale offering with leading department stores.</li><li>We continue to believe Europe, and especially the United Kingdom, remain key growth opportunities for Vince, as their fashion aesthetic and pricing are ideal to capture market share in Europe.</li><li>Further, we believe, even with their limited current reach, Vince is already beginning to cultivate a very loyal local customer base that considers the product part of their overall lifestyle.</li></ul>

We are reiterating our Buy rating, $3 price target and projections for Vince Holding after visiting the company's store in London and reviewing Vince's wholesale offering with leading department stores.We continue to believe Europe, and especially the United Kingdom, remain key growth opportunities for Vince, as their fashion aesthetic and pricing are ideal to capture market share in Europe.Further, we believe, even with their limited current reach, Vince is already beginning to cultivate a very loyal local customer base that considers the product part of their overall lifestyle.

Pvh Corp - VNCE: Snapping the Store - London; Future Remains Bright; Reiterate Buy, $3 PT

<ul><li>American Eagle Outfitters reported a robust performance in the first quarter of 2024, displaying strong momentum that surpassed the company’s own expectations.</li><li>The positive financial outcome is primarily attributed to a well-executed growth strategy that focuses on brand amplification, operational optimization, and financial discipline.</li><li>The company's first-quarter revenue reached $1.1 billion, marking a new record driven by 7% comparable growth, showcasing significant improvements across both main brands—American Eagle and Aerie—and through all channels, from physical stores to digital platforms.</li></ul>

American Eagle Outfitters reported a robust performance in the first quarter of 2024, displaying strong momentum that surpassed the company’s own expectations.The positive financial outcome is primarily attributed to a well-executed growth strategy that focuses on brand amplification, operational optimization, and financial discipline.The company's first-quarter revenue reached $1.1 billion, marking a new record driven by 7% comparable growth, showcasing significant improvements across both main brands—American Eagle and Aerie—and through all channels, from physical stores to digital platforms.

American Eagle Outfitters: - Expansion of Aerie Brand Offerings & Major Drivers

<ul><li>This is our first report on apparel major, American Eagle Outfitters.</li><li>In the third quarter of 2023, American Eagle Outfitters achieved record revenue of $1.3 billion, buoyed by both strong in-store performance and a 10% growth in its digital channel.</li><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

This is our first report on apparel major, American Eagle Outfitters.In the third quarter of 2023, American Eagle Outfitters achieved record revenue of $1.3 billion, buoyed by both strong in-store performance and a 10% growth in its digital channel.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

American Eagle Outfitters: Initiation of Coverage - Inside the Store Remodels Driving Unprecedented Sales Surges! - Major Drivers

<ul><li>We are reiterating our Buy rating, $29 price target and projections after reviewing Guess?</li><li>stores in London.</li><li>As we near the peak Fall season, Guess?</li></ul>

We are reiterating our Buy rating, $29 price target and projections after reviewing Guess?stores in London.As we near the peak Fall season, Guess?

GES: Snapping the Store - London - Fall Elevation Rising; Reiterate Buy, $29 PT

United States

American Eagle Outfitters, Inc. retails men's and women's casual apparel, footwear, outerwear, and accessories.  The Company's products include jeans, khakis, T-shirts, and other similar apparel.  American Eagle operates in the United States.

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American Eagle Outfitters (AEO US)

American Eagle Outfitters Inc.: Strategic Store and Real Estate Development Driving Growth! - Major Drivers

American Eagle Outfitters (AEO) delivered strong financial results for the second quarter of fiscal2024, reflecting a positive trajectory despite...

Baptista Research

Pvh Corp - VNCE: Snapping the Store - London; Future Remains Bright; Reiterate Buy, $3 PT

We are reiterating our Buy rating, $3 price target and projections for Vince Holding after visiting the company's store in London and reviewing...

Small Cap Consumer Research

American Eagle Outfitters: - Expansion of Aerie Brand Offerings & Major Drivers

American Eagle Outfitters reported a robust performance in the first quarter of 2024, displaying strong momentum that surpassed the company’s own...

Baptista Research

American Eagle Outfitters: Initiation of Coverage - Inside the Store Remodels Driving Unprecedented Sales Surges! - Major Drivers

This is our first report on apparel major, American Eagle Outfitters. In the third quarter of 2023, American Eagle Outfitters achieved record...

Baptista Research

GES: Snapping the Store - London - Fall Elevation Rising; Reiterate Buy, $29 PT

We are reiterating our Buy rating, $29 price target and projections after reviewing Guess? stores in London. As we near the peak Fall season, Guess?

Small Cap Consumer Research

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