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>Tapestry reported strong results for its second quarter, surpassing expectations with record quarterly revenue and earnings per share.</li><li>The company, known for its brands Coach, Kate Spade, and Stuart Weitzman, demonstrated its commitment to strategic brand building and disciplined financial management, resulting in a 5% revenue growth, driven primarily by Coach’s impressive 10% increase.</li><li>Positive aspects of the earnings report include Tapestry's successful expansion in international markets.</li></ul>

Tapestry reported strong results for its second quarter, surpassing expectations with record quarterly revenue and earnings per share.The company, known for its brands Coach, Kate Spade, and Stuart Weitzman, demonstrated its commitment to strategic brand building and disciplined financial management, resulting in a 5% revenue growth, driven primarily by Coach’s impressive 10% increase.Positive aspects of the earnings report include Tapestry's successful expansion in international markets.

Tapestry Inc.: How Badly Does It Rely On Coach's Brand Strength and Pricing Power?

<ul><li>Tapestry, Inc. reported its fourth quarter earnings where it demonstrated notable strengths internationally with a 6% growth led by significant contributions from various regions including Europe, Other Asia, and Japan.</li><li>However, modest revenue declines in North America, coupled with more challenging conditions in Greater China, posed challenges in otherwise robust financial outcomes.</li><li>Revenue in Greater China grew by 3% overall for the year but showcased declines in the latter half.</li></ul>

Tapestry, Inc. reported its fourth quarter earnings where it demonstrated notable strengths internationally with a 6% growth led by significant contributions from various regions including Europe, Other Asia, and Japan.However, modest revenue declines in North America, coupled with more challenging conditions in Greater China, posed challenges in otherwise robust financial outcomes.Revenue in Greater China grew by 3% overall for the year but showcased declines in the latter half.

Tapestry Inc.: A Story Of Enhanced Brand Building & Consumer Engagement! - Major Drivers

<ul><li>Tapestry Inc. reported its third quarter earnings results, outpacing expectations primarily due to disciplined brand building and operational excellence.</li><li>CEO, Joanne Crevoiserat, highlighted that total revenue was aligned with the prior year on a constant currency basis, reflecting the initial end of their guidance range.</li><li>The fashion house witnessed a 2% sales decline in Greater China, although it remained confident about long-term prospects and continued investment in the region.</li></ul>

Tapestry Inc. reported its third quarter earnings results, outpacing expectations primarily due to disciplined brand building and operational excellence.CEO, Joanne Crevoiserat, highlighted that total revenue was aligned with the prior year on a constant currency basis, reflecting the initial end of their guidance range.The fashion house witnessed a 2% sales decline in Greater China, although it remained confident about long-term prospects and continued investment in the region.

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Decline in TPR's stock price after acquisition announcement</li><li>Author believes acquisition will benefit Tapestry Inc financially and strategically</li><li>Author sees dip in stock price as buying opportunity and remains bullish on TPR's long-term prospects</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Decline in TPR's stock price after acquisition announcementAuthor believes acquisition will benefit Tapestry Inc financially and strategicallyAuthor sees dip in stock price as buying opportunity and remains bullish on TPR's long-term prospectsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Tapestry Inc (TPR) - Sunday, Jan 28, 2024

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, projections and $23 price target with Guess?</li><li>announcing 4QFY25 (January) results after the close on Thursday.</li><li>While we do not expect material upside to our previously reduced 4Q projections, we do believe management will be upbeat on the potential to turn the domestic operations in FY26 and the beginning of rag and bone global store expansion, with the launch of licensed accessories also on tap for Spring 2025; further, we believe Europe has remained a key bright spot, with the Guess Jeans launch gaining momentum.</li></ul>

We are reiterating our Buy rating, projections and $23 price target with Guess?announcing 4QFY25 (January) results after the close on Thursday.While we do not expect material upside to our previously reduced 4Q projections, we do believe management will be upbeat on the potential to turn the domestic operations in FY26 and the beginning of rag and bone global store expansion, with the launch of licensed accessories also on tap for Spring 2025; further, we believe Europe has remained a key bright spot, with the Guess Jeans launch gaining momentum.

GES: 4Q Preview: Planning the Turn; Reiterate Buy, $23 PT

United States

Tapestry, Inc. designs and markets clothes and accessories. The Company offers handbags, leather goods, footwear, fragrance, jewelry, outer wear, ready-to-wear, scarves, sunwear, travel accessories, and watches. Tapestry serves customers in the United States.

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Tapestry Inc (TPR US)

Tapestry Inc.: How Badly Does It Rely On Coach's Brand Strength and Pricing Power?

Tapestry reported strong results for its second quarter, surpassing expectations with record quarterly revenue and earnings per share. The...

Baptista Research

Tapestry Inc.: A Story Of Enhanced Brand Building & Consumer Engagement! - Major Drivers

Tapestry, Inc. reported its fourth quarter earnings where it demonstrated notable strengths internationally with a 6% growth led by significant...

Baptista Research

Tapestry Inc.: Synergies From Capri

Tapestry Inc. reported its third quarter earnings results, outpacing expectations primarily due to disciplined brand building and operational...

Baptista Research

Tapestry Inc (TPR) - Sunday, Jan 28, 2024

Decline in TPR's stock price after acquisition announcement Author believes acquisition will benefit Tapestry Inc financially and...

Value Investors Club

GES: 4Q Preview: Planning the Turn; Reiterate Buy, $23 PT

We are reiterating our Buy rating, projections and $23 price target with Guess? announcing 4QFY25 (January) results after the close on...

Small Cap Consumer Research

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