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?

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 for Guess?</li><li>after visiting stores in Metropolitan New York City and Long Island.</li><li>We believe, after a long period of shifts and upgrades, Guess?</li></ul>

We are reiterating our Buy rating, projections and $23 price target for Guess?after visiting stores in Metropolitan New York City and Long Island.We believe, after a long period of shifts and upgrades, Guess?

GES: Snapping the Store: Beginning to Bloom; Reiterate Buy, $23 PT

<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>We are reiterating our Buy rating, $4 price target and projections for Vera Bradley after visiting stores in Connecticut and Long Island.</li><li>We believe the company has continued to shift and experiment with the overall mix, product and pricing at both the main line and outlet stores to drive higher returns and shift the overall customer mix to a younger base.</li><li>Key pieces of our tours included the rollout of exciting new summer collections (with a shout out to core patterns [bees] and new looks), the return of key silhouettes and the launch of a Star War driven collection ahead of the key May 4th date (and Mother's Day).</li></ul>

We are reiterating our Buy rating, $4 price target and projections for Vera Bradley after visiting stores in Connecticut and Long Island.We believe the company has continued to shift and experiment with the overall mix, product and pricing at both the main line and outlet stores to drive higher returns and shift the overall customer mix to a younger base.Key pieces of our tours included the rollout of exciting new summer collections (with a shout out to core patterns [bees] and new looks), the return of key silhouettes and the launch of a Star War driven collection ahead of the key May 4th date (and Mother's Day).

VRA: Snapping the Store: Summer Fun Ahead; Reiterate Buy, $4 PT

<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.

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

GES: Snapping the Store: Beginning to Bloom; Reiterate Buy, $23 PT

We are reiterating our Buy rating, projections and $23 price target for Guess? after visiting stores in Metropolitan New York City and Long...

Small Cap Consumer 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

VRA: Snapping the Store: Summer Fun Ahead; Reiterate Buy, $4 PT

We are reiterating our Buy rating, $4 price target and projections for Vera Bradley after visiting stores in Connecticut and Long Island. We...

Small Cap Consumer 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

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