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>Ermenegildo Zegna Group recently provided an overview of its financial performance and strategic initiatives for the first half of the fiscal year 2024.</li><li>Despite operating in a challenging global environment, particularly within the luxury sector, the company reported year-over-year revenue growth of 6%, supported by the consolidation of Tom Ford fashion and the ongoing strength of the Zegna brand.</li><li>This growth translated into a gross profit of EUR 637 million and an adjusted EBIT of EUR 81 million.</li></ul>

Ermenegildo Zegna Group recently provided an overview of its financial performance and strategic initiatives for the first half of the fiscal year 2024.Despite operating in a challenging global environment, particularly within the luxury sector, the company reported year-over-year revenue growth of 6%, supported by the consolidation of Tom Ford fashion and the ongoing strength of the Zegna brand.This growth translated into a gross profit of EUR 637 million and an adjusted EBIT of EUR 81 million.

Ermenegildo Zegna N.V.: Its Strategic Leadership Enhancements Are Driving Our Optimism! - Major Drivers

<ul><li>The Ermenegildo Zegna Group's first-quarter 2024 revenues reflect a blend of transformative strategic initiatives and the inherent challenges faced by global brands adapting to evolving market conditions and consumer behaviors.</li><li>The revenue performance indicates stability and potential amidst an uncertain economic landscape, showcasing a 7% organic growth for the Zegna brand.</li><li>The result was particularly strong in the U.S. and EMEA territories where the company experienced double-digit growth.</li></ul>

The Ermenegildo Zegna Group's first-quarter 2024 revenues reflect a blend of transformative strategic initiatives and the inherent challenges faced by global brands adapting to evolving market conditions and consumer behaviors.The revenue performance indicates stability and potential amidst an uncertain economic landscape, showcasing a 7% organic growth for the Zegna brand.The result was particularly strong in the U.S. and EMEA territories where the company experienced double-digit growth.

Ermenegildo Zegna N.V.: Focus on Direct-to-Consumer (DTC) Channel Enhancement & Other Critical Growth Drivers

<ul><li>This is our first report on global apparel player, Ermenegildo Zegna Group.</li><li>It has been a dynamic operating environment, with the Group making impressive strides in management and execution refinement.</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 global apparel player, Ermenegildo Zegna Group.It has been a dynamic operating environment, with the Group making impressive strides in management and execution refinement.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

Ermenegildo Zegna Group: Initiation of Coverage - How Strategic Investments Are Catapulting Zegna to New Heights! - Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Key points (machine generated)<ul><li>The author believes that luxury clothing brand Ermenegildo Zegna is a compelling short opportunity due to an overvaluation based on a one-time hype super cycle.</li><li>The author predicts that Zegna will reach its peak in popularity as the fashion boom/bust trend plays out.</li><li>Weak brand standing within the stealth wealth category, significant exposure to the Chinese market, and execution risks from the acquisition of Tom Ford International are cited as reasons for the potential downside.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)The author believes that luxury clothing brand Ermenegildo Zegna is a compelling short opportunity due to an overvaluation based on a one-time hype super cycle.The author predicts that Zegna will reach its peak in popularity as the fashion boom/bust trend plays out.Weak brand standing within the stealth wealth category, significant exposure to the Chinese market, and execution risks from the acquisition of Tom Ford International are cited as reasons for the potential downside.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Ermenegildo Zegna N V (ZGN) - Tuesday, Oct 17, 2023

SPAC Deep Dive, subSPAC

subSPAC

SPAC Deep Dive

Each week we’ll identify and break down for you SPACs that are capturing market share and making an impact.

<ul><li>Over the last two years, SPACs have emerged as an alternative to the traditional IPO process, especially for those who’ve found it challenging to raise money from the public markets in the past.</li><li>In fact, SPACs have been a great investment vehicle for Space Launch firms, Electric Vehicle Upstarts and even Quantum Computing firms.</li><li>It is surprising then that Italian Luxury Fashion House Zegna, which has a rich 110-year heritage, has decided to take the SPAC route to make its debut in the US markets rather than list in Europe or in Asia like most of its peers.</li></ul>

Over the last two years, SPACs have emerged as an alternative to the traditional IPO process, especially for those who’ve found it challenging to raise money from the public markets in the past.In fact, SPACs have been a great investment vehicle for Space Launch firms, Electric Vehicle Upstarts and even Quantum Computing firms.It is surprising then that Italian Luxury Fashion House Zegna, which has a rich 110-year heritage, has decided to take the SPAC route to make its debut in the US markets rather than list in Europe or in Asia like most of its peers.

Italy

Ermenegildo Zegna N.V. manufactures and retails apparel products. The Company offers blazers, shirts, pants, swimwear, suits, shoes, and other related accessories for men. Ermenegildo Zegna serves customers worldwide.

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Zegna (ZGN US)

Ermenegildo Zegna N.V.: Its Strategic Leadership Enhancements Are Driving Our Optimism! - Major Drivers

Ermenegildo Zegna Group recently provided an overview of its financial performance and strategic initiatives for the first half of the fiscal year...

Baptista Research

Ermenegildo Zegna N.V.: Focus on Direct-to-Consumer (DTC) Channel Enhancement & Other Critical Growth Drivers

The Ermenegildo Zegna Group's first-quarter 2024 revenues reflect a blend of transformative strategic initiatives and the inherent challenges...

Baptista Research

Ermenegildo Zegna Group: Initiation of Coverage - How Strategic Investments Are Catapulting Zegna to New Heights! - Major Drivers

This is our first report on global apparel player, Ermenegildo Zegna Group. It has been a dynamic operating environment, with the Group making...

Baptista Research

Ermenegildo Zegna N V (ZGN) - Tuesday, Oct 17, 2023

The author believes that luxury clothing brand Ermenegildo Zegna is a compelling short opportunity due to an overvaluation based on a one-time hype...

Value Investors Club

Breaking SPAC Convention

In fact, SPACs have been a great investment vehicle for Space Launch firms, Electric Vehicle Upstarts and even Quantum Computing firms.

subSPAC

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