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>Guess?, Inc.'s Q1 fiscal 2025 showed a strong start to the year, with significant progress on operational, strategic, and financial objectives.</li><li>The company reported results for the first quarter exceeding expectations in revenues, operating earnings, and per share results.</li><li>Sales growth was recorded in each of their segments and gross margins expanded favorably impacting the bottom line.</li></ul>

Guess?, Inc.'s Q1 fiscal 2025 showed a strong start to the year, with significant progress on operational, strategic, and financial objectives.The company reported results for the first quarter exceeding expectations in revenues, operating earnings, and per share results.Sales growth was recorded in each of their segments and gross margins expanded favorably impacting the bottom line.

Guess? Inc.: The Rag & Bone Acquisition Can Be A Game Changer?  - 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 and $37 price target for Guess?</li><li>and tweaking and further back-end loading our FY25 and FY26 projections after Guess?</li><li>announced 1QFY25 top and bottom line upside, driven by Europe and Domestic wholesale results, as the rag & bone acquisition proved to be a key positive and the company continues to take share in Europe.</li></ul>

We are reiterating our Buy rating and $37 price target for Guess?and tweaking and further back-end loading our FY25 and FY26 projections after Guess?announced 1QFY25 top and bottom line upside, driven by Europe and Domestic wholesale results, as the rag & bone acquisition proved to be a key positive and the company continues to take share in Europe.

GES: 1Q Review; Creating a Powerful Model; Reiterate Buy, $37 PT

<ul><li>We are reiterating our Buy rating, $37 price target and projections for Guess?</li><li>with the company announcing 1QFY25 (April) results after the close on Thursday.</li><li>We believe 1Q, which included material upgrades in the domestic retail store base, the acquisition of contemporary leader rag & bone, continued European expansion and what we believe were cautious buys from the domestic wholesale segment, will set the stage for a strong back-half and FY26, but will result, beyond further share repurchases, in limited top and bottom line upside for 1Q.</li></ul>

We are reiterating our Buy rating, $37 price target and projections for Guess?with the company announcing 1QFY25 (April) results after the close on Thursday.We believe 1Q, which included material upgrades in the domestic retail store base, the acquisition of contemporary leader rag & bone, continued European expansion and what we believe were cautious buys from the domestic wholesale segment, will set the stage for a strong back-half and FY26, but will result, beyond further share repurchases, in limited top and bottom line upside for 1Q.

GES: 1Q Preview: Building for the Future: Reiterate Buy, $37 PT

<ul><li>We are reiterating our Buy rating, $37 price target and projections after visiting Guess?</li><li>stores in the New York City Metro area and Long Island.</li><li>We believe the company continued to drive strong momentum in May, with Mother's Day solid and the company's focus on key fashion items, such as cargo pants, shorts, handbags, watches and active wear a plus.</li></ul>

We are reiterating our Buy rating, $37 price target and projections after visiting Guess?stores in the New York City Metro area and Long Island.We believe the company continued to drive strong momentum in May, with Mother's Day solid and the company's focus on key fashion items, such as cargo pants, shorts, handbags, watches and active wear a plus.

GES: Snapping the Store: Accessories, Shorts Strong; Reiterate Buy, $37 PT

<ul><li>We are reiterating our Buy rating, $37 price target and projections for Guess?</li><li>after visiting stores in the Metro New Your City area and Long Island.</li><li>Management continues to materially upgrade the Guess?</li></ul>

We are reiterating our Buy rating, $37 price target and projections for Guess?after visiting stores in the Metro New Your City area and Long Island.Management continues to materially upgrade the Guess?

GES: Snapping the Store: Moving to a Boutique Model; Reiterate Buy, $37 PT

United States

Guess?, Inc. designs, markets, distributes, and licenses a collection of casual apparel, accessories, and related consumer products.  The Company's apparel for men, women, and girls are marketed under branded names.  Guess? provides full collections of denim and cotton clothing and has granted licenses to manufacture complementary products.

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Guess? Inc (GES US)

Guess? Inc.: The Rag & Bone Acquisition Can Be A Game Changer? - Major Drivers

Guess?, Inc.'s Q1 fiscal 2025 showed a strong start to the year, with significant progress on operational, strategic, and financial...

Baptista Research

GES: 1Q Review; Creating a Powerful Model; Reiterate Buy, $37 PT

We are reiterating our Buy rating and $37 price target for Guess? and tweaking and further back-end loading our FY25 and FY26 projections after...

Small Cap Consumer Research

GES: 1Q Preview: Building for the Future: Reiterate Buy, $37 PT

We are reiterating our Buy rating, $37 price target and projections for Guess? with the company announcing 1QFY25 (April) results after the close...

Small Cap Consumer Research

GES: Snapping the Store: Accessories, Shorts Strong; Reiterate Buy, $37 PT

We are reiterating our Buy rating, $37 price target and projections after visiting Guess? stores in the New York City Metro area and Long...

Small Cap Consumer Research

GES: Snapping the Store: Moving to a Boutique Model; Reiterate Buy, $37 PT

We are reiterating our Buy rating, $37 price target and projections for Guess? after visiting stores in the Metro New Your City area and Long...

Small Cap Consumer Research

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