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>Kohl's Corporation's second quarter 2024 earnings report revealed a mixed financial landscape characterized by both positive developments and persistent challenges.</li><li>While certain strategic initiatives show promising momentum, the overall sales performance during the quarter was below expectations.</li><li>On a positive note, Kohl's highlighted considerable traction within key growth areas, including their partnered beauty shops with Sephora, home decor, gifting, and impulse purchasing locations.</li></ul>

Kohl's Corporation's second quarter 2024 earnings report revealed a mixed financial landscape characterized by both positive developments and persistent challenges.While certain strategic initiatives show promising momentum, the overall sales performance during the quarter was below expectations.On a positive note, Kohl's highlighted considerable traction within key growth areas, including their partnered beauty shops with Sephora, home decor, gifting, and impulse purchasing locations.

Kohl's Corporation: These Are The 7 Biggest Factors Impacting Its Performance In 2025 & Beyond! - Financial Forecasts

<ul><li>Kohl's Corporation announced its first-quarter 2024 earnings, delivering results that fell short of the company's expectations.</li><li>The company faced a difficult comparison with last year's profits due to last year's elevated clearance activity, which generated a significant drag on comparative sales in Q1.</li><li>While clearance is generally a headwind for the business, the level going into 2023 was described as unique and unlikely to be repeated.</li></ul>

Kohl's Corporation announced its first-quarter 2024 earnings, delivering results that fell short of the company's expectations.The company faced a difficult comparison with last year's profits due to last year's elevated clearance activity, which generated a significant drag on comparative sales in Q1.While clearance is generally a headwind for the business, the level going into 2023 was described as unique and unlikely to be repeated.

Kohl's Corporation: A Story Of Enhancing Gross Margins through Inventory Management! - Major Drivers

<ul><li>This is our first report on retail player, the Kohl's Corporation.</li><li>The company's Fourth Quarter 2023 Earnings showed a mix of positives and negatives in terms of the company's financial performance and future outlook.</li><li>Despite reporting a decrease of 1.1% in net sales and 4.3% in comparable sales for Q4, on the positive side, Kohl's expressed optimism about its ability to realize growth through various strategic initiatives.</li></ul>

This is our first report on retail player, the Kohl's Corporation.The company's Fourth Quarter 2023 Earnings showed a mix of positives and negatives in terms of the company's financial performance and future outlook.Despite reporting a decrease of 1.1% in net sales and 4.3% in comparable sales for Q4, on the positive side, Kohl's expressed optimism about its ability to realize growth through various strategic initiatives.

Kohl's Corporation: Initiation Of Coverage - Will It Make A Comeback After Its Failed Attempts To Explore A Potential Sale? - Major Drivers

TMT & Consumer Independent Equity Research Analyst, Obex Capital Research

Aaron Gabin

TMT & Consumer Independent Equity Research Analyst

TMT & Consumer Independent Equity Research

Obex Capital Research

“Obex” is Latin for Barriers to Entry. Obex Capital Management’s investment philosophy is driven by an intense focus on which business model’s Barriers to Entry are able to withstand the ever increasing competitive disruption in the TMT and Consumer Sectors.

Palantir Technologies  / Equity Bottom-Up

<p>This week we take a look at Palantir's gold purchases, Intel's proposed capex spending, and Amazon's entrance into the Department store space...basically alot of short ideas.</p><div class="content-highlight"><p>Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental business analysis and security analysis. Before deciding if a security’s pricing and positioning merit a long or short position, we analyze the four pillars of business fundamentals (Secular Factors, TAM, Competitive Advantage, Business Model) in order to determine if this is a “good” or “not so good” opportunity.</p></div>

This week we take a look at Palantir's gold purchases, Intel's proposed capex spending, and Amazon's entrance into the Department store space...basically alot of short ideas.Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental business analysis and security analysis. Before deciding if a security’s pricing and positioning merit a long or short position, we analyze the four pillars of business fundamentals (Secular Factors, TAM, Competitive Advantage, Business Model) in order to determine if this is a “good” or “not so good” opportunity.

TMT Weekly: 3 Things that Stood Out the Week of August 20, 2021

<p>Surveying the retail landscape over the weekend…we think we could see big reversals in the coming weeks for retail stocks.</p><div class="content-highlight"><p>Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental business analysis and security analysis. Before deciding if a security’s pricing and positioning merit a long or short position, we analyze the four pillars of business fundamentals (Secular Factors, TAM, Competitive Advantage, Business Model) in order to determine if this is a “good” or “not so good” opportunity.</p></div>

Surveying the retail landscape over the weekend…we think we could see big reversals in the coming weeks for retail stocks.Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental business analysis and security analysis. Before deciding if a security’s pricing and positioning merit a long or short position, we analyze the four pillars of business fundamentals (Secular Factors, TAM, Competitive Advantage, Business Model) in order to determine if this is a “good” or “not so good” opportunity.

TMT Weekly:  3 Things that Stood Out (In Retail) The Week of 5/​15/​2020

United States

Kohl's Corporation operates a chain of family-oriented department stores.  The Company's stores feature apparel, footwear and accessories for women, men and children; soft home products such as sheets and pillows; and housewares targeted to middle income customers.  Kohl's also offers online shopping as well as offers store credit cards.

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Kohl's Corp (KSS US)

Kohl's Corporation: These Are The 7 Biggest Factors Impacting Its Performance In 2025 & Beyond! - Financial Forecasts

Kohl's Corporation's second quarter 2024 earnings report revealed a mixed financial landscape characterized by both positive developments and...

Baptista Research

Kohl's Corporation: A Story Of Enhancing Gross Margins through Inventory Management! - Major Drivers

Kohl's Corporation announced its first-quarter 2024 earnings, delivering results that fell short of the company's expectations. The company faced...

Baptista Research

Kohl's Corporation: Initiation Of Coverage - Will It Make A Comeback After Its Failed Attempts To Explore A Potential Sale? - Major Drivers

This is our first report on retail player, the Kohl's Corporation. The company's Fourth Quarter 2023 Earnings showed a mix of positives and...

Baptista Research

TMT Weekly: 3 Things that Stood Out the Week of August 20, 2021

This week we take a look at Palantir's gold purchases, Intel's proposed capex spending, and Amazon's entrance into the Department store...

Aaron Gabin

TMT Weekly: 3 Things that Stood Out (In Retail) The Week of 5/15/2020

Surveying the retail landscape over the weekend…we think we could see big reversals in the coming weeks for retail stocks.Obex’s fundamental...

Aaron Gabin

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Kohl's Corporation: These Are The 7 Biggest Factors Impacting Its Performance In 2025 & Beyond! - Financial Forecasts

Kohl's Corporation's second quarter 2024 earnings report revealed a mixed financial landscape characterized by both positive developments and...

Baptista Research

Kohl's Corporation: A Story Of Enhancing Gross Margins through Inventory Management! - Major Drivers

Kohl's Corporation announced its first-quarter 2024 earnings, delivering results that fell short of the company's expectations. The company faced...

Baptista Research

Kohl's Corporation: Initiation Of Coverage - Will It Make A Comeback After Its Failed Attempts To Explore A Potential Sale? - Major Drivers

This is our first report on retail player, the Kohl's Corporation. The company's Fourth Quarter 2023 Earnings showed a mix of positives and...

Baptista Research

TMT Weekly: 3 Things that Stood Out the Week of August 20, 2021

This week we take a look at Palantir's gold purchases, Intel's proposed capex spending, and Amazon's entrance into the Department store...

Aaron Gabin

TMT Weekly: 3 Things that Stood Out (In Retail) The Week of 5/​15/​2020

Surveying the retail landscape over the weekend…we think we could see big reversals in the coming weeks for retail stocks.Obex’s fundamental...

Aaron Gabin

TMT Weekly: 3 Things that Stood Out (In Retail) The Week of 5/15/2020