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>Levi Strauss had a successful fourth quarter with strong fiscal 2022 performance.</li><li>Levi Stauss managed to enhance its brand positioning and market share in the global market.</li><li>40% of the company's revenues came from outside of denim bottoms in this quarter.</li></ul>

Levi Strauss had a successful fourth quarter with strong fiscal 2022 performance.Levi Stauss managed to enhance its brand positioning and market share in the global market.40% of the company's revenues came from outside of denim bottoms in this quarter.

<ul><li>Levi Strauss generated a mixed set of results with net revenue increasing by 7% on a constant currency basis that failed to meet Wall Street expectations.</li><li>The company generated this quarter's strongest third-quarter sales for Levi's brand in a decade, with an increase across all categories and genders.</li><li>Furthermore, Levi's app continues to experience significant interaction on a global scale, with monthly active users up double digits and revenue growing by 17%.</li></ul>

Levi Strauss generated a mixed set of results with net revenue increasing by 7% on a constant currency basis that failed to meet Wall Street expectations.The company generated this quarter's strongest third-quarter sales for Levi's brand in a decade, with an increase across all categories and genders.Furthermore, Levi's app continues to experience significant interaction on a global scale, with monthly active users up double digits and revenue growing by 17%.

Levi Strauss & Co: Physical Retail For Beyond Yoga & Other Drivers

<ul><li>Levi Strauss & Co continued to see a strong consumer demand in the last quarter as the management continued executing its strategic initiatives that are viewed clearly in the results.</li><li>Its strategic priorities continue to be focused on margin expansion with a direct-to-consumer (D2C) first approach.</li><li>We provide Levi Strauss with a ‘Buy’ rating and a revision in the target price.</li></ul>

Levi Strauss & Co continued to see a strong consumer demand in the last quarter as the management continued executing its strategic initiatives that are viewed clearly in the results.Its strategic priorities continue to be focused on margin expansion with a direct-to-consumer (D2C) first approach.We provide Levi Strauss with a ‘Buy’ rating and a revision in the target price.

Levi Strauss & Co: Collaboration With Reese Cooper & Other Drivers

Credit

<ul><li>Levi Strauss delivered a strong 2021 and is on track for diversification and category expansion with the latest Beyong Yoga acquisition.</li><li>In the U.S., the denim category and the apparel segment of the company both have grown to a great extent backed by the strong Levi brand.</li><li>Currently, the company sources 24 countries to avoid concentrations to be less exposed to production capacity and bottlenecks.</li></ul>

Levi Strauss delivered a strong 2021 and is on track for diversification and category expansion with the latest Beyong Yoga acquisition.In the U.S., the denim category and the apparel segment of the company both have grown to a great extent backed by the strong Levi brand.Currently, the company sources 24 countries to avoid concentrations to be less exposed to production capacity and bottlenecks.

Levi Strauss: Detailed Credit Analysis & Financial Strength Evaluation Report

Equity Capital Markets

Levi Strauss & Co / Equity Capital Markets

<ul><li>Levi Strauss delivered another strong year, with results accelerating over the past few quarters.</li><li>In the U.S., the denim category and the apparel segment of the company both have grown to a great extent backed by the strong Levi brand.</li><li>Overall, we remain optimistic about Levi Strauss and give it an ‘Outperform’ rating with a revised target price.</li></ul>

Levi Strauss delivered another strong year, with results accelerating over the past few quarters.In the U.S., the denim category and the apparel segment of the company both have grown to a great extent backed by the strong Levi brand.Overall, we remain optimistic about Levi Strauss and give it an ‘Outperform’ rating with a revised target price.

Levi Strauss: The Beyong Yoga Acquisition & Other Drivers

United States

Levi Strauss & Co. manufactures and distributes apparels. The Company offers jeans, casual pants, tops, jackets, shirts, and other related products. Levi Strauss serves customers worldwide.

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Levi Strauss & Co (LEVI US)

Levi Strauss & Co: Major Drivers

Levi Strauss had a successful fourth quarter with strong fiscal 2022 performance. Levi Stauss managed to enhance its brand positioning and market...

Baptista Research

Levi Strauss & Co: Physical Retail For Beyond Yoga & Other Drivers

Levi Strauss generated a mixed set of results with net revenue increasing by 7% on a constant currency basis that failed to meet Wall Street...

Baptista Research

Levi Strauss & Co: Collaboration With Reese Cooper & Other Drivers

Levi Strauss & Co continued to see a strong consumer demand in the last quarter as the management continued executing its strategic...

Baptista Research

Levi Strauss: Detailed Credit Analysis & Financial Strength Evaluation Report

Levi Strauss delivered a strong 2021 and is on track for diversification and category expansion with the latest Beyong Yoga acquisition. In the...

Baptista Research

Levi Strauss: The Beyong Yoga Acquisition & Other Drivers

Levi Strauss delivered another strong year, with results accelerating over the past few quarters. In the U.S., the denim category and the apparel...

Baptista Research

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