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>Ralph Lauren's third-quarter fiscal year 2025 results reflect a blend of positive momentum and strategic growth, tempered by an acknowledgment of ongoing market challenges.</li><li>The company reported a double digit revenue increase, significantly surpassing its own expectations across all geographies, indicating robust brand momentum and effective strategic investments, particularly noticeable during the peak holiday season.</li><li>This was facilitated by an agile global supply chain that successfully met heightened consumer demand.</li></ul>

Ralph Lauren's third-quarter fiscal year 2025 results reflect a blend of positive momentum and strategic growth, tempered by an acknowledgment of ongoing market challenges.The company reported a double digit revenue increase, significantly surpassing its own expectations across all geographies, indicating robust brand momentum and effective strategic investments, particularly noticeable during the peak holiday season.This was facilitated by an agile global supply chain that successfully met heightened consumer demand.

Ralph Lauren: Key City Ecosystem & Global Reach As a Global Growth Strategy!

<ul><li>Ralph Lauren Corporation's second-quarter fiscal year 2025 results highlighted several areas of progress and challenges within the company.</li><li>The company's ability to outperform in a choppy global operating environment and deliver growth across various metrics underscores the effectiveness of its diversified growth strategy.</li><li>Ralph Lauren continues to cement brand desirability and strong engagements across a broad and expanding consumer base, driven by substantial investments in brand-building initiatives and marketplace positioning.</li></ul>

Ralph Lauren Corporation's second-quarter fiscal year 2025 results highlighted several areas of progress and challenges within the company.The company's ability to outperform in a choppy global operating environment and deliver growth across various metrics underscores the effectiveness of its diversified growth strategy.Ralph Lauren continues to cement brand desirability and strong engagements across a broad and expanding consumer base, driven by substantial investments in brand-building initiatives and marketplace positioning.

Ralph Lauren: Product Innovation & Portfolio Diversity As A Vital Factor Driving Growth! - Major Drivers

<ul><li>Ralph Lauren's recent earnings for the first quarter of fiscal 2025 reflect a robust performance that underscores the strength and desirability of the brand worldwide.</li><li>The company surpassed expectations due to a concerted focus on international markets and positive retail comps across all regions, significantly influenced by effective consumer engagement strategies and focused marketing efforts.</li><li>Key financial highlights included a total company revenue growth of 3%, with retail comps growing by 5%, reflecting balanced growth across physical and digital channels.</li></ul>

Ralph Lauren's recent earnings for the first quarter of fiscal 2025 reflect a robust performance that underscores the strength and desirability of the brand worldwide.The company surpassed expectations due to a concerted focus on international markets and positive retail comps across all regions, significantly influenced by effective consumer engagement strategies and focused marketing efforts.Key financial highlights included a total company revenue growth of 3%, with retail comps growing by 5%, reflecting balanced growth across physical and digital channels.

Ralph Lauren Corporation: Focus on Lifestyle Portfolio & Elevated Market Strategy & Other Major Drivers

<ul><li>Based on the recent earnings, Ralph Lauren Corporation demonstrated credible fiscal performance despite the ongoing uncertainties of the global business climate.</li><li>The company remained resilient with the successful execution of its Next Great Chapter Accelerate plan.</li><li>On a positive note, President and CEO, Patrice Louvet, highlighted the progress made on several fronts.</li></ul>

Based on the recent earnings, Ralph Lauren Corporation demonstrated credible fiscal performance despite the ongoing uncertainties of the global business climate.The company remained resilient with the successful execution of its Next Great Chapter Accelerate plan.On a positive note, President and CEO, Patrice Louvet, highlighted the progress made on several fronts.

Ralph Lauren Corporation: Will Its Focus on Direct-to-Consumer (DTC) Channel Growth Especially In Asia Pay Off? - 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, projections and $6 price target for Vince after visiting stores in Connecticut, Long Island and New Jersey.</li><li>With the Spring collection now fully launched, we are seeing a confident Vince management team focus on key winners in multiple colors and patterns, setting the stage for deeper levels of purchasing.</li><li>Further, we are also seeing the expansion of the accessories offering as we await rollout of licensed handbags (and leather goods) for Fall.</li></ul>

We are reiterating our Buy rating, projections and $6 price target for Vince after visiting stores in Connecticut, Long Island and New Jersey.With the Spring collection now fully launched, we are seeing a confident Vince management team focus on key winners in multiple colors and patterns, setting the stage for deeper levels of purchasing.Further, we are also seeing the expansion of the accessories offering as we await rollout of licensed handbags (and leather goods) for Fall.

VNCE: Snapping the Store: Spring Confidence Showing; Reiterate Buy, $6 PT

United States

Ralph Lauren Corporation designs, markets, and distributes men's, women's and children's apparel, accessories, fragrances, and home furnishings. The Company's products are sold under a wide range of brands. Ralph Lauren's operations include wholesale, retail, and licensing.

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Ralph Lauren (RL US)

Ralph Lauren: Key City Ecosystem & Global Reach As a Global Growth Strategy!

Ralph Lauren's third-quarter fiscal year 2025 results reflect a blend of positive momentum and strategic growth, tempered by an acknowledgment of...

Baptista Research

Ralph Lauren: Product Innovation & Portfolio Diversity As A Vital Factor Driving Growth! - Major Drivers

Ralph Lauren Corporation's second-quarter fiscal year 2025 results highlighted several areas of progress and challenges within the company. The...

Baptista Research

Ralph Lauren Corporation: Focus on Lifestyle Portfolio & Elevated Market Strategy & Other Major Drivers

Ralph Lauren's recent earnings for the first quarter of fiscal 2025 reflect a robust performance that underscores the strength and desirability of...

Baptista Research

Ralph Lauren Corporation: Will Its Focus on Direct-to-Consumer (DTC) Channel Growth Especially In Asia Pay Off? - Major Drivers

Based on the recent earnings, Ralph Lauren Corporation demonstrated credible fiscal performance despite the ongoing uncertainties of the global...

Baptista Research

VNCE: Snapping the Store: Spring Confidence Showing; Reiterate Buy, $6 PT

We are reiterating our Buy rating, projections and $6 price target for Vince after visiting stores in Connecticut, Long Island and New...

Small Cap Consumer Research

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