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 Capital Markets

<ul><li>Ralph Lauren delivered an all-around beat in the previous quarter.</li><li>In the fourth quarter, the company's total revenues climbed 9% in constant currency, driven mostly by double-digit growth in Asia.</li><li>Mid-single-digit revenue declines in constant currency were seen in their digital environment.</li></ul>

Ralph Lauren delivered an all-around beat in the previous quarter.In the fourth quarter, the company's total revenues climbed 9% in constant currency, driven mostly by double-digit growth in Asia.Mid-single-digit revenue declines in constant currency were seen in their digital environment.

Ralph Lauren Corporation: Digital Business Is Booming

<ul><li>Ralph Lauren's previous quarter results were strong and the company managed an all-around beat.</li><li>Their top-line continued to increase in the previous quarter, with revenues rising 13% in constant currency and 5% on a reported basis.</li><li>The success for this quarter was once again aided by good constant currency growth across all 3 regions.</li></ul>

Ralph Lauren's previous quarter results were strong and the company managed an all-around beat.Their top-line continued to increase in the previous quarter, with revenues rising 13% in constant currency and 5% on a reported basis.The success for this quarter was once again aided by good constant currency growth across all 3 regions.

Ralph Lauren: Collaboration With Fortnite & Other Developments

Equity Bottom-Up

<ul><li>Ralph Lauren delivered strong results this quarter surpassing revenue expectations of Wall Street as a result of solid growth across all key regions.</li><li>Ralph delivered solid consumer metrics, which include increased net promoter scores, purchase intent, and global brand consideration through an engaging mix of performance marketing and purpose-led investments.</li><li>We provide the stock of Ralph Lauren with a ‘Hold’ rating and a revision in the target price.</li></ul>

Ralph Lauren delivered strong results this quarter surpassing revenue expectations of Wall Street as a result of solid growth across all key regions.Ralph delivered solid consumer metrics, which include increased net promoter scores, purchase intent, and global brand consideration through an engaging mix of performance marketing and purpose-led investments.We provide the stock of Ralph Lauren with a ‘Hold’ rating and a revision in the target price.

Ralph Lauren: Increased Digital Marketing Efforts

<ul><li>Ralph Lauren delivered a strong performance in the previous quarter and its results exceeded Wall Street expectations as well as management expectations over every key consumer engagement and financial metric.</li><li>Ralph Lauren has created a strategic supplier program, where its partners are prioritized with a presence over multiple markets.</li><li>Reflecting on the previous quarter, the overall recovery is outpacing the expectations with the outperformance in North America and Europe.</li></ul>

Ralph Lauren delivered a strong performance in the previous quarter and its results exceeded Wall Street expectations as well as management expectations over every key consumer engagement and financial metric.Ralph Lauren has created a strategic supplier program, where its partners are prioritized with a presence over multiple markets.Reflecting on the previous quarter, the overall recovery is outpacing the expectations with the outperformance in North America and Europe.

Ralph Lauren Corp.: Brand Building Efforts & Other Drivers

<ul><li>Ralph Lauren has delivered a decent performance in 2021 with progress demonstrated across a number of consumer and financial engagement metric.</li><li>Ralph Lauren has created a strategic supplier program where the partners are prioritized with a presence over multiple markets so that the shifts happen easily.</li><li>Influencers and celebrities were featured in Ralph Lauren's designs, driving traffic and strong engagement to its channels.</li></ul>

Ralph Lauren has delivered a decent performance in 2021 with progress demonstrated across a number of consumer and financial engagement metric.Ralph Lauren has created a strategic supplier program where the partners are prioritized with a presence over multiple markets so that the shifts happen easily.Influencers and celebrities were featured in Ralph Lauren's designs, driving traffic and strong engagement to its channels.

Ralph Lauren Corp.: Financial & Price Forecasts

United States

Skechers U.S.A., Inc. designs and markets branded contemporary casual, active, rugged, and lifestyle footwear for men, women, and children.  The Company sells its products to department stores and specialty retailers.  Skechers also sells its products internationally through distributors and directly to consumers through its own retail stores.

Crocs, Inc. designs and manufactures shoes.  The Company produces soft, lightweight, non-marking, slip- and odor-resistant shoes made of closed-cell resin material.  Crocs manufactures men's, women's, and children's shoes and markets them to retail chains.

Tapestry, Inc. designs and markets clothes and accessories. The Company offers handbags, leather goods, footwear, fragrance, jewelry, outer wear, ready-to-wear, scarves, sunwear, travel accessories, and watches. Tapestry serves customers in the United States.

VF Corporation is an international apparel company. The Company owns a broad portfolio of brands in the jeanswear, outerwear, packs, footwear, sportswear and occupational apparel categories. VF Corp's products are marketed to consumers shopping in specialty stores, upscale and traditional department stores, national chains and mass merchants.

PVH Corp. designs, sources, manufactures, and markets men's, women's, and children's apparel and footwear.  The Company markets its products at a wholesale level through department store chains and directly to consumers through retail stores. PVH Corp offers attire that includes dress shirts, sportswear, neckwear, and footwear.

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.

Capri Holdings Limited retails apparel. The Company offers fashion luxury women's and men's accessories, footwear, apparel, watches, jewelry, eyewear, and fragrance products, as well as provides delivery services. Capri Holdings serves customers worldwide.

Under Armour, Inc. develops, markets, and distributes branded performance products for men, women, and youth. The Company designs and sells a broad offering of apparel and accessories made of synthetic microfibers.

Samsonite International SA designs, manufactures, and distributes luggage. The Company's products include suitcases, garment bags, casual bags, business cases, clothing, shoes, and accessories. Samsonite also licenses their trademarks for use on products such as travel accessories, leather goods, handbags, clothing, and furniture.

Columbia Sportswear Company designs, manufactures, markets, and distributes active outdoor apparel.  The Company's products include outerwear, sportswear, rugged footwear, and related accessories.  Columbia's products are sold to specialty and department store retailers in the United States and other countries.

SRF Limited is a multi-business Indian multinational engaging in the manufacture of chemical based industrial intermediates. The Company has a business portfolio that encompasses technical textiles, chemicals, packaging films and engineering plastics.

Page Industries Limited develops, produces, and distributes branded underwear for men, women, and children in India and Sri Lanka.

Bosideng International Holdings Limited develops down apparel products in the Peoples Republic of China. The Company's products include down jackets, vests, and pants which it offers through retail outlets located in multiple cities.

Bosideng International Holdings (3998 HK)

Shenzhou International Group Holdings Ltd manufactures and processes textiles.  The Company produces, dyes, finishes, prints, embroiders, cuts, and sews knitwear.

ASICS CORPORATION manufactures general sporting goods and equipment.  The Company's products, such as athletic shoes and sportswear, are distributed in the United States, Europe, Australia, and Asia.

Brunello Cucinelli SpA is a luxury fashion company, known for its cashmere products as well as exclusive brands.  The Company designs, manufactures, and distributes clothing and accessories globally for men and women.

Puma SE designs, manufactures, and sells sporting goods and apparels. The Company produces running, tennis, training, and basketball shoes, as well as t-shirts and accessories. Puma serves customers worldwide.

Pandora A/S designs, manufactures, markets, and distributes hand finished and modern jewellery made from primarily sterling  silver, gold, precious and semiprecious stones and Murano glass. The Company offers rings, bracelets, necklaces and earings.

The Swatch Group AG manufactures watches, watch components, jewelry, miniature batteries, liquid crystal displays, and scoreboards. The Company produces watches under various branded names, as well as operates retail boutiques. Swatch Group serves customers worldwide.

Gildan Activewear Inc. manufactures and markets branded basic activewear.  The Company sells its products principally in the wholesale imprinted activewear segment of the North American apparel market.  Gildan sells cotton T-shirts, placket collar golf shirts, tank tops, and sweatshirts.

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 Corporation: Digital Business Is Booming

Ralph Lauren delivered an all-around beat in the previous quarter. In the fourth quarter, the company's total revenues climbed 9% in constant...

Baptista Research

Ralph Lauren: Collaboration With Fortnite & Other Developments

Ralph Lauren's previous quarter results were strong and the company managed an all-around beat. Their top-line continued to increase in the...

Baptista Research

Ralph Lauren: Increased Digital Marketing Efforts

Ralph Lauren delivered strong results this quarter surpassing revenue expectations of Wall Street as a result of solid growth across all key...

Baptista Research

Ralph Lauren Corp.: Brand Building Efforts & Other Drivers

Ralph Lauren delivered a strong performance in the previous quarter and its results exceeded Wall Street expectations as well as management...

Baptista Research

Ralph Lauren Corp.: Financial & Price Forecasts

Ralph Lauren has delivered a decent performance in 2021 with progress demonstrated across a number of consumer and financial engagement...

Baptista Research

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