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 recent fiscal performance demonstrates strong progress as the company continues to execute its strategic growth plan, coined "Next Great Chapter: Drive." The second quarter of fiscal year 2026 delivered better-than-expected results across various financial metrics, indicating robust brand strength and alignment of operational execution with its strategic objectives.</li><li>From a financial perspective, Ralph Lauren reported a 14% increase in total company revenue, exceeding expectations.</li><li>This growth was marked by significant contributions from each geographical segment, including a 16% increase from Asia, a 15% increase from Europe, and a 13% increase in North America.</li></ul>

Ralph Lauren's recent fiscal performance demonstrates strong progress as the company continues to execute its strategic growth plan, coined "Next Great Chapter: Drive." The second quarter of fiscal year 2026 delivered better-than-expected results across various financial metrics, indicating robust brand strength and alignment of operational execution with its strategic objectives.From a financial perspective, Ralph Lauren reported a 14% increase in total company revenue, exceeding expectations.This growth was marked by significant contributions from each geographical segment, including a 16% increase from Asia, a 15% increase from Europe, and a 13% increase in North America.

Ralph Lauren Corporation: A Tale Of Direct-to-Consumer Expansion

<ul><li>Ralph Lauren's first quarter fiscal year 2026 results exhibit a blend of strengths and cautionary signals.</li><li>On the positive side, the company experienced a robust start to the fiscal year, surpassing expectations across both top and bottom lines.</li><li>The label demonstrated strong performance globally with double-digit growth in Asia and Europe, and high single-digit growth in North America, resulting in a 13% increase in global comparable store sales.</li></ul>

Ralph Lauren's first quarter fiscal year 2026 results exhibit a blend of strengths and cautionary signals.On the positive side, the company experienced a robust start to the fiscal year, surpassing expectations across both top and bottom lines.The label demonstrated strong performance globally with double-digit growth in Asia and Europe, and high single-digit growth in North America, resulting in a 13% increase in global comparable store sales.

Ralph Lauren: A Tale Of Brand Elevation & Strategic Category Expansion!

<ul><li>Ralph Lauren Corporation's recent earnings call for the fourth quarter of fiscal year 2025 presents a multifaceted picture of the company's current standing and outlook.</li><li>The company showed strong financial performance, achieving high marks in both revenue and profit growth, surpassing initial expectations.</li><li>Noteworthy achievements include an 8% increase in annual revenue, marked by significant gains in Europe and Asia, which collectively now contribute the majority of the company's revenue.</li></ul>

Ralph Lauren Corporation's recent earnings call for the fourth quarter of fiscal year 2025 presents a multifaceted picture of the company's current standing and outlook.The company showed strong financial performance, achieving high marks in both revenue and profit growth, surpassing initial expectations.Noteworthy achievements include an 8% increase in annual revenue, marked by significant gains in Europe and Asia, which collectively now contribute the majority of the company's revenue.

Ralph Lauren Corporation: Brand Elevation & Pricing Strategy to Enhance Overall Competitive Positioning In The Global Market!

<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

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 Corporation: A Tale Of Direct-to-Consumer Expansion

Ralph Lauren's recent fiscal performance demonstrates strong progress as the company continues to execute its strategic growth plan, coined "Next...

Baptista Research

Ralph Lauren: A Tale Of Brand Elevation & Strategic Category Expansion!

Ralph Lauren's first quarter fiscal year 2026 results exhibit a blend of strengths and cautionary signals. On the positive side, the company...

Baptista Research

Ralph Lauren Corporation: Brand Elevation & Pricing Strategy to Enhance Overall Competitive Positioning In The Global Market!

Ralph Lauren Corporation's recent earnings call for the fourth quarter of fiscal year 2025 presents a multifaceted picture of the company's...

Baptista Research

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

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