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

Tempur Sealy International / Equity Bottom-Up

<ul>
<li>Tempur Sealy International Inc. announced its results for the first quarter of 2024, providing insights into its financial and operational performance.</li>
<li>The company reported net sales of approximately $1.2 billion and an adjusted EPS of $0.50.</li>
<li>Tempur Sealy's adjusted EBITDA remained steady at $198 million, mirroring the performance of the previous year.</li>
</ul>


Tempur Sealy International Inc. announced its results for the first quarter of 2024, providing insights into its financial and operational performance.
The company reported net sales of approximately $1.2 billion and an adjusted EPS of $0.50.
Tempur Sealy's adjusted EBITDA remained steady at $198 million, mirroring the performance of the previous year.


Tempur Sealy International Inc. - A Tale Of Product Innovation & Market Expansion!

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Tempur Sealy International (TPX) is the industry leader in the mattress market, consistently gaining market share and outperforming competitors</li><li>Despite a cyclical downturn in the mattress industry post-COVID, TPX is experiencing secular share gains and margin improvements</li><li>TPX's pending acquisition of Mattress Firm presents an attractive opportunity for investors due to its reasonable valuation and potential for growth in the years ahead</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Tempur Sealy International (TPX) is the industry leader in the mattress market, consistently gaining market share and outperforming competitorsDespite a cyclical downturn in the mattress industry post-COVID, TPX is experiencing secular share gains and margin improvementsTPX's pending acquisition of Mattress Firm presents an attractive opportunity for investors due to its reasonable valuation and potential for growth in the years aheadThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Tempur Sealy International Inc (TPX) - Friday, Feb 2, 2024

<ul>
<li>This is our first report on Tempur Sealy International Inc., a global bedding company.</li>
<li>The company released its Q4 2023 earnings recently.</li>
<li>The company emphasized its strong business model, highlighting significant cash flow and a robust balance sheet.</li>
</ul>


This is our first report on Tempur Sealy International Inc., a global bedding company.
The company released its Q4 2023 earnings recently.
The company emphasized its strong business model, highlighting significant cash flow and a robust balance sheet.


Tempur Sealy International: What Is The Latest Update On The Mattress Firm Acquisition?

Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

Thematic (Sector/Industry)

<ul><li>Despite the spike in volatility earlier in the week, the markets were relatively calm by the end of the week, with mixed results for furniture/furnishings stocks.</li><li>The Water Tower Research Commercial/Contract Furniture Index (-0.9%), Residential Manufacturers &amp; Suppliers Index (+2.2%), and Home Goods Retailers Index (+1.3%) all lagged the two large-cap market indexes (+3.0%), which outperformed the small-cap R2K index (+2.1%).</li><li>ARHS noted weaker-than-anticipated demand at the high end. CFO Dawn Phillipson said on the 2QFY24 investor call, “We experienced softening demand comps starting in May, and the negative trend accelerated into July”, with comps now expected to be down somewhere in the negative low- to mid-teens in 2HFY24.</li></ul>

Despite the spike in volatility earlier in the week, the markets were relatively calm by the end of the week, with mixed results for furniture/furnishings stocks.The Water Tower Research Commercial/Contract Furniture Index (-0.9%), Residential Manufacturers &amp; Suppliers Index (+2.2%), and Home Goods Retailers Index (+1.3%) all lagged the two large-cap market indexes (+3.0%), which outperformed the small-cap R2K index (+2.1%).ARHS noted weaker-than-anticipated demand at the high end. CFO Dawn Phillipson said on the 2QFY24 investor call, “We experienced softening demand comps starting in May, and the negative trend accelerated into July”, with comps now expected to be down somewhere in the negative low- to mid-teens in 2HFY24.

Furniture/Furnishings Weekly - Aug 12, 2204

<ul><li>Furniture &amp; furnishings stocks retrenched broadly, in line with the broader ‘risk-off’ move that affected all major indexes.</li><li>The Water Tower Research Commercial/Contract Furniture Index declined (-3.1%), the Residential Manufacturers &amp; Suppliers Index fell (-1.6%), and the Home Goods Retailers Index declined (-7.2%).</li><li>The S&amp;P 500 and Dow 30 were both down (-2.1%), while the R2K declined (-5.8%). The Mass Retailers Index declined (-5.6%).</li></ul>

Furniture &amp; furnishings stocks retrenched broadly, in line with the broader ‘risk-off’ move that affected all major indexes.The Water Tower Research Commercial/Contract Furniture Index declined (-3.1%), the Residential Manufacturers &amp; Suppliers Index fell (-1.6%), and the Home Goods Retailers Index declined (-7.2%).The S&amp;P 500 and Dow 30 were both down (-2.1%), while the R2K declined (-5.8%). The Mass Retailers Index declined (-5.6%).

Furniture/Furnishings Weekly - Stocks Down as Market Retrenches

United States

Tempur Sealy International Inc., through its primary subsidiary manufactures and markets foam mattresses, pillows, and miscellaneous products under its own and other brand names.

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Tempur Sealy International (TPX US)

Tempur Sealy International Inc. - A Tale Of Product Innovation & Market Expansion!

Tempur Sealy International Inc. announced its results for the first quarter of 2024, providing insights into its financial and operational...

Baptista Research

Tempur Sealy International Inc (TPX) - Friday, Feb 2, 2024

Tempur Sealy International (TPX) is the industry leader in the mattress market, consistently gaining market share and outperforming competitors

Value Investors Club

Tempur Sealy International: What Is The Latest Update On The Mattress Firm Acquisition?

This is our first report on Tempur Sealy International Inc., a global bedding company. The company released its Q4 2023 earnings recently. The...

Baptista Research

Furniture/Furnishings Weekly - Aug 12, 2204

Despite the spike in volatility earlier in the week, the markets were relatively calm by the end of the week, with mixed results for furniture...

Water Tower Research

Furniture/Furnishings Weekly - Stocks Down as Market Retrenches

Furniture & furnishings stocks retrenched broadly, in line with the broader ‘risk-off’ move that affected all major indexes.

Water Tower Research

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