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>The Under Armour earnings for the second quarter of fiscal 2025 presents a picture of both challenges and early successes in the company's efforts to reposition itself in the highly competitive athletic apparel market.</li><li>On the positive side, Under Armour has managed to report profitability that exceeded expectations, with an adjusted operating income beat of approximately $50 million.</li><li>This is attributed to effective cost-control measures, a reduction in promotion and discounting activities, and ongoing product costing initiatives.</li></ul>

The Under Armour earnings for the second quarter of fiscal 2025 presents a picture of both challenges and early successes in the company's efforts to reposition itself in the highly competitive athletic apparel market.On the positive side, Under Armour has managed to report profitability that exceeded expectations, with an adjusted operating income beat of approximately $50 million.This is attributed to effective cost-control measures, a reduction in promotion and discounting activities, and ongoing product costing initiatives.

Under Armour Inc.: These Are The 6 Biggest Factors Impacting Its Performance In 2025 &Beyond! - Major Drivers

<ul><li>Under Armour's first quarter fiscal 2025 earnings reflected a blend of strategic advancement and lingering challenges.</li><li>With Kevin Plank at the helm, the company appears focused on fortifying its branding, signifying a pivot towards a clearer segmentation of their market and a concerted effort to enhance product value rather than volume.</li><li>Starting with the positive aspects, Under Armour has delineated a path to refine its identity as an athletic brand through its "Protect This House" strategy, aiming to invigorate its connection with athletes and consumers globally.</li></ul>

Under Armour's first quarter fiscal 2025 earnings reflected a blend of strategic advancement and lingering challenges.With Kevin Plank at the helm, the company appears focused on fortifying its branding, signifying a pivot towards a clearer segmentation of their market and a concerted effort to enhance product value rather than volume.Starting with the positive aspects, Under Armour has delineated a path to refine its identity as an athletic brand through its "Protect This House" strategy, aiming to invigorate its connection with athletes and consumers globally.

Under Armour Inc.: An Enhanced Retail Strategy and SKU Optimization To Catalyze Growth! - Major Drivers

<ul><li>Under Armour recently articulated its strategies and financial outlook during the company's report on its fourth quarter and full fiscal year performance.</li><li>The analysis revealed a set of challenges and a transformative roadmap intended to assert Under Armour's enduring presence as a foremost player in the athletic performance industry.</li><li>Under Armour is presently prioritizing restructuring efforts that hold promise for long-term brand revitalization but forecast a short to medium-term contraction in revenue.</li></ul>

Under Armour recently articulated its strategies and financial outlook during the company's report on its fourth quarter and full fiscal year performance.The analysis revealed a set of challenges and a transformative roadmap intended to assert Under Armour's enduring presence as a foremost player in the athletic performance industry.Under Armour is presently prioritizing restructuring efforts that hold promise for long-term brand revitalization but forecast a short to medium-term contraction in revenue.

Under Armour Inc.: Enhanced Product Innovation and SKU Rationalization To Stay Competitive! - Major Drivers

<ul><li>Under Armour, the prominent athletic performance brand, reported their Q4 2024 earnings.</li><li>While the brand maintains a strong foundation and reputation amongst consumers, recent changes in leadership and the COVID 19 pandemic have presented challenges to the company's operations, including increased competition and changes in consumer shopping behavior.</li><li>The company expressed a commitment to improvement by prioritizing clarity and stability amid rapid executive team changes and industry shifts.</li></ul>

Under Armour, the prominent athletic performance brand, reported their Q4 2024 earnings.While the brand maintains a strong foundation and reputation amongst consumers, recent changes in leadership and the COVID 19 pandemic have presented challenges to the company's operations, including increased competition and changes in consumer shopping behavior.The company expressed a commitment to improvement by prioritizing clarity and stability amid rapid executive team changes and industry shifts.

Under Armour Inc.: Will Its D2C Focused International Business Strategy Pay Off? - Major Drivers

<ul><li>Under Armour Inc.'s Q3 2024 earnings revealed a challenging retail environment and uneven consumer behavior across markets.</li><li>Despite the difficulties, the company achieved Q3 results aligned with November projections, better-than-expected earnings, and has made substantial progress in boosting global demand and simplifying consumer interactions.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Under Armour Inc.'s Q3 2024 earnings revealed a challenging retail environment and uneven consumer behavior across markets.Despite the difficulties, the company achieved Q3 results aligned with November projections, better-than-expected earnings, and has made substantial progress in boosting global demand and simplifying consumer interactions.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Under Armour: Are The Significant Leadership Changes Bringing A Lot Of Uncertainty? - Major Drivers

United States

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.

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Under Armour (UAA US)

Under Armour Inc.: These Are The 6 Biggest Factors Impacting Its Performance In 2025 &Beyond! - Major Drivers

The Under Armour earnings for the second quarter of fiscal 2025 presents a picture of both challenges and early successes in the company's efforts...

Baptista Research

Under Armour Inc.: An Enhanced Retail Strategy and SKU Optimization To Catalyze Growth! - Major Drivers

Under Armour's first quarter fiscal 2025 earnings reflected a blend of strategic advancement and lingering challenges. With Kevin Plank at the...

Baptista Research

Under Armour Inc.: Enhanced Product Innovation and SKU Rationalization To Stay Competitive! - Major Drivers

Under Armour recently articulated its strategies and financial outlook during the company's report on its fourth quarter and full fiscal year...

Baptista Research

Under Armour Inc.: Will Its D2C Focused International Business Strategy Pay Off? - Major Drivers

Under Armour, the prominent athletic performance brand, reported their Q4 2024 earnings. While the brand maintains a strong foundation and...

Baptista Research

Under Armour: Are The Significant Leadership Changes Bringing A Lot Of Uncertainty? - Major Drivers

Under Armour Inc.'s Q3 2024 earnings revealed a challenging retail environment and uneven consumer behavior across markets. Despite the...

Baptista Research

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