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>In the second quarter, Urban Outfitters reported a 6% increase in total sales, reaching $1.4 billion, propelled by strong performance in its retail and wholesale segments.</li><li>Specifically, the Anthropologie and Free People brands exhibited high single-digit retail segment comps, which nicely offset the decline at Urban Outfitters.</li><li>Additionally, the Nuuly segment achieved significant growth with a 55% rise in average active subscribers compared to the previous year.</li></ul>

In the second quarter, Urban Outfitters reported a 6% increase in total sales, reaching $1.4 billion, propelled by strong performance in its retail and wholesale segments.Specifically, the Anthropologie and Free People brands exhibited high single-digit retail segment comps, which nicely offset the decline at Urban Outfitters.Additionally, the Nuuly segment achieved significant growth with a 55% rise in average active subscribers compared to the previous year.

Urban Outfitters Inc.: These Are The 4 Pivotal Factors Affecting Its Performance In 2025 & Beyond! - Financial Forecasts

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 $3 price target for Vince after meeting with management in their European headquarters and touring the Galeries Lafayette shop in shop in Paris.</li><li>We believe, with the company now well capitalized and acting in a materially more strategic fashion, the European opportunities, from owned stores to additional wholesale to category expansion, position Vince to drive material international growth going froward.</li><li>When coupled with strong product offerings and what we believe are material opportunities in the domestic market, we believe Vince is ideally positioned to register material top and bottom line growth, and we reiterate our Buy rating and $3 price target for VNCE.</li></ul>

We are reiterating our Buy rating, projections and $3 price target for Vince after meeting with management in their European headquarters and touring the Galeries Lafayette shop in shop in Paris.We believe, with the company now well capitalized and acting in a materially more strategic fashion, the European opportunities, from owned stores to additional wholesale to category expansion, position Vince to drive material international growth going froward.When coupled with strong product offerings and what we believe are material opportunities in the domestic market, we believe Vince is ideally positioned to register material top and bottom line growth, and we reiterate our Buy rating and $3 price target for VNCE.

Pvh Corp - VNCE: European Tour: Creating Key Growth Vehicle; Reiterating Buy Rating, $3 PT

<ul><li>We are reiterating our Buy rating, $29 price target and projections for Guess?</li><li>after visiting the newly opened Guess Jeans store and wholesale displays in the Milan metro area.</li><li>Guess Jeans represents the company's focus on a younger, more environmentally driven consumer who is looking for easy to wear, primarily denim driven basics.</li></ul>

We are reiterating our Buy rating, $29 price target and projections for Guess?after visiting the newly opened Guess Jeans store and wholesale displays in the Milan metro area.Guess Jeans represents the company's focus on a younger, more environmentally driven consumer who is looking for easy to wear, primarily denim driven basics.

GES: Snapping the Store: Guess Jeans - New Store Launch - Milan - Reiterate Buy

<ul><li>Urban Outfitters, Inc. had an exceptional first quarter for fiscal 2025, performing better than expected with four out of five brands posting record revenues leading to an overall revenue of $1.2 billion.</li><li>Anthropologie, Free People, FP Movement, and Nuuly all experienced double-digit growth, with record operating incomes reported for 3 of their brands.</li><li>These strong results, however, were somewhat tempered by continuous weak performance at the Urban Outfitters brand.</li></ul>

Urban Outfitters, Inc. had an exceptional first quarter for fiscal 2025, performing better than expected with four out of five brands posting record revenues leading to an overall revenue of $1.2 billion.Anthropologie, Free People, FP Movement, and Nuuly all experienced double-digit growth, with record operating incomes reported for 3 of their brands.These strong results, however, were somewhat tempered by continuous weak performance at the Urban Outfitters brand.

Urban Outfitters: Impact Of New Facility On Their Logistics & Profitability & Other Major Drivers

<ul><li>Urban Outfitters, Inc.'s Q4 results reported during their latest earnings reveal a period of growth.</li><li>Retail segment sales grew by 8% to a fourth-quarter record of $1.5 billion, driven by an increase in total retail segment comp (comparable sales) of 5% and a 69% rise in Nuuly segment revenue.</li><li>Strong marketing and improved customer acquisition practices also contributed to the increased performance, with Anthropologie, Free People and FP Movement contributing double-digit retail segment comp sales in the same quarter.</li></ul>

Urban Outfitters, Inc.'s Q4 results reported during their latest earnings reveal a period of growth.Retail segment sales grew by 8% to a fourth-quarter record of $1.5 billion, driven by an increase in total retail segment comp (comparable sales) of 5% and a 69% rise in Nuuly segment revenue.Strong marketing and improved customer acquisition practices also contributed to the increased performance, with Anthropologie, Free People and FP Movement contributing double-digit retail segment comp sales in the same quarter.

Urban Outfitters: Will Its Store Network Expansion Result In Profitable Growth? - Major Drivers

United States

Urban Outfitters, Inc. operates retail stores and direct response, including a catalog and Web sites.  The Company's Urban Outfitters and Anthropologie retail concepts sell fashion apparel, accessories, and household and gift merchandise. Urban also designs and markets young women's casual wear which it provides to the Company's retail operations and sells to retailers worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Urban Outfitters (URBN US)

Urban Outfitters Inc.: These Are The 4 Pivotal Factors Affecting Its Performance In 2025 & Beyond! - Financial Forecasts

In the second quarter, Urban Outfitters reported a 6% increase in total sales, reaching $1.4 billion, propelled by strong performance in its...

Baptista Research

Pvh Corp - VNCE: European Tour: Creating Key Growth Vehicle; Reiterating Buy Rating, $3 PT

We are reiterating our Buy rating, projections and $3 price target for Vince after meeting with management in their European headquarters and...

Small Cap Consumer Research

GES: Snapping the Store: Guess Jeans - New Store Launch - Milan - Reiterate Buy

We are reiterating our Buy rating, $29 price target and projections for Guess? after visiting the newly opened Guess Jeans store and wholesale...

Small Cap Consumer Research

Urban Outfitters: Impact Of New Facility On Their Logistics & Profitability & Other Major Drivers

Urban Outfitters, Inc. had an exceptional first quarter for fiscal 2025, performing better than expected with four out of five brands posting...

Baptista Research

Urban Outfitters: Will Its Store Network Expansion Result In Profitable Growth? - Major Drivers

Urban Outfitters, Inc.'s Q4 results reported during their latest earnings reveal a period of growth. Retail segment sales grew by 8% to a...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)