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>Urban Outfitters, Inc. reported a promising performance for Q3 of fiscal 2025, with total sales reaching a record $1.4 billion, a 6% rise compared to the previous year.</li><li>This growth was primarily driven by strong performances from its Anthropologie and Free People brands, both of which posted mid-single-digit positive retail segment comps, which counterbalanced a high single-digit decline at Urban Outfitters.</li><li>Nuuly, the company's fashion rental business, also saw robust double-digit revenue growth, credited to a 51% rise in average active subscribers.</li></ul>

Urban Outfitters, Inc. reported a promising performance for Q3 of fiscal 2025, with total sales reaching a record $1.4 billion, a 6% rise compared to the previous year.This growth was primarily driven by strong performances from its Anthropologie and Free People brands, both of which posted mid-single-digit positive retail segment comps, which counterbalanced a high single-digit decline at Urban Outfitters.Nuuly, the company's fashion rental business, also saw robust double-digit revenue growth, credited to a 51% rise in average active subscribers.

Urban Outfitters Inc.: These Are The 7 Biggest Factors Impacting Its Performance In 2025 & Beyond! - Major Drivers

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, $3 price target and projections for Vince Holding after visiting stores in Connecticut, Long Island and New Jersey.</li><li>We believe Vince continues to shine with strong offerings, from key event/gala driven looks, cold weather items, further expansion of men's and accessories and a Pre-Spring collection for the vacation and "snowbird" buyer.</li><li>Further, the Black Friday event was a winner, driving traffic and offering compelling savings at 25% off most of the store.</li></ul>

We are reiterating our Buy rating, $3 price target and projections for Vince Holding after visiting stores in Connecticut, Long Island and New Jersey.We believe Vince continues to shine with strong offerings, from key event/gala driven looks, cold weather items, further expansion of men's and accessories and a Pre-Spring collection for the vacation and "snowbird" buyer.Further, the Black Friday event was a winner, driving traffic and offering compelling savings at 25% off most of the store.

Pvh Corp - VNCE: Snapping the Store: Cold Weather Winner: Reiterate Buy, $3 PT

<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

<ul><li>We are reiterating our Buy rating, $23 price target and projections for Guess?</li><li>after visiting stores in the Metro New York City and Long Island.</li><li>As we near the heart of Holiday party and event season, Guess?</li></ul>

We are reiterating our Buy rating, $23 price target and projections for Guess?after visiting stores in the Metro New York City and Long Island.As we near the heart of Holiday party and event season, Guess?

GES: Snapping the Store: All Dressed Up; Reiterate Buy, $23 PT

Abercrombie & Fitch Co Cl A / Equity Bottom-Up

<ul><li>We are reiterating our Buy rating, $30 price target and projections after meeting with a.k.a. Brand management.</li><li>We believe, with new Princess Polly stores rolling out, continued expansion with key partners such as Nordstrom, the rising potential for Petal & Pup as a lifestyle brand and the key shifts at Culture Kings, a.k.a. is on the cusp of material positives, which we believe will become increasingly visible to investors and position the company for higher recognition and a stronger capital base.</li><li>As such, we believe a.k.a. Brands is positioned for a highly positive 2025 and beyond, and we are reiterating our Buy rating and $30 price target for AKA.</li></ul>

We are reiterating our Buy rating, $30 price target and projections after meeting with a.k.a. Brand management.We believe, with new Princess Polly stores rolling out, continued expansion with key partners such as Nordstrom, the rising potential for Petal & Pup as a lifestyle brand and the key shifts at Culture Kings, a.k.a. is on the cusp of material positives, which we believe will become increasingly visible to investors and position the company for higher recognition and a stronger capital base.As such, we believe a.k.a. Brands is positioned for a highly positive 2025 and beyond, and we are reiterating our Buy rating and $30 price target for AKA.

AKA: Management Meetings Confirm AKA at Inflection Point; Reiterate Buy, $30 PT

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.

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Urban Outfitters (URBN US)

Urban Outfitters Inc.: These Are The 7 Biggest Factors Impacting Its Performance In 2025 & Beyond! - Major Drivers

Urban Outfitters, Inc. reported a promising performance for Q3 of fiscal 2025, with total sales reaching a record $1.4 billion, a 6% rise compared...

Baptista Research

Pvh Corp - VNCE: Snapping the Store: Cold Weather Winner: Reiterate Buy, $3 PT

We are reiterating our Buy rating, $3 price target and projections for Vince Holding after visiting stores in Connecticut, Long Island and New...

Small Cap Consumer Research

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

GES: Snapping the Store: All Dressed Up; Reiterate Buy, $23 PT

We are reiterating our Buy rating, $23 price target and projections for Guess? after visiting stores in the Metro New York City and Long...

Small Cap Consumer Research

AKA: Management Meetings Confirm AKA at Inflection Point; Reiterate Buy, $30 PT

We are reiterating our Buy rating, $30 price target and projections after meeting with a.k.a. Brand management. We believe, with new Princess...

Small Cap Consumer Research

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