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 Campbell Soup Company's fourth-quarter fiscal 2025 performance slightly surpassed expectations, with mixed outcomes across its divisions.</li><li>The company experienced a 1% increase in net sales, attributed partly to an additional week in the quarter and partially offset by divestitures.</li><li>In-market consumption declined 1%, and organic net sales fell by 3%, primarily due to favorable shipment timing in the previous quarter reversing.</li></ul>

The Campbell Soup Company's fourth-quarter fiscal 2025 performance slightly surpassed expectations, with mixed outcomes across its divisions.The company experienced a 1% increase in net sales, attributed partly to an additional week in the quarter and partially offset by divestitures.In-market consumption declined 1%, and organic net sales fell by 3%, primarily due to favorable shipment timing in the previous quarter reversing.

Campbell’s Company: The Snacks Business Has Stabilized But Its Economic Landscape Continues To Throw Curveballs!

<ul><li>The Campbell's Company, reporting its third-quarter fiscal 2025 earnings, demonstrated a mixed performance across its divisions, presenting both strengths and challenges.</li><li>On the positive side, the company's Meals & Beverages division outperformed expectations, driving the overall results of the quarter.</li><li>This division experienced organic net sales growth, buoyed by increased consumer interest in home cooking amidst macroeconomic pressures, such as inflation and shifting consumer preferences.</li></ul>

The Campbell's Company, reporting its third-quarter fiscal 2025 earnings, demonstrated a mixed performance across its divisions, presenting both strengths and challenges.On the positive side, the company's Meals & Beverages division outperformed expectations, driving the overall results of the quarter.This division experienced organic net sales growth, buoyed by increased consumer interest in home cooking amidst macroeconomic pressures, such as inflation and shifting consumer preferences.

The Campbell Company’s $130 Million Cost Overhaul Is Just the Beginning; What Lies Ahead?

<ul><li>The Campbell Soup Company recently hosted its Second Quarter Fiscal 2025 earnings call, highlighting both positive and challenging aspects of its performance.</li><li>Campbell's reported a 9% increase in net sales, largely driven by the acquisition of Sovos Brands.</li><li>On the downside, organic net sales fell by 2%, attributed to disappointing results in the snacks division amid a highly competitive environment.</li></ul>

The Campbell Soup Company recently hosted its Second Quarter Fiscal 2025 earnings call, highlighting both positive and challenging aspects of its performance.Campbell's reported a 9% increase in net sales, largely driven by the acquisition of Sovos Brands.On the downside, organic net sales fell by 2%, attributed to disappointing results in the snacks division amid a highly competitive environment.

Campbell Soup Company: The Snacks Margin Recovery

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Finimize Research

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Finimize

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Thematic (Sector/Industry)

<ul>
<li>The US economy’s resilience hasn’t come from the many – it’s come from the top 10% as the “wealth effect” from rising asset prices has boosted spending.</li>
<li>But it works in reverse too.  Since the richest make up nearly half of America’s consumer spending, that could lead to a serious economic fallout.</li>
<li>It’s worth considering protecting your portfolio. I’ve pulled together one list of companies that should do well and another that could suffer from the change in climate.</li>
</ul>


The US economy’s resilience hasn’t come from the many – it’s come from the top 10% as the “wealth effect” from rising asset prices has boosted spending.
But it works in reverse too.  Since the richest make up nearly half of America’s consumer spending, that could lead to a serious economic fallout.
It’s worth considering protecting your portfolio. I’ve pulled together one list of companies that should do well and another that could suffer from the change in climate.


A Defensive Portfolio Prepared For The Wealth Effect’s Reversal

<ul><li>The quarter for Campbell's Company presented a mixed picture, marked by both accomplishments and hurdles.</li><li>Starting with the positives, the company reported a 10% increase in net sales, largely driven by the inclusion of recently acquired Sovos Brands.</li><li>Rao's, a part of Sovos, showcased exceptional performance with in-market consumption growing robustly at 15%, helping boost the overall results for Campbell's Meals and Beverages division.</li></ul>

The quarter for Campbell's Company presented a mixed picture, marked by both accomplishments and hurdles.Starting with the positives, the company reported a 10% increase in net sales, largely driven by the inclusion of recently acquired Sovos Brands.Rao's, a part of Sovos, showcased exceptional performance with in-market consumption growing robustly at 15%, helping boost the overall results for Campbell's Meals and Beverages division.

Why Campbell’s Is Poised to Win Big in 2025 – The Secret Behind Its Strategic Masterstroke! - Major Drivers

United States

Campbell Soup Company, with its subsidiaries, manufactures and markets branded convenience food products.  The Company's core divisions include soups and sauces, biscuits and confectionery, and foodservice.  Campbell's distributes its products worldwide.

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Campbell Soup Co (CPB US)

Campbell’s Company: The Snacks Business Has Stabilized But Its Economic Landscape Continues To Throw Curveballs!

The Campbell Soup Company's fourth-quarter fiscal 2025 performance slightly surpassed expectations, with mixed outcomes across its divisions. The...

Baptista Research

The Campbell Company’s $130 Million Cost Overhaul Is Just the Beginning; What Lies Ahead?

The Campbell's Company, reporting its third-quarter fiscal 2025 earnings, demonstrated a mixed performance across its divisions, presenting both...

Baptista Research

Campbell Soup Company: The Snacks Margin Recovery

The Campbell Soup Company recently hosted its Second Quarter Fiscal 2025 earnings call, highlighting both positive and challenging aspects of its...

Baptista Research

A Defensive Portfolio Prepared For The Wealth Effect’s Reversal

The top 10% account for around 50% of consumer spending in the US. This insight looks at the sectors and companies that could win and lose from the...

Finimize Research

Why Campbell’s Is Poised to Win Big in 2025 – The Secret Behind Its Strategic Masterstroke! - Major Drivers

The quarter for Campbell's Company presented a mixed picture, marked by both accomplishments and hurdles. Starting with the positives, the company...

Baptista Research

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