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 Capital Markets

Campbell Soup Co / Equity Capital Markets

<ul><li>Despite industry-wide inflation and supply constraints, Campbell Soup's recent results have been fair and in line with its management's expectations.</li><li>The strong demand for their portfolio of brands continued in the recent quarter but supply chain volatility was higher than expected, resulting in lower service levels.</li><li>The management expects to resume market share recovery in the coming quarters, starting off with a recovery in distribution.</li></ul>

Despite industry-wide inflation and supply constraints, Campbell Soup's recent results have been fair and in line with its management's expectations.The strong demand for their portfolio of brands continued in the recent quarter but supply chain volatility was higher than expected, resulting in lower service levels.The management expects to resume market share recovery in the coming quarters, starting off with a recovery in distribution.

Campbell Soup Company: Financial & Price Forecasts

Credit

<ul><li>Campbell Soup has been combatting inflationary pressures and supply chain constraints but has managed to report a fairly decent financial performance in line with the management expectations.</li><li>This pressure is primarily caused by Campbell Soup’s supply chain constraints.</li><li>With the Covid-19 tailwinds associated with at-home consumption fading away, Campbell Soup has an uphill task ahead.</li></ul>

Campbell Soup has been combatting inflationary pressures and supply chain constraints but has managed to report a fairly decent financial performance in line with the management expectations.This pressure is primarily caused by Campbell Soup’s supply chain constraints.With the Covid-19 tailwinds associated with at-home consumption fading away, Campbell Soup has an uphill task ahead.

Campbell Soup: Detailed Credit Analysis & Financial Strength Evaluation Report

<ul><li>Like most other food companies, Campbell Soup continues to struggle with inflationary pressure but it did manage to deliver a decent set of results that exceeded the market expectations across all the three key metrics i.e., net sales, adjusted EBITDA, and adjusted earnings.</li><li>The management was able to cope with executional pressures well and worked hard to push organic net sales to grow by 3% on a two-year compounded annual growth basis.</li><li>Campbell's Ready-to-Serve in-market consumption grew impressively by 21% on a two-year basis and is expected to be a strong growth driver.</li></ul>

Like most other food companies, Campbell Soup continues to struggle with inflationary pressure but it did manage to deliver a decent set of results that exceeded the market expectations across all the three key metrics i.e., net sales, adjusted EBITDA, and adjusted earnings.The management was able to cope with executional pressures well and worked hard to push organic net sales to grow by 3% on a two-year compounded annual growth basis.Campbell's Ready-to-Serve in-market consumption grew impressively by 21% on a two-year basis and is expected to be a strong growth driver.

Campbell Soup Company - Investment Thesis

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 Soup Company: Financial & Price Forecasts

Despite industry-wide inflation and supply constraints, Campbell Soup's recent results have been fair and in line with its management's...

Baptista Research

Campbell Soup: Detailed Credit Analysis & Financial Strength Evaluation Report

Campbell Soup has been combatting inflationary pressures and supply chain constraints but has managed to report a fairly decent financial...

Baptista Research

Campbell Soup Company - Investment Thesis

Like most other food companies, Campbell Soup continues to struggle with inflationary pressure but it did manage to deliver a decent set of...

Baptista Research

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