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>Celsius Holdings has delivered a robust performance in the second quarter of 2025, with significant revenue growth driven primarily by its recent acquisition, the Alani Nu brand.</li><li>Total revenue rose by 84% year-over-year to $739.3 million, a substantial increase facilitated by a strong gain from Alani Nu, which contributed $301.2 million.</li><li>Meanwhile, Celsius-branded products continued their growth trajectory with a 9% increase, reflecting successful innovation and expanded distribution networks.</li></ul>

Celsius Holdings has delivered a robust performance in the second quarter of 2025, with significant revenue growth driven primarily by its recent acquisition, the Alani Nu brand.Total revenue rose by 84% year-over-year to $739.3 million, a substantial increase facilitated by a strong gain from Alani Nu, which contributed $301.2 million.Meanwhile, Celsius-branded products continued their growth trajectory with a 9% increase, reflecting successful innovation and expanded distribution networks.

Celsius Holdings Boosts Household Penetration—Is 43% Just The Beginning of Market Domination?

<ul><li>Celsius Holdings, a notable entity in the energy drink sector, faced a dynamic first quarter in 2025, presenting both opportunities and challenges.</li><li>The company's financial results revealed a 7% decline in revenue year-over-year, totaling $329.3 million.</li><li>This drop can be attributed to multiple factors, including slowed velocity, adjustments in the U.S. distributor incentive program, and heightened retail promotional activities.</li></ul>

Celsius Holdings, a notable entity in the energy drink sector, faced a dynamic first quarter in 2025, presenting both opportunities and challenges.The company's financial results revealed a 7% decline in revenue year-over-year, totaling $329.3 million.This drop can be attributed to multiple factors, including slowed velocity, adjustments in the U.S. distributor incentive program, and heightened retail promotional activities.

Celsius Holdings Goes Global—Explosive Market Wins in Australia & New Zealand Lead the Way!

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Index Rebalance

<ul>
<li>The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.</li>
<li>The index is reviewed quarterly. The next review will be in June 2024 and the evaluation date for the rankings for the constituent selection process is 6th June 2024.</li>
<li>In this insight, we take a look at the Potential ADDs and Potential DELs for the June 2024 index rebal event and the intra-review ADDs/DELETEs.</li>
</ul>


The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.
The index is reviewed quarterly. The next review will be in June 2024 and the evaluation date for the rankings for the constituent selection process is 6th June 2024.
In this insight, we take a look at the Potential ADDs and Potential DELs for the June 2024 index rebal event and the intra-review ADDs/DELETEs.


Quiddity Leaderboard S&P 500 Jun 24 Rebal: Many Intra-Review Changes Possible Due to M&A, Spin-Offs

Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

<ul><li>Bloomberg Audio Studios podcasts Radio News with hosts Weisenthal and Tracy Alloway</li><li>Discussion on energy drinks like Celsius and their rise in popularity</li><li>Interview with John Fieldley, President and CEO of Celsius holdings, discussing the competitive energy drink market and distribution strategies</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Bloomberg Audio Studios podcasts Radio News with hosts Weisenthal and Tracy AllowayDiscussion on energy drinks like Celsius and their rise in popularityInterview with John Fieldley, President and CEO of Celsius holdings, discussing the competitive energy drink market and distribution strategiesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Celsius CEO Explains How They Win in Energy Drinks

<ul><li>Celsius Holdings, Inc. recently shared its fourth-quarter and full-year financial results for 2024, along with the announcement of its acquisition of Alani Nu, a significant player in the U.S. energy drink category.</li><li>The company's fiscal performance indicates a robust revenue of $1.36 billion for the year, marking a 3% increase from the previous year, despite facing challenges that have affected many consumer packaged goods sectors.</li><li>Key positives from the report include a solid 22% year-over-year volume growth, outstripping the overall energy drink category's growth of 5%.</li></ul>

Celsius Holdings, Inc. recently shared its fourth-quarter and full-year financial results for 2024, along with the announcement of its acquisition of Alani Nu, a significant player in the U.S. energy drink category.The company's fiscal performance indicates a robust revenue of $1.36 billion for the year, marking a 3% increase from the previous year, despite facing challenges that have affected many consumer packaged goods sectors.Key positives from the report include a solid 22% year-over-year volume growth, outstripping the overall energy drink category's growth of 5%.

Celsius Holdings: How Are They Aligning Towards The Broader Market Trend Of Health-Oriented Beverages?

United States

Celsius Holdings, Inc. operates as a holding company. The Company, through its subsidiaries, provides thermogenic calorie-burning beverages. The Company markets its beverages multiple channels including grocery, drug, convenience stores, gyms, and nutrition stores. Celsius Holdings serves clients in the United States.

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Celsius Holdings (CELH US)

Celsius Holdings Boosts Household Penetration—Is 43% Just The Beginning of Market Domination?

Celsius Holdings has delivered a robust performance in the second quarter of 2025, with significant revenue growth driven primarily by its recent...

Baptista Research

Celsius Holdings Goes Global—Explosive Market Wins in Australia & New Zealand Lead the Way!

Celsius Holdings, a notable entity in the energy drink sector, faced a dynamic first quarter in 2025, presenting both opportunities and...

Baptista Research

Quiddity Leaderboard S&P 500 Jun 24 Rebal: Many Intra-Review Changes Possible Due to M&A, Spin-Offs

The SP500 will to see up to 4 intra-review changes before the June 2024 rebal. 3 near certain. The interesting ones? Two SP600 deletions due to...

Travis Lundy

Celsius CEO Explains How They Win in Energy Drinks

Hosts discuss the rise of energy drinks in the market, the variety of flavors available, and the importance of distribution in the success of...

Odd Lots

Celsius Holdings: How Are They Aligning Towards The Broader Market Trend Of Health-Oriented Beverages?

Celsius Holdings, Inc. recently shared its fourth-quarter and full-year financial results for 2024, along with the announcement of its acquisition...

Baptista Research

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52-week Range

Market Cap (USDm)

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