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 investment thesis is based on the third-quarter results from Church & Dwight Co Inc.</li><li>The company recorded solid performance with reported revenue surpassing its outlook by 2.5% and organic revenue exceeding their expectations by 0.8%.</li><li>This marks its fourth consecutive quarter of posting robust results.</li></ul>

The investment thesis is based on the third-quarter results from Church & Dwight Co Inc.The company recorded solid performance with reported revenue surpassing its outlook by 2.5% and organic revenue exceeding their expectations by 0.8%.This marks its fourth consecutive quarter of posting robust results.

Church & Dwight: Benefiting from Consumer Trade Down But Is It Enough? - Major Drivers

<ul><li>Church & Dwight delivered an all-around beat in the previous quarter.</li><li>The stellar 5.8% organic growth in the global consumer business was particularly noteworthy, exceeding expectations, offset by a 1-point decline attributed to the SPD business.</li><li>In Specialty Products, while overall organic sales decreased by 10%, excluding the impact of MEGALAC, the segment demonstrated positive growth of 2%.</li></ul>

Church & Dwight delivered an all-around beat in the previous quarter.The stellar 5.8% organic growth in the global consumer business was particularly noteworthy, exceeding expectations, offset by a 1-point decline attributed to the SPD business.In Specialty Products, while overall organic sales decreased by 10%, excluding the impact of MEGALAC, the segment demonstrated positive growth of 2%.

Church & Dwight Co. Inc.: Specialty Products Challenges & Recovery Plan! - Key Drivers

<ul><li>Church & Dwight Co. delivered a strong result and managed an all-around beat last quarter.</li><li>In Q2, the laundry business performed well dollar and unit share, Church & Dwight ended the quarter as the fastest-growing laundry detergent, liquid detergent, unit dosage detergent, and aroma booster manufacturer.</li><li>ARM & HAMMER Liquid Laundry detergent increased its share by 90 basis points.</li></ul>

Church & Dwight Co. delivered a strong result and managed an all-around beat last quarter.In Q2, the laundry business performed well dollar and unit share, Church & Dwight ended the quarter as the fastest-growing laundry detergent, liquid detergent, unit dosage detergent, and aroma booster manufacturer.ARM & HAMMER Liquid Laundry detergent increased its share by 90 basis points.

Church & Dwight Co. Inc.: What Are Its Biggest Growth Catalysts? - Financial Forecasts

Equity Capital Markets

Church & Dwight Co / Equity Capital Markets

<ul><li>Church & Dwight had a particularly robust Q1 as the company reported solid revenue growth of 10.2% and an all-around beat.</li><li>The management exceeded its Q1 outlook with organic sales increasing by 5.7%, driven by more robust performance across multiple brands, including Hero, THERABREATH, ARM & HAMMER laundry, and ARM & HAMMER litter.</li><li>With encouraging signs such as flat volume growth after a series of declines, the company’s team anticipates volume growth throughout the year.</li></ul>

Church & Dwight had a particularly robust Q1 as the company reported solid revenue growth of 10.2% and an all-around beat.The management exceeded its Q1 outlook with organic sales increasing by 5.7%, driven by more robust performance across multiple brands, including Hero, THERABREATH, ARM & HAMMER laundry, and ARM & HAMMER litter.With encouraging signs such as flat volume growth after a series of declines, the company’s team anticipates volume growth throughout the year.

Church & Dwight Co: Capacity Expansion Update & Other Drivers

Podcast hosted by Hedgeye CEO Keith McCullough, Real Conversations

Real Conversations

Podcast hosted by Hedgeye CEO Keith McCullough

Hedgeye is an investment research and financial media company founded in 2008. Our core principles are transparency, accountability and trust. Hedgeye’s Real Conversations series, hosted by CEO Keith McCullough, brings together the brightest minds in the business to cut through the noise and discuss the financial market moves that actually matter.LEGALThe opinions expressed in Hedgeye Real Conversations are those of the individual speaking and not of Hedgeye, and should not be construed as specific investment advice. Hedgeye® is a registered trademark. All Hedegye Real Conversations are the intellectual property of Hedgeye. All rights reserved.

Cross Asset Strategy

<ul><li>Russell was down almost a full percent last week, but consumer staples, MLPS, and shipping performed well</li><li>Domino's reported slightly lower earnings and showed signs of global headwinds, momentum slowing</li><li>China looks like a good long bias opportunity for the second half of 2024, while consumer staples are poorly positioned for reaccelerating inflation</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>

Russell was down almost a full percent last week, but consumer staples, MLPS, and shipping performed wellDomino's reported slightly lower earnings and showed signs of global headwinds, momentum slowingChina looks like a good long bias opportunity for the second half of 2024, while consumer staples are poorly positioned for reaccelerating inflationThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

United States

Church & Dwight Co., Inc. is a diversified consumer products company. The Company owns various personal products brands, including contraceptive products, vitamins, pregnancy tests, and hair removers. Church & Dwight sells its products to consumers and to industrial customers and distributors.

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Church & Dwight Co (CHD US)

Church & Dwight: Benefiting from Consumer Trade Down But Is It Enough? - Major Drivers

The investment thesis is based on the third-quarter results from Church & Dwight Co Inc. The company recorded solid performance with reported...

Baptista Research

Church & Dwight Co. Inc.: Specialty Products Challenges & Recovery Plan! - Key Drivers

Church & Dwight delivered an all-around beat in the previous quarter. The stellar 5.8% organic growth in the global consumer business was...

Baptista Research

Church & Dwight Co. Inc.: What Are Its Biggest Growth Catalysts? - Financial Forecasts

Church & Dwight Co. delivered a strong result and managed an all-around beat last quarter. In Q2, the laundry business performed well dollar...

Baptista Research

Church & Dwight Co: Capacity Expansion Update & Other Drivers

Church & Dwight had a particularly robust Q1 as the company reported solid revenue growth of 10.2% and an all-around beat. The management...

Baptista Research

The Call @ Hedgeye | February 26, 2024

Last week saw a mixed market with Russell down almost 1%, consumer staples and MLPs performing well, Howard's cannabis MSOs showing strength,...

Real Conversations

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