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 Clorox Company recently shared their fourth-quarter and full-year fiscal 2025 results, revealing several notable trends and financial outcomes.</li><li>On the one hand, the company managed to deliver robust gross margin and earnings performance, which is a positive indicator of cost management and operational efficiencies.</li><li>However, the company faced weaker-than-expected top-line growth, exacerbated by macroeconomic uncertainties, inventory adjustments due to an ERP (Enterprise Resource Planning) system overhaul, and shifts in consumer behavior.</li></ul>

The Clorox Company recently shared their fourth-quarter and full-year fiscal 2025 results, revealing several notable trends and financial outcomes.On the one hand, the company managed to deliver robust gross margin and earnings performance, which is a positive indicator of cost management and operational efficiencies.However, the company faced weaker-than-expected top-line growth, exacerbated by macroeconomic uncertainties, inventory adjustments due to an ERP (Enterprise Resource Planning) system overhaul, and shifts in consumer behavior.

The Clorox Company: Dealing With Gross Margin Volatility & 3 Critical Challenges In Its Path!

<ul><li>The Clorox Company recently reported its earnings for the third quarter of fiscal year 2025 which highlighted the company's resilience amidst a challenging consumer environment characterized by increased competition, macroeconomic uncertainties, and altered shopping behaviors.</li><li>On the positive side, Clorox demonstrated strong operational fundamentals despite these headwinds.</li><li>The company's ability to hold overall market share and achieve its tenth consecutive quarter of gross margin expansion stood out as key achievements.</li></ul>

The Clorox Company recently reported its earnings for the third quarter of fiscal year 2025 which highlighted the company's resilience amidst a challenging consumer environment characterized by increased competition, macroeconomic uncertainties, and altered shopping behaviors.On the positive side, Clorox demonstrated strong operational fundamentals despite these headwinds.The company's ability to hold overall market share and achieve its tenth consecutive quarter of gross margin expansion stood out as key achievements.

The Clorox Company: Strategic Expansion in Key Channels To Support Revenue Stability & Future Growth!

<ul><li>The Clorox Company recently held their earnings call for the second quarter of fiscal year 2025, providing insights into their current financial performance, strategic plans, and market outlook.</li><li>A critical aspect of the discussion was the ongoing CFO transition, with Kevin Jacobsen, the outgoing CFO, continuing to support the company until his impending retirement later this year, and Luc Bellet stepping into the role from April 1.</li><li>This transition highlights Clorox's focus on leveraging internal talent for leadership continuity.</li></ul>

The Clorox Company recently held their earnings call for the second quarter of fiscal year 2025, providing insights into their current financial performance, strategic plans, and market outlook.A critical aspect of the discussion was the ongoing CFO transition, with Kevin Jacobsen, the outgoing CFO, continuing to support the company until his impending retirement later this year, and Luc Bellet stepping into the role from April 1.This transition highlights Clorox's focus on leveraging internal talent for leadership continuity.

Clorox Company: Executing Professional Channel Expansion To Catalyze Its Growth!

Independent in-depth research from Finimize, Finimize

Finimize Research

Independent in-depth research from Finimize

Finimize

Finimize is the #1 information platform for modern investors. We empower people to become smarter investors with bitesize insights from world-class analysts. 1 million+ strong community, 250 partners.

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

Next Generation Financial Data Tools, Calcbench

Calcbench

Next Generation Financial Data Tools

Founded in 2011, based in New York and Cambridge, MA, Calcbench is a financial data platform designed for detailed fundamental research. Created by former analysts and supported by a team of financial experts with serious credentials in Finance, Accounting, and Applied Mathematics, Calcbench helps analysts looking to go a level deeper become more productive and accurate in their financial analysis. With Calcbench, analysts can systematically access all the data (numbers and text) in financial statements, including the details hidden within the footnotes.

Forensic Accounting

<ul>
<li>So there we were today, scanning the latest corporate filings to the Securities and Exchange Commission , when we noticed that Johnson Controls ($JCI) had filed its latest earnings report .</li>
<li>We started reading, and were immediately stopped short by this earnings adjustment, right there in the second bullet point: Fiscal Q4 GAAP EPS of $0.80; Q4 Adjusted EPS of $1.</li>
<li>Hold up — what cybersecurity incident? When did that happen, and what has Johnson Controls said about it so far? </li>
</ul>


So there we were today, scanning the latest corporate filings to the Securities and Exchange Commission , when we noticed that Johnson Controls ($JCI) had filed its latest earnings report .
We started reading, and were immediately stopped short by this earnings adjustment, right there in the second bullet point: Fiscal Q4 GAAP EPS of $0.80; Q4 Adjusted EPS of $1.
Hold up — what cybersecurity incident? When did that happen, and what has Johnson Controls said about it so far? 


United States

The Clorox Company produces and markets non-durable consumer products sold primarily through grocery and other retail stores.  The Company's principal products include household cleaning and bleach products, charcoal, cat litter, automotive care products, dressings, and trash bags.  Clorox markets its products in the United States and other countries around the world.

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Clorox Company (CLX US)

The Clorox Company: Dealing With Gross Margin Volatility & 3 Critical Challenges In Its Path!

The Clorox Company recently shared their fourth-quarter and full-year fiscal 2025 results, revealing several notable trends and financial...

Baptista Research

The Clorox Company: Strategic Expansion in Key Channels To Support Revenue Stability & Future Growth!

The Clorox Company recently reported its earnings for the third quarter of fiscal year 2025 which highlighted the company's resilience amidst a...

Baptista Research

Clorox Company: Executing Professional Channel Expansion To Catalyze Its Growth!

The Clorox Company recently held their earnings call for the second quarter of fiscal year 2025, providing insights into their current financial...

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

Digging Into Cybersecurity Incidents

So there we were today, scanning the latest corporate filings to the Securities and Exchange Commission , when we noticed that Johnson Controls...

Calcbench

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