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>Coca-Cola provided overall positive results despite the ongoing global challenges they faced.</li><li>James Quincey, Chairman and CEO, specifically highlighted their "all-weather strategy," which allowed them to attain 8% comparable earnings per share growth, despite notable headwinds from a 7% currency impact.</li><li>He attributed the year's success to the company's strategy and improved capabilities, making Coca-Cola a more agile and efficient global organization.</li></ul>

Coca-Cola provided overall positive results despite the ongoing global challenges they faced.James Quincey, Chairman and CEO, specifically highlighted their "all-weather strategy," which allowed them to attain 8% comparable earnings per share growth, despite notable headwinds from a 7% currency impact.He attributed the year's success to the company's strategy and improved capabilities, making Coca-Cola a more agile and efficient global organization.

The Coca-Cola Company: What Is The Impact Of Changing North American Market Dynamics? - Major Drivers

<ul><li>The Coca-Cola Company managed to surpass the revenue and earnings expectations of Wall Street.</li><li>The company had strong organic revenue growth, improved operating margins, and earnings per share growth.</li><li>With 11% organic revenue growth driven by higher volume, pricing actions, and carryover pricing, Coca-Cola maintained its industry's vibrancy.</li></ul>

The Coca-Cola Company managed to surpass the revenue and earnings expectations of Wall Street.The company had strong organic revenue growth, improved operating margins, and earnings per share growth.With 11% organic revenue growth driven by higher volume, pricing actions, and carryover pricing, Coca-Cola maintained its industry's vibrancy.

The Coca-Cola Company: From North America to Asia – Dominating Every Sip! - Major Drivers

Managing Partner, VRS (Valuation & Research Specialists)

VRS (Valuation & Research Specialists)

Managing Partner

Valuation & Research Specialists (VRS) is a boutique financial advisor with more than 17 years of experience in Corporate Valuation and Finance, and a diversified client base including some of the largest Companies in Greece.

Since 2002, VRS has completed more than 200 engagements in the areas of business valuation and financial analysis for more than 100 clients in a wide range of industries.

VRS has been honored to work with small and large private and publicly traded companies in Europe and overseas.

Boutique Financial Advisor

<div><div><div><div><ul><li>The Coca-Cola Co. is a multinational beverage corporation focused on the production, marketing, and distribution of specialty soft drinks across approximately 200 markets.</li><li>With a vast network of over 35,000 Company-operated and licensed stores, it operates through three primary segments: North America, encompassing the United States and Canada; International, spanning regions like China, Japan, Asia Pacific, Europe, Middle East, Africa, Latin America, and the Caribbean; and Channel Development.</li><li>Both the North America and International segments include a mix of Company-operated and licensed outlets. </li></ul></div></div></div></div>

The Coca-Cola Co. is a multinational beverage corporation focused on the production, marketing, and distribution of specialty soft drinks across approximately 200 markets.With a vast network of over 35,000 Company-operated and licensed stores, it operates through three primary segments: North America, encompassing the United States and Canada; International, spanning regions like China, Japan, Asia Pacific, Europe, Middle East, Africa, Latin America, and the Caribbean; and Channel Development.Both the North America and International segments include a mix of Company-operated and licensed outlets. 

Technical Analysis On The Coca Cola Co. - July 28, 2023

<ul><li>Coca-Cola delivered an all-around beat in the most recent quarter results.</li><li>Despite geopolitical tensions and the elevation in global inflation, Coca-Cola delivered 11% organic revenue growth.</li><li>Plant-based beverages, value-added dairy, and juice have delivered double-digit top-line growth and also gained both volume share and volume.</li></ul>

Coca-Cola delivered an all-around beat in the most recent quarter results.Despite geopolitical tensions and the elevation in global inflation, Coca-Cola delivered 11% organic revenue growth.Plant-based beverages, value-added dairy, and juice have delivered double-digit top-line growth and also gained both volume share and volume.

Coca-Cola Company: Are They Winning The Gen Z Market? – Key Drivers

<ul><li>Despite pandemic-related restrictions and business suspensions in some regions, Coca-Cola managed an all-around beat in the latest result.</li><li>Coca-Cola's new marketing model uses linked occasions and passion points to drive engagement and create deeper connections with consumers uniquely and innovatively.</li><li>Coca-Cola is leveraging passion points locally to drive consumption and create immersive experiences.</li></ul>

Despite pandemic-related restrictions and business suspensions in some regions, Coca-Cola managed an all-around beat in the latest result.Coca-Cola's new marketing model uses linked occasions and passion points to drive engagement and create deeper connections with consumers uniquely and innovatively.Coca-Cola is leveraging passion points locally to drive consumption and create immersive experiences.

Coca-Cola Co: Is Buffett’s Favorite Stock Worth Considering At Current Levels? – Key Drivers

United States

The Coca-Cola Company manufactures, markets, and distributes soft drink concentrates and syrups.  The Company also distributes and markets juice and juice-drink products.  Coca-Cola distributes its products to retailers and wholesalers in the United States and internationally.

Coca Cola Co (KO US)

The Coca-Cola Company: What Is The Impact Of Changing North American Market Dynamics? - Major Drivers

Coca-Cola provided overall positive results despite the ongoing global challenges they faced. James Quincey, Chairman and CEO, specifically...

Baptista Research

The Coca-Cola Company: From North America to Asia – Dominating Every Sip! - Major Drivers

The Coca-Cola Company managed to surpass the revenue and earnings expectations of Wall Street. The company had strong organic revenue growth,...

Baptista Research

Technical Analysis On The Coca Cola Co. - July 28, 2023

The Coca-Cola Co. is a multinational beverage corporation focused on the production, marketing, and distribution of specialty soft drinks across...

VRS (Valuation & Research Specialists)

Coca-Cola Company: Are They Winning The Gen Z Market? – Key Drivers

Coca-Cola delivered an all-around beat in the most recent quarter results. Despite geopolitical tensions and the elevation in global inflation,...

Baptista Research

Coca-Cola Co: Is Buffett’s Favorite Stock Worth Considering At Current Levels? – Key Drivers

Despite pandemic-related restrictions and business suspensions in some regions, Coca-Cola managed an all-around beat in the latest...

Baptista Research