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>Colgate-Palmolive delivered strong second quarter results for 2025, showcasing growth in net sales, organic sales, and earnings per share despite facing significant challenges from raw material pressures and adverse foreign exchange impacts.</li><li>Organic sales growth accelerated to 2.4%, with improvements noted in North America and Africa/Eurasia.</li><li>They also benefitted from a strategic acquisition in the pet food sector, demonstrating expansion intent in complementary product categories.</li></ul>

Colgate-Palmolive delivered strong second quarter results for 2025, showcasing growth in net sales, organic sales, and earnings per share despite facing significant challenges from raw material pressures and adverse foreign exchange impacts.Organic sales growth accelerated to 2.4%, with improvements noted in North America and Africa/Eurasia.They also benefitted from a strategic acquisition in the pet food sector, demonstrating expansion intent in complementary product categories.

Colgate-Palmolive: Strategic Market Positioning & Pricing to Aid In Securing Stable Revenue Streams!

<ul><li>Colgate-Palmolive's latest earnings reveals a mixed performance for the first quarter of 2025, underscoring both opportunities and challenges that the company faces in its strategic operations.</li><li>The company's management approached the volatile economic environment with a sense of preparedness, though consumer behavior and global economic pressures have presented some difficulties.</li><li>One of the significant challenges highlighted is the impact of a weaker consumer market, particularly evident in volume growth struggles.</li></ul>

Colgate-Palmolive's latest earnings reveals a mixed performance for the first quarter of 2025, underscoring both opportunities and challenges that the company faces in its strategic operations.The company's management approached the volatile economic environment with a sense of preparedness, though consumer behavior and global economic pressures have presented some difficulties.One of the significant challenges highlighted is the impact of a weaker consumer market, particularly evident in volume growth struggles.

Colgate-Palmolive: Leveraging Brand Strength & Innovation in Emerging Markets To Push For Growth!

<ul><li>Colgate-Palmolive delivered strong financial performance in 2024, with net sales reaching $20 billion, achieving this milestone a year ahead of its strategic plan.</li><li>The company reported high single-digit organic growth, marking its sixth consecutive year of growth either in line with or ahead of its long-term target of 3% to 5%.</li><li>This momentum was driven by balanced pricing and volume growth across all divisions and categories.</li></ul>

Colgate-Palmolive delivered strong financial performance in 2024, with net sales reaching $20 billion, achieving this milestone a year ahead of its strategic plan.The company reported high single-digit organic growth, marking its sixth consecutive year of growth either in line with or ahead of its long-term target of 3% to 5%.This momentum was driven by balanced pricing and volume growth across all divisions and categories.

Colgate-Palmolive: Will Its Promotional Strategies & Market Adaptation Be A Potential Game Changer?

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

Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Event-Driven

<ul>
<li>The changes to the <a href="https://www.smartkarma.com/entities/s-p-500-index" target="_blank" data-smartkarma-citation="entities:22886:1" rel="noopener">S&amp;P 500 INDEX (SPX INDEX)</a>, S&amp;P400 Index and S&amp;P600 Index will be announced after market close on Friday.</li>
<li>The conclusions of the market consultation to change the index weighting methodology for the Select Sector Indices to reduce concentration and avoid reverse turnover should also be announced.</li>
<li>Changes in the index weighting methodology will result in a round-trip trade of US$35bn across the Select Sector indices. The largest turnover is in the <a href="https://www.smartkarma.com/entities/consumer-staples-select-sector-spdr-fund" target="_blank" data-smartkarma-citation="entities:27536:1" rel="noopener">XLP</a> and <a href="https://www.smartkarma.com/entities/technology-select-sector-spdr" target="_blank" data-smartkarma-citation="entities:27543:1" rel="noopener">XLK</a>.</li>
</ul>


The changes to the S&amp;P 500 INDEX (SPX INDEX), S&amp;P400 Index and S&amp;P600 Index will be announced after market close on Friday.
The conclusions of the market consultation to change the index weighting methodology for the Select Sector Indices to reduce concentration and avoid reverse turnover should also be announced.
Changes in the index weighting methodology will result in a round-trip trade of US$35bn across the Select Sector indices. The largest turnover is in the XLP and XLK.


Select Sector Indices - Updated Flows as Round-Trip Trade Hits US$35bn

United States

Colgate-Palmolive Company is a consumer products company that markets its products throughout the world.  The Company's products include toothpaste, toothbrushes, shampoos, deodorants, bar and liquid soaps, dishwashing liquid, and laundry products, as well as pet nutrition products for cats and dogs.

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Colgate Palmolive Co (CL US)

Colgate-Palmolive: Strategic Market Positioning & Pricing to Aid In Securing Stable Revenue Streams!

Colgate-Palmolive delivered strong second quarter results for 2025, showcasing growth in net sales, organic sales, and earnings per share despite...

Baptista Research

Colgate-Palmolive: Leveraging Brand Strength & Innovation in Emerging Markets To Push For Growth!

Colgate-Palmolive's latest earnings reveals a mixed performance for the first quarter of 2025, underscoring both opportunities and challenges that...

Baptista Research

Colgate-Palmolive: Will Its Promotional Strategies & Market Adaptation Be A Potential Game Changer?

Colgate-Palmolive delivered strong financial performance in 2024, with net sales reaching $20 billion, achieving this milestone a year ahead of...

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

Select Sector Indices - Updated Flows as Round-Trip Trade Hits US$35bn

US$300bn tracks the Select Sector Indices. Implementation of proposed changes will set off a US$35bn trade. Apple could be bought by multiple...

Brian Freitas

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