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>Conagra Brands' recent earnings showcased a mixture of both challenges and potential opportunities.</li><li>The company's ability to return to positive organic sales growth is critical, especially after anticipating a low singledigit decline in sales for the second quarter.</li><li>This projected decline is attributed primarily to shifting promotional events and initial elasticity effects from inflation-based pricing adjustments.</li></ul>

Conagra Brands' recent earnings showcased a mixture of both challenges and potential opportunities.The company's ability to return to positive organic sales growth is critical, especially after anticipating a low singledigit decline in sales for the second quarter.This projected decline is attributed primarily to shifting promotional events and initial elasticity effects from inflation-based pricing adjustments.

Conagra Brands: How 85% Commodity Coverage Shields It from Market Volatility!

<ul><li>Conagra Brands reported their earnings for the fourth quarter of fiscal year 2025, revealing a complex interplay of challenges and strategic decisions aimed at balancing immediate financial pressures with long-term growth objectives.</li><li>The company's strategic focus is clear: bolster volume growth in key categories, particularly frozen and snacks, while navigating through persistent and above-average inflation.</li><li>Conagra's leadership, led by CEO Sean Connolly, signaled a commitment to investing in volume growth, citing successful past experiences where consumer response to investments was strong, particularly in the frozen and snacks segments.</li></ul>

Conagra Brands reported their earnings for the fourth quarter of fiscal year 2025, revealing a complex interplay of challenges and strategic decisions aimed at balancing immediate financial pressures with long-term growth objectives.The company's strategic focus is clear: bolster volume growth in key categories, particularly frozen and snacks, while navigating through persistent and above-average inflation.Conagra's leadership, led by CEO Sean Connolly, signaled a commitment to investing in volume growth, citing successful past experiences where consumer response to investments was strong, particularly in the frozen and snacks segments.

Conagra Brands: Productivity & Supply Chain Optimization For Margin Recovery & Strategic Growth Adaptability!

<ul><li>Conagra Brands recently reported its third-quarter fiscal 2025 financial results.</li><li>A nuanced analysis reveals both strengths and challenges the company is navigating in a dynamic macroeconomic environment.</li><li>On the positive side, Conagra Brands highlighted robust consumer demand for its products.</li></ul>

Conagra Brands recently reported its third-quarter fiscal 2025 financial results.A nuanced analysis reveals both strengths and challenges the company is navigating in a dynamic macroeconomic environment.On the positive side, Conagra Brands highlighted robust consumer demand for its products.

Conagra Brands: Powering Through Inflation with Bold Pricing & Sourcing Moves!

<ul><li>Conagra Brands' earnings report for the second quarter and first half of fiscal 2025 reflects a mixed performance, characterized by both positive operational strides and challenges from external factors.</li><li>The company's revenues in the period have been consistent, with shipments increasing by 1% and consumption rising by 0.6%, indicating strong alignment between production and sales.</li><li>There was no significant impact from Thanksgiving timing on these figures, which is typically a consideration for companies with similar fiscal calendars.</li></ul>

Conagra Brands' earnings report for the second quarter and first half of fiscal 2025 reflects a mixed performance, characterized by both positive operational strides and challenges from external factors.The company's revenues in the period have been consistent, with shipments increasing by 1% and consumption rising by 0.6%, indicating strong alignment between production and sales.There was no significant impact from Thanksgiving timing on these figures, which is typically a consideration for companies with similar fiscal calendars.

Conagra Brands: Leveraging the Growth Potential in Frozen Foods to Set New Standards! - Major Drivers

Independent in-depth research from Finimize, Finimize

Finimize Research

Independent in-depth research from Finimize

Finimize

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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

United States

ConAgra Foods, Inc. manufactures and markets packaged foods for retail consumers, restaurants and institutions. The Company offers a wide range of food products, including meals, entrees, condiments, sides, snacks, specialty potato products, milled grain ingredients, dehydrated vegetables and seasonings, and blends and flavors.

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Conagra Foods (CAG US)

Conagra Brands: How 85% Commodity Coverage Shields It from Market Volatility!

Conagra Brands' recent earnings showcased a mixture of both challenges and potential opportunities. The company's ability to return to positive...

Baptista Research

Conagra Brands: Productivity & Supply Chain Optimization For Margin Recovery & Strategic Growth Adaptability!

Conagra Brands reported their earnings for the fourth quarter of fiscal year 2025, revealing a complex interplay of challenges and strategic...

Baptista Research

Conagra Brands: Powering Through Inflation with Bold Pricing & Sourcing Moves!

Conagra Brands recently reported its third-quarter fiscal 2025 financial results. A nuanced analysis reveals both strengths and challenges the...

Baptista Research

Conagra Brands: Leveraging the Growth Potential in Frozen Foods to Set New Standards! - Major Drivers

Conagra Brands' earnings report for the second quarter and first half of fiscal 2025 reflects a mixed performance, characterized by both positive...

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

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