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>General Mills reported encouraging third quarter results, especially with the underlying performance improvement in North America retail and the pet segment.</li><li>CEO Jeff Harmening forecasts that the fourth quarter sales would look similar to the third quarter in terms of annual performance.</li><li>However, there is uncertainty due to innumerable external variables that could influence the outcome.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

General Mills reported encouraging third quarter results, especially with the underlying performance improvement in North America retail and the pet segment.CEO Jeff Harmening forecasts that the fourth quarter sales would look similar to the third quarter in terms of annual performance.However, there is uncertainty due to innumerable external variables that could influence the outcome.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

General Mills Inc.: Are Its Portfolio Reshaping & Acquisition Strategy Paying Off? - Major Drivers

<ul><li>General Mills, Inc. delivered mixed results in its most recent result, with revenues falling short of Wall Street expectations but above-par earnings.</li><li>In assessing on-shelf availability, General Mills' management acknowledged the growth challenges foreseen in their initial guidance due to their robust performance the previous year.</li><li>Despite this, General Mills improved its on-shelf availability, with a noticeable reduction in disruption costs.</li></ul>

General Mills, Inc. delivered mixed results in its most recent result, with revenues falling short of Wall Street expectations but above-par earnings.In assessing on-shelf availability, General Mills' management acknowledged the growth challenges foreseen in their initial guidance due to their robust performance the previous year.Despite this, General Mills improved its on-shelf availability, with a noticeable reduction in disruption costs.

General Mills Inc.: Can The Acquisition Of Fera Pets Up Their Pet Supplements Game? - Major Drivers

<ul><li>General Mills, Inc. delivered an all-around beat in the previous quarter.</li><li>Non-measured channels expanded at a double-digit rate during the quarter, driving RNS ahead of NAR's progress.</li><li>Additionally, General Mills' international business is doing quite well.</li></ul>

General Mills, Inc. delivered an all-around beat in the previous quarter.Non-measured channels expanded at a double-digit rate during the quarter, driving RNS ahead of NAR's progress.Additionally, General Mills' international business is doing quite well.

General Mills Inc.: The Unseen Forces Driving its Food Service Expansion! - Major Drivers

Value Investing

Vladimir Dimitrov, CFA

<ul>
<li>General Mills has just reported its full fiscal year results and investors are not impressed.</li>
<li>Expectations of lower organic revenue growth and uncertainties around profitability would likely continue to weigh on the share price.</li>
<li>Long-term investors, however, could take advantage of this near-term dynamic while enjoying the higher dividend.</li>
</ul>


General Mills has just reported its full fiscal year results and investors are not impressed.
Expectations of lower organic revenue growth and uncertainties around profitability would likely continue to weigh on the share price.
Long-term investors, however, could take advantage of this near-term dynamic while enjoying the higher dividend.


General Mills: A Disappointing Quarter For Short-Term Investors And Speculators

<ul><li>General Mills managed to surpass the revenue expectations as well as the earnings expectations of Wall Street.</li><li>Improved supply chain operations and service levels, especially in the dry dog food segment, allowed General Mills to replenish inventory and meet customer demands.</li><li>Despite challenging year-over-year comparisons, General Mills experienced a sequential improvement in retail movement, selling more dog and pet food in Q3 compared to Q2.</li></ul>

General Mills managed to surpass the revenue expectations as well as the earnings expectations of Wall Street.Improved supply chain operations and service levels, especially in the dry dog food segment, allowed General Mills to replenish inventory and meet customer demands.Despite challenging year-over-year comparisons, General Mills experienced a sequential improvement in retail movement, selling more dog and pet food in Q3 compared to Q2.

General Mills Inc.: Seizing The Pet Food Opportunity & 3 Other Factors Driving This Consumption Major –Financial Forecasts

United States

General Mills, Inc. manufactures and markets branded and packaged consumer foods worldwide. The Company also supplies branded and unbranded food products to the foodservice and commercial baking industries.

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General Mills (GIS US)

General Mills Inc.: Are Its Portfolio Reshaping & Acquisition Strategy Paying Off? - Major Drivers

General Mills reported encouraging third quarter results, especially with the underlying performance improvement in North America retail and the...

Baptista Research

General Mills Inc.: Can The Acquisition Of Fera Pets Up Their Pet Supplements Game? - Major Drivers

General Mills, Inc. delivered mixed results in its most recent result, with revenues falling short of Wall Street expectations but above-par...

Baptista Research

General Mills Inc.: The Unseen Forces Driving its Food Service Expansion! - Major Drivers

General Mills, Inc. delivered an all-around beat in the previous quarter. Non-measured channels expanded at a double-digit rate during the...

Baptista Research

General Mills: A Disappointing Quarter For Short-Term Investors And Speculators

Expectations of lower organic revenue growth and uncertainties around profitability would likely continue to weigh on the share price.

Vladimir Dimitrov, CFA

General Mills Inc.: Seizing The Pet Food Opportunity & 3 Other Factors Driving This Consumption Major –Financial Forecasts

General Mills managed to surpass the revenue expectations as well as the earnings expectations of Wall Street. Improved supply chain operations...

Baptista Research

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