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 Hershey Company's recent earnings call for the third quarter of 2025 offered insight into the company's current performance and future projections.</li><li>The company reported stable growth across its segments, with President and CEO Kirk Tanner emphasizing balanced momentum across the entire portfolio.</li><li>This stability positions Hershey well as it moves into 2026, where the company aims to align with its long-term growth algorithm of 2% to 4% revenue increase and potential upside on earnings per share (EPS).</li></ul>

The Hershey Company's recent earnings call for the third quarter of 2025 offered insight into the company's current performance and future projections.The company reported stable growth across its segments, with President and CEO Kirk Tanner emphasizing balanced momentum across the entire portfolio.This stability positions Hershey well as it moves into 2026, where the company aims to align with its long-term growth algorithm of 2% to 4% revenue increase and potential upside on earnings per share (EPS).

Hershey’s Next Move: Trying To Balance Health, Hedging, & Hunger for Growth!

<ul><li>The Hershey Company recently reported a mixed set of results for the most recent quarter.</li><li>The management highlighted both positive developments and challenges currently facing the company.</li><li>The Hershey Company continues to focus on sustainable growth through strategic investments in brands and capabilities.</li></ul>

The Hershey Company recently reported a mixed set of results for the most recent quarter.The management highlighted both positive developments and challenges currently facing the company.The Hershey Company continues to focus on sustainable growth through strategic investments in brands and capabilities.

Hershey’s Salty Snack Strategy Is A Key Growth Catalyst: Will Dot’s & SkinnyPop Dominate The Aisle Next?

<ul><li>The Hershey Company’s recent earnings presents a nuanced perspective on its current performance and future outlook.</li><li>On the positive side, Hershey has demonstrated robust operational agility by implementing mitigating strategies against potential financial impacts from tariffs.</li><li>The company anticipates a tariff-related impact of $15 to $20 million for Q2, with an unmitigated potential cost of $100 million per quarter for Q3 and Q4 due to cocoa and Canadian retaliatory tariffs.</li></ul>

The Hershey Company’s recent earnings presents a nuanced perspective on its current performance and future outlook.On the positive side, Hershey has demonstrated robust operational agility by implementing mitigating strategies against potential financial impacts from tariffs.The company anticipates a tariff-related impact of $15 to $20 million for Q2, with an unmitigated potential cost of $100 million per quarter for Q3 and Q4 due to cocoa and Canadian retaliatory tariffs.

The Hershey Company: Can The Management Generate Material Growth While Tackling Regulatory & Market Challenges?

<ul><li>The Hershey Company recently reported its fourth-quarter 2024 earnings, revealing various elements influencing its financial performance and outlook.</li><li>The company addressed challenges such as elevated cocoa prices, sustaining growth despite market pressures, and strategically managing its product line.</li><li>Hershey has been proactive in handling cocoa price volatility through hedging, allowing it to avoid paying market prices immediately.</li></ul>

The Hershey Company recently reported its fourth-quarter 2024 earnings, revealing various elements influencing its financial performance and outlook.The company addressed challenges such as elevated cocoa prices, sustaining growth despite market pressures, and strategically managing its product line.Hershey has been proactive in handling cocoa price volatility through hedging, allowing it to avoid paying market prices immediately.

The Hershey Co: Can Pricing Power and Innovation Keep Profits Sweet?

<ul><li>The confectionery industry was abuzz recently as news broke that Mondelez International (MDLZ) had approached Hershey (HSY) about a potential acquisition.</li><li>Hershey’s stock surged by 14%, reflecting investors’ optimism about the possibility of a $50 billion industry giant emerging.</li><li>While neither company confirmed the rumors, the timing is intriguing.</li></ul>

The confectionery industry was abuzz recently as news broke that Mondelez International (MDLZ) had approached Hershey (HSY) about a potential acquisition.Hershey’s stock surged by 14%, reflecting investors’ optimism about the possibility of a $50 billion industry giant emerging.While neither company confirmed the rumors, the timing is intriguing.

Is Hershey the Sweetest Deal for Mondelez? Here’s Why It Could Be the Perfect Acquisition!

United States

The Hershey Company manufactures chocolate and sugar confectionery products. The Company's principal products include chocolate and sugar confectionery products; gum and mint refreshment products; and pantry items, such as baking ingredients, toppings and beverages.

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Hershey Co/The (HSY US)

Hershey’s Next Move: Trying To Balance Health, Hedging, & Hunger for Growth!

The Hershey Company's recent earnings call for the third quarter of 2025 offered insight into the company's current performance and future...

Baptista Research

Hershey’s Salty Snack Strategy Is A Key Growth Catalyst: Will Dot’s & SkinnyPop Dominate The Aisle Next?

The Hershey Company recently reported a mixed set of results for the most recent quarter. The management highlighted both positive developments...

Baptista Research

The Hershey Company: Can The Management Generate Material Growth While Tackling Regulatory & Market Challenges?

The Hershey Company’s recent earnings presents a nuanced perspective on its current performance and future outlook. On the positive side, Hershey...

Baptista Research

The Hershey Co: Can Pricing Power and Innovation Keep Profits Sweet?

The Hershey Company recently reported its fourth-quarter 2024 earnings, revealing various elements influencing its financial performance and...

Baptista Research

Is Hershey the Sweetest Deal for Mondelez? Here’s Why It Could Be the Perfect Acquisition!

The confectionery industry was abuzz recently as news broke that Mondelez International (MDLZ) had approached Hershey (HSY) about a potential...

Baptista Research

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