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>Hormel Foods Corporation recently announced its third-quarter fiscal 2025 results, showcasing a mixed financial performance.</li><li>The company succeeded in delivering a 6% organic net sales growth, marking an impressive quarter of top-line growth driven by broad-based strength across its retail, foodservice, and international segments.</li><li>However, the company faced significant challenges in converting this robust top-line growth into bottom-line improvements, primarily due to unforeseen surges in commodity input costs.</li></ul>

Hormel Foods Corporation recently announced its third-quarter fiscal 2025 results, showcasing a mixed financial performance.The company succeeded in delivering a 6% organic net sales growth, marking an impressive quarter of top-line growth driven by broad-based strength across its retail, foodservice, and international segments.However, the company faced significant challenges in converting this robust top-line growth into bottom-line improvements, primarily due to unforeseen surges in commodity input costs.

Hormel Foods Reveals A Bold Expansion Strategy In Bacon

<ul><li>Hormel Foods Corporation reported its second-quarter fiscal 2025 earnings, highlighting both progress and challenges in its operations.</li><li>The company achieved solid organic top-line growth, with net sales for the quarter reaching $2.9 billion, a 1% organic increase over the previous year.</li><li>The results were largely in line with expectations, demonstrating the resilience and effectiveness of Hormel's diverse portfolio despite a dynamic operating environment.</li></ul>

Hormel Foods Corporation reported its second-quarter fiscal 2025 earnings, highlighting both progress and challenges in its operations.The company achieved solid organic top-line growth, with net sales for the quarter reaching $2.9 billion, a 1% organic increase over the previous year.The results were largely in line with expectations, demonstrating the resilience and effectiveness of Hormel's diverse portfolio despite a dynamic operating environment.

Hormel Foods: Will Its Retail Branding & Advertising Be A Potential Game Changer?

<ul><li>Hormel Foods Corporation recently held its first quarter earnings call for the fiscal year 2025, presenting a mix of promising developments and ongoing challenges.</li><li>The company has demonstrated resilience with a top-line growth of 1% in organic net sales, meeting expectations despite a challenging environment marked by dynamic consumer conditions and supply chain pressures.</li><li>Hormel Foods' strength lies significantly in its value-added product portfolio, which continued to perform well, providing robust growth driven by brands such as SPAM, Applegate, Jennie-O, and Hormel Black Label Bacon.</li></ul>

Hormel Foods Corporation recently held its first quarter earnings call for the fiscal year 2025, presenting a mix of promising developments and ongoing challenges.The company has demonstrated resilience with a top-line growth of 1% in organic net sales, meeting expectations despite a challenging environment marked by dynamic consumer conditions and supply chain pressures.Hormel Foods' strength lies significantly in its value-added product portfolio, which continued to perform well, providing robust growth driven by brands such as SPAM, Applegate, Jennie-O, and Hormel Black Label Bacon.

Hormel Foods Corporation: Strategic Transformation & Modernization Initiatives As A Powerful Growth Flywheel!

<ul><li>Hormel Foods Corporation recently held its fourth quarter earnings call, delivering a mix of positive developments and some areas of concern.</li><li>The company's financial performance in fiscal 2024 reflected its strategic shift and operational initiatives, which helped manage a challenging macroeconomic environment and exhibited the resilience of its portfolio and team.</li><li>From a positive perspective, Hormel Foods reported a year of solid execution of its strategic initiatives, which included introducing innovative products across its portfolio, expanding its market presence, and reinvesting in its well-established brands like Hormel Black Label, Jennie-O, SPAM, and Applegate.</li></ul>

Hormel Foods Corporation recently held its fourth quarter earnings call, delivering a mix of positive developments and some areas of concern.The company's financial performance in fiscal 2024 reflected its strategic shift and operational initiatives, which helped manage a challenging macroeconomic environment and exhibited the resilience of its portfolio and team.From a positive perspective, Hormel Foods reported a year of solid execution of its strategic initiatives, which included introducing innovative products across its portfolio, expanding its market presence, and reinvesting in its well-established brands like Hormel Black Label, Jennie-O, SPAM, and Applegate.

Hormel Foods Corporation: International Expansion & Other Major Drivers

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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

Hormel Foods Corporation manufactures and markets consumer-branded meat and food products.  The Company processes meat and poultry products and produces a variety of prepared foods.  Hormel markets its products around the world under a variety of branded names.

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Hormel Foods (HRL US)

Hormel Foods Reveals A Bold Expansion Strategy In Bacon

Hormel Foods Corporation recently announced its third-quarter fiscal 2025 results, showcasing a mixed financial performance. The company succeeded...

Baptista Research

Hormel Foods: Will Its Retail Branding & Advertising Be A Potential Game Changer?

Hormel Foods Corporation reported its second-quarter fiscal 2025 earnings, highlighting both progress and challenges in its operations. The...

Baptista Research

Hormel Foods Corporation: Strategic Transformation & Modernization Initiatives As A Powerful Growth Flywheel!

Hormel Foods Corporation recently held its first quarter earnings call for the fiscal year 2025, presenting a mix of promising developments and...

Baptista Research

Hormel Foods Corporation: International Expansion & Other Major Drivers

Hormel Foods Corporation recently held its fourth quarter earnings call, delivering a mix of positive developments and some areas of concern. The...

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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