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 J.M. Smucker Company's first-quarter earnings for fiscal 2026 highlighted both challenges and opportunities in its performance.</li><li>A significant point of discussion was the impact of pricing strategies and tariff headwinds on its Coffee segment.</li><li>Initially, the company expected pricing actions to boost this segment's sales by about 20% annually.</li></ul>

The J.M. Smucker Company's first-quarter earnings for fiscal 2026 highlighted both challenges and opportunities in its performance.A significant point of discussion was the impact of pricing strategies and tariff headwinds on its Coffee segment.Initially, the company expected pricing actions to boost this segment's sales by about 20% annually.

The J.M. Smucker Company: An Insight Into Its Pet Food Category & Consumer Spending Trends!

<ul><li>The J.M. Smucker Company's recent earnings provide a mix of insights into both the challenges and strategic maneuvers that are shaping its fiscal 2025 outlook.</li><li>The company is grappling with significant cost pressures, notably from increased green coffee costs and the impact of tariffs, which has somewhat reshaped its earnings expectations.</li><li>Despite these hurdles, Smucker is employing a balanced approach, taking firm steps to maintain market share and profitability through pricing strategies and focused marketing investments.</li></ul>

The J.M. Smucker Company's recent earnings provide a mix of insights into both the challenges and strategic maneuvers that are shaping its fiscal 2025 outlook.The company is grappling with significant cost pressures, notably from increased green coffee costs and the impact of tariffs, which has somewhat reshaped its earnings expectations.Despite these hurdles, Smucker is employing a balanced approach, taking firm steps to maintain market share and profitability through pricing strategies and focused marketing investments.

J.M. Smucker: Will Its Effort on Core Brands & Innovation Pay Off?

<ul><li>The J.M. Smucker Company's recent earnings call for the fiscal year 2025 fourth quarter provided an extensive overview of the company's financial performance and future outlook.</li><li>Both positive elements and areas of concern were highlighted, giving a comprehensive understanding of the company's current standing and expectations.</li><li>On the positive side, the company reported significant progress in various product categories.</li></ul>

The J.M. Smucker Company's recent earnings call for the fiscal year 2025 fourth quarter provided an extensive overview of the company's financial performance and future outlook.Both positive elements and areas of concern were highlighted, giving a comprehensive understanding of the company's current standing and expectations.On the positive side, the company reported significant progress in various product categories.

J.M. Smucker Company: Balancing Tariff-Related Challenges & Cost Recovery For Sustaining Margins!

<ul><li>The J.M. Smucker Company's fiscal 2025 third-quarter earnings presented a mixed picture with a mix of challenges and future expectations.</li><li>The company experienced a slight decline in comparable sales of just over 1% for the quarter, and to meet the revised fiscal 2025 sales target, they anticipate needing growth of slightly more than 1% in the fourth quarter.</li><li>This needed improvement is expected to be driven in large part by anticipated recoveries in their Pet and Coffee portfolios, while the Sweet Baked Snacks segment may continue to face challenges.</li></ul>

The J.M. Smucker Company's fiscal 2025 third-quarter earnings presented a mixed picture with a mix of challenges and future expectations.The company experienced a slight decline in comparable sales of just over 1% for the quarter, and to meet the revised fiscal 2025 sales target, they anticipate needing growth of slightly more than 1% in the fourth quarter.This needed improvement is expected to be driven in large part by anticipated recoveries in their Pet and Coffee portfolios, while the Sweet Baked Snacks segment may continue to face challenges.

The J.M. Smucker Company: Will Its Strategic Focus on Sweet Baked Snacks Act As a Key Driver For Stock Performance?

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

The JM Smucker Company manufactures and markets food products on a worldwide basis. The Company's principal products include peanut butter, shortening and oils, fruit spreads, canned milk, baking mixes and ready-to-spread frostings, flour and baking ingredients, juices and beverages, frozen sandwiches, dessert toppings, syrups, pickles and condiments, and potato side dishes.

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Jm Smucker Co (SJM US)

The J.M. Smucker Company: An Insight Into Its Pet Food Category & Consumer Spending Trends!

The J.M. Smucker Company's first-quarter earnings for fiscal 2026 highlighted both challenges and opportunities in its performance. A significant...

Baptista Research

J.M. Smucker: Will Its Effort on Core Brands & Innovation Pay Off?

The J.M. Smucker Company's recent earnings provide a mix of insights into both the challenges and strategic maneuvers that are shaping its fiscal...

Baptista Research

The J.M. Smucker Company: Will Its Strategic Focus on Sweet Baked Snacks Act As a Key Driver For Stock Performance?

The J.M. Smucker Company's fiscal 2025 third-quarter earnings presented a mixed picture with a mix of challenges and future expectations. 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

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

The J.M. Smucker Company: An Insight Into Its Pet Food Category & Consumer Spending Trends!

The J.M. Smucker Company's first-quarter earnings for fiscal 2026 highlighted both challenges and opportunities in its performance. A significant...

Baptista Research

J.M. Smucker: Will Its Effort on Core Brands & Innovation Pay Off?

The J.M. Smucker Company's recent earnings provide a mix of insights into both the challenges and strategic maneuvers that are shaping its fiscal...

Baptista Research

J.M. Smucker Company: Balancing Tariff-Related Challenges & Cost Recovery For Sustaining Margins!

The J.M. Smucker Company's recent earnings call for the fiscal year 2025 fourth quarter provided an extensive overview of the company's financial...

Baptista Research

The J.M. Smucker Company: Will Its Strategic Focus on Sweet Baked Snacks Act As a Key Driver For Stock Performance?

The J.M. Smucker Company's fiscal 2025 third-quarter earnings presented a mixed picture with a mix of challenges and future expectations. 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