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>Shares of Kenvue Inc., maker of Tylenol, dropped roughly 10% in early September 2025 after media reports—primarily from The Wall Street Journal—indicated that U.S. Health Secretary Robert F.</li><li>Kennedy Jr. will release a forthcoming HHS report that likely links prenatal use of acetaminophen (Tylenol’s active ingredient) to autism.</li><li>This decline followed investor concern over what such a regulatory conclusion could mean for Kenvue’s reputation, sales, litigation exposure, and overall risk profile.</li></ul>

Shares of Kenvue Inc., maker of Tylenol, dropped roughly 10% in early September 2025 after media reports—primarily from The Wall Street Journal—indicated that U.S. Health Secretary Robert F.Kennedy Jr. will release a forthcoming HHS report that likely links prenatal use of acetaminophen (Tylenol’s active ingredient) to autism.This decline followed investor concern over what such a regulatory conclusion could mean for Kenvue’s reputation, sales, litigation exposure, and overall risk profile.

Kenvue Crashing?—New RFK Jr. Report May Blame Tylenol Use In Pregnancy For Autism!

<ul><li>Kenvue's second quarter of 2025 results highlight both opportunities and challenges, providing a complex landscape for potential investors.</li><li>The company's recent performance, although disappointing, demonstrates the ongoing strategic review and leadership changes that could lead to future improvements.</li><li>The financial results for the quarter showed an organic sales decline of 4.2%, with adjusted operating margins slightly contracting by 10 basis points to 22.7%.</li></ul>

Kenvue's second quarter of 2025 results highlight both opportunities and challenges, providing a complex landscape for potential investors.The company's recent performance, although disappointing, demonstrates the ongoing strategic review and leadership changes that could lead to future improvements.The financial results for the quarter showed an organic sales decline of 4.2%, with adjusted operating margins slightly contracting by 10 basis points to 22.7%.

Kenvue: Aligning Innovation, Efficiency, & Strategy But What Does The Future Look Like?

<ul><li>Kenvue, a major player in the consumer health sector, reported its first quarter 2025 earnings, revealing a strategic focus on accelerating profitable growth against a backdrop of fluctuating macroeconomic conditions.</li><li>The company's performance demonstrated both achievements and challenges which provide a nuanced basis for investment consideration.</li><li>A key highlight from Kenvue's results is the execution of its strategic priorities geared towards innovation and operational efficiency.</li></ul>

Kenvue, a major player in the consumer health sector, reported its first quarter 2025 earnings, revealing a strategic focus on accelerating profitable growth against a backdrop of fluctuating macroeconomic conditions.The company's performance demonstrated both achievements and challenges which provide a nuanced basis for investment consideration.A key highlight from Kenvue's results is the execution of its strategic priorities geared towards innovation and operational efficiency.

Kenvue Inc.: Innovation & Brand Activation to Help Sustain Consumer Loyalty & Drive Category Penetration!

<ul><li>Kenvue Inc. — the consumer health spin-off from Johnson & Johnson — is finding itself under the activist microscope once again.</li><li>Just weeks after averting a proxy battle with Starboard Value by appointing its CEO, Jeffrey Smith, to the board, Kenvue is now facing fresh pressure from TOMS Capital Investment Management.</li><li>The New York-based hedge fund has taken a stake in the $45 billion company and is urging management to explore a full sale or break up certain assets.</li></ul>

Kenvue Inc. — the consumer health spin-off from Johnson & Johnson — is finding itself under the activist microscope once again.Just weeks after averting a proxy battle with Starboard Value by appointing its CEO, Jeffrey Smith, to the board, Kenvue is now facing fresh pressure from TOMS Capital Investment Management.The New York-based hedge fund has taken a stake in the $45 billion company and is urging management to explore a full sale or break up certain assets.

Kenvue Under Pressure: Why TOMS Capital Might Be Right About A Breakup!

<ul><li>Kenvue's fourth quarter and full year 2024 financial results reflect a mixed performance, characterized by both challenges and improvements.</li><li>The company reported an organic sales growth of 1.5% for the year, which did not meet expectations partially due to a decline in demand for products related to pediatric pain and a reduction in distributor orders in Asia Pacific, notably China.</li><li>Despite these setbacks, Kenvue expanded its adjusted gross margin by 200 basis points to 60.4% for the year and delivered an adjusted diluted EPS of $1.14.</li></ul>

Kenvue's fourth quarter and full year 2024 financial results reflect a mixed performance, characterized by both challenges and improvements.The company reported an organic sales growth of 1.5% for the year, which did not meet expectations partially due to a decline in demand for products related to pediatric pain and a reduction in distributor orders in Asia Pacific, notably China.Despite these setbacks, Kenvue expanded its adjusted gross margin by 200 basis points to 60.4% for the year and delivered an adjusted diluted EPS of $1.14.

Kenvue: From Band-Aids to Billion-Dollar Brands—What’s Fueling Its Next Growth Phase?

United States

Kenvue Inc. operates as a consumer health company. The Company offers a consumer health portfolio in self-care, skin health & beauty, and essential health products. Kenvue serves customers worldwide.

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Kenvue (KVUE US)

Kenvue Crashing?—New RFK Jr. Report May Blame Tylenol Use In Pregnancy For Autism!

Shares of Kenvue Inc., maker of Tylenol, dropped roughly 10% in early September 2025 after media reports—primarily from The Wall Street...

Baptista Research

Kenvue: Aligning Innovation, Efficiency, & Strategy But What Does The Future Look Like?

Kenvue's second quarter of 2025 results highlight both opportunities and challenges, providing a complex landscape for potential investors. The...

Baptista Research

Kenvue Inc.: Innovation & Brand Activation to Help Sustain Consumer Loyalty & Drive Category Penetration!

Kenvue, a major player in the consumer health sector, reported its first quarter 2025 earnings, revealing a strategic focus on accelerating...

Baptista Research

Kenvue Under Pressure: Why TOMS Capital Might Be Right About A Breakup!

Kenvue Inc. — the consumer health spin-off from Johnson & Johnson — is finding itself under the activist microscope once again. Just weeks...

Baptista Research

Kenvue: From Band-Aids to Billion-Dollar Brands—What’s Fueling Its Next Growth Phase?

Kenvue's fourth quarter and full year 2024 financial results reflect a mixed performance, characterized by both challenges and improvements. The...

Baptista Research

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