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 last quarter proved to be a successful one for Keurig Dr Pepper.</li><li>Their U.S. refreshment beverages segment performed exceptionally well, with share gains in multiple categories and significant market share growth for brands like Dr.</li><li>Pepper.</li></ul>

The last quarter proved to be a successful one for Keurig Dr Pepper.Their U.S. refreshment beverages segment performed exceptionally well, with share gains in multiple categories and significant market share growth for brands like Dr.Pepper.

Keurig Dr Pepper Inc.: Does The Long-Term Growth Potential of Single-Serve Pod Business Make It A Buy? – Key Drivers

Value Investing

Vladimir Dimitrov, CFA

<ul>
<li>Keurig Dr Pepper share price has been under pressure over the recent months due to higher than expected drop in profitability.</li>
<li>Beverage segments, however, continue to perform well and would most likely offset weaknesses in coffee.</li>
<li>Investors should not expect a quick rebound in the company's free cash flow.</li>
</ul>


Keurig Dr Pepper share price has been under pressure over the recent months due to higher than expected drop in profitability.
Beverage segments, however, continue to perform well and would most likely offset weaknesses in coffee.
Investors should not expect a quick rebound in the company's free cash flow.


Keurig Dr Pepper: The Recent Share Price Drop Might Not Last For Long

<ul><li>Keurig Dr Pepper delivered a decent set of results for the past quarter with its reported earnings being aligned with the analyst expectations while the revenue growth was above par.</li><li>Home coffee volume growth sees a deceleration.</li><li>We give Keurig Dr Pepper a 'Hold' rating with a revised target price.</li></ul>

Keurig Dr Pepper delivered a decent set of results for the past quarter with its reported earnings being aligned with the analyst expectations while the revenue growth was above par.Home coffee volume growth sees a deceleration.We give Keurig Dr Pepper a 'Hold' rating with a revised target price.

<ul><li>Keurig Dr Pepper’s quarterly results were a major disappointment as the company failed to meet market expectations in terms of revennues given the highly volatile macro environment.</li><li>The company barely managed to meet earnings expectations and a key driver was the growth in cold beverages.</li><li>We provide the stock of Keurig Dr Pepper with a ‘Hold’ rating with a revision in the target price.</li></ul>

Keurig Dr Pepper’s quarterly results were a major disappointment as the company failed to meet market expectations in terms of revennues given the highly volatile macro environment.The company barely managed to meet earnings expectations and a key driver was the growth in cold beverages.We provide the stock of Keurig Dr Pepper with a ‘Hold’ rating with a revision in the target price.

Keurig Dr Pepper: Partnership With Red Bull & Other Drivers

<ul><li>Keurig Dr Pepper continues to battle inflationary challenges with price actions but its brand strength has been its biggest asset in the current environment.</li><li>With the higher prices, the company was able to surpass Wall Street expectations in terms of both, revenues as well as earnings.</li><li>Keurig Dr Pepper is on track to achieve 1 million linked households in the coming years thanks to its ongoing smart technology development, which is opening up new platforms like smart car delivery for pods.</li></ul>

Keurig Dr Pepper continues to battle inflationary challenges with price actions but its brand strength has been its biggest asset in the current environment.With the higher prices, the company was able to surpass Wall Street expectations in terms of both, revenues as well as earnings.Keurig Dr Pepper is on track to achieve 1 million linked households in the coming years thanks to its ongoing smart technology development, which is opening up new platforms like smart car delivery for pods.

Keurig Dr Pepper Inc.: Atypique Distribution Rights & Other Developments

United States

Keurig Dr Pepper Inc. manufactures and distributes non-alcoholic beverages. The Company offers soft drinks, juices, teas, mixers, water, and other beverages. Keurig Dr Pepper serves customers in the United States, Canada, and Mexico.

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Keurig Dr Pepper (KDP US)

Keurig Dr Pepper Inc.: Does The Long-Term Growth Potential of Single-Serve Pod Business Make It A Buy? – Key Drivers

The last quarter proved to be a successful one for Keurig Dr Pepper. Their U.S. refreshment beverages segment performed exceptionally well, with...

Baptista Research

Keurig Dr Pepper Inc.: Major Drivers

Keurig Dr Pepper delivered a decent set of results for the past quarter with its reported earnings being aligned with the analyst expectations...

Baptista Research

Keurig Dr Pepper: Partnership With Red Bull & Other Drivers

Keurig Dr Pepper’s quarterly results were a major disappointment as the company failed to meet market expectations in terms of revennues given the...

Baptista Research

Keurig Dr Pepper Inc.: Atypique Distribution Rights & Other Developments

Keurig Dr Pepper continues to battle inflationary challenges with price actions but its brand strength has been its biggest asset in the current...

Baptista Research

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