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 Kraft Heinz Company provided an update on its second quarter 2026 performance amid an ongoing transformation effort marked by increased investments, particularly in marketing and innovation, aimed at driving volume-led sustainable growth.</li><li>The company reported signs of progress in consumption rates, with a decline of approximately 2.5% in Q2 improving to around 1% in July, reflecting early traction in key categories and brands such as Capri Sun, Mac & Cheese, Heinz condiments, Ore-Ida, and Philadelphia Cream Cheese.</li><li>This trend accompanied a 30 basis points market share loss in the first half of the year, which is a notable improvement compared to losses exceeding 90 basis points in early 2025.</li></ul>

The Kraft Heinz Company provided an update on its second quarter 2026 performance amid an ongoing transformation effort marked by increased investments, particularly in marketing and innovation, aimed at driving volume-led sustainable growth.The company reported signs of progress in consumption rates, with a decline of approximately 2.5% in Q2 improving to around 1% in July, reflecting early traction in key categories and brands such as Capri Sun, Mac & Cheese, Heinz condiments, Ore-Ida, and Philadelphia Cream Cheese.This trend accompanied a 30 basis points market share loss in the first half of the year, which is a notable improvement compared to losses exceeding 90 basis points in early 2025.

Kraft Heinz Goes All-In On Brands — Another $100 Million Is Coming!

Smartkarma AI Primers, Smartkarma

αSK Primers

Smartkarma AI Primers

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

<ul>
 <li>
Iconic Brands Under Pressure: Kraft Heinz possesses a world-renowned portfolio of brands, including Heinz, Kraft, and Oscar Mayer, which provides a strong foundation. However, the company faces significant headwinds from shifting consumer preferences towards healthier and private-label options, leading to volume declines and pressuring growth.</li>
 <li>
Strategic Transformation in Progress: Under new leadership, the company is undergoing a significant strategic shift, moving away from a singular focus on cost-cutting to reinvesting in its brands through marketing and innovation. The strategy involves portfolio optimization, targeting growth in emerging markets and foodservice, and driving $2.5 billion in gross efficiencies by 2027 to fund these initiatives.</li>
 <li>
Attractive Dividend Yield vs. Growth Concerns: KHC offers a high dividend yield, making it attractive to income-focused investors. This is balanced by a challenging growth track record, with negative revenue and net income trends over the past several years, and significant uncertainty surrounding the successful execution of its turnaround strategy.</li>
</ul>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.


  
Iconic Brands Under Pressure: Kraft Heinz possesses a world-renowned portfolio of brands, including Heinz, Kraft, and Oscar Mayer, which provides a strong foundation. However, the company faces significant headwinds from shifting consumer preferences towards healthier and private-label options, leading to volume declines and pressuring growth.
  
Strategic Transformation in Progress: Under new leadership, the company is undergoing a significant strategic shift, moving away from a singular focus on cost-cutting to reinvesting in its brands through marketing and innovation. The strategy involves portfolio optimization, targeting growth in emerging markets and foodservice, and driving $2.5 billion in gross efficiencies by 2027 to fund these initiatives.
  
Attractive Dividend Yield vs. Growth Concerns: KHC offers a high dividend yield, making it attractive to income-focused investors. This is balanced by a challenging growth track record, with negative revenue and net income trends over the past several years, and significant uncertainty surrounding the successful execution of its turnaround strategy.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: Kraft Heinz Co (KHC US) - Aug 2026

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>We remain bullish (as of our 4/21/26 Compass) on the S&amp;P 500 (SPX), Nasdaq 100 (QQQ), and Russell 2000 (IWM). </li>
<li>With that said, QQQ violated $695 support, a concerning sign; $681-$686 support must hold on QQQ or we will downgrade it.</li>
<li>We continue to believe a consolidation or a continuation of short-term downtrends is likely through mid-to-late-August amid choppy price action for semiconductors (SOXX), memory (DRAM), and optical equipment/photonics (EUV) names.</li>
</ul>


We remain bullish (as of our 4/21/26 Compass) on the S&amp;P 500 (SPX), Nasdaq 100 (QQQ), and Russell 2000 (IWM). 
With that said, QQQ violated $695 support, a concerning sign; $681-$686 support must hold on QQQ or we will downgrade it.
We continue to believe a consolidation or a continuation of short-term downtrends is likely through mid-to-late-August amid choppy price action for semiconductors (SOXX), memory (DRAM), and optical equipment/photonics (EUV) names.


Upgrading Health Care and Consumer Staples to Market Weight; Monitoring Tech for a Downgrade

Independent in-depth research from Finimize, Finimize

Finimize Research

Independent in-depth research from Finimize

Finimize

Finimize is the #1 information platform for modern investors. We empower people to become smarter investors with bitesize insights from world-class analysts. 1 million+ strong community, 250 partners.

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

Research from Asian Century Stocks, Asian Century Stocks

Michael Fritzell

Research from Asian Century Stocks

Providing financial journalism in the Asia-Pacific

Asian Century Stocks

Asian Century Stocks is a newsletter providing financial journalism for companies and stocks in the Asia-Pacific. 
The Asian Century Stocks logotype “百” stands for “one hundred” or a “century”. The economic centre of gravity is moving towards Asia. Yet most global investors are missing out.

<ul>
<li>
In the past year, cocoa prices have spiked to elevated levels.
</li>
<li>
The culprit has been heavy rainfall in West Africa, leading to poor cocoa crops.
</li>
<li>
There’s nothing suggesting that the tightness in the cocoa market will end anytime soon. 
</li>
</ul>



In the past year, cocoa prices have spiked to elevated levels.


The culprit has been heavy rainfall in West Africa, leading to poor cocoa crops.


There’s nothing suggesting that the tightness in the cocoa market will end anytime soon. 



United States

The Kraft Heinz Company provides food services. The Company offers foods including ketchup, sauces, meals, snacks, and other food products.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Kraft Heinz Co (KHC US)

Kraft Heinz Goes All-In On Brands — Another $100 Million Is Coming!

The Kraft Heinz Company provided an update on its second quarter 2026 performance amid an ongoing transformation effort marked by increased...

Baptista Research

Primer: Kraft Heinz Co (KHC US) - Aug 2026

Iconic Brands Under Pressure: Kraft Heinz possesses a world-renowned portfolio of brands, including Heinz, Kraft, and Oscar Mayer, which...

αSK Primers

Upgrading Health Care and Consumer Staples to Market Weight; Monitoring Tech for a Downgrade

Upgrading Health Care $XLV and Consumer Staples $XLP to Market Weight; Monitoring Tech $XLK for a Downgrade. $LLY $JNJ $ABBV $MRK $NVS $ABT $NVO...

Vermilion 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

The cocoa question

In the past year, cocoa prices have spiked to elevated levels. The culprit has been heavy rainfall in West Africa, leading to poor cocoa crops.

Asian Century Stocks

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)