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>Kraft Heinz reported results for the second quarter that were consistent with expectations, showcasing an improvement in year-over-year top-line performance.</li><li>This was driven by strategic investments in product superiority and manufacturing capabilities.</li><li>The company emphasized initiatives aimed at enhancing long-term shareholder value, though it remains cautious about the impact of strategic transactions, such as potential business separations, which could lead to increased costs and dis-synergies.</li></ul>

Kraft Heinz reported results for the second quarter that were consistent with expectations, showcasing an improvement in year-over-year top-line performance.This was driven by strategic investments in product superiority and manufacturing capabilities.The company emphasized initiatives aimed at enhancing long-term shareholder value, though it remains cautious about the impact of strategic transactions, such as potential business separations, which could lead to increased costs and dis-synergies.

Kraft Heinz Company: Brand Growth System Expansion To Achieve Sustainable Volume Growth & Enhance Brand Appeal!

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Stock Spin-offs

Event-Driven

<ul><li>Kraft Heinz (KHC) is currently evaluating a plan to spin off a significant portion of its grocery business into a new, distinct entity. The WSJ reported that this transaction is likely to occur.</li><li><p>The news comes a decade after the infamous merger of two of the biggest names in packaged foods that was orchestrated by Warren Buffett and Brazilian private equity firm 3G Capital Partners.</p></li><li>This new entity, which can be referred to as “SpinCo,” would encompass many of the traditional Kraft products. The remaining company, or “RemainCo,” would strategically focus its operations on faster-growing segments, specifically sauces, spreads, and condiments.</li></ul>

Kraft Heinz (KHC) is currently evaluating a plan to spin off a significant portion of its grocery business into a new, distinct entity. The WSJ reported that this transaction is likely to occur.The news comes a decade after the infamous merger of two of the biggest names in packaged foods that was orchestrated by Warren Buffett and Brazilian private equity firm 3G Capital Partners.This new entity, which can be referred to as “SpinCo,” would encompass many of the traditional Kraft products. The remaining company, or “RemainCo,” would strategically focus its operations on faster-growing segments, specifically sauces, spreads, and condiments.

<ul><li>In a dramatic turn of events, Kraft Heinz is preparing to split its business nearly a decade after one of the most storied mergers in consumer packaged goods history.</li><li>The company plans to spin off a large chunk of its grocery portfolio — including iconic Kraft-branded products — into a standalone entity that could be valued at up to $20 billion.</li><li>This move comes as Kraft Heinz struggles to regain momentum in a market rapidly shifting toward fresher, less processed, and more value-driven food choices.</li></ul>

In a dramatic turn of events, Kraft Heinz is preparing to split its business nearly a decade after one of the most storied mergers in consumer packaged goods history.The company plans to spin off a large chunk of its grocery portfolio — including iconic Kraft-branded products — into a standalone entity that could be valued at up to $20 billion.This move comes as Kraft Heinz struggles to regain momentum in a market rapidly shifting toward fresher, less processed, and more value-driven food choices.

Kraft Heinz’s $20 Billion Breakup Bombshell: Inside the Dramatic Unwinding of a Failed Megamerger

<ul><li>The Kraft Heinz Company has ignited speculation across the investment world with its recent confirmation that it is exploring “potential strategic transactions” aimed at unlocking shareholder value.</li><li>This announcement comes at a time of mounting pressure for the food giant, which owns legacy brands such as Heinz, Oscar Mayer, and Kraft.</li><li>Notably, the news coincided with another significant development: Berkshire Hathaway, a long-time stakeholder holding 27.5% of the company, has relinquished its board seats, with Timothy Kenesey and Alicia Knapp stepping down.</li></ul>

The Kraft Heinz Company has ignited speculation across the investment world with its recent confirmation that it is exploring “potential strategic transactions” aimed at unlocking shareholder value.This announcement comes at a time of mounting pressure for the food giant, which owns legacy brands such as Heinz, Oscar Mayer, and Kraft.Notably, the news coincided with another significant development: Berkshire Hathaway, a long-time stakeholder holding 27.5% of the company, has relinquished its board seats, with Timothy Kenesey and Alicia Knapp stepping down.

Kraft Heinz Just Lost Berkshire’s Board Backing—Is A Breakup Or Buyout Next?

<ul><li>The Kraft Heinz Company, during its first quarter of 2025, demonstrated a blend of steady execution in certain strategic areas against a backdrop of ongoing market challenges.</li><li>The company's performance was marked by top-line results aligning with expectations, strong cash flow, and a robust balance sheet.</li><li>However, the company also faced amplified pressures contributing to a broader cut in guidance, notably larger than previous adjustments.</li></ul>

The Kraft Heinz Company, during its first quarter of 2025, demonstrated a blend of steady execution in certain strategic areas against a backdrop of ongoing market challenges.The company's performance was marked by top-line results aligning with expectations, strong cash flow, and a robust balance sheet.However, the company also faced amplified pressures contributing to a broader cut in guidance, notably larger than previous adjustments.

The Kraft Heinz Company: Will Its Focus on Growth in Emerging Markets Pay Off?

United States

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

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Kraft Heinz Co (KHC US)

Kraft Heinz Company: Brand Growth System Expansion To Achieve Sustainable Volume Growth & Enhance Brand Appeal!

Kraft Heinz reported results for the second quarter that were consistent with expectations, showcasing an improvement in year-over-year top-line...

Baptista Research

Weekly Update (AAF, NLOP, KHC)

Kraft Heinz (KHC) is currently evaluating a plan to spin off a significant portion of its grocery business into a new, distinct entity. The WSJ...

Richard Howe

Kraft Heinz’s $20 Billion Breakup Bombshell: Inside the Dramatic Unwinding of a Failed Megamerger

In a dramatic turn of events, Kraft Heinz is preparing to split its business nearly a decade after one of the most storied mergers in consumer...

Baptista Research

Kraft Heinz Just Lost Berkshire’s Board Backing—Is A Breakup Or Buyout Next?

The Kraft Heinz Company has ignited speculation across the investment world with its recent confirmation that it is exploring “potential strategic...

Baptista Research

The Kraft Heinz Company: Will Its Focus on Growth in Emerging Markets Pay Off?

The Kraft Heinz Company, during its first quarter of 2025, demonstrated a blend of steady execution in certain strategic areas against a backdrop...

Baptista Research

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