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 Kroger Co. delivered a mixed result in the recent quarter, with revenues below market expectations but surpassing the analyst consensus regarding earnings.</li><li>The total effect on operating profit during the second quarter was somewhat positive, and they expect this to continue for the remainder of the year.</li><li>Besides these results, their healthcare subsidiary, Kroger Health, entered into a collaborative partnership with Performance Kitchen to provide medically customized meals (MTMs).</li></ul>

The Kroger Co. delivered a mixed result in the recent quarter, with revenues below market expectations but surpassing the analyst consensus regarding earnings.The total effect on operating profit during the second quarter was somewhat positive, and they expect this to continue for the remainder of the year.Besides these results, their healthcare subsidiary, Kroger Health, entered into a collaborative partnership with Performance Kitchen to provide medically customized meals (MTMs).

The Kroger Co.: Will The Partnership With Performance Kitchen Catalyze Revenues? - Major Drivers

<ul><li>Kroger had a mixed Q4 and failed to meet the revenue expectations of Wall Street given the shifting customer preferences due to inflation and macroeconomic uncertainty.</li><li>The company observed total household growth and improved customer loyalty, with higher-income households growing by 1.1 million.</li><li>The company's end-to-end fresh initiative led to noticeable growth in both fresh and total store sales, and Kroger will continue innovating to enhance the fresh experience and drive customer satisfaction.</li></ul>

Kroger had a mixed Q4 and failed to meet the revenue expectations of Wall Street given the shifting customer preferences due to inflation and macroeconomic uncertainty.The company observed total household growth and improved customer loyalty, with higher-income households growing by 1.1 million.The company's end-to-end fresh initiative led to noticeable growth in both fresh and total store sales, and Kroger will continue innovating to enhance the fresh experience and drive customer satisfaction.

Kroger Co: A ‘Fresh’ & Friendly Strategy For Growth – Key Drivers

<ul><li>Kroger announced another quarter of quite strong results powered by its strategy of accelerating with digital and leading with fresh.</li><li>Kroger, along with Albertsons Companies, announces a definitive merger agreement whereby the companies will merge two complementary organizations with deep roots and iconic brands in their local communities.</li><li>It launched its foremost in-app flash sales and also enabled its customers to clip the digital offers from their cart directly.</li></ul>

Kroger announced another quarter of quite strong results powered by its strategy of accelerating with digital and leading with fresh.Kroger, along with Albertsons Companies, announces a definitive merger agreement whereby the companies will merge two complementary organizations with deep roots and iconic brands in their local communities.It launched its foremost in-app flash sales and also enabled its customers to clip the digital offers from their cart directly.

Kroger Co: Merger With Albertsons & Other Drivers

<ul><li>Kroger Co. continued to navigate the challenging operating environment characterized by continued supply chain headwinds, including higher diesel fuel costs and inflationary cost pressures.</li><li>The highlight of the last quarter was its launch of the Boost membership on grocery and fuel delivery.</li><li>We provide the stock of Kroger Company with a ‘Hold’ rating with a revision in the target price.</li></ul>

Kroger Co. continued to navigate the challenging operating environment characterized by continued supply chain headwinds, including higher diesel fuel costs and inflationary cost pressures.The highlight of the last quarter was its launch of the Boost membership on grocery and fuel delivery.We provide the stock of Kroger Company with a ‘Hold’ rating with a revision in the target price.

Kroger Company: The Boost Membership & Other Drivers

Credit

<ul><li>Despite facing its fair share of supply chain issues, Kroger has performed well in 2021.</li><li>The management is doing well on the cost cutting front as well and achieved cost savings of more than $1 billion for the fourth quarter alone.</li><li>The company is on track to double digital sales and profits by 2023, as the management had promised in 2021.</li></ul>

Despite facing its fair share of supply chain issues, Kroger has performed well in 2021.The management is doing well on the cost cutting front as well and achieved cost savings of more than $1 billion for the fourth quarter alone.The company is on track to double digital sales and profits by 2023, as the management had promised in 2021.

The Kroger Co.: Detailed Credit Analysis & Financial Strength Evaluation Report

United States

The Kroger Co. operates supermarkets and convenience stores in the United States.  The Company also manufactures and processes some of the foods that its supermarkets sell.

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Kroger Co (KR US)

The Kroger Co.: Will The Partnership With Performance Kitchen Catalyze Revenues? - Major Drivers

The Kroger Co. delivered a mixed result in the recent quarter, with revenues below market expectations but surpassing the analyst consensus...

Baptista Research

Kroger Co: A ‘Fresh’ & Friendly Strategy For Growth – Key Drivers

Kroger had a mixed Q4 and failed to meet the revenue expectations of Wall Street given the shifting customer preferences due to inflation and...

Baptista Research

Kroger Co: Merger With Albertsons & Other Drivers

Kroger announced another quarter of quite strong results powered by its strategy of accelerating with digital and leading with fresh. Kroger,...

Baptista Research

Kroger Company: The Boost Membership & Other Drivers

Kroger Co. continued to navigate the challenging operating environment characterized by continued supply chain headwinds, including higher diesel...

Baptista Research

The Kroger Co.: Detailed Credit Analysis & Financial Strength Evaluation Report

Despite facing its fair share of supply chain issues, Kroger has performed well in 2021. The management is doing well on the cost cutting front as...

Baptista Research

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