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>McCormick & Company is no longer just a quiet spice-and-seasoning story.</li><li>The company has suddenly become a more closely watched name after reports that activist investor Toms Capital built a significant stake following McCormick’s planned combination with Unilever Foods.</li><li>The activist’s exact intentions remain unclear.</li></ul>

McCormick & Company is no longer just a quiet spice-and-seasoning story.The company has suddenly become a more closely watched name after reports that activist investor Toms Capital built a significant stake following McCormick’s planned combination with Unilever Foods.The activist’s exact intentions remain unclear.

McCormick’s Activist Wake-Up Call: Toms Capital Just Put The Flavor Giant In Focus!

<ul><li>For years, McCormick has been framed as one of those dependable staples names investors can tuck away and revisit later: a focused flavor leader, a disciplined acquirer, and a business that usually looks more defensive than dramatic.</li><li>That is why the recent reports around a possible combination with Unilever’s food division matter so much.</li><li>The assets in play include large global brands such as Hellmann’s and Knorr, and the reported scale of the business is far beyond the bolt-on acquisitions McCormick has historically executed.</li></ul>

For years, McCormick has been framed as one of those dependable staples names investors can tuck away and revisit later: a focused flavor leader, a disciplined acquirer, and a business that usually looks more defensive than dramatic.That is why the recent reports around a possible combination with Unilever’s food division matter so much.The assets in play include large global brands such as Hellmann’s and Knorr, and the reported scale of the business is far beyond the bolt-on acquisitions McCormick has historically executed.

McCormick And Unilever: The Deal That Could Change Everything Investors Think They Own

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Event-Driven

<ul><li><p>Before getting into my regular update, I want to highlight one chart that caught my attention this week.</p></li><li><p>JPMorgan looked back at past periods when oil prices spiked 50% and found that, on average, the S&amp;P 500 went on to rise 14%.</p></li><li>That doesn’t mean the same thing will happen in 2026 or 2027, but it does offer some useful context.</li></ul>

Before getting into my regular update, I want to highlight one chart that caught my attention this week.JPMorgan looked back at past periods when oil prices spiked 50% and found that, on average, the S&amp;P 500 went on to rise 14%.That doesn’t mean the same thing will happen in 2026 or 2027, but it does offer some useful context.

<ul><li>McCormick & Company reported its fourth-quarter and full-year financial performance, reflecting the resilience and strength of its business model amidst a challenging global environment.</li><li>The company experienced organic sales growth driven by volume increases and pricing strategies.</li><li>Despite encountering rising costs due to inflation, global trade dynamics, and tariffs, McCormick managed to grow its operating income and expand margins thanks to disciplined cost management efforts.</li></ul>

McCormick & Company reported its fourth-quarter and full-year financial performance, reflecting the resilience and strength of its business model amidst a challenging global environment.The company experienced organic sales growth driven by volume increases and pricing strategies.Despite encountering rising costs due to inflation, global trade dynamics, and tariffs, McCormick managed to grow its operating income and expand margins thanks to disciplined cost management efforts.

McCormick & Company: China Is Finally Stabilizing—But How Big Is the Asia Pacific Opportunity Beyond One Market?

<ul><li>McCormick & Company, Incorporated, a global leader in flavors, reported strong third-quarter results with continued organic sales growth of 2%, led largely by volume increases within its Consumer segment.</li><li>Despite facing challenges from rising global trade costs and tariffs, the company was able to generate operating profit growth.</li><li>McCormick's strategic focus on differentiating its brand through investments, expanded distribution, and innovation appears to be yielding positive results.</li></ul>

McCormick & Company, Incorporated, a global leader in flavors, reported strong third-quarter results with continued organic sales growth of 2%, led largely by volume increases within its Consumer segment.Despite facing challenges from rising global trade costs and tariffs, the company was able to generate operating profit growth.McCormick's strategic focus on differentiating its brand through investments, expanded distribution, and innovation appears to be yielding positive results.

McCormick & Company: How E-Commerce Is Spicing Up Its Global Growth Strategy!

United States

McCormick & Company, Inc. manufactures, markets, and distributes flavor products (including spices, herbs, extracts, seasonings and flavorings) and other specialty food products to the food industry. The Company sells to retail stores, food manufacturers, and food service businesses.

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McCormick & Company (MKC US)

McCormick’s Activist Wake-Up Call: Toms Capital Just Put The Flavor Giant In Focus!

McCormick & Company is no longer just a quiet spice-and-seasoning story. The company has suddenly become a more closely watched name after...

Baptista Research

McCormick And Unilever: The Deal That Could Change Everything Investors Think They Own

For years, McCormick has been framed as one of those dependable staples names investors can tuck away and revisit later: a focused flavor leader,...

Baptista Research

Weekly Update (LBTYA, UL, MKC)

Before getting into my regular update, I want to highlight one chart that caught my attention this week. JPMorgan looked back at past periods when...

Richard Howe

McCormick & Company: China Is Finally Stabilizing—But How Big Is the Asia Pacific Opportunity Beyond One Market?

McCormick & Company reported its fourth-quarter and full-year financial performance, reflecting the resilience and strength of its business...

Baptista Research

McCormick & Company: How E-Commerce Is Spicing Up Its Global Growth Strategy!

McCormick & Company, Incorporated, a global leader in flavors, reported strong third-quarter results with continued organic sales growth of...

Baptista Research

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