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

Mondelez International / Equity Bottom-Up

<ul><li>Mondelez International’s third-quarter earnings call presented a mixed bag of outcomes, reflecting both challenges and strategic moves aimed at navigating the current economic landscape.</li><li>The company highlighted key areas of focus and concern in its performance across different regions, particularly in Europe and North America, with implications affecting both short-term operations and long-term strategy.</li><li>In Europe, Mondelez experienced stable consumer confidence, yet faced significant challenges in its chocolate segment.</li></ul>

Mondelez International’s third-quarter earnings call presented a mixed bag of outcomes, reflecting both challenges and strategic moves aimed at navigating the current economic landscape.The company highlighted key areas of focus and concern in its performance across different regions, particularly in Europe and North America, with implications affecting both short-term operations and long-term strategy.In Europe, Mondelez experienced stable consumer confidence, yet faced significant challenges in its chocolate segment.

Mondelez International: Inside the Cocoa Crisis—And the Strategy That Could Beat It!

<ul><li>Mondelez International's latest financial results present a mixed picture with both strengths and challenges for potential investors to consider.</li><li>During the second quarter of 2025, the company achieved promising outcomes overall, but encountered significant regional disparities.</li><li>On the positive side, Mondelez reported strong global balance, driven by impressive performance outside North America.</li></ul>

Mondelez International's latest financial results present a mixed picture with both strengths and challenges for potential investors to consider.During the second quarter of 2025, the company achieved promising outcomes overall, but encountered significant regional disparities.On the positive side, Mondelez reported strong global balance, driven by impressive performance outside North America.

Mondelez International: Emerging Market Contributions As A Critical Growth Engine!

<ul><li>Mondelez International reported its first-quarter 2025 earnings, showing solid results amidst challenging external conditions.</li><li>The company's revenue grew by 3.1%, driven primarily by robust pricing execution in its chocolate business due to unprecedented cocoa input costs.</li><li>However, volume/mix decreased by 3.5% as elasticity pressures continued.</li></ul>

Mondelez International reported its first-quarter 2025 earnings, showing solid results amidst challenging external conditions.The company's revenue grew by 3.1%, driven primarily by robust pricing execution in its chocolate business due to unprecedented cocoa input costs.However, volume/mix decreased by 3.5% as elasticity pressures continued.

Mondelez International’s Smart Pricing Play Is Beating Cocoa Inflation—Here’s How!

<ul><li>Mondelez International reported its financial performance for the fourth quarter and full year 2024, alongside its outlook for 2025.</li><li>In 2024, Mondelez demonstrated a strong operational performance, with mid-single-digit growth in both top-line and gross profit dollars.</li><li>The company reported organic net revenue growth of 4.3% and adjusted gross profit growth of 5.1%, underpinned by disciplined pricing and cost management amid ongoing input cost inflation.</li></ul>

Mondelez International reported its financial performance for the fourth quarter and full year 2024, alongside its outlook for 2025.In 2024, Mondelez demonstrated a strong operational performance, with mid-single-digit growth in both top-line and gross profit dollars.The company reported organic net revenue growth of 4.3% and adjusted gross profit growth of 5.1%, underpinned by disciplined pricing and cost management amid ongoing input cost inflation.

Mondelez International: Cocoa Pricing Strategies & Market Adaptation Driving Our Optimism!

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.

Thematic (Sector/Industry)

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

Mondelez International Inc. is a food and beverage company.  The Company manufactures and markets packaged food products, including snacks, beverages, cheese, convenient meals and various packaged grocery products.  Mondelez International sells its products throughout the world.

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Mondelez International (MDLZ US)

Mondelez International: Inside the Cocoa Crisis—And the Strategy That Could Beat It!

Mondelez International’s third-quarter earnings call presented a mixed bag of outcomes, reflecting both challenges and strategic moves aimed at...

Baptista Research

Mondelez International: Emerging Market Contributions As A Critical Growth Engine!

Mondelez International's latest financial results present a mixed picture with both strengths and challenges for potential investors to...

Baptista Research

Mondelez International’s Smart Pricing Play Is Beating Cocoa Inflation—Here’s How!

Mondelez International reported its first-quarter 2025 earnings, showing solid results amidst challenging external conditions. The company's...

Baptista Research

Mondelez International: Cocoa Pricing Strategies & Market Adaptation Driving Our Optimism!

Mondelez International reported its financial performance for the fourth quarter and full year 2024, alongside its outlook for 2025. In 2024,...

Baptista 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

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