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

Performance Food Group Co / Equity Bottom-Up

<ul><li>Performance Food Group (PFG) has surged to the top of Wall Street chatter following reports that US Foods Holding Corp. is evaluating a potential acquisition of the company.</li><li>According to people familiar with the matter, US Foods has expressed interest in merging with PFG in what would be a transformative deal for the food distribution industry.</li><li>If completed, the combined entity would eclipse Sysco to become the largest foodservice distributor in the United States, commanding an estimated 18% market share of a $371 billion industry.</li></ul>

Performance Food Group (PFG) has surged to the top of Wall Street chatter following reports that US Foods Holding Corp. is evaluating a potential acquisition of the company.According to people familiar with the matter, US Foods has expressed interest in merging with PFG in what would be a transformative deal for the food distribution industry.If completed, the combined entity would eclipse Sysco to become the largest foodservice distributor in the United States, commanding an estimated 18% market share of a $371 billion industry.

Performance Food Group on the Verge of a Mega Deal: 4 Reasons US Foods Can’t Walk Away!

<ul><li>Performance Food Group (PFG) recently reported its fiscal Q3 2025 financial results, providing insight into its current position and future outlook.</li><li>The report highlighted several dynamics within the company's operating segments and provided guidance for the remainder of the year.</li><li>PFG reported a 10.5% growth in net sales for the quarter, attributed to strategic acquisitions of Cheney Brothers and Jose Santiago, alongside organic growth.</li></ul>

Performance Food Group (PFG) recently reported its fiscal Q3 2025 financial results, providing insight into its current position and future outlook.The report highlighted several dynamics within the company's operating segments and provided guidance for the remainder of the year.PFG reported a 10.5% growth in net sales for the quarter, attributed to strategic acquisitions of Cheney Brothers and Jose Santiago, alongside organic growth.

Performance Food Group Company Ramps Up Convenience Sales—Is This the Secret to Beating Headwinds?

<ul><li>Performance Food Group Company (PFGC) reported its fiscal second-quarter results with a mixed performance reflecting both positive steps and ongoing challenges.</li><li>The company's organic growth of 5% in the independent restaurant case volume was a significant achievement, driven by market share gains and improving consumer conditions.</li><li>However, this growth needs to be viewed in the context of difficult year-over-year comparisons, primarily due to calendar differences in December.</li></ul>

Performance Food Group Company (PFGC) reported its fiscal second-quarter results with a mixed performance reflecting both positive steps and ongoing challenges.The company's organic growth of 5% in the independent restaurant case volume was a significant achievement, driven by market share gains and improving consumer conditions.However, this growth needs to be viewed in the context of difficult year-over-year comparisons, primarily due to calendar differences in December.

Performance Food Group: Expansion of New Accounts & Customer Penetration Powering Our ‘Outperform’ Rating!

<ul><li>Performance Food Group's (PFG) recent earnings conference call revealed several key developments and financial results for the first quarter of the fiscal year 2025.</li><li>The call focused on strategic acquisitions, financial performance, and market conditions affecting the company.In terms of acquisitions, PFG completed two significant deals: purchasing Jose Santiago, a leading foodservice distributor in Puerto Rico, and Cheney Brothers, a major player in the Southeast U.S. foodservice market.</li><li>The integration of Jose Santiago has been smooth, with the company already positively contributing to PFG’s results.</li></ul>

Performance Food Group's (PFG) recent earnings conference call revealed several key developments and financial results for the first quarter of the fiscal year 2025.The call focused on strategic acquisitions, financial performance, and market conditions affecting the company.In terms of acquisitions, PFG completed two significant deals: purchasing Jose Santiago, a leading foodservice distributor in Puerto Rico, and Cheney Brothers, a major player in the Southeast U.S. foodservice market.The integration of Jose Santiago has been smooth, with the company already positively contributing to PFG’s results.

Performance Food Group Company: Will Its Enhanced Focus on Digital Ordering Tools Pay Off? - Major Drivers

<ul><li>Performance Food Group has echoed a strong fiscal fourth quarter in 2024, indicating healthy growth prospects, highlighted by notable mergers and acquisitions (M&A) activity.</li><li>An in-depth analysis outlines both positive strides and certain challenges lining the horizon for the company.</li><li>Central to Performance Food Group's proactive approach this quarter has been its strategic acquisitions, significantly marking the purchase of Cheney Brothers for approximately $2.1 billion in cash.</li></ul>

Performance Food Group has echoed a strong fiscal fourth quarter in 2024, indicating healthy growth prospects, highlighted by notable mergers and acquisitions (M&A) activity.An in-depth analysis outlines both positive strides and certain challenges lining the horizon for the company.Central to Performance Food Group's proactive approach this quarter has been its strategic acquisitions, significantly marking the purchase of Cheney Brothers for approximately $2.1 billion in cash.

Performance Food Group: Focus on Independent Case Growth! - Major Drivers

United States

Performance Food Group Company markets and distributes food and food-related products. The Company offers foods such as meats, fruits, vegetables, and desserts, as well as supplies paper products, including pizza boxes, disposable napkins, plates, and cups. Performance Food Group operates in the United States.

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Performance Food Group Co (PFGC US)

Performance Food Group on the Verge of a Mega Deal: 4 Reasons US Foods Can’t Walk Away!

Performance Food Group (PFG) has surged to the top of Wall Street chatter following reports that US Foods Holding Corp. is evaluating a potential...

Baptista Research

Performance Food Group Company Ramps Up Convenience Sales—Is This the Secret to Beating Headwinds?

Performance Food Group (PFG) recently reported its fiscal Q3 2025 financial results, providing insight into its current position and future...

Baptista Research

Performance Food Group: Expansion of New Accounts & Customer Penetration Powering Our ‘Outperform’ Rating!

Performance Food Group Company (PFGC) reported its fiscal second-quarter results with a mixed performance reflecting both positive steps and...

Baptista Research

Performance Food Group Company: Will Its Enhanced Focus on Digital Ordering Tools Pay Off? - Major Drivers

Performance Food Group's (PFG) recent earnings conference call revealed several key developments and financial results for the first quarter of...

Baptista Research

Performance Food Group: Focus on Independent Case Growth! - Major Drivers

Performance Food Group has echoed a strong fiscal fourth quarter in 2024, indicating healthy growth prospects, highlighted by notable mergers and...

Baptista Research

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