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>Perrigo Company is back in the takeover spotlight, and its heavily shorted stock adds another layer of intrigue.</li><li>Reports on October 9 suggested that private equity firm CVC Capital Partners could be evaluating a potential acquisition of Perrigo to combine it with Cooper Consumer Health.</li><li>The speculation follows earlier reports linking German pharmaceutical company Stada Arzneimittel and its majority owner, CapVest, to a possible bid.</li></ul>

Perrigo Company is back in the takeover spotlight, and its heavily shorted stock adds another layer of intrigue.Reports on October 9 suggested that private equity firm CVC Capital Partners could be evaluating a potential acquisition of Perrigo to combine it with Cooper Consumer Health.The speculation follows earlier reports linking German pharmaceutical company Stada Arzneimittel and its majority owner, CapVest, to a possible bid.

Perrigo's 17% Short Interest Meets Takeover Buzz: Is Wall Street Underestimating Something?

<ul><li>The latest financial results and accompanying commentary from Perrigo Company plc illustrate a business undergoing a strategic transition amidst a mixed operating environment.</li><li>Perrigo maintains a leading position in the U.S. store brand over-the-counter (OTC) market and strong branded OTC franchises in Europe, with approximately equal revenue contributions from these two segments, though geographically distinct.</li><li>The company’s performance in the second quarter of 2026 reflected ongoing challenges in category softness, particularly in seasonal self-care categories such as cough, cold, allergy, and summer-related products.</li></ul>

The latest financial results and accompanying commentary from Perrigo Company plc illustrate a business undergoing a strategic transition amidst a mixed operating environment.Perrigo maintains a leading position in the U.S. store brand over-the-counter (OTC) market and strong branded OTC franchises in Europe, with approximately equal revenue contributions from these two segments, though geographically distinct.The company’s performance in the second quarter of 2026 reflected ongoing challenges in category softness, particularly in seasonal self-care categories such as cough, cold, allergy, and summer-related products.

Perrigo Company's $600 Million Portfolio Reset — Can It Finally Unlock The Turnaround?

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Research Reinvented

<ul>
  <li>
<a href="https://smartkarma.com/entities/perrigo-co-plc">Perrigo</a> is a global leader in consumer self-care, strategically pivoting to focus on over-the-counter (OTC) products, with a significant presence in the private-label market in North America and a portfolio of branded products internationally.</li>
  <li>The company is currently undergoing a significant transformation, including a 'Three-S' plan (Stabilize, Streamline, Strengthen) and an operational enhancement program aimed at improving profitability and reducing debt through cost savings and portfolio optimization, such as the strategic review of its Infant Formula and Oral Care businesses.</li>
  <li>While facing near-term headwinds from soft market consumption, retailer destocking, and margin pressures, <a href="https://smartkarma.com/entities/perrigo-co-plc">Perrigo</a> is focused on driving long-term growth through innovation, market share gains in key categories, and expansion of its consumer self-care portfolio.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  
Perrigo is a global leader in consumer self-care, strategically pivoting to focus on over-the-counter (OTC) products, with a significant presence in the private-label market in North America and a portfolio of branded products internationally.
  The company is currently undergoing a significant transformation, including a 'Three-S' plan (Stabilize, Streamline, Strengthen) and an operational enhancement program aimed at improving profitability and reducing debt through cost savings and portfolio optimization, such as the strategic review of its Infant Formula and Oral Care businesses.
  While facing near-term headwinds from soft market consumption, retailer destocking, and margin pressures, Perrigo is focused on driving long-term growth through innovation, market share gains in key categories, and expansion of its consumer self-care portfolio.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

<ul><li>Perrigo Company plc moved sharply higher after takeover speculation pushed the stock up as much as 7.5%, with market chatter tied to a Betaville “uncooked” alert and reported interest from STADA Arzneimittel AG.</li><li>On the surface, the move looked like a classic rumor-driven spike.</li><li>But the underlying setup appears more substantive than a one-day headline reaction.</li></ul>

Perrigo Company plc moved sharply higher after takeover speculation pushed the stock up as much as 7.5%, with market chatter tied to a Betaville “uncooked” alert and reported interest from STADA Arzneimittel AG.On the surface, the move looked like a classic rumor-driven spike.But the underlying setup appears more substantive than a one-day headline reaction.

Perrigo Jumps On Takeover Buzz — But Is A Bigger Deal Brewing?

<ul><li>Perrigo Company delivered a mixed set of results for the third quarter of 2025, reflecting both operational progress and ongoing market headwinds across its key business segments.</li><li>Management highlighted that the consumer health environment remained soft in both the U.S. and Europe, with declining OTC category consumption influencing overall results.</li><li>Despite these challenges, Perrigo gained share in multiple OTC categories across both regions, underscoring the resilience of its store brand strategy and the strength of core brands such as ellaOne, Jungle Formula, and Physiomer.</li></ul>

Perrigo Company delivered a mixed set of results for the third quarter of 2025, reflecting both operational progress and ongoing market headwinds across its key business segments.Management highlighted that the consumer health environment remained soft in both the U.S. and Europe, with declining OTC category consumption influencing overall results.Despite these challenges, Perrigo gained share in multiple OTC categories across both regions, underscoring the resilience of its store brand strategy and the strength of core brands such as ellaOne, Jungle Formula, and Physiomer.

Perrigo Company: How It’s Quietly Winning U.S. Store Brands While Categories Stay Soft!

United States

Perrigo Company PLC is a global healthcare supplier that develops, manufactures, and distributes OTC and generic prescription pharmaceuticals, infant formulas, nutritional products, active pharmaceutical ingredients and pharmaceutical and medical diagnostic products. The Company's primary markets and locations of manufacturing and logistics operations are the US, UK, Mexico, and Australia.

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Perrigo (PRGO US)

Perrigo's 17% Short Interest Meets Takeover Buzz: Is Wall Street Underestimating Something?

Perrigo Company is back in the takeover spotlight, and its heavily shorted stock adds another layer of intrigue. Reports on October 9 suggested...

Baptista Research

Perrigo Company's $600 Million Portfolio Reset — Can It Finally Unlock The Turnaround?

The latest financial results and accompanying commentary from Perrigo Company plc illustrate a business undergoing a strategic transition amidst a...

Baptista Research

Primer: Perrigo (PRGO US) - Aug 2026

Perrigo is a global leader in consumer self-care, strategically pivoting to focus on over-the-counter (OTC) products, with a significant...

αSK Primers

Perrigo Jumps On Takeover Buzz — But Is A Bigger Deal Brewing?

Perrigo Company plc moved sharply higher after takeover speculation pushed the stock up as much as 7.5%, with market chatter tied to a Betaville...

Baptista Research

Perrigo Company: How It’s Quietly Winning U.S. Store Brands While Categories Stay Soft!

Perrigo Company delivered a mixed set of results for the third quarter of 2025, reflecting both operational progress and ongoing market headwinds...

Baptista Research

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