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>Pilgrim's Pride reported third-quarter results demonstrating both strategic strengths and ongoing challenges.</li><li>With net revenues totaling $4.76 billion, a slight increase from $4.58 billion the previous year, the company showcased its ability to manage volatility in the commodity markets while aiming to drive growth across different business segments.</li><li>Adjusted EBITDA was reported at $633.1 million with a margin of 13.3%; however, this was a decrease compared to $660.4 million and a 14.4% margin in the same quarter of the previous year.</li></ul>

Pilgrim's Pride reported third-quarter results demonstrating both strategic strengths and ongoing challenges.With net revenues totaling $4.76 billion, a slight increase from $4.58 billion the previous year, the company showcased its ability to manage volatility in the commodity markets while aiming to drive growth across different business segments.Adjusted EBITDA was reported at $633.1 million with a margin of 13.3%; however, this was a decrease compared to $660.4 million and a 14.4% margin in the same quarter of the previous year.

Pilgrim's Pride Playbook: The Smart Moves That Are Turning Chicken into a Cash Machine!

<ul><li>Pilgrim's Pride Corporation (PPC) reported financial performance for the second quarter ending June 29, 2025.</li><li>The company showed a 4.3% increase in net revenues to $4.8 billion compared to the same quarter last year, complemented by a 4.7% rise in adjusted EBITDA to $687 million despite maintaining the same adjusted EBITDA margin of 14.4%.</li><li>The performance was driven by various strategic initiatives, improvements in operational metrics, and diversified offerings across its core markets in the U.S., Europe, and Mexico.</li></ul>

Pilgrim's Pride Corporation (PPC) reported financial performance for the second quarter ending June 29, 2025.The company showed a 4.3% increase in net revenues to $4.8 billion compared to the same quarter last year, complemented by a 4.7% rise in adjusted EBITDA to $687 million despite maintaining the same adjusted EBITDA margin of 14.4%.The performance was driven by various strategic initiatives, improvements in operational metrics, and diversified offerings across its core markets in the U.S., Europe, and Mexico.

Pilgrim's Pride: Geographical & Product Expansion in Mexico As A Critical Growth Lever!

<ul><li>Pilgrim's Pride reported a solid performance in the first quarter of 2025, achieving a 2.3% increase in net revenues to $4.5 billion compared to the same period last year.</li><li>A notable highlight is the adjusted EBITDA of $533 million, up 43.4% from Q1 2024, leading to an improved EBITDA margin of 12%.</li><li>These results underscore the company's ability to execute its strategic initiatives effectively, focusing on operational efficiencies and customer partnerships.</li></ul>

Pilgrim's Pride reported a solid performance in the first quarter of 2025, achieving a 2.3% increase in net revenues to $4.5 billion compared to the same period last year.A notable highlight is the adjusted EBITDA of $533 million, up 43.4% from Q1 2024, leading to an improved EBITDA margin of 12%.These results underscore the company's ability to execute its strategic initiatives effectively, focusing on operational efficiencies and customer partnerships.

Pilgrim's Pride Corporation: Can Mexico’s Protein Boom Spark The Next Revenue Surge?

<ul><li>Pilgrim’s Pride Corporation reported robust financial results for the fourth quarter and fiscal year 2024, with net revenues of $4.4 billion for the quarter and $17.9 billion for the full year.</li><li>The company achieved an adjusted EBITDA of $526 million for Q4 and $2.2 billion for the year, with attributable margins of 12% and 12.4%, respectively.</li><li>This performance reflects the company's strategic focus on a diversified portfolio that takes advantage of market upsides and meets consumer demand through operational excellence.</li></ul>

Pilgrim’s Pride Corporation reported robust financial results for the fourth quarter and fiscal year 2024, with net revenues of $4.4 billion for the quarter and $17.9 billion for the full year.The company achieved an adjusted EBITDA of $526 million for Q4 and $2.2 billion for the year, with attributable margins of 12% and 12.4%, respectively.This performance reflects the company's strategic focus on a diversified portfolio that takes advantage of market upsides and meets consumer demand through operational excellence.

Pilgrim's Pride: Will Its Focus on European Operations Help Catalyze Growth?

Independent in-depth research from Finimize, Finimize

Finimize Research

Independent in-depth research from Finimize

Finimize

Finimize is the #1 information platform for modern investors. We empower people to become smarter investors with bitesize insights from world-class analysts. 1 million+ strong community, 250 partners.

Thematic (Sector/Industry)

<ul>
<li>The US economy’s resilience hasn’t come from the many – it’s come from the top 10% as the “wealth effect” from rising asset prices has boosted spending.</li>
<li>But it works in reverse too.  Since the richest make up nearly half of America’s consumer spending, that could lead to a serious economic fallout.</li>
<li>It’s worth considering protecting your portfolio. I’ve pulled together one list of companies that should do well and another that could suffer from the change in climate.</li>
</ul>


The US economy’s resilience hasn’t come from the many – it’s come from the top 10% as the “wealth effect” from rising asset prices has boosted spending.
But it works in reverse too.  Since the richest make up nearly half of America’s consumer spending, that could lead to a serious economic fallout.
It’s worth considering protecting your portfolio. I’ve pulled together one list of companies that should do well and another that could suffer from the change in climate.


A Defensive Portfolio Prepared For The Wealth Effect’s Reversal

United States

Pilgrim's Pride Corporation produces prepared and fresh chicken products in the United States and Mexico.  Through vertical integration, the Company controls the breeding, hatching, and growing of chickens and the processing, preparation, and packaging of its product lines.  Pilgrim's Pride exports its products to Canada, Eastern Europe, the Far East, and other world markets.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Pilgrim'S Pride (PPC US)

Pilgrim's Pride Playbook: The Smart Moves That Are Turning Chicken into a Cash Machine!

Pilgrim's Pride reported third-quarter results demonstrating both strategic strengths and ongoing challenges. With net revenues totaling $4.76...

Baptista Research

Pilgrim's Pride: Geographical & Product Expansion in Mexico As A Critical Growth Lever!

Pilgrim's Pride Corporation (PPC) reported financial performance for the second quarter ending June 29, 2025. The company showed a 4.3% increase...

Baptista Research

Pilgrim's Pride Corporation: Can Mexico’s Protein Boom Spark The Next Revenue Surge?

Pilgrim's Pride reported a solid performance in the first quarter of 2025, achieving a 2.3% increase in net revenues to $4.5 billion compared to...

Baptista Research

Pilgrim's Pride: Will Its Focus on European Operations Help Catalyze Growth?

Pilgrim’s Pride Corporation reported robust financial results for the fourth quarter and fiscal year 2024, with net revenues of $4.4 billion for...

Baptista Research

A Defensive Portfolio Prepared For The Wealth Effect’s Reversal

The top 10% account for around 50% of consumer spending in the US. This insight looks at the sectors and companies that could win and lose from the...

Finimize Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)