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>Pool Corporation (POOLCORP) presented a mixed set of results for the third quarter of 2025.</li><li>The company achieved a modest growth of 1% in net sales, bringing the total to $1.5 billion.</li><li>This growth was driven by an increase in maintenance activity and a slight recovery in new pool construction and remodeling, which saw building materials sales rise for the first time since the third quarter of 2022.</li></ul>

Pool Corporation (POOLCORP) presented a mixed set of results for the third quarter of 2025.The company achieved a modest growth of 1% in net sales, bringing the total to $1.5 billion.This growth was driven by an increase in maintenance activity and a slight recovery in new pool construction and remodeling, which saw building materials sales rise for the first time since the third quarter of 2022.

Pool Corporation: Will Its Focus On Replacement Business Pay Off?

<ul><li>Pool Corporation's latest financial results and guidance reflect a mixed performance, shaped by both market challenges and strategic successes.</li><li>During the second quarter, Pool Corporation reported a 1% increase in net sales, totaling $1.8 billion.</li><li>This growth was driven by positive sales trends in maintenance products, particularly in the chemical segment, and signs of improvement in construction activities towards the quarter's end.</li></ul>

Pool Corporation's latest financial results and guidance reflect a mixed performance, shaped by both market challenges and strategic successes.During the second quarter, Pool Corporation reported a 1% increase in net sales, totaling $1.8 billion.This growth was driven by positive sales trends in maintenance products, particularly in the chemical segment, and signs of improvement in construction activities towards the quarter's end.

The Pool Corporation's Strategic Playbook: Can Its Expanding Network & Innovation Lead the Industry Surge?

<ul><li>Pool Corporation's (POOLCORP) first-quarter results for 2025 reveal both challenges and resilience amid a fluctuating market environment.</li><li>The company recorded net sales of $1.1 billion, a decline of 4% year-over-year, though this figure improved to a 2% decline when adjusting for the same selling days.</li><li>The first quarter was marked by challenging weather conditions in key markets and an Easter holiday that shifted sales into the second quarter.</li></ul>

Pool Corporation's (POOLCORP) first-quarter results for 2025 reveal both challenges and resilience amid a fluctuating market environment.The company recorded net sales of $1.1 billion, a decline of 4% year-over-year, though this figure improved to a 2% decline when adjusting for the same selling days.The first quarter was marked by challenging weather conditions in key markets and an Easter holiday that shifted sales into the second quarter.

Pool Corporation: A Strategic Approach to Pricing & Market Dynamics To Strengthen Market Stability & Ensure Continued Customer Trust!

<ul><li>Pool Corporation's recent earnings release for the fourth quarter and fiscal year 2024 paints a complex picture of the company's performance and strategic positioning in a challenging market environment.</li><li>From a revenue standpoint, the company reported a 2% decline in sales for the fourth quarter and a 4% decline for the full year compared to 2023.</li><li>This decrease is primarily attributed to a 15% drop in new pool construction units and over 10% in renovation and remodel spending, highlighting ongoing pressures from macroeconomic conditions and reduced consumer discretionary spending.</li></ul>

Pool Corporation's recent earnings release for the fourth quarter and fiscal year 2024 paints a complex picture of the company's performance and strategic positioning in a challenging market environment.From a revenue standpoint, the company reported a 2% decline in sales for the fourth quarter and a 4% decline for the full year compared to 2023.This decrease is primarily attributed to a 15% drop in new pool construction units and over 10% in renovation and remodel spending, highlighting ongoing pressures from macroeconomic conditions and reduced consumer discretionary spending.

POOL Corporation: Expansion of POOL360 Initiatives As A Crucial Strategic Element For Evolution!

Independent in-depth research from Finimize, Finimize

Finimize Research

Independent in-depth research from Finimize

Finimize

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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

Pool Corporation is a wholesale distributor of swimming pool supplies, equipment and related leisure products. The Company's inventory includes a diverse range of products, from construction materials, replacement parts and fencing to pool care products and spas.

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Pool Corp (POOL US)

Pool Corporation: Will Its Focus On Replacement Business Pay Off?

Pool Corporation (POOLCORP) presented a mixed set of results for the third quarter of 2025. The company achieved a modest growth of 1% in net...

Baptista Research

The Pool Corporation's Strategic Playbook: Can Its Expanding Network & Innovation Lead the Industry Surge?

Pool Corporation's latest financial results and guidance reflect a mixed performance, shaped by both market challenges and strategic...

Baptista Research

Pool Corporation: A Strategic Approach to Pricing & Market Dynamics To Strengthen Market Stability & Ensure Continued Customer Trust!

Pool Corporation's (POOLCORP) first-quarter results for 2025 reveal both challenges and resilience amid a fluctuating market environment. The...

Baptista Research

POOL Corporation: Expansion of POOL360 Initiatives As A Crucial Strategic Element For Evolution!

Pool Corporation's recent earnings release for the fourth quarter and fiscal year 2024 paints a complex picture of the company's performance and...

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

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