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

Primo Brands Corporation / Equity Bottom-Up

<ul>
<li>After shedding 28% of its value year-to-date, Primo Water's stock has come under intense scrutiny.</li>
<li>The sharp decline reflects operational dislocations following its November 2024 merger with BlueTriton Brands, as well as broader disruptions across weather-impacted sales regions and distribution bottlenecks.</li>
<li>In Q2 2025, comparable net sales fell 2.5% year-over-year, prompting a downward revision of full-year guidance to flat-to-1% growth from the previously guided 3% to 5%.</li>
</ul>


After shedding 28% of its value year-to-date, Primo Water's stock has come under intense scrutiny.
The sharp decline reflects operational dislocations following its November 2024 merger with BlueTriton Brands, as well as broader disruptions across weather-impacted sales regions and distribution bottlenecks.
In Q2 2025, comparable net sales fell 2.5% year-over-year, prompting a downward revision of full-year guidance to flat-to-1% growth from the previously guided 3% to 5%.


Primo Brands Stock Collapse: Hidden Turnaround Or Total Meltdown?

United States

Primo Brands Corporation operates as a beverage company. The Company produces and distributes bottled and packaged water products, sold directly across retail channels, including mass food, convenience, natural, drug, wholesale, distributors, home improvement, and food service accounts. Primo Brands serves customers in North America.

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

Primo Brands Corporation (PRMB US)

Primo Brands Stock Collapse: Hidden Turnaround Or Total Meltdown?

In Q2 2025, comparable net sales fell 2.5% year-over-year, prompting a downward revision of full-year guidance to flat-to-1% growth from the...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)