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>Sysco Corporation reported a third quarter fiscal 2026 characterized by accelerating revenue growth and operational improvements amid challenging macroeconomic conditions.</li><li>The company posted total revenue of nearly $21 billion, up 4.7% year-over-year, with notable volume strength in its U.S. Foodservice (USFS) segment, which experienced 3.3% local case volume growth—the strongest local volume increase in three years—contributing to gross profit growth of 6.5% and gross margin expansion of 31 basis points to 18.6%.</li><li>Despite weak restaurant foot traffic industry-wide, Sysco’s commercial initiatives, including sales force training and customer-focused programs such as Sysco Your Way and Perks 2.0, supported sales growth and improved customer acquisition rates.</li></ul>

Sysco Corporation reported a third quarter fiscal 2026 characterized by accelerating revenue growth and operational improvements amid challenging macroeconomic conditions.The company posted total revenue of nearly $21 billion, up 4.7% year-over-year, with notable volume strength in its U.S. Foodservice (USFS) segment, which experienced 3.3% local case volume growth—the strongest local volume increase in three years—contributing to gross profit growth of 6.5% and gross margin expansion of 31 basis points to 18.6%.Despite weak restaurant foot traffic industry-wide, Sysco’s commercial initiatives, including sales force training and customer-focused programs such as Sysco Your Way and Perks 2.0, supported sales growth and improved customer acquisition rates.

Sysco Corporation: What Matters Now Is Deleveraging From 4.5x Not The 6.5% Gross Profit Growth!

<ul><li>Sysco Corporation reported a robust second quarter for fiscal year 2026, reflecting strong operational performance and strategic execution.</li><li>The company achieved a 3% increase in total revenue compared to the previous year, reaching nearly $21 billion.</li><li>This growth was supported by positive case volume trends across multiple segments, including local, specialty, national, and international business units.</li></ul>

Sysco Corporation reported a robust second quarter for fiscal year 2026, reflecting strong operational performance and strategic execution.The company achieved a 3% increase in total revenue compared to the previous year, reaching nearly $21 billion.This growth was supported by positive case volume trends across multiple segments, including local, specialty, national, and international business units.

Sysco’s Mega Acquisition: Why This $29 Billion Deal Is Raising Eyebrows!

Sysco’s Value Strategy: Helping Restaurants Win on Price While Protecting Margins!

<ul><li>Sysco Corporation's latest financial results for the first quarter of fiscal 2026 reveal a complex portrait of both positive strides and ongoing challenges.</li><li>Initially, the company exceeded expectations, with notable sales growth driving the overall financial upturn.</li><li>Sysco reported a significant improvement in its U.S. Broadline local business, a crucial segment for the company, highlighting an inflection in local volumes that outperformed industry standards.</li></ul>

Sysco Corporation's latest financial results for the first quarter of fiscal 2026 reveal a complex portrait of both positive strides and ongoing challenges.Initially, the company exceeded expectations, with notable sales growth driving the overall financial upturn.Sysco reported a significant improvement in its U.S. Broadline local business, a crucial segment for the company, highlighting an inflection in local volumes that outperformed industry standards.

Sysco Corporation: Leveraging Scale-Driven Route Density & Dominating Specialty Markets; What's Propelling Them Forward?

<ul><li>Sysco Corporation's fourth quarter fiscal year 2025 performance showcased a blend of steady progress and targeted strategic advancements, providing a nuanced perspective on its current position and future potential.</li><li>The company reported adjusted results that exceeded expectations, attributed to improved restaurant traffic and successful Sysco-specific initiatives.</li><li>Notably, Sysco saw a 2.8% increase in sales, reaching $21.1 billion, alongside a 6.5% growth in adjusted EPS to $1.48.</li></ul>

Sysco Corporation's fourth quarter fiscal year 2025 performance showcased a blend of steady progress and targeted strategic advancements, providing a nuanced perspective on its current position and future potential.The company reported adjusted results that exceeded expectations, attributed to improved restaurant traffic and successful Sysco-specific initiatives.Notably, Sysco saw a 2.8% increase in sales, reaching $21.1 billion, alongside a 6.5% growth in adjusted EPS to $1.48.

Sysco Launches Perks 2.0—Can It Supercharge Customer Loyalty?

United States

Sysco Corporation distributes food and related products primarily to the foodservice industry.  The Company also distributes personal care guest amenities, housekeeping supplies, room accessories, and textiles to the lodging industry.

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Sysco Corp (SYY US)

Sysco Corporation: What Matters Now Is Deleveraging From 4.5x Not The 6.5% Gross Profit Growth!

Sysco Corporation reported a third quarter fiscal 2026 characterized by accelerating revenue growth and operational improvements amid challenging...

Baptista Research

Sysco’s Mega Acquisition: Why This $29 Billion Deal Is Raising Eyebrows!

Sysco Corporation reported a robust second quarter for fiscal year 2026, reflecting strong operational performance and strategic execution. The...

Baptista Research

Sysco’s Value Strategy: Helping Restaurants Win on Price While Protecting Margins!

Sysco Corporation reported a robust second quarter for fiscal year 2026, reflecting strong operational performance and strategic execution. The...

Baptista Research

Sysco Corporation: Leveraging Scale-Driven Route Density & Dominating Specialty Markets; What's Propelling Them Forward?

Sysco Corporation's latest financial results for the first quarter of fiscal 2026 reveal a complex portrait of both positive strides and ongoing...

Baptista Research

Sysco Launches Perks 2.0—Can It Supercharge Customer Loyalty?

Sysco Corporation's fourth quarter fiscal year 2025 performance showcased a blend of steady progress and targeted strategic advancements,...

Baptista Research

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