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>Tyson Foods delivered a disappointing set of results as the company was unable to meet the revenue expectations as well as earnings expectations of Wall Street.</li><li>While the overall performance was disappointing compared to the previous year, Tyson Foods claims to have performed reasonably in volume and dollar sales, gaining market share in the retail core business lines.</li><li>Despite these challenges, Tyson Foods remains focused on strengthening its branded foods business.</li></ul>

Tyson Foods delivered a disappointing set of results as the company was unable to meet the revenue expectations as well as earnings expectations of Wall Street.While the overall performance was disappointing compared to the previous year, Tyson Foods claims to have performed reasonably in volume and dollar sales, gaining market share in the retail core business lines.Despite these challenges, Tyson Foods remains focused on strengthening its branded foods business.

Tyson Foods Inc.: Continued Challenges In Beef

<ul><li>Tyson Foods delivered a highly disappointing set of results for the last quarter.</li><li>The drop in earnings was a result of weaker results in beef, pork, and chicken.</li><li>Prepared foods revenues increased for the quarter, driven by pricing actions and volume growth.</li></ul>

Tyson Foods delivered a highly disappointing set of results for the last quarter.The drop in earnings was a result of weaker results in beef, pork, and chicken.Prepared foods revenues increased for the quarter, driven by pricing actions and volume growth.

<ul><li>Tyson Foods’ stock has been on a downward trajectory for a while and the recent results did not help the situation.</li><li>Consumer demand for protein is largely stable in this difficult macroeconomic context with record-high inflation.</li><li>Volume performance increased in the fourth quarter because of their investments in brands and merchandising, which raised portfolio market share.</li></ul>

Tyson Foods’ stock has been on a downward trajectory for a while and the recent results did not help the situation.Consumer demand for protein is largely stable in this difficult macroeconomic context with record-high inflation.Volume performance increased in the fourth quarter because of their investments in brands and merchandising, which raised portfolio market share.

Alpha-Centric ESG Research

Kyle Rudden

<ul>
<li>COP27, the 27th annual United Nations international conference on climate change, starts on 6 November and runs through 18 November – in the Egyptian coastal city of Sharm el-Sheikh.</li>
<li>Whereas climate mitigation and clean energy were the main focus of prior conferences, climate adaptation and sustainable agriculture and food are top priorities for the COP26 Presidency.</li>
<li>Therefore, agriculture and food stocks are poised to be the most impacted on a relative basis by COP27 proceedings and outcomes. This Insight considers the potential "winners and losers."</li>
</ul>


COP27, the 27th annual United Nations international conference on climate change, starts on 6 November and runs through 18 November – in the Egyptian coastal city of Sharm el-Sheikh.
Whereas climate mitigation and clean energy were the main focus of prior conferences, climate adaptation and sustainable agriculture and food are top priorities for the COP26 Presidency.
Therefore, agriculture and food stocks are poised to be the most impacted on a relative basis by COP27 proceedings and outcomes. This Insight considers the potential "winners and losers."


COP27: Agriculture and Food Stocks Likely to Be Most Affected by Conference Talks

<ul><li>Tyson Foods delivered mixed third-quarter result surpassing revenue expectations as a result of the price increases but failed to meet Wall Street expectations with respect to earnings given the inflationary pressures.</li><li>In order to counteract the rise in the cost of goods, the company implemented pricing efforts, which resulted in an increase in sales for the entire year.</li><li>Among major updates, Tyson entered into a joint venture agreement with the Saudi Arabian Tanmiah Food Company.</li></ul>

Tyson Foods delivered mixed third-quarter result surpassing revenue expectations as a result of the price increases but failed to meet Wall Street expectations with respect to earnings given the inflationary pressures.In order to counteract the rise in the cost of goods, the company implemented pricing efforts, which resulted in an increase in sales for the entire year.Among major updates, Tyson entered into a joint venture agreement with the Saudi Arabian Tanmiah Food Company.

Tyson Foods Inc: The Tanmiah Food Partnership & Other Drivers

United States

Tyson Foods, Inc. produces, distributes, and markets chicken, beef, pork, prepared foods and related allied products.  The Company's products are marketed and sold to national and regional grocery retailers, regional grocery wholesalers, meat distributors, warehouse club stores, military commissaries, and industrial food processing companies.

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Tyson Foods Inc Cl A (TSN US)

Tyson Foods Inc.: Continued Challenges In Beef

Tyson Foods delivered a disappointing set of results as the company was unable to meet the revenue expectations as well as earnings expectations...

Baptista Research

Tyson Foods Inc.: Major Drivers

Tyson Foods delivered a highly disappointing set of results for the last quarter. The drop in earnings was a result of weaker results in beef,...

Baptista Research

Tyson Foods: Major Drivers

Tyson Foods’ stock has been on a downward trajectory for a while and the recent results did not help the situation. Consumer demand for protein is...

Baptista Research

COP27: Agriculture and Food Stocks Likely to Be Most Affected by Conference Talks

COP27 starts next week, and sustainable agriculture/food is at the top of the agenda. That could mean agriculture stocks are the most impacted by...

Kyle Rudden

Tyson Foods Inc: The Tanmiah Food Partnership & Other Drivers

Tyson Foods delivered mixed third-quarter result surpassing revenue expectations as a result of the price increases but failed to meet Wall Street...

Baptista Research

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