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>US Foods and Performance Food Group have officially ended their merger discussions, closing the door on what could have been the most consequential consolidation event in modern food‑distribution history.</li><li>After months of due diligence and information‑sharing, both companies independently concluded that pursuing their standalone strategies would create greater long‑term shareholder value than combining into a $30 billion foodservice powerhouse capable of rivaling Sysco.</li><li>The decision follows heightened regulatory considerations, diverging strategic priorities, and each company’s confidence in its independent business trajectory.</li></ul>

US Foods and Performance Food Group have officially ended their merger discussions, closing the door on what could have been the most consequential consolidation event in modern food‑distribution history.After months of due diligence and information‑sharing, both companies independently concluded that pursuing their standalone strategies would create greater long‑term shareholder value than combining into a $30 billion foodservice powerhouse capable of rivaling Sysco.The decision follows heightened regulatory considerations, diverging strategic priorities, and each company’s confidence in its independent business trajectory.

US Foods Ends Mega Merger Talks With Performance Food—What’s Next?

<ul><li>US Foods Holding Corp. reported a solid second quarter for fiscal year 2025, exhibiting positive momentum across various strategic pillars.</li><li>The company delivered a record adjusted EBITDA of $548 million, showcasing a 12% year-over-year increase and achieving an adjusted EBITDA margin of 5.4%, marking a 40-basis-point expansion.</li><li>This growth was driven by disciplined cost management, strategic vendor initiatives, improved operational efficiency, and robust performance across its customer segments, particularly independent restaurants, healthcare, and hospitality sectors.</li></ul>

US Foods Holding Corp. reported a solid second quarter for fiscal year 2025, exhibiting positive momentum across various strategic pillars.The company delivered a record adjusted EBITDA of $548 million, showcasing a 12% year-over-year increase and achieving an adjusted EBITDA margin of 5.4%, marking a 40-basis-point expansion.This growth was driven by disciplined cost management, strategic vendor initiatives, improved operational efficiency, and robust performance across its customer segments, particularly independent restaurants, healthcare, and hospitality sectors.

US Foods Is Setting the Stage for Robust Growth With Pronto

<ul><li>US Foods Holding Corp.’s latest earnings report for the first quarter of fiscal 2025 presents a mixed yet cautiously optimistic outlook.</li><li>The company reported strong profitability, with adjusted EBITDA growing more than 9% and adjusted diluted EPS increasing by 26%.</li><li>Notably, this performance was achieved despite adverse weather conditions and an overall challenging operating environment, highlighting the company's effective execution of its strategic initiatives.</li></ul>

US Foods Holding Corp.’s latest earnings report for the first quarter of fiscal 2025 presents a mixed yet cautiously optimistic outlook.The company reported strong profitability, with adjusted EBITDA growing more than 9% and adjusted diluted EPS increasing by 26%.Notably, this performance was achieved despite adverse weather conditions and an overall challenging operating environment, highlighting the company's effective execution of its strategic initiatives.

US Foods Holding Corp.: A Tale of Health Care & Hospitality Sector Expansion!

<ul><li>US Foods Holding Corporation recently reported its Q4 2024 earnings, marking a strong performance that culminated in record full-year earnings of $1.74 billion.</li><li>The company successfully surpassed its original long range plan objectives laid out in 2022, demonstrating resilience and adaptability to macroeconomic changes.</li><li>The achievements were largely underpinned by strategic measures, which included consistent market share gains across its three target customer segments – independent restaurants, healthcare, and hospitality – and cost saving initiatives, contributing to a robust margin expansion.</li></ul>

US Foods Holding Corporation recently reported its Q4 2024 earnings, marking a strong performance that culminated in record full-year earnings of $1.74 billion.The company successfully surpassed its original long range plan objectives laid out in 2022, demonstrating resilience and adaptability to macroeconomic changes.The achievements were largely underpinned by strategic measures, which included consistent market share gains across its three target customer segments – independent restaurants, healthcare, and hospitality – and cost saving initiatives, contributing to a robust margin expansion.

US Foods Holding Corp: Can Its Strategic Acquisitions & M&A Activity Strengthen Market Position?

<ul><li>US Foods Holding Corp. demonstrated solid performance in its third quarter of fiscal year 2024, notwithstanding various external challenges.</li><li>The company reported a 13% growth in adjusted EBITDA and a 21% increase in adjusted EPS compared to the same period in 2023.</li><li>These results underscored robust operational capabilities and market strategies, enabling the company to navigate through a challenging macroeconomic environment and adverse weather events that affected case volumes, especially in the Southeast.</li></ul>

US Foods Holding Corp. demonstrated solid performance in its third quarter of fiscal year 2024, notwithstanding various external challenges.The company reported a 13% growth in adjusted EBITDA and a 21% increase in adjusted EPS compared to the same period in 2023.These results underscored robust operational capabilities and market strategies, enabling the company to navigate through a challenging macroeconomic environment and adverse weather events that affected case volumes, especially in the Southeast.

US Foods Holding Corp.: It’s Efficiency Breakthrough: The Secret to Pre-Pandemic Productivity Levels & Profit Gains - Major Drivers

United States

US Foods Holding Corp. operates as a holding company. The Company, through its subsidiaries, provides catering services. US Foods Holding serves healthcare, hospitality, educational, government facilities, and other sectors in the United States.

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US Foods Holding Corp (USFD US)

US Foods Ends Mega Merger Talks With Performance Food—What’s Next?

US Foods and Performance Food Group have officially ended their merger discussions, closing the door on what could have been the most...

Baptista Research

US Foods Is Setting the Stage for Robust Growth With Pronto

US Foods Holding Corp. reported a solid second quarter for fiscal year 2025, exhibiting positive momentum across various strategic pillars. The...

Baptista Research

US Foods Holding Corp.: A Tale of Health Care & Hospitality Sector Expansion!

US Foods Holding Corp.’s latest earnings report for the first quarter of fiscal 2025 presents a mixed yet cautiously optimistic outlook. The...

Baptista Research

US Foods Holding Corp: Can Its Strategic Acquisitions & M&A Activity Strengthen Market Position?

US Foods Holding Corporation recently reported its Q4 2024 earnings, marking a strong performance that culminated in record full-year earnings of...

Baptista Research

US Foods Holding Corp.: It’s Efficiency Breakthrough: The Secret to Pre-Pandemic Productivity Levels & Profit Gains - Major Drivers

US Foods Holding Corp. demonstrated solid performance in its third quarter of fiscal year 2024, notwithstanding various external challenges. The...

Baptista Research

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