Independent research on the U.S. markets, Baptista Research

Baptista Research

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.

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>Helen of Troy Limited reported an encouraging start to fiscal year 2027, with consolidated net sales increasing 8.2% year-over-year, surpassing internal expectations.</li>
<li>Growth was broad-based across both major segments: Home &amp; Outdoor sales rose 9.5%, led by brands such as Osprey—driven by international distribution and e-commerce momentum—OXO, which benefited from tariff normalization and expanded retail presence, and Hydro Flask, which showed progress in retail channels and inventory optimization.</li>
<li>The Beauty &amp; Wellness segment’s sales grew 7%, bolstered notably by the Wellness portfolio (Braun, Vicks, Honeywell, PUR) and Olive &amp; June’s innovation and consumer engagement, although some core beauty brands faced ongoing point-of-sale softness and sensitivity to pricing.</li>
</ul>


Helen of Troy Limited reported an encouraging start to fiscal year 2027, with consolidated net sales increasing 8.2% year-over-year, surpassing internal expectations.
Growth was broad-based across both major segments: Home &amp; Outdoor sales rose 9.5%, led by brands such as Osprey—driven by international distribution and e-commerce momentum—OXO, which benefited from tariff normalization and expanded retail presence, and Hydro Flask, which showed progress in retail channels and inventory optimization.
The Beauty &amp; Wellness segment’s sales grew 7%, bolstered notably by the Wellness portfolio (Braun, Vicks, Honeywell, PUR) and Olive &amp; June’s innovation and consumer engagement, although some core beauty brands faced ongoing point-of-sale softness and sensitivity to pricing.


Helen of Troy’s $1.759–$1.831 Billion Outlook: Is The Recovery Durable?

Helen Of Troy

Helen of Troy’s $1.759–$1.831 Billion Outlook: Is The Recovery Durable?