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>The J.M. Smucker Company's fiscal 2025 third-quarter earnings presented a mixed picture with a mix of challenges and future expectations.</li><li>The company experienced a slight decline in comparable sales of just over 1% for the quarter, and to meet the revised fiscal 2025 sales target, they anticipate needing growth of slightly more than 1% in the fourth quarter.</li><li>This needed improvement is expected to be driven in large part by anticipated recoveries in their Pet and Coffee portfolios, while the Sweet Baked Snacks segment may continue to face challenges.</li></ul>

The J.M. Smucker Company's fiscal 2025 third-quarter earnings presented a mixed picture with a mix of challenges and future expectations.The company experienced a slight decline in comparable sales of just over 1% for the quarter, and to meet the revised fiscal 2025 sales target, they anticipate needing growth of slightly more than 1% in the fourth quarter.This needed improvement is expected to be driven in large part by anticipated recoveries in their Pet and Coffee portfolios, while the Sweet Baked Snacks segment may continue to face challenges.

The J.M. Smucker Company: Will Its Strategic Focus on Sweet Baked Snacks Act As a Key Driver For Stock Performance?

Jm Smucker Co

The J.M. Smucker Company: Will Its Strategic Focus on Sweet Baked Snacks Act As a Key Driver For Stock Performance?