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>Conagra Brands reported continued momentum in its core frozen and snacks businesses during the third quarter of fiscal 2026, with organic volume growth recovering following prior supply chain disruptions.</li><li>The company emphasized its strategic "horses for courses" approach, prioritizing volume growth in high-potential segments like frozen meals and snacks, while focusing on cash maximization in staples such as canned goods.</li><li>This approach led to positive volume trends and improved portfolio performance, although the refrigerated segment remains more focused on cash contribution than volume growth.</li></ul>

Conagra Brands reported continued momentum in its core frozen and snacks businesses during the third quarter of fiscal 2026, with organic volume growth recovering following prior supply chain disruptions.The company emphasized its strategic "horses for courses" approach, prioritizing volume growth in high-potential segments like frozen meals and snacks, while focusing on cash maximization in staples such as canned goods.This approach led to positive volume trends and improved portfolio performance, although the refrigerated segment remains more focused on cash contribution than volume growth.

コナグラ・ブランズ：冷凍食品が復活の原動力となっているが、この回復は持続的なものとなるのか？

Conagra Foods

コナグラ・ブランズ：冷凍食品が復活の原動力となっているが、この回復は持続的なものとなるのか？