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>The Kroger Co. reported its financial results for the fourth quarter and full year 2024, illustrating a mixture of achievements and challenges.</li><li>The company exhibited a steady performance, anchored by its diverse value creation model.</li><li>CEO Ronald Sargent noted that Kroger operates from a position of strength amid the changing retail environment, supported by solid financial outcomes in 2024 and optimistic plans for 2025.</li></ul>

The Kroger Co. reported its financial results for the fourth quarter and full year 2024, illustrating a mixture of achievements and challenges.The company exhibited a steady performance, anchored by its diverse value creation model.CEO Ronald Sargent noted that Kroger operates from a position of strength amid the changing retail environment, supported by solid financial outcomes in 2024 and optimistic plans for 2025.

The Kroger Co.: What Are Its Latest Store Footprint Expansion & Margin Enhancement Initiatives?

<ul><li>Kroger's third-quarter financial performance in 2024 reflected a blend of strengths and challenges amid shifting market dynamics and evolving business strategies.</li><li>The company’s pharmacy and digital sales posted solid gains, supported by competitive pricing, personalized offers, and loyalty programs.</li><li>Digital engagement surged with a 5% rise in digital offer clips, resulting in a 14% increase in customer savings.</li></ul>

Kroger's third-quarter financial performance in 2024 reflected a blend of strengths and challenges amid shifting market dynamics and evolving business strategies.The company’s pharmacy and digital sales posted solid gains, supported by competitive pricing, personalized offers, and loyalty programs.Digital engagement surged with a 5% rise in digital offer clips, resulting in a 14% increase in customer savings.

Kroger’s Earnings and Albertsons’ Lawsuit: What Investors Need to Know Now!

Independent in-depth research from Finimize, Finimize

Finimize Research

Independent in-depth research from Finimize

Finimize

Finimize is the #1 information platform for modern investors. We empower people to become smarter investors with bitesize insights from world-class analysts. 1 million+ strong community, 250 partners.

Thematic (Sector/Industry)

<ul>
<li>The US economy’s resilience hasn’t come from the many – it’s come from the top 10% as the “wealth effect” from rising asset prices has boosted spending.</li>
<li>But it works in reverse too.  Since the richest make up nearly half of America’s consumer spending, that could lead to a serious economic fallout.</li>
<li>It’s worth considering protecting your portfolio. I’ve pulled together one list of companies that should do well and another that could suffer from the change in climate.</li>
</ul>


The US economy’s resilience hasn’t come from the many – it’s come from the top 10% as the “wealth effect” from rising asset prices has boosted spending.
But it works in reverse too.  Since the richest make up nearly half of America’s consumer spending, that could lead to a serious economic fallout.
It’s worth considering protecting your portfolio. I’ve pulled together one list of companies that should do well and another that could suffer from the change in climate.


A Defensive Portfolio Prepared For The Wealth Effect’s Reversal

<ul><li>The Kroger Co. showcased a mixed performance in the second quarter of 2024.</li><li>The company continues its progression towards a strategic operating model which balances customer-centricity with internal efficiencies, maintaining a competitive edge, particularly with its own brands offerings.</li><li>Revenue enhancements through enhanced digital sales channels and personalized promotions were notable.</li></ul>

The Kroger Co. showcased a mixed performance in the second quarter of 2024.The company continues its progression towards a strategic operating model which balances customer-centricity with internal efficiencies, maintaining a competitive edge, particularly with its own brands offerings.Revenue enhancements through enhanced digital sales channels and personalized promotions were notable.

The Kroger Co.: An Insight Into Its Competitive Positioning

Expert on Japan Retail and Consumer Markets, JapanConsuming

Michael Causton

Expert on Japan Retail and Consumer Markets

Real Insight on Japanese Consumer Markets

JapanConsuming

JapanConsuming is a specialist research firm producing intelligence on Japanese retail and consumer markets. Founded in 2000, JapanConsuming has become the leading provider of insights on Japanese retailers and consumer trends to retailers, brands, government agencies and investors. As well as a highly regarded monthly report on the market, JapanConsuming produces in-depth reports on retail sectors, seminars on key trends and telephone consulting to investors on trends and retailers.

JapanConsuming was founded by Michael Causton and Roy Larke. 

Event-Driven

<ul>
<li>Recent reports suggest an MBO if firming up, with partial sale of US to ACT and even the Japan CVS business so a big value solution for all concerned.</li>
<li>Not so fast: an ACT purchase of 7-11 US looks more likely to be blocked given yesterday's ruling on the merger of grocery giants Kroger and Albertsons.</li>
<li>The valuation of the Japan business may need a correction too if the last six months of poor numbers continue – given this is because of price perception, they may.</li>
</ul>


Recent reports suggest an MBO if firming up, with partial sale of US to ACT and even the Japan CVS business so a big value solution for all concerned.
Not so fast: an ACT purchase of 7-11 US looks more likely to be blocked given yesterday's ruling on the merger of grocery giants Kroger and Albertsons.
The valuation of the Japan business may need a correction too if the last six months of poor numbers continue – given this is because of price perception, they may.


7&I (3382JP) - Spanners in the Works: FTC Blocks Another US Retail Merger and 7-11 Japan Sales Slump

United States

The Kroger Co. operates supermarkets and convenience stores in the United States.  The Company also manufactures and processes some of the foods that its supermarkets sell.

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Kroger Co (KR US)

The Kroger Co.: What Are Its Latest Store Footprint Expansion & Margin Enhancement Initiatives?

The Kroger Co. reported its financial results for the fourth quarter and full year 2024, illustrating a mixture of achievements and...

Baptista Research

Kroger’s Earnings and Albertsons’ Lawsuit: What Investors Need to Know Now!

Kroger's third-quarter financial performance in 2024 reflected a blend of strengths and challenges amid shifting market dynamics and evolving...

Baptista Research

A Defensive Portfolio Prepared For The Wealth Effect’s Reversal

The top 10% account for around 50% of consumer spending in the US. This insight looks at the sectors and companies that could win and lose from the...

Finimize Research

The Kroger Co.: An Insight Into Its Competitive Positioning

The Kroger Co. showcased a mixed performance in the second quarter of 2024. The company continues its progression towards a strategic operating...

Baptista Research

7&I (3382JP) - Spanners in the Works: FTC Blocks Another US Retail Merger and 7-11 Japan Sales Slump

Potential MBO of a firm may not be as straightforward as initially thought, with potential hurdles in the form of a blocked ACT purchase and a...

Michael Causton

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

The Kroger Co.: What Are Its Latest Store Footprint Expansion & Margin Enhancement Initiatives?

The Kroger Co. reported its financial results for the fourth quarter and full year 2024, illustrating a mixture of achievements and...

Baptista Research

Kroger’s Earnings and Albertsons’ Lawsuit: What Investors Need to Know Now!

Kroger's third-quarter financial performance in 2024 reflected a blend of strengths and challenges amid shifting market dynamics and evolving...

Baptista Research

A Defensive Portfolio Prepared For The Wealth Effect’s Reversal

The top 10% account for around 50% of consumer spending in the US. This insight looks at the sectors and companies that could win and lose from the...

Finimize Research

The Kroger Co.: An Insight Into Its Competitive Positioning

The Kroger Co. showcased a mixed performance in the second quarter of 2024. The company continues its progression towards a strategic operating...

Baptista Research

7&I (3382JP) - Spanners in the Works: FTC Blocks Another US Retail Merger and 7-11 Japan Sales Slump

​Potential MBO of a firm may not be as straightforward as initially thought, with potential hurdles in the form of a blocked ACT purchase and a...

Michael Causton

Potential MBO of a firm may not be as straightforward as initially thought, with potential hurdles in the form of a blocked ACT purchase and a...