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

Brown Forman Corp Class B / Equity Bottom-Up

<ul><li>Brown-Forman Corporation's first quarter fiscal year 2025 results reflect a challenging start to the year, consistent with the company's expectations of a stronger second half.</li><li>The globally recognized beverage company reported an 8% decline in reported net sales and a 4% decrease in organic net sales, highlighting a period of adjustment and alignment with strategic transitions and economic influences.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Brown-Forman Corporation's first quarter fiscal year 2025 results reflect a challenging start to the year, consistent with the company's expectations of a stronger second half.The globally recognized beverage company reported an 8% decline in reported net sales and a 4% decrease in organic net sales, highlighting a period of adjustment and alignment with strategic transitions and economic influences.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Brown-Forman Corporation: Can They Sustain Their Competitive Advantage With Brand Power? - Major Drivers

<ul><li>Reviewing the fiscal results and the quarter's activities of Brown-Forman Corporation presents a detailed picture of the company's financial health and strategic directions, both of which are vital for current and potential investors.</li><li>Fiscal year 2024 proved challenging due to highly dynamic market conditions influenced by persistent macroeconomic factors such as inflation and high interest rates impacting consumer and distributor behavior.</li><li>Nevertheless, the company sought to capitalize on evolving trends towards premiumization and launched new products that align with consumer tastes and preferences, like Jack Daniel's Tennessee Apple and super premium whiskey varieties.</li></ul>

Reviewing the fiscal results and the quarter's activities of Brown-Forman Corporation presents a detailed picture of the company's financial health and strategic directions, both of which are vital for current and potential investors.Fiscal year 2024 proved challenging due to highly dynamic market conditions influenced by persistent macroeconomic factors such as inflation and high interest rates impacting consumer and distributor behavior.Nevertheless, the company sought to capitalize on evolving trends towards premiumization and launched new products that align with consumer tastes and preferences, like Jack Daniel's Tennessee Apple and super premium whiskey varieties.

Brown-Forman Corporation: How They Are Leveraging Pricing Strategies to Drive Revenue! - Major Drivers

<ul><li>Brown-Forman displayed a performance characterised by a steady trajectory amid pandemic related instabilities and challenges.</li><li>The company's year-to-date fiscal 2024 reported net sales growth increased by 1% with flat organic net sales growth.</li><li>Strong consumer demand, higher pricing, and the rebuilding of distributor inventories helped contribute to this positive result.</li></ul>

Brown-Forman displayed a performance characterised by a steady trajectory amid pandemic related instabilities and challenges.The company's year-to-date fiscal 2024 reported net sales growth increased by 1% with flat organic net sales growth.Strong consumer demand, higher pricing, and the rebuilding of distributor inventories helped contribute to this positive result.

Brown-Forman Corporation: These 3 Big Challenges Could Hamper Growth Despite Rising Market Demand! - Key Drivers

<ul><li>Brown-Forman's results were a major disappointment as the company failed to meet Wall Street's revenue and earnings expectations.</li><li>The company witnessed a 2% increase in reported net sales growth during the first half, with organic net sales rising by 1% after adjusting for recent acquisitions.</li><li>Jack Daniel's Tennessee Apple, New Mix, and Glenglassaugh were key contributors to organic net sales growth, counterbalancing volume declines from the previous fiscal year's inventory rebuild.</li></ul>

Brown-Forman's results were a major disappointment as the company failed to meet Wall Street's revenue and earnings expectations.The company witnessed a 2% increase in reported net sales growth during the first half, with organic net sales rising by 1% after adjusting for recent acquisitions.Jack Daniel's Tennessee Apple, New Mix, and Glenglassaugh were key contributors to organic net sales growth, counterbalancing volume declines from the previous fiscal year's inventory rebuild.

Brown-Forman Corporation: Divestment Of Sonoma‑Cutrer Vineyards & Other Major Developments

<ul><li>The company reported net sales growth climbed by 3%, with organic net sales growth up by 2%.</li><li>Jack Daniel's Tennessee Whiskey, Jack Daniel's Tennessee Apple, and El Jimador all had continued increases in the quarter, which fueled organic net sales growth.</li><li>Jack Daniel's Tennessee Apple increased organic net sales by more than half.</li></ul>

The company reported net sales growth climbed by 3%, with organic net sales growth up by 2%.Jack Daniel's Tennessee Whiskey, Jack Daniel's Tennessee Apple, and El Jimador all had continued increases in the quarter, which fueled organic net sales growth.Jack Daniel's Tennessee Apple increased organic net sales by more than half.

Brown-Forman Corporation: The New Distribution Business in Slovakia Could Be A Decent Revenue Contributor? - Major Drivers

United States

Brown-Forman Corporation manufactures, bottles, imports, exports, and markets a wide variety of alcoholic beverage brands. The Company's products include branded whiskey, vodka, wines, tequila, bourbon, and gin.

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Brown Forman Corp Class B (BF/B US)

Brown-Forman Corporation: Can They Sustain Their Competitive Advantage With Brand Power? - Major Drivers

Brown-Forman Corporation's first quarter fiscal year 2025 results reflect a challenging start to the year, consistent with the company's...

Baptista Research

Brown-Forman Corporation: How They Are Leveraging Pricing Strategies to Drive Revenue! - Major Drivers

Reviewing the fiscal results and the quarter's activities of Brown-Forman Corporation presents a detailed picture of the company's financial...

Baptista Research

Brown-Forman Corporation: These 3 Big Challenges Could Hamper Growth Despite Rising Market Demand! - Key Drivers

Brown-Forman displayed a performance characterised by a steady trajectory amid pandemic related instabilities and challenges. The company's...

Baptista Research

Brown-Forman Corporation: Divestment Of Sonoma‑Cutrer Vineyards & Other Major Developments

Brown-Forman's results were a major disappointment as the company failed to meet Wall Street's revenue and earnings expectations. The company...

Baptista Research

Brown-Forman Corporation: The New Distribution Business in Slovakia Could Be A Decent Revenue Contributor? - Major Drivers

The company reported net sales growth climbed by 3%, with organic net sales growth up by 2%. Jack Daniel's Tennessee Whiskey, Jack Daniel's...

Baptista Research

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