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 J.M. Smucker Company reported its fiscal 2025 second-quarter results, addressing various aspects of its business operations, performance, challenges, and strategies for the remainder of the fiscal year and beyond.</li><li>The company acknowledged both strong performance in certain areas and ongoing challenges in others, providing a multifaceted view of its current standing and future prospects.</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>

The J.M. Smucker Company reported its fiscal 2025 second-quarter results, addressing various aspects of its business operations, performance, challenges, and strategies for the remainder of the fiscal year and beyond.The company acknowledged both strong performance in certain areas and ongoing challenges in others, providing a multifaceted view of its current standing and future prospects.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.

J.M. Smucker’s Uncrustables Breakthrough: Astonishing Growth Poised to Smash $1 Billion Sales! - Major Drivers

<ul><li>J.M. Smucker Company, in its Fiscal 2024 Fourth Quarter, presented a mixed picture of its operational and financial stances, balancing strategic growth initiatives against persistent challenges.</li><li>The management outlined a cautious yet structured approach towards scaling its operations, emphasizing investment in key growth areas while navigating through ongoing market volatilities, particularly in the coffee segment.</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>

J.M. Smucker Company, in its Fiscal 2024 Fourth Quarter, presented a mixed picture of its operational and financial stances, balancing strategic growth initiatives against persistent challenges.The management outlined a cautious yet structured approach towards scaling its operations, emphasizing investment in key growth areas while navigating through ongoing market volatilities, particularly in the coffee segment.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.

The J. M. Smucker Company: Expansion into Sweet Baked Snacks and Pet Co-manufacturing Sales Catalyzing Growth? - Major Drivers

The J. M. Smucker Company: These Are The 4 Fundamental Factors Driving Its Performance! - Financial Forecasts

<ul><li>This is our first report on food and beverage major, J. M. Smucker.</li><li>In its 3rd quarter earnings for fiscal year 2024, J. M. Smucker Company (Smucker) effectively outlined promising growth indicators across its portfolio, validated the strategic maneuvering of its product mix, and reaffirmed confidence in its forecasting.</li><li>On the surface, company executives displayed a marginal optimism, with the company reporting 6% comparable sales growth.</li></ul>

This is our first report on food and beverage major, J. M. Smucker.In its 3rd quarter earnings for fiscal year 2024, J. M. Smucker Company (Smucker) effectively outlined promising growth indicators across its portfolio, validated the strategic maneuvering of its product mix, and reaffirmed confidence in its forecasting.On the surface, company executives displayed a marginal optimism, with the company reporting 6% comparable sales growth.

The J. M. Smucker Company: Initiation Of Coverage - Core Business Strategy & 5 Key Performance Drivers - Financial Forecasts

Podcast hosted by Hedgeye CEO Keith McCullough, Real Conversations

Real Conversations

Podcast hosted by Hedgeye CEO Keith McCullough

Hedgeye is an investment research and financial media company founded in 2008. Our core principles are transparency, accountability and trust. Hedgeye’s Real Conversations series, hosted by CEO Keith McCullough, brings together the brightest minds in the business to cut through the noise and discuss the financial market moves that actually matter.LEGALThe opinions expressed in Hedgeye Real Conversations are those of the individual speaking and not of Hedgeye, and should not be construed as specific investment advice. Hedgeye® is a registered trademark. All Hedegye Real Conversations are the intellectual property of Hedgeye. All rights reserved.

Cross Asset Strategy

<ul><li>Russell was down almost a full percent last week, but consumer staples, MLPS, and shipping performed well</li><li>Domino's reported slightly lower earnings and showed signs of global headwinds, momentum slowing</li><li>China looks like a good long bias opportunity for the second half of 2024, while consumer staples are poorly positioned for reaccelerating inflation</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Russell was down almost a full percent last week, but consumer staples, MLPS, and shipping performed wellDomino's reported slightly lower earnings and showed signs of global headwinds, momentum slowingChina looks like a good long bias opportunity for the second half of 2024, while consumer staples are poorly positioned for reaccelerating inflationThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

United States

The JM Smucker Company manufactures and markets food products on a worldwide basis. The Company's principal products include peanut butter, shortening and oils, fruit spreads, canned milk, baking mixes and ready-to-spread frostings, flour and baking ingredients, juices and beverages, frozen sandwiches, dessert toppings, syrups, pickles and condiments, and potato side dishes.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Jm Smucker Co (SJM US)

J.M. Smucker’s Uncrustables Breakthrough: Astonishing Growth Poised to Smash $1 Billion Sales! - Major Drivers

The J.M. Smucker Company reported its fiscal 2025 second-quarter results, addressing various aspects of its business operations, performance,...

Baptista Research

The J. M. Smucker Company: Expansion into Sweet Baked Snacks and Pet Co-manufacturing Sales Catalyzing Growth? - Major Drivers

J.M. Smucker Company, in its Fiscal 2024 Fourth Quarter, presented a mixed picture of its operational and financial stances, balancing strategic...

Baptista Research

The J. M. Smucker Company: These Are The 4 Fundamental Factors Driving Its Performance! - Financial Forecasts

J.M. Smucker Company, in its Fiscal 2024 Fourth Quarter, presented a mixed picture of its operational and financial stances, balancing strategic...

Baptista Research

The J. M. Smucker Company: Initiation Of Coverage - Core Business Strategy & 5 Key Performance Drivers - Financial Forecasts

This is our first report on food and beverage major, J. M. Smucker. In its 3rd quarter earnings for fiscal year 2024, J. M. Smucker Company...

Baptista Research

The Call @ Hedgeye | February 26, 2024

Last week saw a mixed market with Russell down almost 1%, consumer staples and MLPs performing well, Howard's cannabis MSOs showing strength,...

Real Conversations

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)