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 Capital Markets

Keurig Dr Pepper  / Equity Capital Markets

<ul><li>After nearly three years of the big merger, Keurig Dr Pepper has continued well on a decent growth trajectory despite the obvious inflationary and supply chain issues plaguing the consumer goods domain.</li><li>Sunkist continued to perform exceptionally well and Dr.</li><li>Pepper continues to post strong consumption growth.</li></ul>

After nearly three years of the big merger, Keurig Dr Pepper has continued well on a decent growth trajectory despite the obvious inflationary and supply chain issues plaguing the consumer goods domain.Sunkist continued to perform exceptionally well and Dr.Pepper continues to post strong consumption growth.

Keurig Dr Pepper Inc.: Brand Portfolio & Distribution

<ul><li>Keurig Dr Pepper’s stock has had a relatively smooth trajectory for most of 2021 as the company has continued with its high-single-digit top-line.</li><li>The company did see an upside in the cold beverage retail base fueled by a favorable net price realization of 3.6% and a higher volume mix of 3.2%.</li><li>The in-market performance of KDP’s cold beverages was strong and it saw a staggering 22% growth in the sales of brewers.</li></ul>

Keurig Dr Pepper’s stock has had a relatively smooth trajectory for most of 2021 as the company has continued with its high-single-digit top-line.The company did see an upside in the cold beverage retail base fueled by a favorable net price realization of 3.6% and a higher volume mix of 3.2%.The in-market performance of KDP’s cold beverages was strong and it saw a staggering 22% growth in the sales of brewers.

Keurig Dr Pepper Inc.: Financial & Price Forecasts, DCF Valuation, Risk Factors (03/22)

<ul><li>Keurig Dr Pepper’s stock has been on a flat trajectory as the company delivered another quarter with a decent net sales growth of 6.8% with fair gains across all business categories.</li><li>The company’s single-serve coffee pods have also seen a decent sales growth (4.3% in the last quarter).</li><li>Overall, we remain optimistic about Keurig Dr Pepper and maintain a 'Hold' rating with a revised target price.</li></ul>

Keurig Dr Pepper’s stock has been on a flat trajectory as the company delivered another quarter with a decent net sales growth of 6.8% with fair gains across all business categories.The company’s single-serve coffee pods have also seen a decent sales growth (4.3% in the last quarter).Overall, we remain optimistic about Keurig Dr Pepper and maintain a 'Hold' rating with a revised target price.

Keurig Dr Pepper: A Consistent Performer (12/2021)

<ul><li>Keurig Dr Pepper delivered yet another all-around beat backed by a strong in-market performance with a big boost from beverage concentrates and the Latin America beverage segment.</li><li>The company witnessed a strong growth in categories such as carbonated soft drinks, premium unflavored water, enhanced flavored water, apple juice, apple sauce, and coconut water.</li><li>Its growth numbers were in green across all key brands including Dr Pepper, Sunkist, A&W, 7UP, CORE Hydration, Evian, Bai, Motts apple juice and apple sauce, Polar, and Vita Coco.</li></ul>

Keurig Dr Pepper delivered yet another all-around beat backed by a strong in-market performance with a big boost from beverage concentrates and the Latin America beverage segment.The company witnessed a strong growth in categories such as carbonated soft drinks, premium unflavored water, enhanced flavored water, apple juice, apple sauce, and coconut water.Its growth numbers were in green across all key brands including Dr Pepper, Sunkist, A&W, 7UP, CORE Hydration, Evian, Bai, Motts apple juice and apple sauce, Polar, and Vita Coco.

Keurig Dr Pepper - Investment Thesis, Key Drivers, Financial & Price Forecasts, DCF Valuation

Bespoke Research on China and neighbouring regions, Bixmoor

Bixmoor

Bespoke Research on China and neighbouring regions

Bixmoor specialises in providing bespoke research to business, governments and the financial community on China and neighbouring regions. We seek to build long-term relationships with our clients, based on our expertise, our reliability and our determination to find the right solution.

Thematic (Sector/Industry)

<p>Should we be concerned that a Chinese pork producer is buying the largest hog producer in the US? Growing concerns over food safety and problems with antibiotic resistance due to misuse should be taken seriously.</p>

Should we be concerned that a Chinese pork producer is buying the largest hog producer in the US? Growing concerns over food safety and problems with antibiotic resistance due to misuse should be taken seriously.

United States

Keurig Green Mountain Inc is a specialty coffee and coffee maker business. The Company provides Keurig single-cup brewing systems which includes Keurig single cup brewer, K-Cup portion packs used by the system, as well as related accessories. Keurig manages operations through two business segments, the specialty coffee business unit and the Keurig business unit.

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Keurig Green Mountain (GMCR US)

Keurig Dr Pepper Inc.: Brand Portfolio & Distribution

After nearly three years of the big merger, Keurig Dr Pepper has continued well on a decent growth trajectory despite the obvious inflationary and...

Baptista Research

Keurig Dr Pepper Inc.: Financial & Price Forecasts, DCF Valuation, Risk Factors (03/22)

Keurig Dr Pepper’s stock has had a relatively smooth trajectory for most of 2021 as the company has continued with its high-single-digit...

Baptista Research

Keurig Dr Pepper: A Consistent Performer (12/2021)

Keurig Dr Pepper’s stock has been on a flat trajectory as the company delivered another quarter with a decent net sales growth of 6.8% with fair...

Baptista Research

Keurig Dr Pepper - Investment Thesis, Key Drivers, Financial & Price Forecasts, DCF Valuation

Keurig Dr Pepper delivered yet another all-around beat backed by a strong in-market performance with a big boost from beverage concentrates and...

Baptista Research

Issues Raised by WH Group and US Pork

Should we be concerned that a Chinese pork producer is buying the largest hog producer in the US? Growing concerns over food safety and problems...

Bixmoor

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