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>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!

<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

<ul><li>The Kroger Co.</li><li>delivered a strong performance in 2023, marked by improvements across various business areas, reporting adjusted net earnings per diluted share growth in line with the firm's long-term growth model.</li><li>Nonetheless, the company faced headwinds throughout the year, including the reduction of Supplement Nutrition Assistance Program (SNAP) benefits and the loss of pharmacy sales after the termination of an agreement with Express Scripts.</li></ul>

The Kroger Co.delivered a strong performance in 2023, marked by improvements across various business areas, reporting adjusted net earnings per diluted share growth in line with the firm's long-term growth model.Nonetheless, the company faced headwinds throughout the year, including the reduction of Supplement Nutrition Assistance Program (SNAP) benefits and the loss of pharmacy sales after the termination of an agreement with Express Scripts.

The Kroger Co: Expansion of the Digital & E-commerce Platform & 5 Growth Catalysts! - Key Drivers

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

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

<ul>
<li>
<a href="https://www.smartkarma.com/entities/seven-i-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:1041:1" rel="noopener">Seven &amp; I Holdings (3382 JP)</a> shares are in a lull here. Winter doldrums without news as the Ito consortium gets its ducks in a row and 7&amp;i sells York.</li>
<li>
<a href="https://www.smartkarma.com/entities/alimentation-couche-tard-inc" target="_blank" data-smartkarma-citation="entities:25103:1" rel="noopener">Alimentation Couche-Tard (ATD CN)</a> is waiting patiently. They have the ability to wait, and to fund, and pay up. </li>
<li>An article/show is causing a dip today on top of last week's weakness. This is a dip to buy.</li>
</ul>



Seven &amp; I Holdings (3382 JP) shares are in a lull here. Winter doldrums without news as the Ito consortium gets its ducks in a row and 7&amp;i sells York.

Alimentation Couche-Tard (ATD CN) is waiting patiently. They have the ability to wait, and to fund, and pay up. 
An article/show is causing a dip today on top of last week's weakness. This is a dip to buy.


7&I (3382 JP) - Share Price Dipping Deeper Means Dipping Toes Deeper

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)

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

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

The Kroger Co: Expansion of the Digital & E-commerce Platform & 5 Growth Catalysts! - Key Drivers

The Kroger Co. delivered a strong performance in 2023, marked by improvements across various business areas, reporting adjusted net earnings per...

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)

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

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

The Kroger Co: Expansion of the Digital & E-commerce Platform & 5 Growth Catalysts! - Key Drivers

The Kroger Co. delivered a strong performance in 2023, marked by improvements across various business areas, reporting adjusted net earnings per...

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

7&I (3382 JP) - Share Price Dipping Deeper Means Dipping Toes Deeper

An article overnight comments the Ito consortium is taking time to get its funding package ready/done. It's a lot of money. But that means a split...

Travis Lundy

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...