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>Lancaster Colony Corporation reported its fiscal year 2025 first-quarter results, showing modest growth with some challenges.</li>
<li>Consolidated net sales increased by 1.1% to a record $467 million, while gross profit rose by 1.9% to $111 million.</li>
<li>A key highlight was the record gross profit, marking positive operational efficiency, although the operating income decreased slightly due to higher selling, general, and administrative (SG&amp;A) expenses.</li>
</ul>


Lancaster Colony Corporation reported its fiscal year 2025 first-quarter results, showing modest growth with some challenges.
Consolidated net sales increased by 1.1% to a record $467 million, while gross profit rose by 1.9% to $111 million.
A key highlight was the record gross profit, marking positive operational efficiency, although the operating income decreased slightly due to higher selling, general, and administrative (SG&amp;A) expenses.


LANC US: Here Are The 6 Biggest Factors Impacting Its Performance In 2025 & Beyond!

<ul>
<li>Lancaster Colony Corporation recently reported its fiscal year 2024 third quarter results, highlighting a mixed performance with significant strategic adjustments.</li>
<li>The company achieved record net sales and gross profit, with consolidated net sales increasing by 1.4% to $471.4 million and gross profit growing by 10.9% to $104.5 million.</li>
<li>Notably, operating income saw a substantial rise of 19.5% to $35.1 million, reflecting robust underlying business performance despite some challenges.</li>
</ul>


Lancaster Colony Corporation recently reported its fiscal year 2024 third quarter results, highlighting a mixed performance with significant strategic adjustments.
The company achieved record net sales and gross profit, with consolidated net sales increasing by 1.4% to $471.4 million and gross profit growing by 10.9% to $104.5 million.
Notably, operating income saw a substantial rise of 19.5% to $35.1 million, reflecting robust underlying business performance despite some challenges.


Lancaster Colony Corporation: Will Its Focus on Cost-Efficiency Programs Improve The Bottom-Line?

<ul>
<li>Lancaster Colony Corporation has reported record financial results for their fiscal second quarter ending December 31, 2023.</li>
<li>Consolidated net sales saw an increase of 1.8% to $485.9 million, gross profit went up by 19% to $121.5 million, and operating income increased 28.1% to $65.8 million.</li>
<li>The retail segment contributed to a net sale growth of 2%, driven by volume gains for their successful licensing program, increased demand for products like New York Bakery frozen garlic bread and Reames frozen egg noodles, and the continued strong performance of their carryover pricing strategy.</li>
</ul>


Lancaster Colony Corporation has reported record financial results for their fiscal second quarter ending December 31, 2023.
Consolidated net sales saw an increase of 1.8% to $485.9 million, gross profit went up by 19% to $121.5 million, and operating income increased 28.1% to $65.8 million.
The retail segment contributed to a net sale growth of 2%, driven by volume gains for their successful licensing program, increased demand for products like New York Bakery frozen garlic bread and Reames frozen egg noodles, and the continued strong performance of their carryover pricing strategy.


Lancaster Colony Corporation: What Is The Impact of Affluent Consumers on Product Performance?

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>Last week we discussed potential for a 2-5% rally to the 1.5-month downtrend on SPX, or even the 4165-4200 range, which would set up an opportunity to get more defensive.</li>
<li>As long as the S&amp;P 500 is below Wednesdays high of 4040 we continue to believe the bears are in control -- stay defensive.</li>
<li>Even if there is a reversal, we still expect 4165-4200 on SPX to cap upside for 2023. We highlight many buy opportunities within Consumer Staples</li>
</ul>


Last week we discussed potential for a 2-5% rally to the 1.5-month downtrend on SPX, or even the 4165-4200 range, which would set up an opportunity to get more defensive.
As long as the S&amp;P 500 is below Wednesdays high of 4040 we continue to believe the bears are in control -- stay defensive.
Even if there is a reversal, we still expect 4165-4200 on SPX to cap upside for 2023. We highlight many buy opportunities within Consumer Staples


S&P 500, Nasdaq 100, DJIA All Testing Resistance; Downgrading Financials to Underweight; Buy Staples

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

Lancaster Colony Corporation is a diversified manufacturer. The Company produces and markets consumer products with a focus on specialty food products for the retail and foodservice markets. Lancaster also manufactures and markets candles for the food, drug and mass markets.

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

Lancaster Colony (LANC US)

LANC US: Here Are The 6 Biggest Factors Impacting Its Performance In 2025 & Beyond!

Lancaster Colony Corporation reported its fiscal year 2025 first-quarter results, showing modest growth with some challenges.

Baptista Research

Lancaster Colony Corporation: Will Its Focus on Cost-Efficiency Programs Improve The Bottom-Line?

Lancaster Colony Corporation recently reported its fiscal year 2024 third quarter results, highlighting a mixed performance with significant...

Baptista Research

Lancaster Colony Corporation: What Is The Impact of Affluent Consumers on Product Performance?

Lancaster Colony Corporation has reported record financial results for their fiscal second quarter ending December 31, 2023. Consolidated net...

Baptista Research

S&P 500, Nasdaq 100, DJIA All Testing Resistance; Downgrading Financials to Underweight; Buy Staples

Last week (3/21) we discussed the potential for a 2-5% rally to the 1.5-month downtrend on the $SPX, or even the 4165-4200 range, which we noted...

Vermilion 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

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)