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>Sysco Corporation recently disclosed the financial outcomes for its first quarter of fiscal year 2025, reflecting a complex economic environment coupled with moderate growth.</li><li>This quarter, Sysco reported a total revenue increase of 4.4% to $20.5 billion, supported by a 2.7% rise in U.S. food service volume and moderate inflation.</li><li>The company's adjusted operating income grew by 2.2% and adjusted earnings per share increased by 1.9% to $1.09.</li></ul>

Sysco Corporation recently disclosed the financial outcomes for its first quarter of fiscal year 2025, reflecting a complex economic environment coupled with moderate growth.This quarter, Sysco reported a total revenue increase of 4.4% to $20.5 billion, supported by a 2.7% rise in U.S. food service volume and moderate inflation.The company's adjusted operating income grew by 2.2% and adjusted earnings per share increased by 1.9% to $1.09.

Sysco Corporation: The Story Of Focused Geographic and Market Segment Expansion!  - Major Drivers

<ul><li>Sysco Corporation, a global leader in selling, marketing, and distributing food products, showcased mixed results in its Fourth Quarter Fiscal Year 2024 Earnings.</li><li>The company reported a revenue increase to $79 billion for the fiscal year, marking a 3.3% growth compared to the previous year.</li><li>This growth was attributed to a 3.1% boost in U.S. Foodservice Solutions (USFS) volume and a modest 0.5% contribution from inflation.</li></ul>

Sysco Corporation, a global leader in selling, marketing, and distributing food products, showcased mixed results in its Fourth Quarter Fiscal Year 2024 Earnings.The company reported a revenue increase to $79 billion for the fiscal year, marking a 3.3% growth compared to the previous year.This growth was attributed to a 3.1% boost in U.S. Foodservice Solutions (USFS) volume and a modest 0.5% contribution from inflation.

Sysco Corporation: These 7 Pivotal Factors Are Driving Their Performance In 2024 & 2025! - Financial Forecasts

<ul><li>Sysco Corporation reported a sequential improvement in restaurant foot traffic over Q3 2024, starting with a tough January and improving throughout the quarter.</li><li>The company noted that traffic, not same-store sales, drives distributor case volume shipments, with Sysco's 2.9% case growth enabling profitable market share increase for the quarter.</li><li>The company delivered strong earnings growth in a challenging volume environment, delivering adjusted operating income growth of 8.4% while anticipating future improvements in local case volume.</li></ul>

Sysco Corporation reported a sequential improvement in restaurant foot traffic over Q3 2024, starting with a tough January and improving throughout the quarter.The company noted that traffic, not same-store sales, drives distributor case volume shipments, with Sysco's 2.9% case growth enabling profitable market share increase for the quarter.The company delivered strong earnings growth in a challenging volume environment, delivering adjusted operating income growth of 8.4% while anticipating future improvements in local case volume.

Sysco Corporation: A Tale Of Improved Profitability Through Strategic Sourcing! - Major Drivers

<ul><li>Sysco's performance for the quarter was strong, given their position as a market leader in a growth industry where size and scale matter.</li><li>The company demonstrated this position by delivering double digit earnings per share growth, realized from volume growth, margin management, and expense control.</li><li>Due to this positive momentum from H1, Sysco expects to expand in H2, maintaining their full year growth expectations for both sales and EPS, including an adjusted EPS growth of 7% at the midpoint of their guidance range.</li></ul>

Sysco's performance for the quarter was strong, given their position as a market leader in a growth industry where size and scale matter.The company demonstrated this position by delivering double digit earnings per share growth, realized from volume growth, margin management, and expense control.Due to this positive momentum from H1, Sysco expects to expand in H2, maintaining their full year growth expectations for both sales and EPS, including an adjusted EPS growth of 7% at the midpoint of their guidance range.

Sysco Corporation: The Power Of Proximity & Scale Taking Them Forward? - Major Drivers

<ul><li>Sysco Corporation delivered a mixed set of results in its most recent results, with revenues falling short of Wall Street expectations but above-par earnings.</li><li>The company achieved a notable 2.6% sales growth, attributed to increased case volumes and effective management of product cost deflation in the US.</li><li>Sysco continues to strengthen its supply chain, marked by year-over-year operating profit improvement and increased flexibility in labor scheduling.</li></ul>

Sysco Corporation delivered a mixed set of results in its most recent results, with revenues falling short of Wall Street expectations but above-par earnings.The company achieved a notable 2.6% sales growth, attributed to increased case volumes and effective management of product cost deflation in the US.Sysco continues to strengthen its supply chain, marked by year-over-year operating profit improvement and increased flexibility in labor scheduling.

Sysco Corporation: Beyond the Revenue Miss – A Deeper Look! - Major Drivers

United States

Sysco Corporation distributes food and related products primarily to the foodservice industry.  The Company also distributes personal care guest amenities, housekeeping supplies, room accessories, and textiles to the lodging industry.

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Sysco Corp (SYY US)

Sysco Corporation: The Story Of Focused Geographic and Market Segment Expansion! - Major Drivers

Sysco Corporation recently disclosed the financial outcomes for its first quarter of fiscal year 2025, reflecting a complex economic environment...

Baptista Research

Sysco Corporation: These 7 Pivotal Factors Are Driving Their Performance In 2024 & 2025! - Financial Forecasts

Sysco Corporation, a global leader in selling, marketing, and distributing food products, showcased mixed results in its Fourth Quarter Fiscal...

Baptista Research

Sysco Corporation: A Tale Of Improved Profitability Through Strategic Sourcing! - Major Drivers

Sysco Corporation reported a sequential improvement in restaurant foot traffic over Q3 2024, starting with a tough January and improving...

Baptista Research

Sysco Corporation: The Power Of Proximity & Scale Taking Them Forward? - Major Drivers

Sysco's performance for the quarter was strong, given their position as a market leader in a growth industry where size and scale matter. The...

Baptista Research

Sysco Corporation: Beyond the Revenue Miss – A Deeper Look! - Major Drivers

Sysco Corporation delivered a mixed set of results in its most recent results, with revenues falling short of Wall Street expectations but...

Baptista Research

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