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>US Foods Holding Corporation recently reported its Q4 2024 earnings, marking a strong performance that culminated in record full-year earnings of $1.74 billion.</li><li>The company successfully surpassed its original long range plan objectives laid out in 2022, demonstrating resilience and adaptability to macroeconomic changes.</li><li>The achievements were largely underpinned by strategic measures, which included consistent market share gains across its three target customer segments – independent restaurants, healthcare, and hospitality – and cost saving initiatives, contributing to a robust margin expansion.</li></ul>

US Foods Holding Corporation recently reported its Q4 2024 earnings, marking a strong performance that culminated in record full-year earnings of $1.74 billion.The company successfully surpassed its original long range plan objectives laid out in 2022, demonstrating resilience and adaptability to macroeconomic changes.The achievements were largely underpinned by strategic measures, which included consistent market share gains across its three target customer segments – independent restaurants, healthcare, and hospitality – and cost saving initiatives, contributing to a robust margin expansion.

US Foods Holding Corp: Can Its Strategic Acquisitions & M&A Activity Strengthen Market Position?

<ul><li>US Foods Holding Corp. demonstrated solid performance in its third quarter of fiscal year 2024, notwithstanding various external challenges.</li><li>The company reported a 13% growth in adjusted EBITDA and a 21% increase in adjusted EPS compared to the same period in 2023.</li><li>These results underscored robust operational capabilities and market strategies, enabling the company to navigate through a challenging macroeconomic environment and adverse weather events that affected case volumes, especially in the Southeast.</li></ul>

US Foods Holding Corp. demonstrated solid performance in its third quarter of fiscal year 2024, notwithstanding various external challenges.The company reported a 13% growth in adjusted EBITDA and a 21% increase in adjusted EPS compared to the same period in 2023.These results underscored robust operational capabilities and market strategies, enabling the company to navigate through a challenging macroeconomic environment and adverse weather events that affected case volumes, especially in the Southeast.

US Foods Holding Corp.: It’s Efficiency Breakthrough: The Secret to Pre-Pandemic Productivity Levels & Profit Gains - Major Drivers

<ul><li>US Foods, a leading foodservice distributor, presented its second quarter financial results for fiscal year 2024 with significant achievements.</li><li>The company continues to excel at merging top-line growth with effective cost management, producing notable growth in earnings and maintaining robust market positioning despite a challenging economic landscape.</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>

US Foods, a leading foodservice distributor, presented its second quarter financial results for fiscal year 2024 with significant achievements.The company continues to excel at merging top-line growth with effective cost management, producing notable growth in earnings and maintaining robust market positioning despite a challenging economic landscape.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.

US Foods Holding Corp.: Expansion of Private Label Offerings and Customer Incentives To Catalyze Growth! - Major Drivers

<ul><li>US Foods, one of the largest foodservice distributors in the United States, delivered its first quarter 2024 earnings, demonstrating adequate progress in executing its long-term strategy, despite adverse weather conditions and labor disruptions.</li><li>Despite these challenges, they still managed to achieve 4.2% total case growth, with independent case volume growing by 4.6%.</li><li>The company's quarterly success gave them the confidence to maintain their full-year guidance.</li></ul>

US Foods, one of the largest foodservice distributors in the United States, delivered its first quarter 2024 earnings, demonstrating adequate progress in executing its long-term strategy, despite adverse weather conditions and labor disruptions.Despite these challenges, they still managed to achieve 4.2% total case growth, with independent case volume growing by 4.6%.The company's quarterly success gave them the confidence to maintain their full-year guidance.

U.S. Foods: A Story Of Increasing Core Customer Business! - Major Drivers

<ul><li>This is our first report on food product manufacturer, US Foods.</li><li>The company reported solid performance in the fourth quarter and full year 2023, demonstrating strong execution of its strategy and operational discipline.</li><li>For the entire fiscal year of 2023, the company achieved record adjusted EBITDA of $1.56 billion driven by strong case growth, independent case growth of almost 7% and increased market share with targeted customer types.</li></ul>

This is our first report on food product manufacturer, US Foods.The company reported solid performance in the fourth quarter and full year 2023, demonstrating strong execution of its strategy and operational discipline.For the entire fiscal year of 2023, the company achieved record adjusted EBITDA of $1.56 billion driven by strong case growth, independent case growth of almost 7% and increased market share with targeted customer types.

US Foods: Initiation of Coverage - Major Drivers

United States

US Foods Holding Corp. operates as a holding company. The Company, through its subsidiaries, provides catering services. US Foods Holding serves healthcare, hospitality, educational, government facilities, and other sectors in the United States.

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