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>Domino’s Pizza, Inc. reported its second quarter results amid a transition in leadership, with Joe Jordan succeeding Russell Weiner as CEO in October.</li><li>The company highlighted strong order count growth across both delivery and carryout channels, outpacing a generally flat quick-service restaurant (QSR) industry.</li><li>This acceleration contributed positively to franchise royalties and supply chain gross margin dollars.</li></ul>

Domino’s Pizza, Inc. reported its second quarter results amid a transition in leadership, with Joe Jordan succeeding Russell Weiner as CEO in October.The company highlighted strong order count growth across both delivery and carryout channels, outpacing a generally flat quick-service restaurant (QSR) industry.This acceleration contributed positively to franchise royalties and supply chain gross margin dollars.

Domino’s Pizza’s Order Growth Is Accelerating — Can A New CEO Turn It Into Stronger Sales?

Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Thematic (Sector/Industry)

<ul><li>McDonald's uses price pack architecture with varying prices for different purchasing methods</li><li>Pricing strategies raise questions about fairness, data privacy, and macroeconomic implications</li><li>Surge pricing in fast food is already present, similar to dynamic pricing in other industries</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

McDonald's uses price pack architecture with varying prices for different purchasing methodsPricing strategies raise questions about fairness, data privacy, and macroeconomic implicationsSurge pricing in fast food is already present, similar to dynamic pricing in other industriesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Corporations Learned The Maximum Amount They Can Charge For a Product

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/guzman-y-gomez" target="_blank" data-smartkarma-citation="entities:43656:1" rel="noopener">Guzman Y Gomez</a> plans to raise around US$160m in its Australian IPO.</li>
<li>GYG is a quick service restaurant business with more than 200 restaurants globally. It mainly focuses on fresh, made-to-order, Mexican-inspired food.</li>
<li>In this note, we talk about the not-so-positive aspects of the deal.</li>
</ul>



Guzman Y Gomez plans to raise around US$160m in its Australian IPO.
GYG is a quick service restaurant business with more than 200 restaurants globally. It mainly focuses on fresh, made-to-order, Mexican-inspired food.
In this note, we talk about the not-so-positive aspects of the deal.


Guzman Y Gomez IPO - The Negatives - Lawsuits and Management Churn

<ul><li>Domino’s Pizza is entering a leadership transition at a difficult moment for the pizza business.</li><li>Joe Jordan, currently the company’s operations chief and U.S. president, is set to become CEO on October 1, while Russell Weiner moves into the executive chairman role.</li><li>The change comes after a weak first quarter in which Domino’s reported U.S. same-store sales growth of just 0.9%, below expectations, while management cited consumer uncertainty, inflation pressure, weather disruption, and rising competition in value deals.</li></ul>

Domino’s Pizza is entering a leadership transition at a difficult moment for the pizza business.Joe Jordan, currently the company’s operations chief and U.S. president, is set to become CEO on October 1, while Russell Weiner moves into the executive chairman role.The change comes after a weak first quarter in which Domino’s reported U.S. same-store sales growth of just 0.9%, below expectations, while management cited consumer uncertainty, inflation pressure, weather disruption, and rising competition in value deals.

Domino’s New CEO Has One Job: Save America’s Pizza King!

<ul><li>Domino's Pizza reported a quarter marked by continued market share gains and positive order growth in the United States, although same-store sales and operating income growth fell below management expectations amid macroeconomic pressure, heightened competitive discounting, and weather-related disruptions.</li><li>U.S. same-store sales increased 0.9%, supported by positive order counts, pricing actions, and growth in the aggregator business, while carryout sales remained stronger than delivery.</li><li>However, management acknowledged that performance weakened materially during March as consumer confidence declined and inflationary pressures affected purchasing behavior, particularly among lower-income consumers.</li></ul>

Domino's Pizza reported a quarter marked by continued market share gains and positive order growth in the United States, although same-store sales and operating income growth fell below management expectations amid macroeconomic pressure, heightened competitive discounting, and weather-related disruptions.U.S. same-store sales increased 0.9%, supported by positive order counts, pricing actions, and growth in the aggregator business, while carryout sales remained stronger than delivery.However, management acknowledged that performance weakened materially during March as consumer confidence declined and inflationary pressures affected purchasing behavior, particularly among lower-income consumers.

Why Domino's Pizza Earns A Buy Despite 0.9% Same-Store Sales And Lowered Guidance!

United States

Domino's Pizza, Inc. operates a network of Company-owned and franchise Domino's Pizza stores, located throughout the United States and in other countries.  The Company also operates regional dough manufacturing and distribution centers in the contiguous United States and outside the United States.

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Domino's Pizza (DPZ US)

Domino’s Pizza’s Order Growth Is Accelerating — Can A New CEO Turn It Into Stronger Sales?

Domino’s Pizza, Inc. reported its second quarter results amid a transition in leadership, with Joe Jordan succeeding Russell Weiner as CEO in...

Baptista Research

Corporations Learned The Maximum Amount They Can Charge For a Product

Odd Lots podcast explores pricing strategies, including McDonald's variable pricing based on ordering methods, with discussions on fairness, value...

Odd Lots

Guzman Y Gomez IPO - The Negatives - Lawsuits and Management Churn

Guzman Y Gomez plans to raise around US$160m in its Australian IPO. In this note, we talk about the not-so-positive aspects of the deal.

Sumeet Singh

Domino’s New CEO Has One Job: Save America’s Pizza King!

Domino’s Pizza is entering a leadership transition at a difficult moment for the pizza business. Joe Jordan, currently the company’s operations...

Baptista Research

Why Domino's Pizza Earns A Buy Despite 0.9% Same-Store Sales And Lowered Guidance!

Domino's Pizza reported a quarter marked by continued market share gains and positive order growth in the United States, although same-store sales...

Baptista Research

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