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>McDonald's Corporation's third quarter of 2024 saw mixed results amid a challenging quarter for the Quick Service Restaurant (QSR) sector.</li><li>During the earnings call, CEO Chris Kempczinski addressed a recent E.</li><li>coli crisis linked to slivered onions, emphasizing the company’s rapid response and commitment to customer safety.</li></ul>

McDonald's Corporation's third quarter of 2024 saw mixed results amid a challenging quarter for the Quick Service Restaurant (QSR) sector.During the earnings call, CEO Chris Kempczinski addressed a recent E.coli crisis linked to slivered onions, emphasizing the company’s rapid response and commitment to customer safety.

McDonald's Corporation: An Enhanced Digital Engagement & Personalization & Other Major Drivers

<ul><li>Shares of McDonald’s recently tumbled as the Centers for Disease Control and Prevention (CDC) linked an E.</li><li>coli outbreak to the chain’s iconic Quarter Pounder burgers.</li><li>This unfortunate incident, which resulted in 49 reported cases, 10 hospitalizations, and one death, has raised significant concerns about the company’s food safety practices.</li></ul>

Shares of McDonald’s recently tumbled as the Centers for Disease Control and Prevention (CDC) linked an E.coli outbreak to the chain’s iconic Quarter Pounder burgers.This unfortunate incident, which resulted in 49 reported cases, 10 hospitalizations, and one death, has raised significant concerns about the company’s food safety practices.

McDonald's Faces E. Coli Outbreak Linked to Quarter Pounders: Time for Caution?

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Author recommends purchasing McDonald's (MCD) for long-term investors due to strong brand, stable cash flow, and balance sheet strength</li><li>MCD may have limited EPS growth in 2024 but offers good absolute and exceptional relative value in an expensive market</li><li>Potential for 3-4% comps, increased unit openings, revenue compound growth, operating margin expansion, share repurchases, growing dividend, and low double-digit total return without multiple expansion for MCD</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. This article was originally published 3 months ago on Value Investors Club.</em></p>

Author recommends purchasing McDonald's (MCD) for long-term investors due to strong brand, stable cash flow, and balance sheet strengthMCD may have limited EPS growth in 2024 but offers good absolute and exceptional relative value in an expensive marketPotential for 3-4% comps, increased unit openings, revenue compound growth, operating margin expansion, share repurchases, growing dividend, and low double-digit total return without multiple expansion for MCDThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Mcdonald'S Corp (MCD) - Sunday, Jun 2, 2024

<ul><li>Despite a dynamic and challenging economic environment, McDonald's is intent on leveraging its significant competitive strengths to address softening market conditions and consumer behavior changes.</li><li>The context of the current quarterly results is set against a backdrop of increased financial strain on consumers, especially among lower-income households, which has widened across McDonald's major markets, including the U.S., Australia, Canada, and Germany.</li><li>Such economic pressures, compounded by geopolitical tensions like the ongoing conflict in the Middle East, have significantly impacted consumer spending patterns within the quick service restaurant (QSR) sector, leading to a downturn in industry traffic and consequent declines in McDonald's global and segment-wise comparable sales.</li></ul>

Despite a dynamic and challenging economic environment, McDonald's is intent on leveraging its significant competitive strengths to address softening market conditions and consumer behavior changes.The context of the current quarterly results is set against a backdrop of increased financial strain on consumers, especially among lower-income households, which has widened across McDonald's major markets, including the U.S., Australia, Canada, and Germany.Such economic pressures, compounded by geopolitical tensions like the ongoing conflict in the Middle East, have significantly impacted consumer spending patterns within the quick service restaurant (QSR) sector, leading to a downturn in industry traffic and consequent declines in McDonald's global and segment-wise comparable sales.

McDonald's Corporation: Leveraging Digital Transformation and Loyalty Programs To Drive Growth! - Major Drivers

<ul><li>McDonald's Corporation's first quarter results for 2024 revealed positive growth trajectories despite broader consumer pressures across the globe.</li><li>Increased inflation has led to a more scrutinizing consumer behavior in spending, putting considerable strain on the QSR industry.</li><li>Nevertheless, McDonald's underscored its 13th consecutive quarter of positive comparable sales growth with a 30% growth over the past four years, highlighting its robust strategic plan based on consumer insights.</li></ul>

McDonald's Corporation's first quarter results for 2024 revealed positive growth trajectories despite broader consumer pressures across the globe.Increased inflation has led to a more scrutinizing consumer behavior in spending, putting considerable strain on the QSR industry.Nevertheless, McDonald's underscored its 13th consecutive quarter of positive comparable sales growth with a 30% growth over the past four years, highlighting its robust strategic plan based on consumer insights.

McDonald's Corporation: Emphasizing Value to Attractive Various Income Cohorts! - Major Drivers

United States

McDonald's Corporation franchises and operates fast-food restaurants in the global restaurant industry. The Company's restaurants serve a variety of value-priced menu products in countries around the world.

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Mcdonald's Corp (MCD US)

McDonald's Corporation: An Enhanced Digital Engagement & Personalization & Other Major Drivers

McDonald's Corporation's third quarter of 2024 saw mixed results amid a challenging quarter for the Quick Service Restaurant (QSR) sector. During...

Baptista Research

McDonald's Faces E. Coli Outbreak Linked to Quarter Pounders: Time for Caution?

Shares of McDonald’s recently tumbled as the Centers for Disease Control and Prevention (CDC) linked an E. coli outbreak to the chain’s iconic...

Baptista Research

Mcdonald'S Corp (MCD) - Sunday, Jun 2, 2024

Author recommends purchasing McDonald's (MCD) for long-term investors due to strong brand, stable cash flow, and balance sheet strength

Value Investors Club

McDonald's Corporation: Leveraging Digital Transformation and Loyalty Programs To Drive Growth! - Major Drivers

Despite a dynamic and challenging economic environment, McDonald's is intent on leveraging its significant competitive strengths to address...

Baptista Research

McDonald's Corporation: Emphasizing Value to Attractive Various Income Cohorts! - Major Drivers

McDonald's Corporation's first quarter results for 2024 revealed positive growth trajectories despite broader consumer pressures across the...

Baptista Research

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