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>Wendy's Company has demonstrated a strong start to 2024, maintaining an optimistic trajectory towards meeting its prior financial commitments and sustaining growth across various business dimensions.</li><li>The firm’s focus on enhancing same-restaurant sales, accelerating global unit growth, and improving restaurant-level profitability indicates a strategic approach to creating sustainable economic value.</li><li>During the first quarter, Wendy's reported global same-restaurant sales growth of 0.9%, translating into an 8.9% growth on a two-year basis, which signifies an uplift from the previous quarter.</li></ul>

Wendy's Company has demonstrated a strong start to 2024, maintaining an optimistic trajectory towards meeting its prior financial commitments and sustaining growth across various business dimensions.The firm’s focus on enhancing same-restaurant sales, accelerating global unit growth, and improving restaurant-level profitability indicates a strategic approach to creating sustainable economic value.During the first quarter, Wendy's reported global same-restaurant sales growth of 0.9%, translating into an 8.9% growth on a two-year basis, which signifies an uplift from the previous quarter.

The Wendy's Company: A Story Of Strengthening Core Product Offerings and Innovations! - Major Drivers

<ul><li>This is our first report on Wendy's Company.</li><li>In Q4, Wendy's global systemwide sales grew over 3%, supported by global same-restaurant sales growth and the benefit of global net unit growth.</li><li>U.S. company-operated restaurant sales grew due to higher average check figures driven by cumulative pricing of around 4.5%.</li></ul>

This is our first report on Wendy's Company.In Q4, Wendy's global systemwide sales grew over 3%, supported by global same-restaurant sales growth and the benefit of global net unit growth.U.S. company-operated restaurant sales grew due to higher average check figures driven by cumulative pricing of around 4.5%.

The Wendy's Company: Initiation Of Coverage - Expansion Of Footprint In UK & US

Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

Thematic (Sector/Industry)

<div><div><div><div><ul style="list-style-type: disc;"><li><p>Monthly report on restaurant and retail companies. At Water Tower Research, we are introducing a new monthly report to focus exclusively on the Restaurant and Retail Industries.</p></li><li><p>Our report will focus on stock performance, short interest, an outlook for restaurant commodity costs, interesting themes, and company interviews.</p></li><li><p>In this note, we interviewed Gary Schnierow, Vice-President of Investor Relations, and Corporate Finance for Build-A-Bear Workshop, Inc. (NASDAQ: BBW). </p></li></ul></div></div></div></div>

Monthly report on restaurant and retail companies. At Water Tower Research, we are introducing a new monthly report to focus exclusively on the Restaurant and Retail Industries.Our report will focus on stock performance, short interest, an outlook for restaurant commodity costs, interesting themes, and company interviews.In this note, we interviewed Gary Schnierow, Vice-President of Investor Relations, and Corporate Finance for Build-A-Bear Workshop, Inc. (NASDAQ: BBW). 

Restaurant & Retail Roundup - Interview with Build-A-Bear Workshop (BBW)

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

<ul><li>One of the lasting legacies of the COVID-19 pandemic was the acceleration of secular trends which were already in place prior to the start pandemic such as e-commerce, flexible working arrangements, streaming/entertainment at home, digital transformation, MRNA biotechnology, among others.</li><li>Many of these trends in place prior to the pandemic were turbocharged by a quick pivot and responses to adjust to the “new normal” disruption of the dealing with COVID-19 waves, lockdowns, and companies muddling through how to adapt their business model.</li><li>The aftermath of the combination of a bazooka fiscal and monetary stimulus has resulted in the Federal Reserve embarking on the most aggressive interest rate hiking campaign in decades in attempts to arrest and reverse inflation.</li></ul>

One of the lasting legacies of the COVID-19 pandemic was the acceleration of secular trends which were already in place prior to the start pandemic such as e-commerce, flexible working arrangements, streaming/entertainment at home, digital transformation, MRNA biotechnology, among others.Many of these trends in place prior to the pandemic were turbocharged by a quick pivot and responses to adjust to the “new normal” disruption of the dealing with COVID-19 waves, lockdowns, and companies muddling through how to adapt their business model.The aftermath of the combination of a bazooka fiscal and monetary stimulus has resulted in the Federal Reserve embarking on the most aggressive interest rate hiking campaign in decades in attempts to arrest and reverse inflation.

United States

The Wendy's Company operates fast-food restaurants. The Company owns, operates, and franchises fast-food restaurants located throughout countries that include the United States, Singapore, the Middle East and North Africa, the Russian Federation, the Eastern Caribbean, Argentina, the Philippines and Japan.

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Wendy's Co/The (WEN US)

The Wendy's Company: A Story Of Strengthening Core Product Offerings and Innovations! - Major Drivers

Wendy's Company has demonstrated a strong start to 2024, maintaining an optimistic trajectory towards meeting its prior financial commitments and...

Baptista Research

The Wendy's Company: Initiation Of Coverage - Expansion Of Footprint In UK & US

This is our first report on Wendy's Company. In Q4, Wendy's global systemwide sales grew over 3%, supported by global same-restaurant sales growth...

Baptista Research

The Wendy's Company: Initiation Of Coverage - Expansion Of Footprint In UK & US

This is our first report on Wendy's Company. In Q4, Wendy's global systemwide sales grew over 3%, supported by global same-restaurant sales growth...

Baptista Research

Restaurant & Retail Roundup - Interview with Build-A-Bear Workshop (BBW)

Monthly report on restaurant and retail companies. At Water Tower Research, we are introducing a new monthly report to focus exclusively on the...

Water Tower Research

Weekly Stock Bullfinder - Week of 5/15

One of the lasting legacies of the COVID-19 pandemic was the acceleration of secular trends which were already in place prior to the start pandemic...

Weekly Stock Bull Finder

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