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>Yum!</li><li>Brands reported its second quarter results for 2025, showcasing a mix of growth and strategic shifts amidst a challenging consumer environment.</li><li>The quarter was highlighted by system sales growth of 4%, with contributions from KFC International and Taco Bell US, which delivered positive transaction growth.</li></ul>

Yum!Brands reported its second quarter results for 2025, showcasing a mix of growth and strategic shifts amidst a challenging consumer environment.The quarter was highlighted by system sales growth of 4%, with contributions from KFC International and Taco Bell US, which delivered positive transaction growth.

Yum! Brands: Focusing On Growth With AI Utilization Across 30

<ul><li>Yum!</li><li>Brands, which oversees popular fast-food chains including Taco Bell, KFC, Pizza Hut, and Habit Burger & Grill, reported strong first-quarter results for 2025.</li><li>The company's core operating profit increased by 8%, largely driven by the performance of Taco Bell in the U.S. and KFC International.</li></ul>

Yum!Brands, which oversees popular fast-food chains including Taco Bell, KFC, Pizza Hut, and Habit Burger & Grill, reported strong first-quarter results for 2025.The company's core operating profit increased by 8%, largely driven by the performance of Taco Bell in the U.S. and KFC International.

Yum! Brands: 5 Probable Blockades That Can Hinder Its Performance in 2025!

<ul><li>Yum!</li><li>Brands' recent earnings presentation offers insights into the company's performance and strategic trajectory, highlighting both strengths and challenges.</li><li>The company, encompassing renowned brands like KFC, Taco Bell, and Pizza Hut, presented a mixed set of results for the latest financial year, characterized by robust digital growth, strategic expansions, and cost management, contrasted by varied performance across different market segments.</li></ul>

Yum!Brands' recent earnings presentation offers insights into the company's performance and strategic trajectory, highlighting both strengths and challenges.The company, encompassing renowned brands like KFC, Taco Bell, and Pizza Hut, presented a mixed set of results for the latest financial year, characterized by robust digital growth, strategic expansions, and cost management, contrasted by varied performance across different market segments.

Yum! Brands: The Digital Surge Is Real—But Will It Be Enough to Fend Off Competition?

<ul><li>Yum!</li><li>Brands' recent earnings provide a snapshot of both strengths and challenges faced by the company in the third quarter of its 2024 fiscal year.</li><li>The company demonstrated resilience through its geographic and brand diversification, although certain macroeconomic and geopolitical headwinds impacted its performance globally.</li></ul>

Yum!Brands' recent earnings provide a snapshot of both strengths and challenges faced by the company in the third quarter of its 2024 fiscal year.The company demonstrated resilience through its geographic and brand diversification, although certain macroeconomic and geopolitical headwinds impacted its performance globally.

Yum! Brands: Expanding Global Footprint & Building A Robust Franchisee Model But Is It Enough? - Major Drivers

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Finimize Research

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Finimize

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Thematic (Sector/Industry)

<ul>
<li>The US economy’s resilience hasn’t come from the many – it’s come from the top 10% as the “wealth effect” from rising asset prices has boosted spending.</li>
<li>But it works in reverse too.  Since the richest make up nearly half of America’s consumer spending, that could lead to a serious economic fallout.</li>
<li>It’s worth considering protecting your portfolio. I’ve pulled together one list of companies that should do well and another that could suffer from the change in climate.</li>
</ul>


The US economy’s resilience hasn’t come from the many – it’s come from the top 10% as the “wealth effect” from rising asset prices has boosted spending.
But it works in reverse too.  Since the richest make up nearly half of America’s consumer spending, that could lead to a serious economic fallout.
It’s worth considering protecting your portfolio. I’ve pulled together one list of companies that should do well and another that could suffer from the change in climate.


A Defensive Portfolio Prepared For The Wealth Effect’s Reversal

United States

Yum! Brands, Inc, owns and franchises quick-service restaurants worldwide.  The Company develops, operates, franchises and licenses a worldwide system of restaurants which prepare, package and sell a menu of food items.

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Yum! Brands Inc (YUM US)

Yum! Brands: Focusing On Growth With AI Utilization Across 30

Yum! Brands reported its second quarter results for 2025, showcasing a mix of growth and strategic shifts amidst a challenging consumer...

Baptista Research

Yum! Brands: 5 Probable Blockades That Can Hinder Its Performance in 2025!

Yum! Brands, which oversees popular fast-food chains including Taco Bell, KFC, Pizza Hut, and Habit Burger & Grill, reported strong...

Baptista Research

Yum! Brands: The Digital Surge Is Real—But Will It Be Enough to Fend Off Competition?

Yum! Brands' recent earnings presentation offers insights into the company's performance and strategic trajectory, highlighting both strengths and...

Baptista Research

Yum! Brands: Expanding Global Footprint & Building A Robust Franchisee Model But Is It Enough? - Major Drivers

Yum! Brands' recent earnings provide a snapshot of both strengths and challenges faced by the company in the third quarter of its 2024 fiscal...

Baptista Research

A Defensive Portfolio Prepared For The Wealth Effect’s Reversal

The top 10% account for around 50% of consumer spending in the US. This insight looks at the sectors and companies that could win and lose from the...

Finimize Research

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