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

Arcos Dorados Holdings  / Equity Bottom-Up

<ul><li>Arcos Dorados, the largest independent McDonald's franchisee in the world, recently reported its first quarter 2025 earnings, demonstrating both challenges and strategic progress.</li><li>The company's total revenue for the quarter was $1.1 billion, reflecting stability despite multiple headwinds, including decreased guest volumes in the QSR industry and notable currency depreciation across its major markets.</li><li>Constant currency revenue, however, showed resilience with an 11.1% increase in system-wide comparable sales, keeping pace with regional inflation levels.</li></ul>

Arcos Dorados, the largest independent McDonald's franchisee in the world, recently reported its first quarter 2025 earnings, demonstrating both challenges and strategic progress.The company's total revenue for the quarter was $1.1 billion, reflecting stability despite multiple headwinds, including decreased guest volumes in the QSR industry and notable currency depreciation across its major markets.Constant currency revenue, however, showed resilience with an 11.1% increase in system-wide comparable sales, keeping pace with regional inflation levels.

Arcos Dorados: An Insight Into Its Menu Innovation, Marketing Strategies & Other Major Drivers!

<ul><li>Arcos Dorados Holdings Inc. reported its fourth quarter and full year 2024 earnings, highlighting both strengths and challenges the company faced over the period.</li><li>Arcos Dorados, the largest independent McDonald's franchisee in Latin America and the Caribbean, showcased resilience in a volatile economic landscape, demonstrating growth across sales channels and operational improvements.</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>

Arcos Dorados Holdings Inc. reported its fourth quarter and full year 2024 earnings, highlighting both strengths and challenges the company faced over the period.Arcos Dorados, the largest independent McDonald's franchisee in Latin America and the Caribbean, showcased resilience in a volatile economic landscape, demonstrating growth across sales channels and operational improvements.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.

Arcos Dorados: Will This Digital Surge Help Gain Market Share In The Latam QSR Market?

<ul><li>Arcos Dorados Holdings, the world's largest independent McDonald's franchisee, reported its third quarter 2024 results showcasing both strengths and challenges.</li><li>The quarter revealed resilience in Arcos Dorados' business model with strong sales driven by its digital platforms and off-premise channels such as delivery and drive-thru.</li><li>However, the company's performance also faced hurdles due to economic conditions and currency devaluations.</li></ul>

Arcos Dorados Holdings, the world's largest independent McDonald's franchisee, reported its third quarter 2024 results showcasing both strengths and challenges.The quarter revealed resilience in Arcos Dorados' business model with strong sales driven by its digital platforms and off-premise channels such as delivery and drive-thru.However, the company's performance also faced hurdles due to economic conditions and currency devaluations.

Arcos Dorados Holdings: Will Its Efforts Towards Consumer Engagement & Loyalty Programs Yield Results? - Major Drivers

<ul><li>Arcos Dorados Holdings Inc., the largest independent McDonald's franchisee in Latin America and the Caribbean, conducted its earnings webcast for the second quarter of 2024.</li><li>Chief Executive Officer Marcelo Rabach, along with other key executives, discussed the company's performance and strategic directions.</li><li>Arcos Dorados exhibited a strengthened revenue base with a 6% increase in total revenue, marking this as the highest for a second quarter in U.S. dollar terms.</li></ul>

Arcos Dorados Holdings Inc., the largest independent McDonald's franchisee in Latin America and the Caribbean, conducted its earnings webcast for the second quarter of 2024.Chief Executive Officer Marcelo Rabach, along with other key executives, discussed the company's performance and strategic directions.Arcos Dorados exhibited a strengthened revenue base with a 6% increase in total revenue, marking this as the highest for a second quarter in U.S. dollar terms.

Arcos Dorados Holdings Inc.: Enhanced Digital Platform Strategy & 4 Pivotal Growth Drivers

<ul><li>Arcos Dorados Holdings Inc. recently discussed its financial performance for the first quarter of 2024, highlighting both favorable outcomes and challenges that depict a mixed fiscal environment.</li><li>The company, a major player in the fast-food industry in Latin America and the Caribbean, operates primarily under the McDonald's brand, holding exclusive rights to own, operate, and grant franchises in 20 countries.</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>

Arcos Dorados Holdings Inc. recently discussed its financial performance for the first quarter of 2024, highlighting both favorable outcomes and challenges that depict a mixed fiscal environment.The company, a major player in the fast-food industry in Latin America and the Caribbean, operates primarily under the McDonald's brand, holding exclusive rights to own, operate, and grant franchises in 20 countries.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.

Arcos Dorados Holdings Inc.: Strategic Restaurant Expansion

Brazil

Arcos Dorados Holdings, Inc. is a franchisee for an American fast-food burger restaurant.  The Company has the right to own, operate and grant franchises of restaurants in South  and Central America and the Caribbean.

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Arcos Dorados Holdings (ARCO US)

Arcos Dorados: An Insight Into Its Menu Innovation, Marketing Strategies & Other Major Drivers!

Arcos Dorados, the largest independent McDonald's franchisee in the world, recently reported its first quarter 2025 earnings, demonstrating both...

Baptista Research

Arcos Dorados Holdings: Will Its Efforts Towards Consumer Engagement & Loyalty Programs Yield Results? - Major Drivers

Arcos Dorados Holdings, the world's largest independent McDonald's franchisee, reported its third quarter 2024 results showcasing both strengths...

Baptista Research

Arcos Dorados Holdings Inc.: Enhanced Digital Platform Strategy & 4 Pivotal Growth Drivers

Arcos Dorados Holdings Inc., the largest independent McDonald's franchisee in Latin America and the Caribbean, conducted its earnings webcast for...

Baptista Research

Arcos Dorados Holdings Inc.: Strategic Restaurant Expansion

Arcos Dorados Holdings Inc. recently discussed its financial performance for the first quarter of 2024, highlighting both favorable outcomes and...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Arcos Dorados: An Insight Into Its Menu Innovation, Marketing Strategies & Other Major Drivers!

Arcos Dorados, the largest independent McDonald's franchisee in the world, recently reported its first quarter 2025 earnings, demonstrating both...

Baptista Research

Arcos Dorados: Will This Digital Surge Help Gain Market Share In The Latam QSR Market?

Arcos Dorados Holdings Inc. reported its fourth quarter and full year 2024 earnings, highlighting both strengths and challenges the company faced...

Baptista Research

Arcos Dorados Holdings: Will Its Efforts Towards Consumer Engagement & Loyalty Programs Yield Results? - Major Drivers

Arcos Dorados Holdings, the world's largest independent McDonald's franchisee, reported its third quarter 2024 results showcasing both strengths...

Baptista Research

Arcos Dorados Holdings Inc.: Enhanced Digital Platform Strategy & 4 Pivotal Growth Drivers

Arcos Dorados Holdings Inc., the largest independent McDonald's franchisee in Latin America and the Caribbean, conducted its earnings webcast for...

Baptista Research

Arcos Dorados Holdings Inc.: Strategic Restaurant Expansion

Arcos Dorados Holdings Inc. recently discussed its financial performance for the first quarter of 2024, highlighting both favorable outcomes and...

Baptista Research