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>DoorDash recently held an earnings call discussing its third-quarter 2025 financial results and strategic initiatives.</li><li>CEO Tony Xu and CFO Ravi Inukonda outlined the company's current performance and future plans.</li><li>One of the central topics was DoorDash's investment plans for 2026, which include several hundred million dollars allocated to technology and product development.</li></ul>

DoorDash recently held an earnings call discussing its third-quarter 2025 financial results and strategic initiatives.CEO Tony Xu and CFO Ravi Inukonda outlined the company's current performance and future plans.One of the central topics was DoorDash's investment plans for 2026, which include several hundred million dollars allocated to technology and product development.

DG US - DoorDash’s Massive Retail Bet—Can Pet Supplies and Electronics Deliver a Profit Surge?

<ul><li>Dollar General Corporation showcased a mixed performance in its second quarter of 2025 results, reflecting noteworthy growth in certain areas, offset by ongoing challenges in others.</li><li>Discussing top-line growth, net sales rose by 5.1% to $10.7 billion year-over-year, driven by robust contributions from both new and existing stores.</li><li>The company successfully gained market share across consumable and non-consumable product categories, with same-store sales increasing by 2.8%, spurred by a balanced rise in customer traffic and higher average baskets.</li></ul>

Dollar General Corporation showcased a mixed performance in its second quarter of 2025 results, reflecting noteworthy growth in certain areas, offset by ongoing challenges in others.Discussing top-line growth, net sales rose by 5.1% to $10.7 billion year-over-year, driven by robust contributions from both new and existing stores.The company successfully gained market share across consumable and non-consumable product categories, with same-store sales increasing by 2.8%, spurred by a balanced rise in customer traffic and higher average baskets.

Dollar General Inside Delivery Boom: How DoorDash & Uber Are Fueling Its Growth!

<ul><li>Dollar General Corporation's first quarter 2025 financial results reflect a mixed landscape of opportunities and challenges.</li><li>The company showcased robust top-line growth with net sales increasing by 5.3% to $10.4 billion, driven partially by opening 156 new stores.</li><li>Same-store sales rose by 2.4%, with average basket size growing by 2.7%.</li></ul>

Dollar General Corporation's first quarter 2025 financial results reflect a mixed landscape of opportunities and challenges.The company showcased robust top-line growth with net sales increasing by 5.3% to $10.4 billion, driven partially by opening 156 new stores.Same-store sales rose by 2.4%, with average basket size growing by 2.7%.

Dollar General’s Smart Efficiency Play: Can New Delivery & Margin Plans Fuel a Turnaround?

<ul><li>Dollar General reported its fourth-quarter and fiscal year 2024 results, reflecting both strategic challenges and opportunities.</li><li>Net sales for Q4 increased by 4.5%, reaching $10.3 billion, contributing to fiscal year sales surpassing $40 billion, a first in the company's history.</li><li>Comparable store sales rose by 1.2%, driven by a 2.3% increase in average transaction amount.</li></ul>

Dollar General reported its fourth-quarter and fiscal year 2024 results, reflecting both strategic challenges and opportunities.Net sales for Q4 increased by 4.5%, reaching $10.3 billion, contributing to fiscal year sales surpassing $40 billion, a first in the company's history.Comparable store sales rose by 1.2%, driven by a 2.3% increase in average transaction amount.

Dollar General: Revamped Store Layouts & Productivity Improvements But Will They Help Improve Margins?

<ul><li>Dollar General's third quarter results for fiscal 2024 present a mixed picture of operational resilience amid challenging external conditions and internal initiatives aimed at enhancing financial and operational metrics.</li><li>The company's performance during the quarter was impacted by several hurricanes in the Southeast, which the management noted as significant in terms of employee deployment and store operations, though the overall sales impact was minimal.</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>

Dollar General's third quarter results for fiscal 2024 present a mixed picture of operational resilience amid challenging external conditions and internal initiatives aimed at enhancing financial and operational metrics.The company's performance during the quarter was impacted by several hurricanes in the Southeast, which the management noted as significant in terms of employee deployment and store operations, though the overall sales impact was minimal.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.

Dollar General Corporation: Can Its Expansion in New Store Formats Give Them A Competitive Edge? - Major Drivers

United States

Dollar General Corporation operates a chain of discount retail stores located primarily in the southern, southwestern, midwestern, and eastern United States. The Company offer a broad selection of merchandise, including consumable products such as food, paper and cleaning products, health, beauty, pet supplies, and non-consumables such as seasonal merchandise.

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Dollar General (DG US)

DG US - DoorDash’s Massive Retail Bet—Can Pet Supplies and Electronics Deliver a Profit Surge?

DoorDash recently held an earnings call discussing its third-quarter 2025 financial results and strategic initiatives. CEO Tony Xu and CFO Ravi...

Baptista Research

Dollar General Inside Delivery Boom: How DoorDash & Uber Are Fueling Its Growth!

Dollar General Corporation showcased a mixed performance in its second quarter of 2025 results, reflecting noteworthy growth in certain areas,...

Baptista Research

Dollar General’s Smart Efficiency Play: Can New Delivery & Margin Plans Fuel a Turnaround?

Dollar General Corporation's first quarter 2025 financial results reflect a mixed landscape of opportunities and challenges. The company showcased...

Baptista Research

Dollar General: Revamped Store Layouts & Productivity Improvements But Will They Help Improve Margins?

Dollar General reported its fourth-quarter and fiscal year 2024 results, reflecting both strategic challenges and opportunities. Net sales for Q4...

Baptista Research

Dollar General Corporation: Can Its Expansion in New Store Formats Give Them A Competitive Edge? - Major Drivers

Dollar General's third quarter results for fiscal 2024 present a mixed picture of operational resilience amid challenging external conditions and...

Baptista Research

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