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>Dollar General Corporation reported its second quarter fiscal 2026 results with a 5.2% increase in net sales to $11.3 billion, driven by a 3.5% growth in same-store sales.</li><li>This marks the fifth consecutive quarter of customer traffic improvement, with traffic rising 2% and average basket size increasing 1.5%.</li><li>The company gained market share in both consumable and nonconsumable categories, with nonconsumables outpacing consumables for the sixth straight quarter.</li></ul>

Dollar General Corporation reported its second quarter fiscal 2026 results with a 5.2% increase in net sales to $11.3 billion, driven by a 3.5% growth in same-store sales.This marks the fifth consecutive quarter of customer traffic improvement, with traffic rising 2% and average basket size increasing 1.5%.The company gained market share in both consumable and nonconsumable categories, with nonconsumables outpacing consumables for the sixth straight quarter.

Dollar General Expands Its Reach — 450 New U.S. Stores Fuel The Next Growth Phase!

Independent in-depth research from Finimize, Finimize

Finimize Research

Independent in-depth research from Finimize

Finimize

Finimize is the #1 information platform for modern investors. We empower people to become smarter investors with bitesize insights from world-class analysts. 1 million+ strong community, 250 partners.

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

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

Equity Capital Markets

<ul>
<li>A recent report shows apparent gains by Temu against US "dollar" store chains</li>
<li>In this insight we introduce the "dollar" store concept and share our experiences</li>
<li>We conclude that Temu &amp; SHEIN don't likely view some categories as priorities</li>
</ul>


A recent report shows apparent gains by Temu against US "dollar" store chains
In this insight we introduce the "dollar" store concept and share our experiences
We conclude that Temu &amp; SHEIN don't likely view some categories as priorities


Temu Versus Dollar Tree: More Online & Offline Adventures in Pursuit of Ultra-Cheap Stuff

<ul><li>Dollar General Corporation reported first-quarter fiscal year 2026 results reflecting moderate sales growth and margin expansion amid a challenging operating environment.</li><li>The company’s net sales increased 3.4% year-over-year to $10.8 billion, driven by a 2% rise in same-store sales, which was primarily supported by a 1.4% increase in customer traffic and a 0.5-point growth in average basket size.</li><li>All four merchandising categories posted positive comparable sales for the fifth consecutive quarter, with non-consumables outpacing consumables.</li></ul>

Dollar General Corporation reported first-quarter fiscal year 2026 results reflecting moderate sales growth and margin expansion amid a challenging operating environment.The company’s net sales increased 3.4% year-over-year to $10.8 billion, driven by a 2% rise in same-store sales, which was primarily supported by a 1.4% increase in customer traffic and a 0.5-point growth in average basket size.All four merchandising categories posted positive comparable sales for the fifth consecutive quarter, with non-consumables outpacing consumables.

Dollar General’s $1 Value Bet: Can Value Valley Keep Driving Traffic?

<ul><li>Dollar General reported fourth-quarter and full-year fiscal 2025 results showing stronger sales, margin expansion, and continued execution against long-term strategic priorities.</li><li>Fourth-quarter net sales rose 5.9% to $10.9 billion, supported by broad-based growth across consumable and nonconsumable categories.</li><li>Same-store sales increased 4.3%, driven by higher traffic and basket size, while the company’s value positioning remained central, including strong traction in Value Valley, where comp sales grew 17.6%.</li></ul>

Dollar General reported fourth-quarter and full-year fiscal 2025 results showing stronger sales, margin expansion, and continued execution against long-term strategic priorities.Fourth-quarter net sales rose 5.9% to $10.9 billion, supported by broad-based growth across consumable and nonconsumable categories.Same-store sales increased 4.3%, driven by higher traffic and basket size, while the company’s value positioning remained central, including strong traction in Value Valley, where comp sales grew 17.6%.

Dollar General: Rebuilding Profitability With Shrink Control

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)

Dollar General Expands Its Reach — 450 New U.S. Stores Fuel The Next Growth Phase!

Dollar General Corporation reported its second quarter fiscal 2026 results with a 5.2% increase in net sales to $11.3 billion, driven by a 3.5%...

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

Temu Versus Dollar Tree: More Online & Offline Adventures in Pursuit of Ultra-Cheap Stuff

In this insight, we introduce readers to the US "dollar" store concept, then compare our experiences shopping for cheap stuff at Dollar Tree and...

Tracking Traffic

Dollar General’s $1 Value Bet: Can Value Valley Keep Driving Traffic?

Dollar General Corporation reported first-quarter fiscal year 2026 results reflecting moderate sales growth and margin expansion amid a...

Baptista Research

Dollar General: Rebuilding Profitability With Shrink Control

Dollar General reported fourth-quarter and full-year fiscal 2025 results showing stronger sales, margin expansion, and continued execution against...

Baptista Research

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