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 Tree, Inc., in their latest quarterly earnings, reported continued progress in their organizational transformation towards establishing a foundation for sustainable growth.</li><li>The company experienced growth across the retail metrics of sales per square foot, transactions, and units sold, indicating an overall positive momentum in the business.</li><li>It reported an increase of 12% in consolidated net sales to $8.6 billion in the fourth quarter of 2023, including a $560 million benefit from the year's 53rd week.</li></ul>

Dollar Tree, Inc., in their latest quarterly earnings, reported continued progress in their organizational transformation towards establishing a foundation for sustainable growth.The company experienced growth across the retail metrics of sales per square foot, transactions, and units sold, indicating an overall positive momentum in the business.It reported an increase of 12% in consolidated net sales to $8.6 billion in the fourth quarter of 2023, including a $560 million benefit from the year's 53rd week.

Dollar Tree: How Long Will The Family Dollar Underperformance Continue? - Major Drivers

<ul><li>Dollar Tree, Inc. delivered a disappointing set of results as the company was unable to meet the revenue expectations as well as earnings expectations of Wall Street.</li><li>In a demanding retail landscape, Dollar Tree has demonstrated resilience amid challenges faced by lower-income consumers, including inflation and reduced government benefits.</li><li>The company's strategic initiatives include a multi-price journey at Dollar Tree, with a growing assortment, and planogram resets at Family Dollar, enhancing product offerings.</li></ul>

Dollar Tree, Inc. delivered a disappointing set of results as the company was unable to meet the revenue expectations as well as earnings expectations of Wall Street.In a demanding retail landscape, Dollar Tree has demonstrated resilience amid challenges faced by lower-income consumers, including inflation and reduced government benefits.The company's strategic initiatives include a multi-price journey at Dollar Tree, with a growing assortment, and planogram resets at Family Dollar, enhancing product offerings.

Dollar Tree Inc.: Can They Survive Amidst The Economic Turmoil? - Major Drivers

<ul><li>Dollar Tree delivered a solid result and managed an all-around beat in the last quarter.</li><li>For the quarter, Dollar Tree produced a combined increase in sales of 8.2% to $7.3 billion, 6.9% enterprise comp growth, and operating income of $287.8 million, resulting in earnings per share of $0.91.</li><li>In the Dollar Tree sector, with a slight offset from average ticket, their 7.8% comp was driven by 9.6% increased visitation.</li></ul>

Dollar Tree delivered a solid result and managed an all-around beat in the last quarter.For the quarter, Dollar Tree produced a combined increase in sales of 8.2% to $7.3 billion, 6.9% enterprise comp growth, and operating income of $287.8 million, resulting in earnings per share of $0.91.In the Dollar Tree sector, with a slight offset from average ticket, their 7.8% comp was driven by 9.6% increased visitation.

Dollar Tree Inc.: Revolutionizing The Retail Landscape With Multi-Price Models! - Major Drivers

Equity Capital Markets

<ul><li>Dollar Tree delivered a mixed set of results in its most recent result, with revenues above Wall Street expectations but below-par earnings.</li><li>Both the Dollar Tree and Family Dollar sectors had good top-line growth.</li><li>At Family Dollar and Dollar Tree, in-stock positions improved by 200 basis points and 400 basis points, respectively.</li></ul>

Dollar Tree delivered a mixed set of results in its most recent result, with revenues above Wall Street expectations but below-par earnings.Both the Dollar Tree and Family Dollar sectors had good top-line growth.At Family Dollar and Dollar Tree, in-stock positions improved by 200 basis points and 400 basis points, respectively.

Dollar Tree Inc.: Is The Multi-Price Strategy Its Real Secret Sauce For Success? – Key Drivers

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

<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

United States

Dollar Tree, Inc. operates a discount variety store chain in the United States. The Company sells an assortment of everyday general merchandise at the $1.00 price point.

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Dollar Tree Inc (DLTR US)

Dollar Tree: How Long Will The Family Dollar Underperformance Continue? - Major Drivers

Dollar Tree, Inc., in their latest quarterly earnings, reported continued progress in their organizational transformation towards establishing a...

Baptista Research

Dollar Tree Inc.: Can They Survive Amidst The Economic Turmoil? - Major Drivers

Dollar Tree, Inc. delivered a disappointing set of results as the company was unable to meet the revenue expectations as well as earnings...

Baptista Research

Dollar Tree Inc.: Revolutionizing The Retail Landscape With Multi-Price Models! - Major Drivers

Dollar Tree delivered a solid result and managed an all-around beat in the last quarter. For the quarter, Dollar Tree produced a combined increase...

Baptista Research

Dollar Tree Inc.: Is The Multi-Price Strategy Its Real Secret Sauce For Success? – Key Drivers

Dollar Tree delivered a mixed set of results in its most recent result, with revenues above Wall Street expectations but below-par earnings. Both...

Baptista 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

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)