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's third-quarter fiscal 2024 results reflect both advancements and challenges as it navigates a changing retail landscape and continues its strategic transformation.</li><li>The company reported consolidated net sales of $7.6 billion, marking a 3.5% year-on-year increase.</li><li>This was largely driven by stronger performances in their Dollar Tree and Family Dollar segments, both of which experienced improved sequential comparable sales.</li></ul>

Dollar Tree's third-quarter fiscal 2024 results reflect both advancements and challenges as it navigates a changing retail landscape and continues its strategic transformation.The company reported consolidated net sales of $7.6 billion, marking a 3.5% year-on-year increase.This was largely driven by stronger performances in their Dollar Tree and Family Dollar segments, both of which experienced improved sequential comparable sales.

Dollar Tree: An Analysis Of Its Expansion & Optimization of Family Dollar! - Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Dollar Tree plans to play a key role in its growth strategy moving forward</li><li>Rick Dreiling's leadership is expected to drive improvement and achieve ambitious targets for Fiscal 2026</li><li>The company aims to narrow the profitability gap with competitors and position Family Dollar for success in the future</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Dollar Tree plans to play a key role in its growth strategy moving forwardRick Dreiling's leadership is expected to drive improvement and achieve ambitious targets for Fiscal 2026The company aims to narrow the profitability gap with competitors and position Family Dollar for success in the futureThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Dollar Tree Inc (DLTR) - Tuesday, Jul 23, 2024

<ul><li>Dollar Tree, a prominent American chain of discount variety stores, recently conducted its second quarter 2024 earnings call, providing varied insights into its current financial health and future expectations.</li><li>The discussion, led by Chief Operating Officer Mike Creedon in place of CEO Rick who is currently unwell, highlighted both the company's challenges and areas of robust performance despite a demanding macroeconomic environment.</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 Tree, a prominent American chain of discount variety stores, recently conducted its second quarter 2024 earnings call, providing varied insights into its current financial health and future expectations.The discussion, led by Chief Operating Officer Mike Creedon in place of CEO Rick who is currently unwell, highlighted both the company's challenges and areas of robust performance despite a demanding macroeconomic environment.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 Tree: Enhanced Consumer Experience and Store Conversions Driving Our Optimism! - Major Drivers

US-EU Index Rebalances / Quantitative Researcher, Ortex

Dimitris Ioannidis

US-EU Index Rebalances / Quantitative Researcher

Global Financial Data and Analytics Platform

Ortex

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/palantir-technologies-inc" target="_blank" data-smartkarma-citation="entities:27728:1" rel="noopener">Palantir Technologies (PLTR US)</a> is anticipated to be the largest addition following its eligibility, which was secured through a listing transfer from NYSE to Nasdaq just before the cut-off date.</li>
<li>
<a href="https://www.smartkarma.com/entities/super-micro-computer-inc" target="_blank" data-smartkarma-citation="entities:7921:1" rel="noopener">Super Micro Computer (SMCI US)</a> is projected to exit the index despite its recent entry in July 2024, as it has ranked above the exit threshold of 125.</li>
<li>
<a href="https://www.smartkarma.com/entities/arm-holdings-inc" target="_blank" data-smartkarma-citation="entities:21816:1" rel="noopener">ARM Holdings (ARM US)</a> is not an expected deletion due to special ADR market cap treatment. <a href="https://www.smartkarma.com/entities/equinix-inc" target="_blank" data-smartkarma-citation="entities:17409:1" rel="noopener">Equinix Inc (EQIX US)</a> is not an expected addition because it is a REIT.</li>
</ul>



Palantir Technologies (PLTR US) is anticipated to be the largest addition following its eligibility, which was secured through a listing transfer from NYSE to Nasdaq just before the cut-off date.

Super Micro Computer (SMCI US) is projected to exit the index despite its recent entry in July 2024, as it has ranked above the exit threshold of 125.

ARM Holdings (ARM US) is not an expected deletion due to special ADR market cap treatment. Equinix Inc (EQIX US) is not an expected addition because it is a REIT.


Nasdaq100 December 2024 Forecast (Final): Palantir's Last-Minute Entry; Arm's Subtle Retention

<ul><li>Dollar Tree reported its first quarter fiscal 2024 results, marked by an increase in net sales and a focus on strategic evaluation of its Family Dollar segment.</li><li>The company announced a net sales increase of 4.2% to $7.6 billion and a mixed performance in comp sales across its segments.</li><li>The leadership underscored its response to a natural disaster affecting its distribution center and provided updates on strategic initiatives, including a potential separation of the Family Dollar business to optimize operations.</li></ul>

Dollar Tree reported its first quarter fiscal 2024 results, marked by an increase in net sales and a focus on strategic evaluation of its Family Dollar segment.The company announced a net sales increase of 4.2% to $7.6 billion and a mixed performance in comp sales across its segments.The leadership underscored its response to a natural disaster affecting its distribution center and provided updates on strategic initiatives, including a potential separation of the Family Dollar business to optimize operations.

Dollar Tree Inc.: Expanding Multi-Price Offering To Catalyze Top-line Growth! - Major Drivers

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: An Analysis Of Its Expansion & Optimization of Family Dollar! - Major Drivers

Dollar Tree's third-quarter fiscal 2024 results reflect both advancements and challenges as it navigates a changing retail landscape and continues...

Baptista Research

Dollar Tree Inc (DLTR) - Tuesday, Jul 23, 2024

Dollar Tree plans to play a key role in its growth strategy moving forward. Rick Dreiling's leadership is expected to drive improvement and achieve...

Value Investors Club

Dollar Tree: Enhanced Consumer Experience and Store Conversions Driving Our Optimism! - Major Drivers

Dollar Tree, a prominent American chain of discount variety stores, recently conducted its second quarter 2024 earnings call, providing varied...

Baptista Research

Nasdaq100 December 2024 Forecast (Final): Palantir's Last-Minute Entry; Arm's Subtle Retention

PLTR set to be the largest addition following listing transfer; ARM to remain due to special ADR market cap treatment and SMCI poised for exit...

Dimitris Ioannidis

Dollar Tree Inc.: Expanding Multi-Price Offering To Catalyze Top-line Growth! - Major Drivers

Dollar Tree reported its first quarter fiscal 2024 results, marked by an increase in net sales and a focus on strategic evaluation of its Family...

Baptista Research

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