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>Domino's Pizza, Inc. reported its financial results for the third quarter of 2025, marked by strategic growth and various initiatives under its "Hungry for MORE" strategy.</li><li>The company experienced significant growth in its U.S. market across several key performance areas, including carryout, delivery, and order count, ultimately resulting in increased market share.</li><li>The results were bolstered by several key promotions, particularly the "Best Deal Ever," which was a cornerstone of Domino’s success during the quarter.</li></ul>

Domino's Pizza, Inc. reported its financial results for the third quarter of 2025, marked by strategic growth and various initiatives under its "Hungry for MORE" strategy.The company experienced significant growth in its U.S. market across several key performance areas, including carryout, delivery, and order count, ultimately resulting in increased market share.The results were bolstered by several key promotions, particularly the "Best Deal Ever," which was a cornerstone of Domino’s success during the quarter.

Domino's Pizza: Strategic U.S. & International Expansion to Diversify Risk While Tapping Into High-Growth Areas!

<ul><li>Domino's Pizza reported a strong second quarter performance, marked by market share gains and growth in both U.S. and international markets, despite a challenging macroeconomic environment.</li><li>In the U.S., Domino's saw positive results in its delivery and carryout businesses, driven by strategic innovations and improvements in customer value propositions.</li><li>The launch of the Parmesan Stuffed Crust pizza was highlighted as a significant contributor, attracting new customers and performing well operationally due to prior training investments.</li></ul>

Domino's Pizza reported a strong second quarter performance, marked by market share gains and growth in both U.S. and international markets, despite a challenging macroeconomic environment.In the U.S., Domino's saw positive results in its delivery and carryout businesses, driven by strategic innovations and improvements in customer value propositions.The launch of the Parmesan Stuffed Crust pizza was highlighted as a significant contributor, attracting new customers and performing well operationally due to prior training investments.

Domino’s Pizza: Its Franchise Efforts Are Helping Small Operators Thrive In Big Ways!

<ul><li>Domino’s Pizza delivered a mixed performance in the first quarter of 2025, demonstrating resilience through strategic innovation and operational discipline amid a difficult macroeconomic environment.</li><li>The company reported earnings per share of $4.33, up 21% year over year and ahead of Wall Street expectations, driven primarily by increased franchise advertising revenue, supply chain income from franchisee purchases, and international royalty and fee growth.</li><li>However, total revenue came in at $1.11 billion, below the analyst estimate of $1.13 billion.</li></ul>

Domino’s Pizza delivered a mixed performance in the first quarter of 2025, demonstrating resilience through strategic innovation and operational discipline amid a difficult macroeconomic environment.The company reported earnings per share of $4.33, up 21% year over year and ahead of Wall Street expectations, driven primarily by increased franchise advertising revenue, supply chain income from franchisee purchases, and international royalty and fee growth.However, total revenue came in at $1.11 billion, below the analyst estimate of $1.13 billion.

Domino’s Pizza Defies the Economic Slump with a Bold New Strategy – Here’s What You Missed!

<ul><li>Domino’s Pizza faced a mixed financial performance in the fourth quarter of 2024, with weaker-than-expected earnings leading to a stock decline, despite ongoing efforts to enhance value and operational efficiency.</li><li>The company’s total revenue increased by 2.9% year-over-year to $1.44 billion but fell short of the $1.48 billion analyst consensus.</li><li>Earnings per share rose by 9.2% to $4.89, just below Wall Street’s expectation of $4.90.</li></ul>

Domino’s Pizza faced a mixed financial performance in the fourth quarter of 2024, with weaker-than-expected earnings leading to a stock decline, despite ongoing efforts to enhance value and operational efficiency.The company’s total revenue increased by 2.9% year-over-year to $1.44 billion but fell short of the $1.48 billion analyst consensus.Earnings per share rose by 9.2% to $4.89, just below Wall Street’s expectation of $4.90.

Domino's Pizza: Expanding Aggregator Platforms to Contribute To Top-Line Growth Significantly!

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/guzman-y-gomez" target="_blank" data-smartkarma-citation="entities:43656:1" rel="noopener">Guzman Y Gomez</a> plans to raise around US$160m in its Australian IPO.</li>
<li>GYG is a quick service restaurant business with more than 200 restaurants globally. It mainly focuses on fresh, made-to-order, Mexican-inspired food.</li>
<li>In this note, we talk about the not-so-positive aspects of the deal.</li>
</ul>



Guzman Y Gomez plans to raise around US$160m in its Australian IPO.
GYG is a quick service restaurant business with more than 200 restaurants globally. It mainly focuses on fresh, made-to-order, Mexican-inspired food.
In this note, we talk about the not-so-positive aspects of the deal.


Guzman Y Gomez IPO - The Negatives - Lawsuits and Management Churn

United States

Domino's Pizza, Inc. operates a network of Company-owned and franchise Domino's Pizza stores, located throughout the United States and in other countries.  The Company also operates regional dough manufacturing and distribution centers in the contiguous United States and outside the United States.

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Domino's Pizza (DPZ US)

Domino's Pizza: Strategic U.S. & International Expansion to Diversify Risk While Tapping Into High-Growth Areas!

Domino's Pizza, Inc. reported its financial results for the third quarter of 2025, marked by strategic growth and various initiatives under its...

Baptista Research

Domino’s Pizza: Its Franchise Efforts Are Helping Small Operators Thrive In Big Ways!

Domino's Pizza reported a strong second quarter performance, marked by market share gains and growth in both U.S. and international markets,...

Baptista Research

Domino’s Pizza Defies the Economic Slump with a Bold New Strategy – Here’s What You Missed!

Domino’s Pizza delivered a mixed performance in the first quarter of 2025, demonstrating resilience through strategic innovation and operational...

Baptista Research

Domino's Pizza: Expanding Aggregator Platforms to Contribute To Top-Line Growth Significantly!

Domino’s Pizza faced a mixed financial performance in the fourth quarter of 2024, with weaker-than-expected earnings leading to a stock decline,...

Baptista Research

Guzman Y Gomez IPO - The Negatives - Lawsuits and Management Churn

Guzman Y Gomez plans to raise around US$160m in its Australian IPO. In this note, we talk about the not-so-positive aspects of the deal.

Sumeet Singh

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