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

Hyatt Hotels Corp Cl A / Equity Bottom-Up

<ul><li>Hyatt Hotels Corporation has accelerated its pivot toward an asset-light model with a landmark $2.6 billion sale of its Playa Hotels & Resorts all-inclusive portfolio, marking its most significant divestiture yet.</li><li>This transaction shifts 15 resorts across Mexico, the Dominican Republic, and Jamaica from owned real estate to pure management and franchise agreements, unlocking immediate liquidity and reducing capital intensity.</li><li>Coupled with Hyatt’s recent launch of multiple new brands—Hyatt Studios, Hyatt Select, and Unscripted by Hyatt—in the upscale and upper-midscale segments, the company is realigning its growth engine toward higher-margin fee revenue.</li></ul>

Hyatt Hotels Corporation has accelerated its pivot toward an asset-light model with a landmark $2.6 billion sale of its Playa Hotels & Resorts all-inclusive portfolio, marking its most significant divestiture yet.This transaction shifts 15 resorts across Mexico, the Dominican Republic, and Jamaica from owned real estate to pure management and franchise agreements, unlocking immediate liquidity and reducing capital intensity.Coupled with Hyatt’s recent launch of multiple new brands—Hyatt Studios, Hyatt Select, and Unscripted by Hyatt—in the upscale and upper-midscale segments, the company is realigning its growth engine toward higher-margin fee revenue.

Hyatt’s Asset-Light Ambition Could Ignite Stock Rally After $2.6 Billion Resort Sale

<ul><li>Hyatt Hotels Corporation's recent earnings for the first quarter of 2025 revealed a mix of solid operational performance and cautious outlook driven by macroeconomic uncertainties.</li><li>The company reported strong RevPAR (Revenue per Available Room) growth of 5.7% for the quarter, driven by the luxury segment of its portfolio, which continues to attract high-end consumers prioritizing travel.</li><li>Notably, Hyatt's business model transformation towards an asset-light approach has paid dividends, reducing earnings volatility compared to historical figures.</li></ul>

Hyatt Hotels Corporation's recent earnings for the first quarter of 2025 revealed a mix of solid operational performance and cautious outlook driven by macroeconomic uncertainties.The company reported strong RevPAR (Revenue per Available Room) growth of 5.7% for the quarter, driven by the luxury segment of its portfolio, which continues to attract high-end consumers prioritizing travel.Notably, Hyatt's business model transformation towards an asset-light approach has paid dividends, reducing earnings volatility compared to historical figures.

Hyatt Hotels Corporation Surges Ahead as Owned Properties Deliver Record-Breaking Returns!

<ul><li>Hyatt faced a mixed financial landscape in its recent earnings report, revealing both strategic advancements and some challenges.</li><li>On the positive side, Hyatt announced a significant acquisition of Playa Hotels & Resorts for approximately $2.6 billion.</li><li>This move is expected to enhance Hyatt's position in the luxury all-inclusive sector, particularly in Mexico and the Caribbean, by incorporating Playa's assets into Hyatt's distribution channels such as ALG Vacations and Unlimited Vacation Club.</li></ul>

Hyatt faced a mixed financial landscape in its recent earnings report, revealing both strategic advancements and some challenges.On the positive side, Hyatt announced a significant acquisition of Playa Hotels & Resorts for approximately $2.6 billion.This move is expected to enhance Hyatt's position in the luxury all-inclusive sector, particularly in Mexico and the Caribbean, by incorporating Playa's assets into Hyatt's distribution channels such as ALG Vacations and Unlimited Vacation Club.

Hyatt Hotels Corporation: The Luxury Hotel Boom That’s Powering Its Revenue Growth!

Credit

<ul><li>Hyatt's third-quarter 2024 earnings reflect a performance balancing evolving strategies and market challenges, underscored by their commitment to expand the asset-light model while facing headwinds in certain segments.</li><li>System-wide, Hyatt reported a Revenue Per Available Room (RevPAR) increase of 3%.</li><li>This growth, predominantly fueled by their luxury brands, underscores a continuing trend where high-end travel experiences drive significant revenue.</li></ul>

Hyatt's third-quarter 2024 earnings reflect a performance balancing evolving strategies and market challenges, underscored by their commitment to expand the asset-light model while facing headwinds in certain segments.System-wide, Hyatt reported a Revenue Per Available Room (RevPAR) increase of 3%.This growth, predominantly fueled by their luxury brands, underscores a continuing trend where high-end travel experiences drive significant revenue.

Hyatt Hotels Corporation: Leveraging Credit Card Partnerships & Loyalty Programs To Change The Game! - Major Drivers

<ul><li>Hyatt Hotels Corporation, in its second quarter of 2024 earnings call, detailed a mixture of results reflective of both the challenges and opportunities faced by the global hospitality sector.</li><li>The company reported system-wide revenue per available room (RevPAR) growth of 4.7%, with strong performance particularly from the group and business transient sectors.</li><li>Group room revenue increased by approximately 8% during the quarter, and business transient customer segment revenue saw a growth of about 14%.</li></ul>

Hyatt Hotels Corporation, in its second quarter of 2024 earnings call, detailed a mixture of results reflective of both the challenges and opportunities faced by the global hospitality sector.The company reported system-wide revenue per available room (RevPAR) growth of 4.7%, with strong performance particularly from the group and business transient sectors.Group room revenue increased by approximately 8% during the quarter, and business transient customer segment revenue saw a growth of about 14%.

Hyatt Hotels Corporation: Will The Acquisition Of "me and all hotels" Brand Be A Game Changer? - Major Drivers

United States

Hyatt Hotels Corp. is a global hospitality company. The Company manages, franchises, owns, and develops branded hotels, resorts and residential and vacation ownership properties around the world.

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Hyatt Hotels Corp Cl A (H US)

Hyatt’s Asset-Light Ambition Could Ignite Stock Rally After $2.6 Billion Resort Sale

Hyatt Hotels Corporation has accelerated its pivot toward an asset-light model with a landmark $2.6 billion sale of its Playa Hotels & Resorts...

Baptista Research

Hyatt Hotels Corporation Surges Ahead as Owned Properties Deliver Record-Breaking Returns!

Hyatt Hotels Corporation's recent earnings for the first quarter of 2025 revealed a mix of solid operational performance and cautious outlook...

Baptista Research

Hyatt Hotels Corporation: The Luxury Hotel Boom That’s Powering Its Revenue Growth!

Hyatt faced a mixed financial landscape in its recent earnings report, revealing both strategic advancements and some challenges. On the positive...

Baptista Research

Hyatt Hotels Corporation: Leveraging Credit Card Partnerships & Loyalty Programs To Change The Game! - Major Drivers

Hyatt's third-quarter 2024 earnings reflect a performance balancing evolving strategies and market challenges, underscored by their commitment to...

Baptista Research

Hyatt Hotels Corporation: Will The Acquisition Of "me and all hotels" Brand Be A Game Changer? - Major Drivers

Hyatt Hotels Corporation, in its second quarter of 2024 earnings call, detailed a mixture of results reflective of both the challenges and...

Baptista Research

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