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>Lamb Weston, one of the world’s largest producers of frozen french fries and a major supplier to restaurant chains including McDonald’s, has suddenly given investors something they have been waiting for: tangible signs that its turnaround efforts may be gaining traction.</li><li>The company’s fiscal first-quarter results exceeded expectations, sending its shares sharply higher as management raised its fiscal 2027 sales, adjusted EBITDA, and adjusted earnings outlook.</li><li>The headline numbers, however, tell only part of the story.</li></ul>

Lamb Weston, one of the world’s largest producers of frozen french fries and a major supplier to restaurant chains including McDonald’s, has suddenly given investors something they have been waiting for: tangible signs that its turnaround efforts may be gaining traction.The company’s fiscal first-quarter results exceeded expectations, sending its shares sharply higher as management raised its fiscal 2027 sales, adjusted EBITDA, and adjusted earnings outlook.The headline numbers, however, tell only part of the story.

Why Lamb Weston Is Beating A Weak Fast-Food Market Despite Rising Costs!

<ul><li>Lamb Weston reported its fiscal 2026 fourth quarter and full-year results characterized by solid performance in its North American segment, offsetting challenges in the international markets.</li><li>The company demonstrated volume growth in North America for six consecutive quarters, with fourth quarter sales volume rising 11%, contributing to a 9% increase in net sales for the region.</li><li>Volume gains were accompanied by modest declines in price and mix, attributed to investments in customer partnerships and a shift toward lower-priced channels such as private label and chain accounts.</li></ul>

Lamb Weston reported its fiscal 2026 fourth quarter and full-year results characterized by solid performance in its North American segment, offsetting challenges in the international markets.The company demonstrated volume growth in North America for six consecutive quarters, with fourth quarter sales volume rising 11%, contributing to a 9% increase in net sales for the region.Volume gains were accompanied by modest declines in price and mix, attributed to investments in customer partnerships and a shift toward lower-priced channels such as private label and chain accounts.

Lamb Weston Unlocks $943 Million In Cash Flow As North America Accelerates!

Index Rebalance and Special Situations Coverage, Quiddity Advisors

Anjana Amarasuriya

Index Rebalance and Special Situations Coverage

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The SP 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.</li>
<li>In this insight, we have presented our expectations for ADDs and DELs for the upcoming quarterly review in March 2026.</li>
<li>We expect one intra-review index change <em>before</em> the regular rebalance and two changes during the March 2026 regular rebalance. There is an SP 400 intra-review change this week.</li>
</ul>


The SP 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.
In this insight, we have presented our expectations for ADDs and DELs for the upcoming quarterly review in March 2026.
We expect one intra-review index change before the regular rebalance and two changes during the March 2026 regular rebalance. There is an SP 400 intra-review change this week.


Quiddity Leaderboard SP500/600 Mar26 Rebal: TWO Regular ADDs/DELs + ONE Intra-Review Change Coming

<ul><li>Lamb Weston Holdings reported a third quarter fiscal 2026 performance reflecting mixed outcomes across its North America and international segments, with ongoing operational adjustments and strategic initiatives shaping its near-term trajectory.</li><li>The company achieved a 3% increase in net sales, buoyed largely by a favorable foreign currency impact of $47 million; however, on a constant currency basis, net sales remained flat compared to the prior year.</li><li>Volume growth of 7%, predominantly in North America, where volumes rose 12%, offset softer demand in international markets.</li></ul>

Lamb Weston Holdings reported a third quarter fiscal 2026 performance reflecting mixed outcomes across its North America and international segments, with ongoing operational adjustments and strategic initiatives shaping its near-term trajectory.The company achieved a 3% increase in net sales, buoyed largely by a favorable foreign currency impact of $47 million; however, on a constant currency basis, net sales remained flat compared to the prior year.Volume growth of 7%, predominantly in North America, where volumes rose 12%, offset softer demand in international markets.

Lamb Weston Holdings: A $76 Million EBITDA Drop Signals International Stress Test!

<ul><li>French fries are among the most universal foods in the world, served across fast-food chains, casual dining restaurants, stadiums, and airline meals.</li><li>Yet even this staple of global comfort food is beginning to reflect broader economic pressures shaping consumer behavior.</li><li>Lamb Weston, one of the world’s largest producers of frozen potato products and a major supplier to chains such as McDonald’s and Chick-fil-A, has recently highlighted a changing demand environment that underscores these pressures.</li></ul>

French fries are among the most universal foods in the world, served across fast-food chains, casual dining restaurants, stadiums, and airline meals.Yet even this staple of global comfort food is beginning to reflect broader economic pressures shaping consumer behavior.Lamb Weston, one of the world’s largest producers of frozen potato products and a major supplier to chains such as McDonald’s and Chick-fil-A, has recently highlighted a changing demand environment that underscores these pressures.

Lamb Weston Signals Trouble: Why Even French Fries Aren’t Immune To Economic Slowdowns!

United States

Lamb Weston Holdings, Inc. operates as a holding company. The Company, through its subsidiaries, produces and supplies frozen potato products. Lamb Weston Holdings offers fries, oven roasted potatoes, puffs, chips, slices, and prepared potato products.

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Lamb Weston Holdings (LW US)

Why Lamb Weston Is Beating A Weak Fast-Food Market Despite Rising Costs!

Lamb Weston, one of the world’s largest producers of frozen french fries and a major supplier to restaurant chains including McDonald’s, has...

Baptista Research

Lamb Weston Unlocks $943 Million In Cash Flow As North America Accelerates!

Lamb Weston reported its fiscal 2026 fourth quarter and full-year results characterized by solid performance in its North American segment,...

Baptista Research

Quiddity Leaderboard SP500/600 Mar26 Rebal: TWO Regular ADDs/DELs + ONE Intra-Review Change Coming

There are now 19 Intra-review changes (25 flow lines) for SP 400, SP 600, and SP Completion and a couple of index upweights for SP 500. Over US$4...

Anjana Amarasuriya

Lamb Weston Holdings: A $76 Million EBITDA Drop Signals International Stress Test!

Lamb Weston Holdings reported a third quarter fiscal 2026 performance reflecting mixed outcomes across its North America and international...

Baptista Research

Lamb Weston Signals Trouble: Why Even French Fries Aren’t Immune To Economic Slowdowns!

French fries are among the most universal foods in the world, served across fast-food chains, casual dining restaurants, stadiums, and airline...

Baptista Research

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