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>In the second quarter of 2025, McDonald's Corporation demonstrated a strategic approach to navigating a challenging economic landscape, showing both strengths and areas for potential improvement.</li><li>The company's global system-wide sales rose over 6% in constant currency, and global comparable sales increased nearly 4%.</li><li>This performance was supported by menu innovations, effective marketing, and robust value offerings, which together fostered positive guest counts in a tough market environment.</li></ul>

In the second quarter of 2025, McDonald's Corporation demonstrated a strategic approach to navigating a challenging economic landscape, showing both strengths and areas for potential improvement.The company's global system-wide sales rose over 6% in constant currency, and global comparable sales increased nearly 4%.This performance was supported by menu innovations, effective marketing, and robust value offerings, which together fostered positive guest counts in a tough market environment.

McDonald's Corporation: Can They Create New Beverage Growth Opportunities While Expanding Franchisees?

<ul><li>McDonald's Corporation's latest financial report, reflective of Q1 2025, highlights a period of considerable economic challenges impacting the quick service restaurant (QSR) industry.</li><li>The company's global comparable sales declined by 1%, illustrating the broader difficulties faced amid geopolitical tensions and economic uncertainties.</li><li>Particularly in the U.S., overall QSR industry traffic from low- and middle-income consumer cohorts saw significant declines, indicative of the broader economic pressures facing these groups.</li></ul>

McDonald's Corporation's latest financial report, reflective of Q1 2025, highlights a period of considerable economic challenges impacting the quick service restaurant (QSR) industry.The company's global comparable sales declined by 1%, illustrating the broader difficulties faced amid geopolitical tensions and economic uncertainties.Particularly in the U.S., overall QSR industry traffic from low- and middle-income consumer cohorts saw significant declines, indicative of the broader economic pressures facing these groups.

McDonald's Corporation: A 3.6% Dip In Comp Sales; These Factors Can Help The QSR Giant Fight Back The Economic Challenges!

<ul><li>McDonald's faced a challenging end to 2024, as its U.S. sales and earnings declined, largely due to an E.</li><li>coli outbreak tied to slivered onions on Quarter Pounders.</li><li>This food safety crisis affected 104 people across 14 states, leading to 34 hospitalizations and one fatality.</li></ul>

McDonald's faced a challenging end to 2024, as its U.S. sales and earnings declined, largely due to an E.coli outbreak tied to slivered onions on Quarter Pounders.This food safety crisis affected 104 people across 14 states, leading to 34 hospitalizations and one fatality.

McDonald's: $100 Million Recovery Plan & 2,200 New Stores – Can It Bounce Back?

<ul><li>McDonald's Corporation's third quarter of 2024 saw mixed results amid a challenging quarter for the Quick Service Restaurant (QSR) sector.</li><li>During the earnings call, CEO Chris Kempczinski addressed a recent E.</li><li>coli crisis linked to slivered onions, emphasizing the company’s rapid response and commitment to customer safety.</li></ul>

McDonald's Corporation's third quarter of 2024 saw mixed results amid a challenging quarter for the Quick Service Restaurant (QSR) sector.During the earnings call, CEO Chris Kempczinski addressed a recent E.coli crisis linked to slivered onions, emphasizing the company’s rapid response and commitment to customer safety.

McDonald's Corporation: An Enhanced Digital Engagement & Personalization & Other Major Drivers

<ul><li>Shares of McDonald’s recently tumbled as the Centers for Disease Control and Prevention (CDC) linked an E.</li><li>coli outbreak to the chain’s iconic Quarter Pounder burgers.</li><li>This unfortunate incident, which resulted in 49 reported cases, 10 hospitalizations, and one death, has raised significant concerns about the company’s food safety practices.</li></ul>

Shares of McDonald’s recently tumbled as the Centers for Disease Control and Prevention (CDC) linked an E.coli outbreak to the chain’s iconic Quarter Pounder burgers.This unfortunate incident, which resulted in 49 reported cases, 10 hospitalizations, and one death, has raised significant concerns about the company’s food safety practices.

McDonald's Faces E. Coli Outbreak Linked to Quarter Pounders: Time for Caution?

United States

McDonald's Corporation franchises and operates fast-food restaurants in the global restaurant industry. The Company's restaurants serve a variety of value-priced menu products in countries around the world.

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Mcdonald's Corp (MCD US)

McDonald's Corporation: Can They Create New Beverage Growth Opportunities While Expanding Franchisees?

In the second quarter of 2025, McDonald's Corporation demonstrated a strategic approach to navigating a challenging economic landscape, showing...

Baptista Research

McDonald's Corporation: A 3.6% Dip In Comp Sales; These Factors Can Help The QSR Giant Fight Back The Economic Challenges!

McDonald's Corporation's latest financial report, reflective of Q1 2025, highlights a period of considerable economic challenges impacting the...

Baptista Research

McDonald's: $100 Million Recovery Plan & 2,200 New Stores – Can It Bounce Back?

McDonald's faced a challenging end to 2024, as its U.S. sales and earnings declined, largely due to an E. coli outbreak tied to slivered onions on...

Baptista Research

McDonald's Corporation: An Enhanced Digital Engagement & Personalization & Other Major Drivers

McDonald's Corporation's third quarter of 2024 saw mixed results amid a challenging quarter for the Quick Service Restaurant (QSR) sector. During...

Baptista Research

McDonald's Faces E. Coli Outbreak Linked to Quarter Pounders: Time for Caution?

Shares of McDonald’s recently tumbled as the Centers for Disease Control and Prevention (CDC) linked an E. coli outbreak to the chain’s iconic...

Baptista Research

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