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>Papa John's International Inc.'s first-quarter 2025 performance was marked by strategic progress along with challenges within a difficult consumer environment.</li><li>The company reported global system-wide restaurant sales of $1.22 billion, a 1% increase from the prior year in constant currency terms, underscoring some growth despite challenging market conditions.</li><li>In North America, same-store sales decreased by 2.7%, although this figure represents an improvement over previous periods, suggesting some positive momentum.</li></ul>

Papa John's International Inc.'s first-quarter 2025 performance was marked by strategic progress along with challenges within a difficult consumer environment.The company reported global system-wide restaurant sales of $1.22 billion, a 1% increase from the prior year in constant currency terms, underscoring some growth despite challenging market conditions.In North America, same-store sales decreased by 2.7%, although this figure represents an improvement over previous periods, suggesting some positive momentum.

Papa John’s $2.1 Billion Buyout Collapses: The Real Reasons Apollo Backed Off!

<ul><li>Papa John’s surged more than 18% on October 13 after StreetInsider reported that Apollo Global Management had submitted a $64-per-share buyout offer for the pizza chain.</li><li>This follows a wave of speculation earlier in the year, including a Semafor article in June that flagged both Apollo and a Qatari investment fund as interested parties in a potential acquisition, with a reported deal valuation near $2 billion.</li><li>Although Papa John’s declined to comment on the market rumors, investor enthusiasm surged amid the prospect of a premium takeout.</li></ul>

Papa John’s surged more than 18% on October 13 after StreetInsider reported that Apollo Global Management had submitted a $64-per-share buyout offer for the pizza chain.This follows a wave of speculation earlier in the year, including a Semafor article in June that flagged both Apollo and a Qatari investment fund as interested parties in a potential acquisition, with a reported deal valuation near $2 billion.Although Papa John’s declined to comment on the market rumors, investor enthusiasm surged amid the prospect of a premium takeout.

Papa John’s Skyrockets on $64 Takeover Buzz — Is Apollo Delivering a Mega Deal?

Papa John's International: How Are They Tackling Franchise Economic Pressures & Supply Chain Vulnerabilities?

<ul><li>Papa John's International recently announced their third-quarter 2024 financial results, delineating a mixedperformance.</li><li>The company's primary focus is set on improving execution, profitability, and sustainable shareholder value.</li><li>Todd Penegor, the recently appointed President and CEO, along with a restructuring inthe leadership team, emphasizes a strategic drive toward refining product propositions, marketing strategies, and technology infrastructure.</li></ul>

Papa John's International recently announced their third-quarter 2024 financial results, delineating a mixedperformance.The company's primary focus is set on improving execution, profitability, and sustainable shareholder value.Todd Penegor, the recently appointed President and CEO, along with a restructuring inthe leadership team, emphasizes a strategic drive toward refining product propositions, marketing strategies, and technology infrastructure.

Papa John's Takeover Bid? Why This Pizza Chain Could Be A Prime Target For Irth Capital!

<ul><li>Papa John's International, Inc. recently reported its third quarter 2024 results, detailing both challenges and strategic initiatives aimed at fostering growth and improving the company's profitability amidst a difficult economic environment.</li><li>The results present a mixed picture, with management articulating plans to address current hurdles and leverage opportunities for the future.</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>

Papa John's International, Inc. recently reported its third quarter 2024 results, detailing both challenges and strategic initiatives aimed at fostering growth and improving the company's profitability amidst a difficult economic environment.The results present a mixed picture, with management articulating plans to address current hurdles and leverage opportunities for the future.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.

Papa John's International Inc.: Will Its Focused Product Quality & Innovation Help Tilt The Competitive Dynamics In Its Favor? - Major Drivers

United States

Papa John's International, Inc. operates and franchises pizza delivery and carry-out restaurants under the Papa John's trademark.  The Company operates restaurants in the United States and international markets.

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Papa John'S Intl (PZZA US)

Papa John’s $2.1 Billion Buyout Collapses: The Real Reasons Apollo Backed Off!

Papa John's International Inc.'s first-quarter 2025 performance was marked by strategic progress along with challenges within a difficult consumer...

Baptista Research

Papa John’s Skyrockets on $64 Takeover Buzz — Is Apollo Delivering a Mega Deal?

Papa John’s surged more than 18% on October 13 after StreetInsider reported that Apollo Global Management had submitted a $64-per-share buyout...

Baptista Research

Papa John's International: How Are They Tackling Franchise Economic Pressures & Supply Chain Vulnerabilities?

Papa John's International Inc.'s first-quarter 2025 performance was marked by strategic progress along with challenges within a difficult consumer...

Baptista Research

Papa John's Takeover Bid? Why This Pizza Chain Could Be A Prime Target For Irth Capital!

Papa John's International recently announced their third-quarter 2024 financial results, delineating a mixedperformance. The company's primary...

Baptista Research

Papa John's International Inc.: Will Its Focused Product Quality & Innovation Help Tilt The Competitive Dynamics In Its Favor? - Major Drivers

Papa John's International, Inc. recently reported its third quarter 2024 results, detailing both challenges and strategic initiatives aimed at...

Baptista Research

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