Independent research on the U.S. markets, Baptista Research

Baptista Research

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.

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>AutoZone, Inc. reported an 8.1% increase in total sales for the second quarter of fiscal 2026, supported by domestic same-store sales growth of 3.4% and a 2.5% increase on a constant currency basis internationally.</li><li>The company opened 64 stores globally during the quarter, accelerating store openings compared to the prior year, with plans to open around 350 to 360 stores for the full fiscal year.</li><li>Sales growth was driven by a 9.8% increase in domestic commercial sales, which form a significant portion of the business, and a 1.5% increase in domestic do-it-yourself (DIY) sales, despite challenges from unseasonably severe winter weather impacting commercial customer activity during the final weeks of the quarter.</li></ul>

AutoZone, Inc. reported an 8.1% increase in total sales for the second quarter of fiscal 2026, supported by domestic same-store sales growth of 3.4% and a 2.5% increase on a constant currency basis internationally.The company opened 64 stores globally during the quarter, accelerating store openings compared to the prior year, with plans to open around 350 to 360 stores for the full fiscal year.Sales growth was driven by a 9.8% increase in domestic commercial sales, which form a significant portion of the business, and a 1.5% increase in domestic do-it-yourself (DIY) sales, despite challenges from unseasonably severe winter weather impacting commercial customer activity during the final weeks of the quarter.

AutoZone: Can 300 New Stores A Year & Mega-Hubs Drive A Powerful Market Share Surge?

Autozone Inc

AutoZone: Can 300 New Stores A Year & Mega-Hubs Drive A Powerful Market Share Surge?