Posts by Florencia Panizza

Foot traffic to malls

Black Friday Suffers Pandemic Blues

December 1, 2020

Malls around the US suffered a significant blow during what is usually the busiest shopping weekend of the year. Foot traffic was down 41% year-over-year on Black Friday and 45% on Saturday.

As we reported in our blog post last week, there was a pick-up in traffic during the first three weeks...

Foot traffic to malls

Mall Visits Accelerate Ahead of Black Friday

November 25, 2020

With a new phase of lockdowns beginning across the US, many shoppers have opted to get a jump on Black Friday over the past week. Foot traffic to malls increased steadily across most states other than Texas where case numbers have climbed significantly, although lockdown measures have not yet been...

UK traffic by industry

As UK Enters Second Lockdown, New Patterns of Behavior Emerge

November 19, 2020

With the UK now in its second week of nationwide lock-down we are starting to see some familiar patterns of behavior based on analysis of foot traffic data. But there are also some significant differences compared to the first wave.

We looked at 5 indices for key sectors. All of our comparisons...

New York State Migration

Pandemic Migrants Signal Changing Attitudes Towards Living in Major Cities

November 12, 2020

Among the many social and cultural changes that the pandemic has brought about, arguably the most impactful will be the ways in which it has influenced our decisions about where to live. Not just temporary relocations while we ride out lock-downs and WFH, but permanent migration that will alter how...

Avg  YoY % Change in Traffic at Casinos

Casinos Make a Comeback, Though Location Matters

October 27, 2020

After a dismal April and May, when casinos across the country were closed to visitors, Nevada’s casinos have been slowly recovering. But although many casinos on the strip are now open, foot traffic remains depressed - down 40% year over year in October to date. Around the country, the pace of...

Foot Traffic at US Hub Airports

Tentative Comeback for US Airports

October 22, 2020

In our recent webinar, we spent some time looking into foot traffic trends at airports in America and Europe.

Location data is a very reliable proxy for airline passengers, since there are few reasons to be at an airport other than to board a plane. Precise mapping can filter out people who...

Foot Traffic at Ikea Locations

Ikea Falls in Favor Among Manhattanites During COVID

October 21, 2020

In a previous blog post we talked about how the home improvement sector has been one of the bright spots in the pandemic. Year-over-year foot traffic to building material retailers was up 26% in September.

Given this trend, we wanted to look in more detail at one of the most popular companies...

Carlisle YoY Correlation

Foot Traffic to Manufacturing Facilities Shows Over 90% Correlation with Revenues

October 6, 2020

For investors, foot traffic data is fast becoming a critical weapon as part of an alternative data armory. The value of tracking real-time visitation numbers to retail and consumer-facing compa-nies is widely recognized. Yet, as we explore here, measuring traffic to industrial companies can offer...

Avg % change-5 Banks since February

Which Banks are Back in the Office?

October 1, 2020

Are you back in the office? It’s a question many of us find ourselves asking our friends and peers. The answer is, it depends. Each has their own comfort level, and it also depends largely on their role and their employer.

Morgan Stanley announced in May that it would start bringing traders...

YoY % Change in Foot Traffic

Clothing and Accessories Down, Home Improvements Up: Foot traffic indices paint picture of vast differences between sectors in the US

September 22, 2020

What does a COVID recovery look like for businesses? 6 months after the initial lock-down we know that, in the US, the journey has been remarkably different for different types of businesses.

Our foot traffic indices capture trends that show just how varied the path has been. We looked at the...

Foot Traffic at Car Dealerships

Bifurcation in Auto Industry as Detroit 3 Bounce Back Faster than Rivals

September 15, 2020
Recovery in Foot Traffic Levels at Car Dealerships Most Pronounced in Red States

Like many other sectors, the US car industry saw a sharp downturn in business when lock-down orders and business closures were at their peak in late March and April. Combined sales in April 2020 for the Big 3 US...
TA stock prices

TravelCenters of America a Bright Spot for Commercial Real Estate Sector

September 9, 2020
Foot Traffic to Truck Stops Rebounds Post Lock-down

A recent article on Wall Street Journal by Peter Grant took an insightful look at how truck stops in the US have been boosted this year, in part due to the increase in demand for e-commerce and delivery.

Travel Centers of America (NASDAQ:...