The current and forthcoming earnings seasons will be one of the most unpredictable many of us have encountered.
Anticipating and modelling sales performance will be challenging on multiple levels, given massive disparities across the country in terms of store openings and closing. With the ability...
With a decrease in social distancing measures across most states, and markets reaching record highs, the past couple of weeks had felt like a tentative breakthrough after months of lockdown and uncertainty.
Yet news from the Fed today that they would hold rates steady for the foreseeable future...
As the US restaurant sector starts to get back on its feet, we have been monitoring foot traffic numbers with interest to see which are turning around most quickly.
The 3 chains we analyzed saw significant falls in traffic between mid-March and the end of April. This was most dramatic for Darden,...
Geolocation data gives us an almost infinite number of ways to track and measure the extent and impact of relaxing social distancing measures, such as we are starting to witness in many states across the country.
For us -- based on our extensive analysis of this kind of data -- "miles driven" is...
Over the past several weeks, meat processing plants around the world have been receiving increased attention in the media. The high numbers of COVID-19 cases in these locations, where physical distancing can be difficult, has affected meat supply chains across the country.
While some plants...
Authorities around the world are working hard to understand how people are altering their behavior as rules around social distancing begin to change.
Gathering data on where people are congregating is a valuable measure for understanding risks and calculating the likelihood of a second wave of...
Cellphone geolocation data has proven to be an invaluable tool in helping us understand how COVID-19 is evolving, and to support our recovery.
We have been working closely with clients and other partners to help track the evolution of the pandemic and how it is impacting different sectors, among...
The biggest mall operator in the US, Simon Group, announced this week that it will open dozens of locations across the US. With Macy's and other retailers following suit in states where restrictions have been relaxed, investors, consumers and retailers will be watching with interest to see how soon...
When we launched Advan 5 years ago, we were really excited at the prospect of developing a new type of dataset. One that would give investors an alternative view into the companies and markets that they care about.
We are data geeks at heart and we spent years agonizing over how to make our...
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