Posts by Valantis Aristeidous

Advan Hits: THO correlation traffic vs revenue

Advan Notable Hit: Thor Industries, Inc. (THO) & Dave & Buster's Entertainment, Inc. (PLAY)

December 10, 2021

Notable Hit 1: (THO:NYSE) On Wednesday December 8, 2021 Thor Industries, Inc. (THO) posted better-than-expected revenues of $3.96bn beating the consensus estimate of $3.48bn or by 13.8% and in the same direction as Advan's forecasted sales. The revenue was up 56% YoY - Advan's foot traffic data...

Black Friday visits across Advan Indices

Black Friday In-Store Shopping Lower Than Pre-Pandemic Levels

December 3, 2021

Traffic on Black Friday after Thanksgiving was materially higher across Advan Indices compared with last year’s levels. But visits are still down compared to 2019 records for most of the indices. Clothing and Accessories index saw an increase of 55% yoy but down 15.3% Yo2Y while Furniture and Food...

Advan Hits: FIVE correlation traffic vs revenue

Advan Notable Hit: Five Below, Inc. (FIVE)

December 3, 2021

Notable Hit 1: (FIVE:NASDAQ) On Wednesday December 1, 2021 Five Below, Inc. (FIVE) posted better-than-expected revenues of $607.65mm beating the consensus estimate of $561.32mm or by 8.2% and in the same direction as Advan's forecasted sales. The revenue was up 27.5% YoY - Advan's foot traffic data...

Advan Hits: BURL correlation traffic vs revenue

Advan Notable Hits: Burlington Stores, Inc. (BURL) & Cracker Barrel Old Country Store, Inc. (CBRL)

November 26, 2021

Notable Hit 1: (BURL:NYSE) On Tuesday November 23 , 2021 Burlington Stores, Inc. (BURL) posted better-than-expected revenues of $2.3bn beating the consensus estimate of $2.22bn or by 3.44% and in the same direction as Advan's forecasted sales. The revenue was up 38.19% YoY - Advan's foot traffic...

Advan Hits: ROST correlation traffic vs revenue

Advan Notable Hits: Ross Stores, Inc. (ROST) & The TJX Companies, Inc. (TJX)

November 19, 2021

Notable Hit 1: (ROST:NASDAQ) On Thursday November 19 , 2021 Ross Stores, Inc. (ROST) posted better-than-expected revenues of $4.57bn beating the consensus estimate of $4.31bn or by 6% and in the same direction as Advan's forecasted sales. The revenue was up 22% YoY - Advan's foot traffic data...

Advan Hits: WYNN correlation traffic vs revenue

Advan Notable Hits: Wynn Resorts, Limited (WYNN)

November 12, 2021

Notable Hit : (WYNN:NASDAQ) On Tuesday November 9 , 2021 Wynn Resorts (WYNN) posted better-than-expected revenues of $994.6mm beating the consensus estimate of $135.09 (-3.7%) and in the same direction as Advan's forecasted sales. The revenue was +168% YoY - Advan's foot traffic data captured an...

Toyota - Ford - General Motors employees

TOYOTA (TM): Immune to Shortages and Supply Chain Headwinds

November 11, 2021

Automotive is one of the industries that has been struggling with chip shortages, supply chain issues and labor shortages for months now. But do all the carmakers struggle at the same level? To answer the question, we employed Advan’s foot traffic data for two US automakers and one Japanese: Ford...

Advan Hits: PLNT correlation traffic vs revenue

Advan Notable Hits: Planet Fitness, Inc. (PLNT) & Chevron Corporation (CVX)

November 5, 2021

Notable Hit 1: (PLNT:NYSE) On Thursday November 5 , 2021 Planet Fitness (PLNT) posted better-than-expected revenues of $154.26mm beating the consensus estimate of $135.09 (-14.2%) and in the same direction as Advan's forecasted sales. The revenue was +46.4% YoY - Advan's foot traffic data captured...

Deere employees

How Many Replacement Non-Union Workers is Deere Using?

November 3, 2021

Workers at Deere & Co. (DE), the world’s top agriculture equipment manufacturer, walked out of its factories to demand better pay and health benefits, a move that had not be seen in over 30 years, and while the company is on track for its most successful year ever. The strike started on Oct. 14...

Advan Hits: ECL correlation traffic vs revenue

Advan Notable Hits: Ecolab, Inc. (ECL) & Boot Barn Holdings, Inc. (BOOT)

October 29, 2021

Notable Hit 1: (ECL:NYSE) On Tuesday October 26 , 2021 Ecolab Inc. (ECL) posted better-than-expected revenues of $3.32bn beating the consensus estimate of $3.28bn (-1.27%) and in the same direction as Advan's forecasted sales. The revenue was +10% YoY - Advan's foot traffic data captured an...

Advan Hits: TSCO correlation traffic vs revenue

Advan Notable Hits: Tractor Supply Company (TSCO), Carlisle Companies (CSL) & Dover Corporation (DOV)

October 22, 2021

Notable Hit 1: (TSCO:NASDAQ) On Thursday October 21 , 2021 Tractor Supply Company (TSCO) posted better-than-expected revenues of $3.017bn beating the consensus estimate of $2.84bn (-6.2%) and in the same direction as Advan's forecasted sales. The revenue was +15.8% YoY - Advan's foot traffic data...

Advan Hits: THO correlation traffic vs revenue

Advan Notable Hits: Thor Industries, Inc. (THO)

October 1, 2021

(THO:NYSE) On Tuesday September 28, 2021 Thor Industries, Inc. (THO) posted better-than-expected revenues of $3.59bn beating the consensus estimate of $3.3bn (-8%) and in the same direction as Advan's forecasted sales. The revenue was +54.6% YoY - Advan's foot traffic data captured an increase in...