Posts by Valantis Aristeidous

Advan Hits: GIS correlation traffic vs revenue

Advan Notable Hits: General Mills, Lindsay & Bed Bath & Beyond

July 2, 2021

Notable Hit 1: (GIS:NYSE) On Wednesday June 30, 2021 General Mills, Inc. (GIS) posted better-than-expected revenues of $4.52bn surpassing the consensus estimate of $4.34bn (-3.95%) and in the same direction as Advan's forecasted sales. The revenue was -9.94% YoY - Advan's foot traffic data...

Foot traffic at Avis/Budget locations in 4 States

Hawaii Is Flooding with Tourists

July 1, 2021

While many U.S. residents feared public transportation during the COVID-19 pandemic, many started to shop around for a car resulting in driving the demand up, fact that led to a price hike as high as 30%. On the other side, rental car companies sold a big chunk of their fleet in exchange for cash...

Advan Hits: KMX correlation traffic vs revenue

Advan Notable Hits: CarMax (KMX) & Nike (NKE)

June 25, 2021

Notable Hit: (KMX:NYSE) On Friday June 25, 2021 CarMax, Inc. (KMX) posted better-than-expected revenues of $7.7bn surpassing the consensus estimate of $6.11mm (-26%) and in the same direction as Advan's forecasted sales. The revenue was +138.4% YoY - Advan's foot traffic data captured an increase...

Foot traffic to fitness centers US

Have we reached the end of home workouts?

June 22, 2021

After months of cramped up home workouts, people across the U.S are now looking to get their fitness routines back on track. Our research data suggests that gyms across the country have been seeing increased customer traffic as a result of the recent easing of Covid restrictions and the...

Advan Hits: RH correlation traffic vs revenue

Advan Notable Hits: RH (RH) & La-Z-Boy (LZB)

June 18, 2021

Notable Hit: (RH:NYSE) On Wednesday June 9, 2021 RH (RH) posted better-than-expected revenues of $860.79mm surpassing the consensus estimate of $746.1mm (-13.22%) and in the same direction as Advan's forecasted sales. The revenue was +78.25% YoY - Advan's foot traffic data captured an increase in...

Advan Hits: THO correlation traffic vs revenue

Advan Notable Hits: Thor (THO), Casey's (CASY) & Vail Resorts (MTN)

June 11, 2021

Notable Hit 1: (THO:NYSE) On Wednesday June 9, 2021 Thor Industries, Inc. (THO) posted better-than-expected revenues of $3.46bn surpassing the consensus estimate of $2.96bn (-14.54%) and in the same direction as Advan's forecasted sales. The revenue was +105.7% YoY - Advan's foot traffic data...

Advan Hits: PVH correlation traffic vs revenue

Advan Notable Hits: PVH Corp. (PVH)

June 4, 2021

(PVH:NYSE) On Thursday June 3, 2021 PVH Corp. (PVH) posted better-than-expected revenues of $2.08bn surpassing the consensus estimate of $1.93 (-7.32%) and in the same direction as Advan's forecasted sales. The revenue was up (+54.71%) YoY - Advan's foot traffic data captured an increase in...

WFM US

So, how many people are working from home now?

May 19, 2021

Office properties and office leasing companies like WeWork are watching very closely the speed with which employees return to the office. The question at large remains: is the work from home (WFH) phenomenon here to stay, or will it prove to be only temporary for most?

Using Advan’s mobile...

US Vaccinations

Are we edging towards normal? How is vaccination affecting our footfall habits

April 21, 2021

With all the adults over 16 now being eligible for COVID-19 vaccines, the U.S. is on track to vaccinate 70% of its population by mid to late June. The vaccination pace has been significantly increased on a weekly basis since the start back in the second half of December 2020, hitting now an average...

Traffic at US airports

New Demand For Car Rentals And Rising Airfare Searches Are Signaling Americans Are Traveling Again

April 14, 2021

After a year of virus-related travel restrictions and with Covid vaccinations picking up steam nationwide, Americans are feeling more comfortable to get out of town, fact that is causing a surge in post-vaccination travel. Using our proprietary geolocation data, we can see the sudden increase in...

Employee traffic

Ford Says Chip Shortage Forcing Production Halt at Several Plants

April 1, 2021

Following the recent news that Ford is expected to halt production for two weeks in April due to chip shortages, and given our recent study on this exact subject few months back we wanted to take a closer look and quantify how the largest US carmakers and the industry as a whole is currently...

Miles driven US

America is hitting the road

March 18, 2021

One year after the initial lockdowns and stay at home orders across the groble, Americans are now driving a lot more, as measured by our miles driven index. More specifically, the last three weeks Advan’s miles driven index captured an increase in traffic as high as 40% nationwide compared to the...