Posts by Valantis Aristides

Advan Hits: DAL correlation traffic vs revenue

Advan Notable Hits: Delta Air Lines (DAL)

January 10, 2025

Notable Hit 1: (DAL:NYSE) On Friday January 10, 2025 Delta Air Lines, Inc. (DAL) posted revenues of $15.56 bn surpassing the analysts estimates by 10% and in the same direction as Advan's forecasted sales. Advan's data showed a 3.3% increase YoY in foot traffic to the terminals at hubs operated by...

Advan Hits: DRI correlation traffic vs revenue

Advan Notable Hits: Darden Restaurants (DRI) & NIKE (NKE)

December 20, 2024

Notable Hit 1: (DRI:NYSE) On Thursday December 19, 2024 Darden Restaurants, Inc. (DRI) posted revenues of $2.89 bn surpassing the analysts estimates by 1% and in the same direction as Advan's forecasted sales. Advan's data showed a 2.3% increase YoY in foot traffic to its restaurants, including...

Starbucks yoy % change

Starbucks in 2024: A Year of Transition and the Impact of Red Cup Day

December 15, 2024

Starbucks faced a challenging 2024, marked by slowing growth, increased competition, and evolving consumer preferences. The company struggled to maintain its momentum from prior years, grappling with inconsistent foot traffic and mixed financial results. A significant turning point came in...

Advan Hits: PLAY correlation traffic vs revenue

Advan Notable Hits: Dave & Buster's (PLAY), Nordstrom (JWN) & Urban Outfitters (URBN)

December 13, 2024

Notable Hit 1: (PLAY:NASDAQ) On Tuesday December 10, 2024 Dave & Buster's Entertainment, Inc. (PLAY) posted revenues of $453 mm missing the analysts estimates by 3.4% and in the same direction as Advan's forecasted sales. Advan's data showed a 1.3% decrease YoY in foot traffic to its stores in Q3...

Luxury brands yoy % change

Luxury Retail Brands: Performance Trends and Foot Traffic Insights for 2024

December 5, 2024

Luxury brands such as Louis Vuitton, Hermes, and Gucci remain symbols of status and exclusivity, drawing a loyal customer base that prioritizes quality and heritage over price. Over the past two years, these brands have navigated shifting consumer trends and global economic uncertainties. As we...

Advan Hits: ROST correlation traffic vs revenue

Advan Notable Hits: Ross Stores (ROST) & TJX Companies (TJX)

November 22, 2024

Notable Hit 1: (ROST:NASDAQ) On Thursday November 21, 2024 Ross Stores, Inc. (ROST) posted revenues of $5.07 bn missing the analysts estimates by 1% and in the same direction as Advan's forecasted sales. Advan's data showed a 7% increase YoY in foot traffic to its stores in Q3 2024; the company's...

advan hospital visits % change

From Burgers to ER: Updated Analysis of McDonald’s E. Coli Crisis and Competitor Gains

November 18, 2024

***This is an updated version of our original article analyzing the impact of the recent E. coli outbreak at McDonald's. With new foot traffic and cross-visit data, we provide fresh insights on how consumer behavior has evolved, including increased visits to competitors like Wendy’s and Burger King...

Advan Hits: SBH correlation traffic vs revenue

Advan Notable Hits: Sally Beauty (SBH)

November 15, 2024

Notable Hit 1: (SBH:NYSE) On Thursday November 14, 2024 Sally Beauty (SBH) posted revenues of $935.03 mm meeting the analysts estimates and in the same direction as Advan's forecasted sales. Advan's data showed a 4.3% increase YoY in foot traffic to its stores in Q3 2024; the company's revenue...

Advan Hits: PLNT correlation traffic vs revenue

Advan Notable Hits: Planet Fitness (PLNT), Bloomin' Brands (BLMN) & AMC Entertainment (AMC)

November 8, 2024

Notable Hit 1: (PLNT:NYSE) On Thursday November 7, 2024 Planet Fitness, Inc. (PLNT) posted revenues of $292.25 mm surpassing the mean analysts estimates by 2.4% and in the same direction as Advan's forecasted sales. Advan's data showed a 6.2% increase YoY in foot traffic to its fitness locations in...

Advan Hits: SHAK correlation traffic vs revenue

Advan Notable Hits: Shake Shack (SHAK), Caesars (CZR) & Brinker (EAT)

November 1, 2024

Notable Hit 1: (SHAK:NYSE) On Wednesday October 30, 2024 Shake Shack Inc. (SHAK) posted revenues of $316.9 mm surpassing the mean analysts estimates by 0.3% and in the same direction as Advan's forecasted sales. Advan's data showed a 15.7% increase YoY in foot traffic to its restaurants in Q3...

Advan Hits: TXRH correlation traffic vs revenue

Advan Notable Hits: Texas Roadhouse (TXRH), Boyd Gaming (BYD) & Hilton (HLT)

October 25, 2024

Notable Hit 1: (TXRH:NASDAQ) On Thursday October 24, 2024 Texas Roadhouse, Inc. (TXRH) posted revenues of $1.27 bn surpassing the mean analysts estimates by 8.5% and in the same direction as Advan's forecasted sales. Advan's data showed a 6.2% increase YoY in foot traffic to its restaurants in Q3...

cdc mcdonalds outbreak

From Burgers to ER: Foot Traffic Data Shows Impact of McDonald’s E. Coli Crisis

October 23, 2024

In recent weeks, McDonald’s has been under scrutiny due to an E. coli outbreak linked to its Quarter Pounders, leading to illnesses and even a death in several states, most notably Colorado. The Centers for Disease Control and Prevention (CDC) pointed to slivered onions used in the burgers as the...