Notable Hit 1: On Thursday March 20, 2025 Darden Restaurants, Inc. (DRI) posted revenues of $3.15BN missing the analysts estimates by 1.5% and in the same direction of Advan's implied sales. Advan's data showed a 1% increase YoY in overall foot traffic across all Darden's chains, including Oliver...
Notable Hit 1: On Wednesday February 26, 2025 The TJX Companies, Inc. (TJX) posted revenues of $16.35BN surpassing the analysts estimates by 1% and in the same direction of Advan's implied sales. Advan's data showed a 5.3% increase YoY in foot traffic to the retailer's stores (subsidiaries such as...
Notable Hit 1: On Thursday February 20, 2025 Shake Shack Inc. (SHAK) posted revenues of $328.7 mm surpassing the analysts estimates by 1% and in the same direction of Advan's implied sales. Advan's data showed a 10.5% increase YoY in foot traffic to its restaurants in Q4 2024; the company's revenue...
Notable Hit 1: (RRR:NASDAQ) On Tuesday February 11, 2025 Red Rock Resorts, Inc. (RRR) posted revenues of $495.7 mm surpassing the analysts estimates by 0.82% and closer to Advan's implied sales of 492.5 mm (-0.61%). Advan's data showed a 10.1% increase YoY in foot traffic to its resorts in Q4 2024;...
Snack & Beverages Under Pressure As Consumer Cuts Visits Into The C-Store
Given the deterioration in traffic and conversion at C&G stores since October, as shown in the chart above, it wasn’t a surprise to see weak results and guidance by PepsiCo this week. CEO Laguarta in the press release...
Walmart's recent announcements signal a robust commitment to expanding its footprint and enhancing customer experiences across North America. In Canada, the company is embarking on its most significant investment since entering the market nearly three decades ago. Concurrently, in the United...
Notable Hit 1: (EAT:NYSE) On Wednesday January 29, 2025 Brinker International, Inc. (EAT) posted revenues of $1.36 bn surpassing the analysts estimates by 14% and in the same direction as Advan's forecasted sales. Advan's data showed a 23.8% increase YoY in foot traffic to its restaurant chains in...
The casual dining scene in the U.S. has been a rollercoaster over the past two years, with some brands struggling to keep pace while others have found ways to thrive. Chili’s, Texas Roadhouse, and The Cheesecake Factory have all experienced their ups and downs, but Chili’s recent turnaround stands...
Vail Resorts, a leader in the ski industry, has long been defined by its aggressive expansion strategy and the introduction of the Epic Pass, which revolutionized how skiers access multiple destinations. However, recent challenges, including labor disputes, operational issues, and competition from...
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...
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 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...
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