Posts by Valantis Aristides

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...

Advan Hits: UAL correlation traffic vs revenue

Advan Notable Hits: United Airlines Holdings (UAL)

October 18, 2024

Notable Hit 1: (UAL:NASDAQ) On Tuesday October 15, 2024 United Airlines Holdings, Inc. (UAL) posted revenues of $14.84 bn surpassing the mean analysts estimates by 1% 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...

Advan Hits: DAL correlation traffic vs revenue

Advan Notable Hits: Delta Air Lines (DAL)

October 11, 2024

Notable Hit 1: (DAL:NYSE) On Thursday October 10, 2024 Delta Air Lines, Inc. (DAL) posted revenues of $12.68 bn surpassing the mean analysts estimates by 6.9% and in the same direction as Advan's forecasted sales. Advan's data showed a 4.9% increase YoY in foot traffic to the terminals Delta...

US ports yoy foot traffic growth

Tracking the Impact of the Dockworkers Strike with Location Data Insights

October 1, 2024

With the dockworkers’ strike that started at midnight disrupting port operations across the East and Gulf Coasts, it’s essential to understand how this will affect the flow of goods into and out of the U.S. Ports are critical infrastructure points, and the impact of strikes or delays can reflect...