Notable Hit 1: (EAT:NYSE) On Wednesday January 31, 2024 Brinker International, Inc. (EAT) posted revenues of $1.07 bn slightly missing the analysts estimate by 0.4% and in the same direction as Advan's forecasted sales. Advan's foot traffic data showed 7.6% increase YoY at its restaurant chains in...
We love our coffee like the next person. But, with our data we can actually qualify what the “next person” actually thinks.
Starbuck’s Red Cup days are an interesting indicator of the spirit of the moment. Let’s analyze how the chain has performed in the last few years on that day.
In 2017,...
Historically, gas demand has been pretty predictable for any given time of the year, so the supply has been what mostly determined the pricing we see in the pumps. With the advent of remote working and as a result the ability to commute less, however, Americans have at least one lever to reduce the...
Target (NYCE: TGT) announced today that it expects lower profit due to high inventory.
It is counter-intuitive, but cellphone location data is measuring this discrepancy by monitoring Target’s supply and demand sides.
On the demand side, in the image below we can see foot traffic in Target...
The lower tranches of MSBAM 2013-C10 have been in trouble since the beginning of the pandemic. Fitch details their latest downgrade in their last update at the end of September.
In particular, the downgrade is due to the troubles at Westfield Citrus Park, which is in a friendly foreclosure;...
Advan has been flagging an unprecedented demand in gasoline as early as February 2021. Unsurprisingly, gasoline prices have been following traffic (ie demand) at the gas stations in lockstep, since we have started tracking gas station traffic in 2016.
The graph below shows gasoline prices...
The US borders finally opened on November 8. Did that result in a material influx of tourists that will help increase hotel and retail traffic?
Not yet...
Let's review 5 airports that showcase both domestic and international travel: LAX and ORD (Chicago O'Hare) that capture international...
Migration and population trends for September 2021 are in. We are starting to see a slow return back to base, meaning residents returning to urban locations. But it is a slow process and by no means complete yet. Here are a few representative graphs that illustrate the point.
Resident moves from...
On Monday, July 19, 2021, Ice Cream brand Ben & Jerry’s announced that it will cease selling ice cream in West Bank. The announcement was followed by widespread condemnation from the Jewish community worldwide, and a stern warning from Israel’s PM to Unilever, B&J’s parent company, that there...
Gas prices and futures (contracts to buy gasoline at some point in the future) have been up massively over the last few months, to the extent that some traders are betting on the return of $100 oil/barrel before the end of the year (Options Traders Bet on Return of $100 Oil).
It was reasonable...
The answer is: Yes and no. Road trips are back but air travel is slower to recover.
Using our latest traffic pattern data, some interesting new travel trends emerged over the Memorial Day weekend (MDW) - the unofficial beginning of the summer season for many Americans on the go. We believe this...
Update: well, we did not party like 2019… There were only 22,500 spectators in the Last Row party on Friday. And, per Penske’s directions, attendance was 142,000 (tickets were limited to about 135,000, plus all the support staff for the race). Although we’re certain Helio isn’t exactly disappointed...