INDUSTRIALS Blog Articles

Toyota - Ford - General Motors employees

TOYOTA (TM): Immune to Shortages and Supply Chain Headwinds

November 11, 2021

Automotive is one of the industries that has been struggling with chip shortages, supply chain issues and labor shortages for months now. But do all the carmakers struggle at the same level? To answer the question, we employed Advan’s foot traffic data for two US automakers and one Japanese: Ford...

Deere employees

How Many Replacement Non-Union Workers is Deere Using?

November 3, 2021

Workers at Deere & Co. (DE), the world’s top agriculture equipment manufacturer, walked out of its factories to demand better pay and health benefits, a move that had not be seen in over 30 years, and while the company is on track for its most successful year ever. The strike started on Oct. 14...

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...

Tempur Sealy factory traffic

Mattress sales are soaring, bedding manufacture's activity confirms

February 15, 2021

It’s been a year now into full or partial lockdowns, social distancing rules and work from home as a result of the COVID crisis which unequivocally forced people to spend more time into their homes and consequently to change their shopping habits - reconsidering what is essential and therefore set...

Ford, GM and Fiat/Chrysler

Carmakers are facing a new challenge: Chip Shortages

February 5, 2021

After the lockdown last spring that forced manufacturers from all sectors to halt production, auto makers now have to face another challenge: the global chip shortage due to the high demand on consumer electronics (laptops, gaming consoles, TVs etc.). The increased need for the technology devices...

Carlisle YoY Correlation

Foot Traffic to Manufacturing Facilities Shows Over 90% Correlation with Revenues

October 6, 2020

For investors, foot traffic data is fast becoming a critical weapon as part of an alternative data armory. The value of tracking real-time visitation numbers to retail and consumer-facing compa-nies is widely recognized. Yet, as we explore here, measuring traffic to industrial companies can offer...

Consumer Discretionaries traffic

Rebound at Consumer Discretionary Businesses Reinforces Differences Between States

July 1, 2020

In this third blog post of our summer series, we review two different measures of economic activity that can help paint an overall picture of consumer trends.

Measuring foot traffic at consumer discretionary businesses helps us understand the extent to which people are back to shopping for...

Meat packing facilities

Foot Traffic at Meat Processing Plants Around the US Reflects Slowdown in Production

May 14, 2020

Over the past several weeks, meat processing plants around the world have been receiving increased attention in the media. The high numbers of COVID-19 cases in these locations, where physical distancing can be difficult, has affected meat supply chains across the country.

While some plants...

Advan: Industrial Park traffic

Industrial property effect of COVID-19

April 1, 2020

As we continue our trip across the property types analyzing the change in foot traffic using Advan data and the impact of Covid-19 on commercial real estate, Eigen 10 advisors examines the industrial property sector this week. The data this week comes from the Port of LA and an industrial warehouse...

Telsa production vs car lot traffic

Research: Telsa Car Production Forecasting

April 2, 2019

Click here to view the analysis.

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