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Advan BuysiderTHE ADVAN BUYSIDER: Med Devices Earnings Preview
Thomas Paulson
·
May 13, 2026
Leisure & EntertainmentTheme Park Results from Disney and PRKS: No impact from higher gas prices implied in commentary, peak season just ahead
Thomas Paulson
·
May 12, 2026

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Featured

RetailMarch Retail Sales: The slowdown is less than had been reported
Thomas Paulson
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April 14, 2026
RetailPreviewing March Retail Sales – Dampened by Weather and Geopolitical Discombobulation
Thomas Paulson
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April 2, 2026
InsightsVoid Analysis How The Smartest Cre Teams Find The Right Tenants Fast
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March 5, 2026
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Advan BuysiderAdvan Buysider: JCI Revenue Acceleration, Google's new $200B cap ex plan will help
Thomas Paulson
·
February 5, 2026
Results from Tapestry and Ralph Lauren: The Booming American Luxury Renaissance
Valantis Aristides
·
February 5, 2026
Chipotle’s Sales Deterioration – Increased GLP-1 adoption to blame? Seems so
Thomas Paulson
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February 4, 2026
Advan BuysiderAdvan Buysider Update: GWW
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February 4, 2026
Previewing January Retail Sales (and FQ4 Results): Walmart, Target, Ross, Dick’s, and US Luxury all stronger
Thomas Paulson
·
February 2, 2026
Disney’s Domestic Parks Strong Finish to 2025 Strong attractions, storytelling, and the right consumer
Thomas Paulson
·
February 2, 2026
Advan BuysiderAdvan Buysider Update: Machinery
Thomas Paulson
·
February 2, 2026
Comcast’s Q4: Universal’s trend strengthened QoQ, so did Disney’s
Thomas Paulson
·
January 30, 2026
Apple’s Big Bite Out Of The US Wireless Industry: CQ4’s blow-out results expected to continue for 2026
Thomas Paulson
·
January 30, 2026
Sherwin-Williams Q4 Results: Decent Results, But That’s Share Gains, End Markets Still Challenged
Thomas Paulson
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January 29, 2026
Starbucks FQ1 (SBUX): Return to Growth
Thomas Paulson
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January 28, 2026
Brinker’s Strong Quarter (EAT): Driven by Chili’s (again), they comp-ed the comp
Thomas Paulson
·
January 28, 2026
Advan BuysiderAdvan Buysider Update: SYY
Thomas Paulson
·
January 28, 2026
Data Dictionaries
Valantis Aristides
·
January 26, 2026
BattleFin Miami 2026 - Healthcare, industrials, materials, and B2B markets
Thomas Paulson
·
January 22, 2026
ICR Preview Review: Not bad. Six hits, three TBDs, and one neutral
Thomas Paulson
·
January 15, 2026
Aritzia’s Spectacular Holiday: Catching / Monitoring a Hot Brand
Thomas Paulson
·
January 14, 2026
Albertsons Companies’ Quarter (ACI): Controlling the controllable and driving traffic growth
Thomas Paulson
·
January 8, 2026
Speaking EngagementsMorgan Stanley - Consumer Spending Exiting 2025
Thomas Paulson
·
January 6, 2026
Chipotle’s Protein Cup: Nice, but didn’t offset the macro
Thomas Paulson
·
January 6, 2026
Re-Merchant-ising the Indoor Mall – Simon’s success with Southdale
Thomas Paulson
·
December 29, 2025
Holiday season-to-date foot traffic and spend: Charging harder into the end of the season
Thomas Paulson
·
December 26, 2025
Speaking EngagementsUBS - Insights into Foot Traffic across Limited-Service Restaurants - December 2025
Thomas Paulson
·
December 19, 2025
Holiday season-to-date foot traffic and spend:
Thomas Paulson
·
December 17, 2025
The Latest from the Grocery Aisle - Not More of the Same: Results from Kroger, Costco, and Campbell’s
Thomas Paulson
·
December 16, 2025

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