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RetailSeptember Retail Sales by Census: Strong on the surface, less so underneath
Thomas Paulson
·
October 15, 2026
Speaking EngagementsAdvan's preview on Restaurants Q3 26
Thomas Paulson
·
October 8, 2026

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25
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Featured

RetailStarbucks FQ3 The growing 3rd Place
Thomas Paulson
·
July 30, 2026
RetailKitchen Noise Results from YUM, CMG, and CAKE; the slowdown was less than reported
Thomas Paulson
·
July 30, 2026
RetailWireless Q2 Sub Trends: Largely as previewed. Apple now in focus
Thomas Paulson
·
July 24, 2026

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Advan Hits
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O’Reilly Automotive: A Smooth-Running Machine and Driving Up the East Coast
Thomas Paulson
·
February 10, 2026
BDX FQ1 Underlying OSG Results Stronger Than Expected or Realized (for FQ2)
Thomas Paulson
·
February 10, 2026
Amazon's Q4: If you build it, will they come? Maybe if you deliver it
Thomas Paulson
·
February 6, 2026
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
·
February 4, 2026
Advan BuysiderAdvan Buysider Update: GWW
Thomas Paulson
·
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
·
January 29, 2026
Starbucks FQ1 (SBUX): Return to Growth
Thomas Paulson
·
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

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