Mobility Insights Blog

Advan Notable Hits: SeaWorld Entertainment, Inc. (SEAS)

Advan Hits: SEAS correlation traffic vs revenue

Notable Hit: (SEAS:NYSE) On Thursday August 4, 2022 SeaWorld Entertainment, Inc. (SEAS) posted better than expected revenues of $504.82mm surpassing the consensus estimate by +0.5% and in the same direction as Advan's forecasted sales. The revenue was up 14.8% YoY and in line with Advan's foot...

Advan Notable Hits: Ecolab Inc. (ECL) & The Cheesecake Factory Incorporated (CAKE)

Advan Hits: ECL correlation traffic vs revenue

Notable Hit 1: (ECL:NYSE) On Tuesday July 26, 2022 Ecolab Inc. (ECL) posted better than expected revenues of $3.58bn surpassing the consensus estimate of $3.50bn or by +2% and in the same direction as Advan's forecasted sales. The revenue was up 13.2% YoY and in line with Advan's employee foot...

Advan Notable Hits: ABB Ltd (ABB)

Advan Hits: ABB correlation traffic vs revenue

Notable Hit: (ABB:NYSE) On Thursday July 21, 2022 ABB Ltd (ABB) posted worse than expected revenues of $7.27bn missing the consensus estimate of $7.57bn or by -3.9% and in the same direction as Advan's forecasted sales. The revenue was down 2.2% YoY and in line with Advan's employee foot traffic...

The Dawn of Elastic Gas Demand

July 21, 2022 By Yiannis Tsiounis Tags: AUTOMOTIVE, ENERGY
Advan Miles driven index monthly

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...

Advan Notable Hits: Thor Industries, Inc. (THO)

Advan Hits: THO correlation traffic vs revenue

Notable Hit: (THO:NYSE) On Wednesday June 8, 2022 Thor Industries, Inc. (THO) posted better than expected revenues of $4.66bn surpassing the consensus estimate of $4.16bn or by +12% and in the same direction as Advan's forecasted sales. The revenue was up 34.6% YoY and in line with Advan's employee...

The full picture for retailers: Supply and Demand

June 7, 2022 By Yiannis Tsiounis Tags: RETAIL
Target foot traffic

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...

Advan Notable Hits: Nordstrom, Inc. (JWN)

Advan Hits: JWN correlation traffic vs revenue

Notable Hit: (JWN:NYSE) On Tuesday May 24, 2022 Nordstrom, Inc. (JWN) posted better than expected revenues of $3.57bn surpassing the consensus estimate of $3.28bn or by +8.84% and in the same direction as Advan's forecasted sales. The revenue was up 18.6% YoY and in line with Advan's foot traffic...

Advan Notable Hits: The TJX Companies, Inc. (TJX)

Advan Hits: TJX correlation traffic vs revenue

Notable Hit: (TJX:NYSE) On Wednesday May 18, 2022 The TJX Companies, Inc. (TJX) posted revenues of $11.4bn slightly missing the consensus estimate of $11.5bn or by-1.3% and in the same direction as Advan's forecasted sales. The revenue was up 13% YoY and in line with Advan's foot traffic data...