Mobility Insights Blog

Advan Notable Hits: Red Rock Resorts (RRR), Marriott International (MAR) & Denny's (DENN)

February 14, 2025 By Valantis Aristides Tags: FINANCIAL-TRENDS, ADVAN HITS
RRR - yoy % change in foot traffic

Notable Hit 1: (RRR:NASDAQ) On Tuesday February 11, 2025 Red Rock Resorts, Inc. (RRR) posted revenues of $495.7 mm surpassing the analysts estimates by 0.82% and closer to Advan's implied sales of 492.5 mm (-0.61%). Advan's data showed a 10.1% increase YoY in foot traffic to its resorts in Q4 2024;...

Sprouts Farmers Market – Sprouts’ Foragers Deserve Big Bonuses

February 13, 2025 By Thomas Paulson Tags: RETAIL, FINANCE, CPG
Grocery Traffic

Differentiation was the key to growth in sales and market share in food retail in 2024 -- a challenging year for conventional retailer offerings. As shown above, Whole Foods enjoyed robust comp-traffic all year long, and the traffic aligns with its reported sales growth rate of...

SiteOne Landscape Supply

February 13, 2025 By Thomas Paulson Tags: INDUSTRIALS, FINANCE
SiteOne traffic

SiteOne’s business and results are interesting these days as they provide a read on the results of immigration policy on industries heavily dependent on immigrants, extreme weather and natural disasters, commodity inflation, and housing. The latter three of these were impactful to SiteOne’s Q4 as...

Food Retail Results

February 13, 2025 By Thomas Paulson Tags: RETAIL, CPG, FINANCE
Ahold Banners traffic vs competitors

Ahold reported a stronger set of figures for Q4. Per Advan Research, traffic is even better 2025-to-date, including for its Stop & Shop, as shown in the chart below. The improvement is on both a 1-year and 2-year basis for all Ahold brands. On its results, management noted that volumes for the...

McDonald's U.S. Results – Back To Growth in ‘25

February 11, 2025 By Thomas Paulson Tags: RESTAURANTS
McDonald

As traffic data and intra-quarter commentary indicated, U.S. comp-sales deteriorated QoQ by -110bps for a -1.4% decline for Q4. Advan Research data showed a -136bps deterioration in traffic and -115bps in spend*. However, since the E. coli scare in October, the traffic and sales trend has...

Amazon Efficiency

February 10, 2025 By Thomas Paulson Tags: INDUSTRIALS
Amazon activity

What struck us about Amazon’s Q4 results was the significant upside in its North America margins and profits; margins hit 8.0% vs. the expectation of 6.5% (BBG) and EBIT hit $9.3B vs. the expectation of $7.4B. Amazon has worked diligently to lower the cost to serve since early 2023 by staging...

Advan Notable Hits: PepsiCo (PEP), The Walt Disney Company (DIS), Hilton (HLT) & Chipotle (CMG)

February 7, 2025 By Valantis Aristides Tags: FINANCIAL-TRENDS, ADVAN HITS
Convenience store - gas station traffic

Snack & Beverages Under Pressure As Consumer Cuts Visits Into The C-Store

Given the deterioration in traffic and conversion at C&G stores since October, as shown in the chart above, it wasn’t a surprise to see weak results and guidance by PepsiCo this week. CEO Laguarta in the press release...

Walmart’s Billion-Dollar Expansion: What It Means for Canada and the U.S.

February 3, 2025 By Valantis Aristides Tags: RETAIL
Walmart Canada yoy % change

Walmart's recent announcements signal a robust commitment to expanding its footprint and enhancing customer experiences across North America. In Canada, the company is embarking on its most significant investment since entering the market nearly three decades ago. Concurrently, in the United...