Mobility Insights Blog

Advan Notable Hits: United Airlines (UAL) & American Airlines (AAL)

January 21, 2022 By Valantis Aristeidous Tags: FINANCIAL-TRENDS, ADVAN HITS
Advan Hits: UAL correlation traffic vs revenue

Notable Hit 1: (UAL:NASDAQ) On Thursday January 21, 2022 United Airlines Holdings, Inc. (UAL) posted better-than-expected revenues of $8.192bn surpassing the consensus estimate of $7.93bn or by +3.3% and in the same direction as Advan's forecasted sales. The revenue was up 140% YoY - Advan's foot...

Advan Notable Hit: Delta Air Lines, Inc. (DAL)

January 14, 2022 By Valantis Aristeidous Tags: FINANCIAL-TRENDS, ADVAN HITS
Advan Hits: DAL correlation traffic vs revenue

Notable Hit: (DAL:NYSE) On Thursday January 13, 2022 Delta Air Lines, Inc. (DAL) posted better-than-expected revenues of $9.47bn surpassing the consensus estimate of $8.77bn or by +7.98% and in the same direction as Advan's forecasted sales. The revenue was up 138% YoY - Advan's foot traffic data...

Advan Notable Hit: Bed Bath & Beyond Inc. (BBBY)

Advan Hits: BBBY correlation traffic vs revenue

Notable Hit: (BBBY:NASDAQ) On Thursday January 6, 2022 Bed Bath & Beyond Inc. (BBBY) posted worse-than-expected revenues of $1.88bn missing the consensus estimate of $1.97bn or by -4.57% and in the same direction as Advan's forecasted sales. The revenue was down 28% YoY - Advan's foot traffic data...

Advan Notable Hit: Darden Restaurants (DRI)

December 17, 2021 By Valantis Aristeidous Tags: FINANCIAL-TRENDS, ADVAN HITS
Advan Hits: DRI correlation traffic vs revenue

Notable Hit: (DRI:NYSE) On Friday December 17, 2021 Darden Restaurants, Inc. (DRI) posted better-than-expected revenues of $2.27n beating the consensus estimate of $2.23bn or by 1.8% and in the same direction as Advan's forecasted sales. The revenue was up 37% YoY - Advan's foot traffic data...

Advan Notable Hit: Thor Industries, Inc. (THO) & Dave & Buster's Entertainment, Inc. (PLAY)

December 10, 2021 By Valantis Aristeidous Tags: FINANCIAL-TRENDS, ADVAN HITS
Advan Hits: THO correlation traffic vs revenue

Notable Hit 1: (THO:NYSE) On Wednesday December 8, 2021 Thor Industries, Inc. (THO) posted better-than-expected revenues of $3.96bn beating the consensus estimate of $3.48bn or by 13.8% and in the same direction as Advan's forecasted sales. The revenue was up 56% YoY - Advan's foot traffic data...

Black Friday In-Store Shopping Lower Than Pre-Pandemic Levels

December 3, 2021 By Valantis Aristeidous Tags: RETAIL, MALLS
Black Friday visits across Advan Indices

Traffic on Black Friday after Thanksgiving was materially higher across Advan Indices compared with last year’s levels. But visits are still down compared to 2019 records for most of the indices. Clothing and Accessories index saw an increase of 55% yoy but down 15.3% Yo2Y while Furniture and Food...

Advan Notable Hit: Five Below, Inc. (FIVE)

December 3, 2021 By Valantis Aristeidous Tags: FINANCIAL-TRENDS, ADVAN HITS
Advan Hits: FIVE correlation traffic vs revenue

Notable Hit 1: (FIVE:NASDAQ) On Wednesday December 1, 2021 Five Below, Inc. (FIVE) posted better-than-expected revenues of $607.65mm beating the consensus estimate of $561.32mm or by 8.2% and in the same direction as Advan's forecasted sales. The revenue was up 27.5% YoY - Advan's foot traffic data...

CMBS test case: MSBAM 2013-C10

November 30, 2021 By Yiannis Tsiounis Tags: CMBS, FINANCIAL-TRENDS
Foot traffic at CMBS property: Westfield Citrus Park

The lower tranches of MSBAM 2013-C10 have been in trouble since the beginning of the pandemic. Fitch details their latest downgrade in their last update at the end of September.

In particular, the downgrade is due to the troubles at Westfield Citrus Park, which is in a friendly foreclosure;...