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 Stores including food stores such as Kirkland’s/Restoration Hardware and Kroger’s and Whole Foods respectively have bounced back to pre-pandemic levels. The biggest difference has been observed on Gas Stations index, which saw an increase in traffic of over 66% year-over-two-year as the Americans have been still driving more than they ever did.

Notable Hit 1: (BURL:NYSE) On Tuesday November 23 , 2021 Burlington Stores, Inc. (BURL) posted better-than-expected revenues of $2.3bn beating the consensus estimate of $2.22bn or by 3.44% and in the same direction as Advan’s forecasted sales. The revenue was up 38.19% YoY - Advan’s foot traffic data captured an increase in foot traffic of +24.53% YoY at its stores for Q3 2021. As a result of beating the sales and EPS, the stock opened at $271.

Notable Hit 1: (ROST:NASDAQ) On Thursday November 19 , 2021 Ross Stores, Inc. (ROST) posted better-than-expected revenues of $4.57bn beating the consensus estimate of $4.31bn or by 6% and in the same direction as Advan’s forecasted sales. The revenue was up 22% YoY - Advan’s foot traffic data captured an increase in foot traffic of +32% YoY at its stores for Q3 2021. Advan’s footfall data has a correlation of 0.

Notable Hit : (WYNN:NASDAQ) On Tuesday November 9 , 2021 Wynn Resorts (WYNN) posted better-than-expected revenues of $994.6mm beating the consensus estimate of $135.09 (-3.7%) and in the same direction as Advan’s forecasted sales. The revenue was +168% YoY - Advan’s foot traffic data captured an increase in foot traffic of +86% YoY at its US and 83% YoY increase at Macau resorts for Q3 2021. Advan’s footfall data has a correlation of 0.

Automotive is one of the industries that has been struggling with chip shortages, supply chain issues and labor shortages for months now. But do all the carmakers struggle at the same level? To answer the question, we employed Advan’s foot traffic data for two US automakers and one Japanese: Ford (F), General Motors (GM) and Toyota (TM) respectively. Starting with Toyota, the largest manufacturer in the world by the number of units produced, we see that the total number of employees each month does not fluctuate considerably after the sharp drop in the early months of the pandemic.

Notable Hit 1: (PLNT:NYSE) On Thursday November 5 , 2021 Planet Fitness (PLNT) posted better-than-expected revenues of $154.26mm beating the consensus estimate of $135.09 (-14.2%) and in the same direction as Advan’s forecasted sales. The revenue was +46.4% YoY - Advan’s foot traffic data captured an increase in employee foot traffic of +58.7% YoY at its fitness clubs for Q3 2021. As a result of beating the sales and EPS, the stock opened at $91.

Workers at Deere & Co. (DE), the world’s top agriculture equipment manufacturer, walked out of its factories to demand better pay and health benefits, a move that had not be seen in over 30 years, and while the company is on track for its most successful year ever. The strike started on Oct. 14 with about 10,000 employees or about 15% of Deere’s workforce (according to Bloomberg ), refusing to work in an effort to change their contracts.

Notable Hit 1: (ECL:NYSE) On Tuesday October 26 , 2021 Ecolab Inc. (ECL) posted better-than-expected revenues of $3.32bn beating the consensus estimate of $3.28bn (-1.27%) and in the same direction as Advan’s forecasted sales. The revenue was +10% YoY - Advan’s foot traffic data captured an increase in employee foot traffic of +3.3% YoY at its factories for Q3 2021. As a result of beating the sales and EPS, the stock closed at $230.

Notable Hit 1: (TSCO:NASDAQ) On Thursday October 21 , 2021 Tractor Supply Company (TSCO) posted better-than-expected revenues of $3.017bn beating the consensus estimate of $2.84bn (-6.2%) and in the same direction as Advan’s forecasted sales. The revenue was +15.8% YoY - Advan’s foot traffic data captured an increase in foot traffic of +25% YoY at its locations for Q3 2021. As a result of beating the sales and EPS, the stock opened at $211.

(THO:NYSE) On Tuesday September 28, 2021 Thor Industries, Inc. (THO) posted better-than-expected revenues of $3.59bn beating the consensus estimate of $3.3bn (-8%) and in the same direction as Advan’s forecasted sales. The revenue was +54.6% YoY - Advan’s foot traffic data captured an increase in employee foot traffic of +40% YoY at its manufacturing locations for Q4 fiscal 2021. As a result of beating the sales and EPS, the stock opened at $116.