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Advan Notable Hits: Dave & Buster's (PLAY)

Advan Notable Hits: Dave & Buster’s (PLAY)

Notable Hit 1: On Tuesday June 10, 2025 Dave & Buster’s Entertainment, Inc. (PLAY) posted revenues of $567.7M missing the analysts estimates by 0.98% and in the same direction of Advan’s implied sales. Advan’s data showed 1% decrease YoY in overall foot traffic across all Dave & Buster’s locations in Q1 2025; the company’s revenue decreased 3% YoY. Advan’s foot traffic data has a correlation of 0.96 on a YoY basis with PLAY’s top-line revenue over the last 21 quarters.
One minute
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Advan Notable Hit: Ollie's Bargain Outlet (OLLI)

Advan Notable Hit: Ollie’s Bargain Outlet (OLLI)

Notable Hit 1: On Tuesday June 3, 2025 Ollie’s Bargain Outlet Holdings, Inc. (OLLI) posted revenues of $576.77M surpassing the analysts estimates by 2.07% and in the same direction of Advan’s implied sales (1.96%). Advan’s data showed a 13.5% increase YoY in overall foot traffic across all Ollie’s locations in Q1 2025; the company’s revenue increased 13.4% YoY. Advan’s foot traffic data has a correlation of 0.91 on a YoY basis with OLLI’s top-line revenue over the last 20 quarters.
One minute
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Advan Hits: Ross Stores (ROST) & TJX Companies (TJX)

Advan Hits: Ross Stores (ROST) & TJX Companies (TJX)

Notable Hit 1: On Thursday May 22, 2025 Ross Stores, Inc. (ROST) posted revenues of $4.98BN surpassing the analysts estimates by 0.8% and in the same direction of Advan’s implied sales (0.4%). Advan’s data showed a 0.9% increase YoY in overall foot traffic across all Ross Stores locations in Q1 2025; the company’s revenue increased 2.5% YoY. Advan’s foot traffic data has a correlation of 0.97 on a YoY basis with ROST’s top-line revenue over the last 17 quarters.
One minute
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Advan Notable Hits: Darden Restaurants, Inc. (DRI)) & NIKE, Inc. (NKE)

Advan Notable Hits: Darden Restaurants, Inc. (DRI)) & NIKE, Inc. (NKE)

Notable Hit 1: On Thursday March 20, 2025 Darden Restaurants, Inc. (DRI) posted revenues of $3.15BN missing the analysts estimates by 1.5% and in the same direction of Advan’s implied sales. Advan’s data showed a 1% increase YoY in overall foot traffic across all Darden’s chains, including Oliver Garden and Longhorn locations in FQ4 2024; the company’s revenue increased 5.9% YoY. The stock closed +5.8% from previous close. Advan’s footfall data has a correlation of 0.
One minute
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Advan Notable Hits: The TJX Companies, Planet Fitness & Caesars Entertainment

Advan Notable Hits: The TJX Companies, Planet Fitness & Caesars Entertainment

Notable Hit 1: On Wednesday February 26, 2025 The TJX Companies, Inc. (TJX) posted revenues of $16.35BN surpassing the analysts estimates by 1% and in the same direction of Advan’s implied sales. Advan’s data showed a 5.3% increase YoY in foot traffic to the retailer’s stores (subsidiaries such as Marhsalls, HomeGoods also included) in Q4 2024; the company’s revenue was slightly down (-0.4%) YoY. The stock moved higher during the trading session.
2 minutes
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Advan Notable Hits: Shake Shack (SHAK) & Texas Roadhouse (TXRH)

Advan Notable Hits: Shake Shack (SHAK) & Texas Roadhouse (TXRH)

Notable Hit 1: On Thursday February 20, 2025 Shake Shack Inc. (SHAK) posted revenues of $328.7 mm surpassing the analysts estimates by 1% and in the same direction of Advan’s implied sales. Advan’s data showed a 10.5% increase YoY in foot traffic to its restaurants in Q4 2024; the company’s revenue increased 14.8% YoY. The stock opened 14% up from previous close. Advan’s footfall data has a correlation of 0.96 on a YoY basis with SHAK’s top-line revenue over the last 19 quarters.
One minute
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Advan Notable Hits: Red Rock Resorts (RRR), Marriott International (MAR) & Denny's (DENN)

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

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; the company’s revenue increased 7.1% YoY. As a result of beating revenue and earnings as well as the declaration of quarterly dividends, the company’s stock next day opened 4.
2 minutes
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Advan Notable Hits: PepsiCo (PEP), The Walt Disney Company (DIS), Hilton (HLT) & Chipotle (CMG)

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

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 was quoted as saying, “Looking ahead to 2025, we will [be] taking actions to improve performance in North America. Our multiyear productivity initiatives will help fund disciplined commercial investments and aid our profitability.
4 minutes
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Walmart’s Billion-Dollar Expansion: What It Means for Canada and the U.S.

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

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 States, Walmart is executing an ambitious growth strategy to strengthen its retail presence.

Walmart Canada’s Landmark Investment and the U.S. expansion strategy

On January 30, 2025, Walmart Canada unveiled plans to invest approximately $4.

3 minutes
Valantis Aristides
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Advan Notable Hits: Brinker International (EAT)

Advan Notable Hits: Brinker International (EAT)

Notable Hit 1: (EAT:NYSE) On Wednesday January 29, 2025 Brinker International, Inc. (EAT) posted revenues of $1.36 bn surpassing the analysts estimates by 14% and in the same direction as Advan’s forecasted sales. Advan’s data showed a 23.8% increase YoY in foot traffic to its restaurant chains in Q4 2024. Visits to Chili’s were up 25.5% YoY; the company’s revenue increased 26.5% YoY. The stock closed up 16% from previous close.
One minute
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