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By Thomas Paulson, Head of Market Insights

Similarly to Chipotle, Domino’s reported softer comps for the quarter with U.S system comp-sales falling -0.5%, a figure that aligned with Advan’s -0.8% estimate* and the weaker traffic for limited-service category overall. While down, the 2- and 3-yr...

By Thomas Paulson, Head of Market Insights

Tractor Supply reported $3.47B in sales for Q1, a +2.1% increase vs. last year and slightly less than Advan’s estimate of $3.52B (-1.5% miss). We suspect that the miss was due to the timing of Easter, which would have pushed sales into the last day of the...

By Thomas Paulson, Head of Market Insights

Chipotle reported a +6.4% revenue increase for Q1, composed of a comp-sales decline of -0.4% and a +680 bps contribution from more locations. Breaking down the comp increase, transaction fell -2.3% (-630 bps QoQ) and check grew by +1.9%. Advan traffic...

By Thomas Paulson, Head of Market Insights

Elon Musk started off the Q1 results call saying, “Well, it's never a dull moment these days. Well, thanks, for sure, every day is going to be exciting.” That’s a statement that most would agree with. Following TSLA the company and stock has never been...

By Thomas Paulson, Head of Market Insights

Traffic trends going into Easter Sunday 2025 demonstrated that households planned to celebrate the holiday this year and that the “outside environment” didn’t diminish their enthusiasm and preparations. (Generally, holidays are largely immune from...

By Thomas Paulson, Head of Market Insights

As anticipated, March was a strong month for retail sales per the Census Bureau’s Advance Monthly Sales report, and no, it wasn’t all due to pull-forward effects and pre-buying ahead of tariffs as we showed earlier. Yes, there was pull-forward in auto,...

By Thomas Paulson, Head of Market Insights

Following comments from RH two weeks ago that high-end buying patterns had softened, do we see more of that with LVMH reporting a surprisingly soft Q1 sales result? LVMH’s revenue in the US was down -3%, a -600 bps deterioration from Q4’s rate, which...

By Thomas Paulson, Head of Market Insights

With Albertson’s quarterly results came the first public comments from incoming CEO Susan Morris (currently COO). Morris touched on management's current initiatives and didn’t introduce anything meaningfully different, i.e. they will continue to work from...