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Unprecedented Gas Demand And High Prices At The Pump

November 18, 2021 By Yiannis Tsiounis Tags: Automotive
Advan Miles Driven vs Gas Price

Advan has been flagging an unprecedented demand in gasoline as early as February 2021. Unsurprisingly, gasoline prices have been following traffic (ie demand) at the gas stations in lockstep, since we have started tracking gas station traffic in 2016.

The graph below shows gasoline prices...

Are the Tourists here yet?

November 16, 2021 By Yiannis Tsiounis Tags: Travel
Airport traffic weekly change

The US borders finally opened on November 8. Did that result in a material influx of tourists that will help increase hotel and retail traffic?

Not yet...

Let's review 5 airports that showcase both domestic and international travel: LAX and ORD (Chicago O'Hare) that capture international...

Advan Notable Hits: Wynn Resorts, Limited (WYNN)

November 12, 2021 By Valantis Aristeidous Tags: FINANCIAL-TRENDS, ADVAN HITS
Advan Hits: WYNN correlation traffic vs revenue

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...

TOYOTA (TM): Immune to Shortages and Supply Chain Headwinds

November 11, 2021 By Valantis Aristeidous Tags: Automotive, industrials
Toyota - Ford - General Motors employees

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...

Advan Notable Hits: Planet Fitness, Inc. (PLNT) & Chevron Corporation (CVX)

November 5, 2021 By Valantis Aristeidous Tags: FINANCIAL-TRENDS, ADVAN HITS
Advan Hits: PLNT correlation traffic vs revenue

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...

How Many Replacement Non-Union Workers is Deere Using?

November 3, 2021 By Valantis Aristeidous Tags: Automotive, industrials
Deere employees

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...

Advan Notable Hits: Ecolab, Inc. (ECL) & Boot Barn Holdings, Inc. (BOOT)

October 29, 2021 By Valantis Aristeidous Tags: FINANCIAL-TRENDS, ADVAN HITS
Advan Hits: ECL correlation traffic vs revenue

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...

Advan Notable Hits: Tractor Supply Company (TSCO), Carlisle Companies (CSL) & Dover Corporation (DOV)

October 22, 2021 By Valantis Aristeidous Tags: FINANCIAL-TRENDS, ADVAN HITS
Advan Hits: TSCO correlation traffic vs revenue

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...

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