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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...
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...
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...
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...
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...
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...
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...
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...