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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...

Migration and population trends for September 2021 are in. We are starting to see a slow return back to base, meaning residents returning to urban locations. But it is a slow process and by no means complete yet. Here are a few representative graphs that illustrate the point.

Resident moves from...

Following up from our recent blogpost that we measure the recovery of the Malls, we have revisited all these properties to see how the picture looks like if we incorporate the full month of September. In summary nothing has really changed, the full recovery still remains to be seen. The foot...

(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...

(DRI:NYSE) On Thursday September 23, 2021 Darden Restaurants, Inc. (DRI) posted better-than-expected revenues of $2.31bn beating the consensus estimate of $2.24bn (-3.1%) and in the same direction as Advan's forecasted sales. The revenue was +51.2% YoY - Advan's foot traffic data captured an...

There was a location data report published last month called ‘Malls Rise Once Again’ that caught people’s attention. It claimed that malls have made a ‘full COVID recovery’ and have as many visitors as in 2019. We at Advan live and breathe location data, so our intuitive response was ‘no way, how...

Notable Hit 1: (PLAY:NASDAQ) On Thursday September 9, 2021 Dave & Buster's (PLAY) posted better-than-expected revenues of $377.64mm beating the consensus estimate of $356.8mm (-5.5%) and in the same direction as Advan's forecasted sales. The revenue was +643% YoY - Advan's foot traffic data...

(CONN:NASDAQ) On Wednesday September 1, 2021 Conn's, Inc. (CONN) posted better-than-expected revenues of $418.38mm beating the consensus estimate of 392.91mm (-6.09%) and in the same direction as Advan's forecasted sales. The revenue was +14.02% YoY - Advan's foot traffic data captured an increase...