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Advan Notable Hits: CarMax (KMX) & Nike (NKE)

Advan Hits: KMX correlation traffic vs revenue

Notable Hit: (KMX:NYSE) On Friday June 25, 2021 CarMax, Inc. (KMX) posted better-than-expected revenues of $7.7bn surpassing the consensus estimate of $6.11mm (-26%) and in the same direction as Advan's forecasted sales. The revenue was +138.4% YoY - Advan's foot traffic data captured an increase...

Have we reached the end of home workouts?

June 22, 2021 By Valantis Aristeidous Tags: GENERAL, COVID-19
Foot traffic to fitness centers US

After months of cramped up home workouts, people across the U.S are now looking to get their fitness routines back on track. Our research data suggests that gyms across the country have been seeing increased customer traffic as a result of the recent easing of Covid restrictions and the...

Advan Notable Hits: RH (RH) & La-Z-Boy (LZB)

Advan Hits: RH correlation traffic vs revenue

Notable Hit: (RH:NYSE) On Wednesday June 9, 2021 RH (RH) posted better-than-expected revenues of $860.79mm surpassing the consensus estimate of $746.1mm (-13.22%) and in the same direction as Advan's forecasted sales. The revenue was +78.25% YoY - Advan's foot traffic data captured an increase in...

Advan Notable Hits: Thor (THO), Casey's (CASY) & Vail Resorts (MTN)

Advan Hits: THO correlation traffic vs revenue

Notable Hit 1: (THO:NYSE) On Wednesday June 9, 2021 Thor Industries, Inc. (THO) posted better-than-expected revenues of $3.46bn surpassing the consensus estimate of $2.96bn (-14.54%) and in the same direction as Advan's forecasted sales. The revenue was +105.7% YoY - Advan's foot traffic data...

Gasoline prices are through the roof: no surprise for some traders

Miles Driven vs Gas Prices

Gas prices and futures (contracts to buy gasoline at some point in the future) have been up massively over the last few months, to the extent that some traders are betting on the return of $100 oil/barrel before the end of the year (Options Traders Bet on Return of $100 Oil).

It was reasonable...

Advan Notable Hits: PVH Corp. (PVH)

Advan Hits: PVH correlation traffic vs revenue

(PVH:NYSE) On Thursday June 3, 2021 PVH Corp. (PVH) posted better-than-expected revenues of $2.08bn surpassing the consensus estimate of $1.93 (-7.32%) and in the same direction as Advan's forecasted sales. The revenue was up (+54.71%) YoY - Advan's foot traffic data captured an increase in...

Does Memorial Weekend behavior point to renewed interest in travel for Americans?

June 2, 2021 By Yiannis Tsiounis Tags: Travel, retail, Automotive
Miles Driven US

The answer is: Yes and no. Road trips are back but air travel is slower to recover.

Using our latest traffic pattern data, some interesting new travel trends emerged over the Memorial Day weekend (MDW) - the unofficial beginning of the summer season for many Americans on the go. We believe this...

The Greatest Spectacle in Racing (Update)

Indianapolis Motor Speedway Attendance

Update: well, we did not party like 2019… There were only 22,500 spectators in the Last Row party on Friday. And, per Penske’s directions, attendance was 142,000 (tickets were limited to about 135,000, plus all the support staff for the race). Although we’re certain Helio isn’t exactly disappointed...

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