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Ikea Falls in Favor Among Manhattanites During COVID

October 21, 2020 By Florencia Panizza Tags: retail, REAL ESTATE
Foot Traffic at Ikea Locations

In a previous blog post we talked about how the home improvement sector has been one of the bright spots in the pandemic. Year-over-year foot traffic to building material retailers was up 26% in September.

Given this trend, we wanted to look in more detail at one of the most popular companies...

Customers That Visited Macy’s Stores Last Quarter Were More Likely to Buy

October 15, 2020 By Yiannis Tsiounis Tags: retail, FINANCIAL-TRENDS
Macy

There’s no question that the retail sector has been hit hard this year. Foot traffic at Macy’s, which was already struggling prior to the pandemic, was down 64% last quarter compared to the same quarter in 2019.

Like many of its peers, Macy’s has relied on its online business to bolster revenues...

Foot Traffic to Manufacturing Facilities Shows Over 90% Correlation with Revenues

October 6, 2020 By Florencia Panizza Tags: industrials, FINANCIAL-TRENDS
Carlisle YoY Correlation

For investors, foot traffic data is fast becoming a critical weapon as part of an alternative data armory. The value of tracking real-time visitation numbers to retail and consumer-facing compa-nies is widely recognized. Yet, as we explore here, measuring traffic to industrial companies can offer...

Which Banks are Back in the Office?

October 1, 2020 By Florencia Panizza Tags: REAL ESTATE, COVID-19
Avg % change-5 Banks since February

Are you back in the office? It’s a question many of us find ourselves asking our friends and peers. The answer is, it depends. Each has their own comfort level, and it also depends largely on their role and their employer.

Morgan Stanley announced in May that it would start bringing traders...

Clothing and Accessories Down, Home Improvements Up: Foot traffic indices paint picture of vast differences between sectors in the US

September 22, 2020 By Florencia Panizza Tags: GENERAL, Automotive, retail, COVID-19
YoY % Change in Foot Traffic

What does a COVID recovery look like for businesses? 6 months after the initial lock-down we know that, in the US, the journey has been remarkably different for different types of businesses.

Our foot traffic indices capture trends that show just how varied the path has been. We looked at the...

Bifurcation in Auto Industry as Detroit 3 Bounce Back Faster than Rivals

September 15, 2020 By Florencia Panizza Tags: Automotive, COVID-19
Foot Traffic at Car Dealerships
Recovery in Foot Traffic Levels at Car Dealerships Most Pronounced in Red States

Like many other sectors, the US car industry saw a sharp downturn in business when lock-down orders and business closures were at their peak in late March and April. Combined sales in April 2020 for the Big 3 US...

TravelCenters of America a Bright Spot for Commercial Real Estate Sector

September 9, 2020 By Florencia Panizza Tags: REAL ESTATE, COVID-19, Automotive
TA stock prices
Foot Traffic to Truck Stops Rebounds Post Lock-down

A recent article on Wall Street Journal by Peter Grant took an insightful look at how truck stops in the US have been boosted this year, in part due to the increase in demand for e-commerce and delivery.

Travel Centers of America (NASDAQ:...

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