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There's no Season like Earnings Season

October 31, 2019 By Yiannis Tsiounis Tags: hospitality
Advan forecasts TXRH

It is everyone's favorite game to perfectly forecast earnings by looking in the rear view mirror. We are trying really hard not to fall into the same trap ourselves.

Here is why: it is very easy to make random predictions, some of which come true, and then look back and cherry-pick the ones that...

Myths and Truths about Retailer performance

October 22, 2019 By Yiannis Tsiounis Tags: retail, hospitality
Gamestop year over year

Is Gamestop's traffic up? Is Jimmy John's traffic growing more than Subway's?

Every day some new analysis of cellphone location data portrays to measure the exact foot traffic in one or all of these, and every day we emit a collective gasp at the incredulous claims.

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