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Starbucks in 2024: A Year of Transition and the Impact of Red Cup Day

December 15, 2024 By Valantis Aristides Tags: retail
Starbucks yoy % change

Starbucks faced a challenging 2024, marked by slowing growth, increased competition, and evolving consumer preferences. The company struggled to maintain its momentum from prior years, grappling with inconsistent foot traffic and mixed financial results. A significant turning point came in...

Advan Notable Hits: Dave & Buster's (PLAY), Nordstrom (JWN) & Urban Outfitters (URBN)

December 13, 2024 By Valantis Aristides Tags: FINANCIAL-TRENDS, ADVAN HITS
Advan Hits: PLAY correlation traffic vs revenue

Notable Hit 1: (PLAY:NASDAQ) On Tuesday December 10, 2024 Dave & Buster's Entertainment, Inc. (PLAY) posted revenues of $453 mm missing the analysts estimates by 3.4% and in the same direction as Advan's forecasted sales. Advan's data showed a 1.3% decrease YoY in foot traffic to its stores in Q3...

Thanksgiving Road Trip vs Air Travel: 0-1

December 6, 2024 By Yiannis Tsiounis Tags: Thanksgiving, Travel, auto, Insurance
driving_thanksgiving_week

Earlier this week we examined how air travel fared during Thanksgiving 2024 (short answer: flat for the last 4 years): https://advanresearch.com/air-travel-steady-during-thanksgiving

But as we all know, the other favorable method of travel for Americans is the symbol of freedom: the automobile....

Luxury Retail Brands: Performance Trends and Foot Traffic Insights for 2024

December 5, 2024 By Valantis Aristides Tags: retail
Luxury brands yoy % change

Luxury brands such as Louis Vuitton, Hermes, and Gucci remain symbols of status and exclusivity, drawing a loyal customer base that prioritizes quality and heritage over price. Over the past two years, these brands have navigated shifting consumer trends and global economic uncertainties. As we...

Air Travel Steady During Thanksgiving

December 4, 2024 By Yiannis Tsiounis Tags: Travel, Airlines
airtravel_thanksgiving_week

Between the inherent drive to get away from it all and the fear that you will be squeezed like a sardine / ignored at the counter / trampled by the crowds / have your Luis Vuitton bags smudged / insert your own excuse here, air travel during Thanksgiving has held surprisingly steady over the last 4...

Black Friday is losing its luster – but there is a substitute!

December 3, 2024 By Yiannis Tsiounis Tags: retail
Black Friday Retail Visits

We have all been seeing that with each passing year the panic of shopping on Black Friday has been subsiding. No more stories of pepper-spraying or trampling each other to be the first to grab the best deals.

The foot traffic is corroborating that sentiment. As seen in the first graphic below,...

Advan Notable Hits: Ross Stores (ROST) & TJX Companies (TJX)

November 22, 2024 By Valantis Aristides Tags: FINANCIAL-TRENDS, ADVAN HITS
Advan Hits: ROST correlation traffic vs revenue

Notable Hit 1: (ROST:NASDAQ) On Thursday November 21, 2024 Ross Stores, Inc. (ROST) posted revenues of $5.07 bn missing the analysts estimates by 1% and in the same direction as Advan's forecasted sales. Advan's data showed a 7% increase YoY in foot traffic to its stores in Q3 2024; the company's...

From Burgers to ER: Updated Analysis of McDonald’s E. Coli Crisis and Competitor Gains

November 18, 2024 By Valantis Aristides Tags: GENERAL
advan hospital visits % change

***This is an updated version of our original article analyzing the impact of the recent E. coli outbreak at McDonald's. With new foot traffic and cross-visit data, we provide fresh insights on how consumer behavior has evolved, including increased visits to competitors like Wendy’s and Burger King...

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