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 traffic of +121.85% YoY. Advan’s footfall data has 0.93 correlation on a YoY basis with RH’s top-line revenue over the last 10 quarters. Notable Hit 2: (LZB:NYSE) On Tuesday June 15, 2021 La-Z-Boy Incorporated (LZB) posted better-than-expected revenues of $519.

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 captured an increase in employee traffic of +90.85% YoY and +47.8% YoY in overall traffic at its factories. Advan’s footfall (employee) data has over 0.85 correlation on a YoY basis with Thor’s top-line revenue over the last 9 quarters and 0.

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 to expect that with US reopening after the pandemic we would see an increased demand in travel, and gasoline demand as a result.

(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 traffic of (+62.1%) YoY. Advan’s footfall data has over 0.97 correlation on a YoY basis with PVH’s top-line revenue over the last 10 quarters. Follow us on Twitter and LinkedIn .

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 pattern could be a leading indicator for consumer behavior as we move closer to Independence Day in July and the summer vacation period.

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 about the reduced purse size. Here is to a full-on 2022! Indianapolis 500 is here and this year with proper spectators allowed!

Indianapolis 500 is here and this year with proper spectators allowed! After last year’s hiatus in proper attendance at the Brickyard, the 105th edition of 2021 appears to be back in full force. This year’s qualifying was as exciting as ever, with only 0.03mph separating the pole sitter and 2008 winner Scott Dixon, who became the 5th driver in history to secure pole position 4 times, ahead of runner-up Colton Herta, who at 21 years old is 20 years younger than Scott and almost became the youngest Indy 500 pole sitter in history!

Office properties and office leasing companies like WeWork are watching very closely the speed with which employees return to the office. The question at large remains: is the work from home (WFH) phenomenon here to stay, or will it prove to be only temporary for most? Using Advan’s mobile phone location data, these questions can be answered. Our platform tags every device to a home and work location each month, providing insight on whether or not employees work from home or at a separate office location.

For years, Apple has been a force to reckon with. Many retail brands have seen their share of discretionary spending lost, as consumers prefer that new iWatch to some other luxury item, be it clothing or accessory. But, is that trend here to stay? Has the consumer had enough of virtual items during the pandemic, and is sporting a new iPhone as big of a fashion statement as it used to be a couple of years ago?

One of the largest moves we have ever seen in our data is that of gas station visitors and miles driven. Americans drive more now than they ever did, pre-pandemic and all. What is the best way to trade this data? According to the analysis below, Gasoline Futures. This is the RBOB Gasoline front month index, on a year over year change basis, overlaid with Advan’s foot traffic at all US Gas Stations, also on a year over year basis.