Notable Hit 1: On Thursday March 20, 2025 Darden Restaurants, Inc. (DRI) posted revenues of $3.15BN missing the analysts estimates by 1.5% and in the same direction of Advan’s implied sales. Advan’s data showed a 1% increase YoY in overall foot traffic across all Darden’s chains, including Oliver Garden and Longhorn locations in FQ4 2024; the company’s revenue increased 5.9% YoY. The stock closed +5.8% from previous close. Advan’s footfall data has a correlation of 0.

Notable Hit 1: On Wednesday February 26, 2025 The TJX Companies, Inc. (TJX) posted revenues of $16.35BN surpassing the analysts estimates by 1% and in the same direction of Advan’s implied sales. Advan’s data showed a 5.3% increase YoY in foot traffic to the retailer’s stores (subsidiaries such as Marhsalls, HomeGoods also included) in Q4 2024; the company’s revenue was slightly down (-0.4%) YoY. The stock moved higher during the trading session.

Notable Hit 1: On Thursday February 20, 2025 Shake Shack Inc. (SHAK) posted revenues of $328.7 mm surpassing the analysts estimates by 1% and in the same direction of Advan’s implied sales. Advan’s data showed a 10.5% increase YoY in foot traffic to its restaurants in Q4 2024; the company’s revenue increased 14.8% YoY. The stock opened 14% up from previous close. Advan’s footfall data has a correlation of 0.96 on a YoY basis with SHAK’s top-line revenue over the last 19 quarters.

Notable Hit 1: (RRR:NASDAQ) On Tuesday February 11, 2025 Red Rock Resorts, Inc. (RRR) posted revenues of $495.7 mm surpassing the analysts estimates by 0.82% and closer to Advan’s implied sales of 492.5 mm (-0.61%). Advan’s data showed a 10.1% increase YoY in foot traffic to its resorts in Q4 2024; the company’s revenue increased 7.1% YoY. As a result of beating revenue and earnings as well as the declaration of quarterly dividends, the company’s stock next day opened 4.

Snack & Beverages Under Pressure As Consumer Cuts Visits Into The C-Store Given the deterioration in traffic and conversion at C&G stores since October, as shown in the chart above, it wasn’t a surprise to see weak results and guidance by PepsiCo this week. CEO Laguarta in the press release was quoted as saying, “Looking ahead to 2025, we will [be] taking actions to improve performance in North America. Our multiyear productivity initiatives will help fund disciplined commercial investments and aid our profitability.

Notable Hit 1: (EAT:NYSE) On Wednesday January 29, 2025 Brinker International, Inc. (EAT) posted revenues of $1.36 bn surpassing the analysts estimates by 14% and in the same direction as Advan’s forecasted sales. Advan’s data showed a 23.8% increase YoY in foot traffic to its restaurant chains in Q4 2024. Visits to Chili’s were up 25.5% YoY; the company’s revenue increased 26.5% YoY. The stock closed up 16% from previous close.

Notable Hit 1: (UAL:NASDAQ) On Tuesday January 21, 2025 United Airlines Holdings, Inc. (UAL) posted revenues of $14.7 bn surpassing the analysts estimates by 3% and in the same direction as Advan’s forecasted sales. Advan’s data showed a 6.7% increase YoY in foot traffic to terminals at hubs operated by United in Q4 2024; the company’s revenue increased 7.9% YoY. As a result of beating revenues and earnings, the stock next day opened up 4.

Notable Hit 1: (DAL:NYSE) On Friday January 10, 2025 Delta Air Lines, Inc. (DAL) posted revenues of $15.56 bn surpassing the analysts estimates by 10% and in the same direction as Advan’s forecasted sales. Advan’s data showed a 3.3% increase YoY in foot traffic to the terminals at hubs operated by Delta in Q4 2025; the company’s revenue increased 10% YoY. As a result, the stock was trending up 12% from previous close.

Notable Hit 1: (DRI:NYSE) On Thursday December 19, 2024 Darden Restaurants, Inc. (DRI) posted revenues of $2.89 bn surpassing the analysts estimates by 1% and in the same direction as Advan’s forecasted sales. Advan’s data showed a 2.3% increase YoY in foot traffic to its restaurants, including Olive Garden and other chain restaurants, in Q3 2024; the company’s revenue increased 6% YoY. The stock closed up 14.7% from previous close. Advan’s footfall data has a correlation of 0.

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 2024; the company’s revenue decreased 3% YoY. The stock next day closed down 20% from previous close. Advan’s footfall data has a correlation of 0.