Notable Hit: (BBBY:NASDAQ) On Thursday January 6, 2022 Bed Bath & Beyond Inc. (BBBY) posted worse-than-expected revenues of $1.88bn missing the consensus estimate of $1.97bn or by -4.57% and in the same direction as Advan’s forecasted sales. The revenue was down 28% YoY - Advan’s foot traffic data captured a decrease in foot traffic of -15% YoY at its stores for fiscal Q3 2021. Advan’s footfall data has a correlation of 0.

Notable Hit: (DRI:NYSE) On Friday December 17, 2021 Darden Restaurants, Inc. (DRI) posted better-than-expected revenues of $2.27n beating the consensus estimate of $2.23bn or by 1.8% and in the same direction as Advan’s forecasted sales. The revenue was up 37% YoY - Advan’s foot traffic data captured an increase in foot traffic of +47% YoY at its restaurants for fiscal Q2 2022. Advan’s footfall data has a correlation of 0.99 on a YoY basis with DRI’s top-line revenue over the last 12 quarters.

Notable Hit 1: (THO:NYSE) On Wednesday December 8, 2021 Thor Industries, Inc. (THO) posted better-than-expected revenues of $3.96bn beating the consensus estimate of $3.48bn or by 13.8% and in the same direction as Advan’s forecasted sales. The revenue was up 56% YoY - Advan’s foot traffic data captured an increase in employee foot traffic of +39% YoY at its factories for Q3 2021. As a result of beating the sales and EPS, the stock opened at $107.

Notable Hit 1: (FIVE:NASDAQ) On Wednesday December 1, 2021 Five Below, Inc. (FIVE) posted better-than-expected revenues of $607.65mm beating the consensus estimate of $561.32mm or by 8.2% and in the same direction as Advan’s forecasted sales. The revenue was up 27.5% YoY - Advan’s foot traffic data captured an increase in foot traffic of +30.7% YoY at its stores for Q3 2021. As a result of beating the sales and EPS, the stock opened at $206.

The lower tranches of MSBAM 2013-C10 have been in trouble since the beginning of the pandemic. Fitch details their latest downgrade in their last update at the end of September. In particular, the downgrade is due to the troubles at Westfield Citrus Park, which is in a friendly foreclosure; Southsdale Center; and the Mall at Tuttle Crossing. Let’s look at these centers in sequence. According to Fitch, Westfield Citrus Park reported June 2021 TTM in-line sales of approximately $120 compared to $379 per sqft at YE 2019.

Notable Hit 1: (BURL:NYSE) On Tuesday November 23 , 2021 Burlington Stores, Inc. (BURL) posted better-than-expected revenues of $2.3bn beating the consensus estimate of $2.22bn or by 3.44% and in the same direction as Advan’s forecasted sales. The revenue was up 38.19% YoY - Advan’s foot traffic data captured an increase in foot traffic of +24.53% YoY at its stores for Q3 2021. As a result of beating the sales and EPS, the stock opened at $271.

Notable Hit 1: (ROST:NASDAQ) On Thursday November 19 , 2021 Ross Stores, Inc. (ROST) posted better-than-expected revenues of $4.57bn beating the consensus estimate of $4.31bn or by 6% and in the same direction as Advan’s forecasted sales. The revenue was up 22% YoY - Advan’s foot traffic data captured an increase in foot traffic of +32% YoY at its stores for Q3 2021. Advan’s footfall data has a correlation of 0.

Notable Hit : (WYNN:NASDAQ) On Tuesday November 9 , 2021 Wynn Resorts (WYNN) posted better-than-expected revenues of $994.6mm beating the consensus estimate of $135.09 (-3.7%) and in the same direction as Advan’s forecasted sales. The revenue was +168% YoY - Advan’s foot traffic data captured an increase in foot traffic of +86% YoY at its US and 83% YoY increase at Macau resorts for Q3 2021. Advan’s footfall data has a correlation of 0.

Notable Hit 1: (PLNT:NYSE) On Thursday November 5 , 2021 Planet Fitness (PLNT) posted better-than-expected revenues of $154.26mm beating the consensus estimate of $135.09 (-14.2%) and in the same direction as Advan’s forecasted sales. The revenue was +46.4% YoY - Advan’s foot traffic data captured an increase in employee foot traffic of +58.7% YoY at its fitness clubs for Q3 2021. As a result of beating the sales and EPS, the stock opened at $91.

Notable Hit 1: (ECL:NYSE) On Tuesday October 26 , 2021 Ecolab Inc. (ECL) posted better-than-expected revenues of $3.32bn beating the consensus estimate of $3.28bn (-1.27%) and in the same direction as Advan’s forecasted sales. The revenue was +10% YoY - Advan’s foot traffic data captured an increase in employee foot traffic of +3.3% YoY at its factories for Q3 2021. As a result of beating the sales and EPS, the stock closed at $230.