Posts by Valantis Aristeidous

Advan Shake Schack comp store traffic

Forecasting Shake Shack performance

March 2, 2020

Each company trades based on different metrics, but it is fair to say that most consumer discretionary companies, especially those with a growing footprint, are judged by their comparable store sales. This is defined differently by each company, as it is not a standardized GAAP metric, but it...

Advan Simon and Taubman traffic January 2020

Simon is buying Taubman. How to quantify the synergies?

February 11, 2020

Usually the first considerations when a company acquires another is how to realize economies of scale, cross-marketing opportunities, and areas of common improvement. If one knew which shoppers visit each location and quantified the cross-visits between malls then they could make educated decisions...

Advan Macau and HK casino traffic 2020

Monitoring the coronavirus effects

January 31, 2020

Markets have reacted very strongly to the potential effects from the coronavirus epidemic in China. MGM, Las Vegas Sands and Wynn Resort stocks have been hit particularly hard, dropping 20% since the news, mostly on fears that their Hong Kong and Macau locations will see materially reduced...