Notable Hit: (KMX:NYSE) On Friday June 25, 2021 CarMax, Inc. (KMX) posted better-than-expected revenues of $7.7bn surpassing the consensus estimate of $6.11mm (-26%) and in the same direction as Advan's forecasted sales. The revenue was +138.4% YoY - Advan's foot traffic data captured an increase...
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...
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...
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...
(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...
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...
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...
GameStop Corp (NYSE: GME) has been the focus of the investment community for the last couple days and for a justifiable reason. A lot has been written about the technicals of the trade and the various market participants, how they affect the supply and demand and drive the stock price. But we have...
After months of travel restrictions and lockdown, there is some hope on the horizon for hotel chains such Hilton. Foot traffic is a very accurate measure of performance for hotels, as well as for cash-heavy businesses such as casinos.
For such type of companies tracking performance by...
There’s no question that the retail sector has been hit hard this year. Foot traffic at Macy’s, which was already struggling prior to the pandemic, was down 64% last quarter compared to the same quarter in 2019.
Like many of its peers, Macy’s has relied on its online business to bolster revenues...
For investors, foot traffic data is fast becoming a critical weapon as part of an alternative data armory. The value of tracking real-time visitation numbers to retail and consumer-facing compa-nies is widely recognized. Yet, as we explore here, measuring traffic to industrial companies can offer...
The current and forthcoming earnings seasons will be one of the most unpredictable many of us have encountered.
Anticipating and modelling sales performance will be challenging on multiple levels, given massive disparities across the country in terms of store openings and closing. With the ability...
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