By Thomas Paulson, Head of Market Insights
Given the recent news from the airlines that bookings were dropping and the deceleration in longer-term visits to Hilton’s brands as shown in Advan, it wasn’t surprising to hear Hilton cut guidance for the year. CEO Chris Nassetta said, “We reported...
With all the adults over 16 now being eligible for COVID-19 vaccines, the U.S. is on track to vaccinate 70% of its population by mid to late June. The vaccination pace has been significantly increased on a weekly basis since the start back in the second half of December 2020, hitting now an average...
Foot traffic analysis for hotels around the US showed vastly different trends over the holiday season. Compared to the first week of November, hotels in Florida saw a foot traffic uptick of 20% in the week of December 22 - 28, and up 40% in the week between Christmas and New Year, as Americans...
As the US restaurant sector starts to get back on its feet, we have been monitoring foot traffic numbers with interest to see which are turning around most quickly.
The 3 chains we analyzed saw significant falls in traffic between mid-March and the end of April. This was most dramatic for Darden,...
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...
Department Stores, Restaurants, Malls, all continue growing their traffic on Black Friday on a year over year basis. The growth rate has decelerated a bit, but it's still in the healthy double-digit numbers, from an already high base.
Only Hotels showed negative growth, but less so than in...
It is everyone's favorite game to perfectly forecast earnings by looking in the rear view mirror. We are trying really hard not to fall into the same trap ourselves.
Here is why: it is very easy to make random predictions, some of which come true, and then look back and cherry-pick the ones that...
Is Gamestop's traffic up? Is Jimmy John's traffic growing more than Subway's?
Every day some new analysis of cellphone location data portrays to measure the exact foot traffic in one or all of these, and every day we emit a collective gasp at the incredulous claims.
Let's get this quickly...
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