Mobility Insights Blog

Advan Notable Hits: Thor Industries, Inc. (THO)

Advan Hits: THO correlation traffic vs revenue

Notable Hit: (THO:NYSE) On Wednesday June 8, 2022 Thor Industries, Inc. (THO) posted better than expected revenues of $4.66bn surpassing the consensus estimate of $4.16bn or by +12% and in the same direction as Advan's forecasted sales. The revenue was up 34.6% YoY and in line with Advan's employee...

The full picture for retailers: Supply and Demand

June 7, 2022 By Yiannis Tsiounis Tags: RETAIL
Target foot traffic

Target (NYCE: TGT) announced today that it expects lower profit due to high inventory.

It is counter-intuitive, but cellphone location data is measuring this discrepancy by monitoring Target’s supply and demand sides.

On the demand side, in the image below we can see foot traffic in Target...

Advan Notable Hits: Nordstrom, Inc. (JWN)

Advan Hits: JWN correlation traffic vs revenue

Notable Hit: (JWN:NYSE) On Tuesday May 24, 2022 Nordstrom, Inc. (JWN) posted better than expected revenues of $3.57bn surpassing the consensus estimate of $3.28bn or by +8.84% and in the same direction as Advan's forecasted sales. The revenue was up 18.6% YoY and in line with Advan's foot traffic...

Advan Notable Hits: The TJX Companies, Inc. (TJX)

Advan Hits: TJX correlation traffic vs revenue

Notable Hit: (TJX:NYSE) On Wednesday May 18, 2022 The TJX Companies, Inc. (TJX) posted revenues of $11.4bn slightly missing the consensus estimate of $11.5bn or by-1.3% and in the same direction as Advan's forecasted sales. The revenue was up 13% YoY and in line with Advan's foot traffic data...

Advan Notable Hits: Six Flags Entertainment Corporation (SIX)

Advan Hits: SIX correlation traffic vs revenue

Notable Hit: (SIX:NYSE) On Thursday May 12, 2022 Six Flags Entertainment Corporation (SIX) posted better-than-expected revenues of 138.11mm surpassing the consensus estimate of $121.2mm or by +13.9% and in the same direction as Advan's forecasted sales. The revenue was up 68% YoY and in line with...

Advan Notable Hits: Marriott International, Inc. (MAR) & Restaurant Brands International Inc. (QSR)

Advan Hits: MAR correlation traffic vs revenue

Notable Hit 1: (MAR:NASDAQ) On Wednesday May 4, 2022 Marriott International, Inc. (MAR) posted better-than-expected revenues of 4.2bn surpassing the consensus estimate of $4.15bn or by +1.2% and in the same direction as Advan's forecasted sales. The revenue was up 81% YoY and in line with Advan's...

Amazon's Slowing Online Retail Growth Pressuring Stock Price

April 29, 2022 By Valantis Aristeidous Tags: RETAIL
Amazon warehouses

Amazon, one of the companies that benefited the most from the pandemic as shoppers shifted towards online shopping, is now experiencing a significant slowdown as consumer behavior started to change.

On Thursday April 28, 2022 the company reported $116.4 billion in revenue for the quarter that...

Advan Notable Hits: PACCAR Inc (PCAR) & Skechers U.S.A., Inc. (SKX)

Advan Hits: PCAR correlation traffic vs revenue

Notable Hit 1: (PCAR:NASDAQ) On Tuesday April 26, 2022 PACCAR Inc (PCAR) posted better-than-expected revenues of $6.47bn surpassing the consensus estimate of $5.91bn or by +8.6% and in the same direction as Advan's forecasted sales. The revenue was up 10.7% YoY and in line with Advan's employee...