Stay Ahead with Advan Insights

Join our exclusive community and gain access to Advan's latest market insights across industries, including
real estate, retail, CPG, entertainment, travel, healthcare, industrials and more.

Advan Notable Hits: ABB Ltd (ABB)

Advan Hits: ABB correlation traffic vs revenue

Notable Hit: (ABB:NYSE) On Thursday July 21, 2022 ABB Ltd (ABB) posted worse than expected revenues of $7.27bn missing the consensus estimate of $7.57bn or by -3.9% and in the same direction as Advan's forecasted sales. The revenue was down 2.2% YoY and in line with Advan's employee foot traffic...

The Dawn of Elastic Gas Demand

July 21, 2022 By Yiannis Tsiounis Tags: Automotive, ENERGY
Advan Miles driven index monthly

Historically, gas demand has been pretty predictable for any given time of the year, so the supply has been what mostly determined the pricing we see in the pumps. With the advent of remote working and as a result the ability to commute less, however, Americans have at least one lever to reduce the...

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...

All Advan Research (“Advan”) publications and website content (“Content”) have been prepared in accordance with Advan’s compliance and conflict management policies. Advan is unconditionally committed to the integrity, objectivity, and independence of its research. Content and any opinions expressed herein are current only as of the date published and are subject to change without notice. Although the information contained in the Content has been obtained from sources we believe to be reliable, the accuracy and completeness of such information cannot be guaranteed. Advan shall have no obligation to update or amend any information contained in the Content and the frequency of subsequent changes to the Content, if any, remain in the discretion of Advan. The Content is furnished to you for informational purposes only and on the condition that it will not form the sole basis for any investment decision. Any opinion contained herein may not be suitable for all investors or investment decisions. Each investor must make their own determination of the appropriateness of an investment in any Company referred to herein based on the tax, or other considerations applicable to such investor and its own investment strategy. By virtue of these Publications, neither Advan nor any of its employees or contributors shall be responsible for any investment decision. The Content may not be reproduced, distributed, or published without the prior consent of Advan. All Content copyright © Advan Research. All rights reserved.