Notable Hit: (EAT:NYSE) On Thursday August 25, 2022 Brinker International, Inc. (EAT) posted top line revenue of $1.02bn beating the consensus estimate by +0.4% and in the same direction as Advan’s forecasted sales. The revenue was up 1.28% YoY and in line with Advan’s foot traffic data increase of 2.6% YoY at its stores for fiscal Q4 2022. Advan’s footfall data has a correlation of 0.99 on a YoY basis with EAT’s top-line revenue over the last 14 quarters.

Notable Hit: (TJX:NYSE) On Wednesday August 17, 2022 The TJX Companies, Inc. (TJX) posted worse than expected revenues of $11.84bn missing the consensus estimate by -2.7% and in the same direction as Advan’s forecasted sales. The revenue was down 1.9% YoY and in line with Advan’s foot traffic data decrease of 4.9% YoY at its stores for Q2 2022. Advan’s footfall data has a correlation of 0.98 on a YoY basis with TJX’s top-line revenue over the last 14 quarters.

Notable Hit: (DIN:NYSE) On Tuesday August 9, 2022 Dine Brands Global, Inc. (DIN) posted better than expected revenues of $237.79mm surpassing the consensus estimate by +0.4% and in the same direction as Advan’s forecasted sales. The revenue was up 1.8% YoY and in line with Advan’s foot traffic data increase of 6.1% YoY at its restaurant chains for Q2 2022. As a result of beating the sales & EPS the stock opened +1.

Notable Hit: (SEAS:NYSE) On Thursday August 4, 2022 SeaWorld Entertainment, Inc. (SEAS) posted better than expected revenues of $504.82mm surpassing the consensus estimate by +0.5% and in the same direction as Advan’s forecasted sales. The revenue was up 14.8% YoY and in line with Advan’s foot traffic data increase of 13.6% YoY at its amusement parks for Q2 2022. As a result of beating the sales & EPS the stock closed +4.

Notable Hit 1: (ECL:NYSE) On Tuesday July 26, 2022 Ecolab Inc. (ECL) posted better than expected revenues of $3.58bn surpassing the consensus estimate of $3.50bn or by +2% and in the same direction as Advan’s forecasted sales. The revenue was up 13.2% YoY and in line with Advan’s employee foot traffic data increase of 4.3% YoY at its factories for Q2 2022. Advan’s footfall data has a correlation of 0.98 on a YoY basis with ECL’s top-line revenue over the last 12 quarters.

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 data decrease of 4.7% YoY at its factories for Q2 2022. Advan’s footfall data has a correlation of 0.85 on a YoY basis with ABB’s top-line revenue over the last 11 quarters.

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 amount of gas they purchase. The other major aspect of the demand of course being leisure travel.

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 foot traffic data increase of 12% YoY at its factories for Q3 fiscal. As a result of beating sales and EPS the stock opened +1.

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 stores () and its associated blue trendline being relatively steady, at a 3% Y/Y increase vs same quarter last year, and closely following the revenue y/y change; on the supply side however we see that employees in Target distribution facilities () are up 48% on a Y/Y basis for the last quarter, and this over-supply has persisted for the last 3 fiscal quarters.

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 data increase of 17.91% YoY at its stores for Q1 2022. As a result of beating sales and EPS the stock next day closed at $23.