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 increase of 4.2% YoY at its stores for Q1 2022. The stock opened at $61.45, +9.3% from previous close. Advan’s footfall data has a correlation of 0.

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’s foot traffic data increase of 38% YoY at its theme parks for Q1 2022. As a result of beating the sales and EPS, the stock opened at $30.

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 foot traffic data increase of 35% YoY at its properties for Q1 2022. As a result of beating the sales and EPS the stock closed at $181.

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 foot traffic data increase of 7% YoY at its factories for Q1 2022. Advan’s footfall data has a correlation of 0.97 on a YoY basis with PCARs top-line revenue over the last 13 quarters.

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 ended on 3/31, up 7.3% from a year earlier however it was Amazon’s slowest quarterly growth in years: down from 44% revenue increase in 1Q21.

Notable Hit: (DOV:NYSE) On Thursday April 21, 2022 Dover Corporation (DOV) posted better-than-expected revenues of $2.05bn surpassing the consensus estimate of $2.03bn or by +1% and in the same direction as Advan’s forecasted sales. The revenue was up 10% YoY and in line with Advan’s employee foot traffic data increase of 13.9% YoY at its factories for Q1 2022. Advan’s footfall data has a correlation of 0.92 on a YoY basis with DOVs top-line revenue over the last 12 quarters.

As we are into the third year of the Covid-19 pandemic, here are the latest developments in travel industry as of 4/18/2022. Starting off with the US airports, following a strong first quarter of 2022, despite the Omicron wave that led to thousands of flight cancelations, foot traffic picked up steam in March and is on track to hit its highest level in the next days since the beginning of 2022.

Notable Hit: (SPWH:NASDAQ) On Wednesday March 29, 2022 Sportsman’s Warehouse Holdings, Inc. (SPWH) posted better-than-expected revenues of $416.29mm surpassing the consensus estimate of $406.78mm or by +2.3% and in the same direction as Advan’s forecasted sales. The revenue was down -5% YoY and in line with Advan’s foot traffic data decrease of -5.5% YoY in the retailer’s store locations for Q4 2021. Advan’s footfall data has a correlation of 0.92 on a YoY basis with SPWH’s top-line revenue over the last 13 quarters.

Notable Hit 1: (NKE:NYSE) On Tuesday March 22, 2022 NIKE, Inc. (NKE) posted better-than-expected revenues of $10.87bn surpassing the consensus estimate of $10.62bn or by +2.3% and in the same direction as Advan’s forecasted sales. The revenue was up 5% YoY - Advan’s foot traffic data captured an increase in foot traffic of +5% YoY at its stores for Q4 2021. As a result of beating the sales & EPS the stock opened at $137.

Notable Hit 1: (SCVL:NASDAQ) On Wednesday March 16, 2022 Shoe Carnival, Inc. (SCVL) posted better-than-expected revenues of $313.37mm surpassing the consensus estimate of $285.31mm or by +9.8% and in the same direction as Advan’s forecasted sales. The revenue was up 23.4% YoY - Advan’s foot traffic data captured an increase in foot traffic of +23% YoY at its stores for Q4 2021. As a result of beating the sales & EPS the stock opened at $35.