We love our coffee like the next person. But, with our data we can actually qualify what the “next person” actually thinks. Starbuck’s Red Cup days are an interesting indicator of the spirit of the moment. Let’s analyze how the chain has performed in the last few years on that day. In 2017, 2018, 2019, 2020, 2021 and 2022, daily visits during Red Cup Day jumped by -6%, 1%, 8%, 20%, 13%, 15%, respectively, compared to the daily visit average during the five weeks preceding Red Cup Day each year.

Notable Hit 1: (THO:NYSE) On Wednesday December 6, 2023 THOR Industries, Inc. (THO) posted revenues of $2.5 bn missing the mean analyst estimate of $2.55 bn and in the same direction as Advan’s forecasted sales. The revenue decreased 19.5% YoY inline with Advan’s foot traffic data decrease of 24.6% YoY at its manufacturing facilities in Q1 2024 fiscal. Advan’s footfall data has a correlation of 0.99 on a YoY basis with THO’s top-line revenue over the last 14 quarters.

Notable Hit 1: (ULTA:NASDAQ) On Thursday November 30, 2023 Ulta Beauty, Inc. (ULTA) posted revenues of $2,49 bn in line with the mean analyst estimate of $2.49 bn and in the same direction as Advan’s forecasted sales. The revenue increased 6.4% YoY inline with Advan’s foot traffic data increase of 11% YoY at its stores in Q3 2023. The stock next day opened +11.5% from previous close. Advan’s footfall data has a correlation of 0.

Notable Hit 1: (BURL:NYSE) On Tuesday November 21, 2023 Burlington Stores, Inc. (BURL) posted revenues of $2.29 bn slightly missing the mean analyst estimate of $2.30 bn and in the same direction as Advan’s forecasted sales. The revenue increased 12.2% YoY inline with Advan’s foot traffic data increase of 27% YoY at its stores in Q3 2023. The stock closed +20.7% from previous close. Advan’s footfall data has a correlation of 0.

Notable Hit 1: (TJX:NYSE) On Wednesday November 15, 2023 The TJX Companies (TJX) posted revenues of $13.26 bn surpassing the mean analyst estimate of $13.05bn and in the same direction as Advan’s forecasted sales. The revenue increased 9% YoY inline with Advan’s foot traffic data increase of 15% YoY across its stores and subsidiaries in Q3 2023 fiscal. Advan’s footfall data has a correlation of 0.97 on a YoY basis with TJX’s top-line revenue over the last 15 quarters.

Notable Hit 1: (MGM:NASDAQ) On Wednesday November 8, 2023 MGM Resorts International (MGM) posted revenues of $3.97 bn surpassing the mean analyst estimate of $3.91bn and in the same direction as Advan’s forecasted sales. The revenue increased 16.3% YoY inline with Advan’s foot traffic data increase of 9.8% YoY at its casinos in Q3 2023 fiscal. As a result of beating sales and earnings, the stock next day jumped +3.75%. Advan’s footfall data has a correlation of 0.

Notable Hit 1: (CAKE:NASDAQ) On Wednesday November 1, 2023 The Cheesecake Factory Incorporated (CAKE) posted revenues of $830.2 mm following the same direction as Advan’s forecasted sales. The revenue increased 5.9% YoY inline with Advan’s foot traffic data increase of 10.8% YoY at its stores in Q3 2023. Advan’s footfall data has a correlation of 0.98 on a YoY basis with CAKE’s top-line revenue over the last 14 quarters. Notable Hit 2: (CZR:NASDAQ) On Tuesday October 31, 2023 Caesars Entertainment, Inc.

Notable Hit 1: (BYD:NYSE) On Tuesday October 24, 2023 Boyd Gaming Corporation (BYD) posted revenues of $903.16 mm surpassing the mean analyst estimate of $880.26 mm and in the same direction as Advan’s forecasted sales. The revenue increased 2.3% YoY inline with Advan’s foot traffic data increase of 13% YoY at its casinos in Q3 2023. Advan’s footfall data has a correlation of 0.96 on a YoY basis with BYD’s top-line revenue over the last 14 quarters.

Notable Hit 1: (UAL:NASDAQ) On Tuesday October 17, 2023 United Airlines Holdings, Inc. (UAL) posted revenues of $14.48 bn surpassing the mean analyst estimate of $12.86 bn and in the same direction as Advan’s forecasted sales. The revenue increased 12.4% YoY inline with Advan’s foot traffic data increase of 13% YoY at its US hubs in Q3 2023 fiscal. Advan’s footfall data has a correlation of 0.93 on a YoY basis with UAL’s top-line revenue over the last 15 quarters.

Notable Hit 1: (DAL:NYSE) On Thursday October 12, 2023 Delta Air Lines, Inc. (DAL) posted revenues of $15.48 bn surpassing the mean analyst estimate of $14.55 bn and in the same direction as Advan’s forecasted sales. The revenue increased 10.8% YoY inline with Advan’s foot traffic data increase of 13% YoY in at its US hubs in Q3 2023 fiscal. Advan’s footfall data has a correlation of 0.98 on a YoY basis with DAL’s top-line revenue over the last 16 quarters.