Notable Hit : (WYNN:NASDAQ) On Tuesday November 9 , 2021 Wynn Resorts (WYNN) posted better-than-expected revenues of $994.6mm beating the consensus estimate of $135.09 (-3.7%) and in the same direction as Advan’s forecasted sales. The revenue was +168% YoY - Advan’s foot traffic data captured an increase in foot traffic of +86% YoY at its US and 83% YoY increase at Macau resorts for Q3 2021. Advan’s footfall data has a correlation of 0.

Automotive is one of the industries that has been struggling with chip shortages, supply chain issues and labor shortages for months now. But do all the carmakers struggle at the same level? To answer the question, we employed Advan’s foot traffic data for two US automakers and one Japanese: Ford (F), General Motors (GM) and Toyota (TM) respectively. Starting with Toyota, the largest manufacturer in the world by the number of units produced, we see that the total number of employees each month does not fluctuate considerably after the sharp drop in the early months of the pandemic.

Notable Hit 1: (PLNT:NYSE) On Thursday November 5 , 2021 Planet Fitness (PLNT) posted better-than-expected revenues of $154.26mm beating the consensus estimate of $135.09 (-14.2%) and in the same direction as Advan’s forecasted sales. The revenue was +46.4% YoY - Advan’s foot traffic data captured an increase in employee foot traffic of +58.7% YoY at its fitness clubs for Q3 2021. As a result of beating the sales and EPS, the stock opened at $91.

Workers at Deere & Co. (DE), the world’s top agriculture equipment manufacturer, walked out of its factories to demand better pay and health benefits, a move that had not be seen in over 30 years, and while the company is on track for its most successful year ever. The strike started on Oct. 14 with about 10,000 employees or about 15% of Deere’s workforce (according to Bloomberg ), refusing to work in an effort to change their contracts.

Notable Hit 1: (ECL:NYSE) On Tuesday October 26 , 2021 Ecolab Inc. (ECL) posted better-than-expected revenues of $3.32bn beating the consensus estimate of $3.28bn (-1.27%) and in the same direction as Advan’s forecasted sales. The revenue was +10% YoY - Advan’s foot traffic data captured an increase in employee foot traffic of +3.3% YoY at its factories for Q3 2021. As a result of beating the sales and EPS, the stock closed at $230.

Notable Hit 1: (TSCO:NASDAQ) On Thursday October 21 , 2021 Tractor Supply Company (TSCO) posted better-than-expected revenues of $3.017bn beating the consensus estimate of $2.84bn (-6.2%) and in the same direction as Advan’s forecasted sales. The revenue was +15.8% YoY - Advan’s foot traffic data captured an increase in foot traffic of +25% YoY at its locations for Q3 2021. As a result of beating the sales and EPS, the stock opened at $211.

Migration and population trends for September 2021 are in. We are starting to see a slow return back to base, meaning residents returning to urban locations. But it is a slow process and by no means complete yet. Here are a few representative graphs that illustrate the point. Resident moves from May to September 2021 show a slight increase of residents in the Northeast (New York to Massachusetts), Southeast, Northwest and (less so) in the Southwest coasts.

Following up from our recent blogpost that we measure the recovery of the Malls, we have revisited all these properties to see how the picture looks like if we incorporate the full month of September. In summary nothing has really changed, the full recovery still remains to be seen. The foot traffic on August was worse across the board while September was slightly better than August on a Yo2Y basis but we are still not in a full recovery territory yet.

(THO:NYSE) On Tuesday September 28, 2021 Thor Industries, Inc. (THO) posted better-than-expected revenues of $3.59bn beating the consensus estimate of $3.3bn (-8%) and in the same direction as Advan’s forecasted sales. The revenue was +54.6% YoY - Advan’s foot traffic data captured an increase in employee foot traffic of +40% YoY at its manufacturing locations for Q4 fiscal 2021. As a result of beating the sales and EPS, the stock opened at $116.

(DRI:NYSE) On Thursday September 23, 2021 Darden Restaurants, Inc. (DRI) posted better-than-expected revenues of $2.31bn beating the consensus estimate of $2.24bn (-3.1%) and in the same direction as Advan’s forecasted sales. The revenue was +51.2% YoY - Advan’s foot traffic data captured an increase in foot traffic of +56.4% YoY at its restaurants for Q1 2022. As a result of beating the sales and EPS, the stock opened at $159.34, up +6% from its previous day’s closing price and set an all-time high of $164.