December 10, 2021
Categories:
Finance
Valantis Aristides
7 minute read

Advan Notable Hit: Thor Industries, Inc. (THO) & Dave & Buster's Entertainment, Inc. (PLAY)

Notable Hit 1: (THO:NYSE) On Wednesday December 8, 2021 Thor Industries, Inc. (THO) posted better-than-expected revenues of $3.96bn beating the consensus estimate of $3.48bn or by 13.8% and in the same direction as Advan's forecasted sales. The revenue was up 56% YoY - Advan's foot traffic data captured an increase in employee foot traffic of +39% YoY at its factories for Q3 2021. As a result of beating the sales and EPS, the stock opened at $107.92, up 1.4% from its previous day's closing price while hit a high of $110 (+3.4%) during the trading session. Advan's footfall data has a correlation of 0.89 on a YoY basis with THO's top-line revenue over the last 11 quarters.


Advan Hits: THO correlation traffic vs revenue


Notable Hit 2: (PLAY:NASDAQ) On Wednesday December 7, 2021 Dave & Buster's Entertainment, Inc. (PLAY) posted worse-than-expected revenues of $317.98mm slightly missing the consensus estimate of $321mm or by -0.9% and in the same direction as Advan's forecasted sales. The revenue was up 197.6% YoY - Advan's foot traffic data captured an increase in foot traffic of +96% YoY at its restaurants and entertainment venues for Q3 2021. The restaurant chain although slightly missed sales estimates however beat EPS and presented a 6% Yo2Y increase in revenue, facts that pushed the stock to open at $34.45, up 4% from its previous day's closing price while hit a high of $36.45 (+10.1%) during the trading session. Advan's footfall data has a correlation of 0.99 on a YoY basis with PLAY's top-line revenue over the last 12 quarters.


Advan Hits: PLAY correlation traffic vs revenue


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Valantis Aristides

Valantis has been focused on product management across B2B and B2C SaaS and data analytics, specializing in translating complex data into clear, actionable insights that inform business and investment decisions, product innovation, and customer engagement. His experience includes analyzing mobility trends, credit card transactions, and alternative data to uncover patterns that shape strategy and highlight market opportunities.