These indicators are mostly for travel and entertainment. It will interesting to watch these sectors recover as the vaccine is distributed.
The TSA is providing daily travel numbers.
This data shows the seven day average of daily total traveler throughput from the TSA for 2019-2020 (Blue) and 2020-2021 (Red).
The dashed line is the percent of last year for the seven day average.
This data is as of January 10th.
The seven day average is down 59.0% from last year (41.0% of last year). (Dashed line)
There has been a slow increase from the bottom, with ups and downs due to the Thanksgiving and Christmas holidays.
The second graph shows the 7 day average of the year-over-year change in diners as tabulated by OpenTable for the US and several selected cities.
This data is updated through January 9, 2020.
This data is “a sample of restaurants on the OpenTable network across all channels: online reservations, phone reservations, and walk-ins. For year-over-year comparisons by day, we compare to the same day of the week from the same week in the previous year.”
Note that this data is for “only the restaurants that have chosen to reopen in a given market”. Since some restaurants have not reopened, the actual year-over-year decline is worse than shown.
Dining picked up during the holidays. Note that dining is generally lower in the northern states – Illinois, Pennsylvania, and New York. Note that California dining is off sharply with the orders to close.
This data shows domestic box office for each week (red) and the maximum and minimum for the previous four years. Blue is 2020 and red is 2021. Data is from BoxOfficeMojo through January 7th.
Note that the data is usually noisy week-to-week and depends on when blockbusters are released.
Movie ticket sales were at $9 million last week (compared to usually around $200 million per week at this time of year).
This graph shows the seasonal pattern for the hotel occupancy rate using the four week average.
The red line is for 2021, black is 2020, blue is the median, and dashed light blue is for 2009 (the worst year since the Great Depression for hotels – before 2020).
This data is through January 2nd. Hotel occupancy is currently down 17.2% year-over-year. Seasonally we’d expect business travel would start to pick up in the new year, but there will probably not be much pickup early this year.
Notes: Y-axis doesn’t start at zero to better show the seasonal change.
This graph, based on weekly data from the U.S. Energy Information Administration (EIA), shows gasoline supplied compared to the same week of 2019.
At one point, gasoline supplied was off almost 50% YoY.
As of January 1st, gasoline supplied was off about 14.8% (about 85.2% of the same week in 2019).
Note: People driving instead of flying might have boosted gasoline consumption over the summer.
This graph is from Apple mobility. From Apple: “This data is generated by counting the number of requests made to Apple Maps for directions in select countries/regions, sub-regions, and cities.” This is just a general guide – people that regularly commute probably don’t ask for directions.
There is also some great data on mobility from the Dallas Fed Mobility and Engagement Index. However the index is set “relative to its weekday-specific average over January–February”, and is not seasonally adjusted, so we can’t tell if an increase in mobility is due to recovery or just the normal increase in the Spring and Summer.
The graph is the running 7 day average to remove the impact of weekends.
IMPORTANT: All data is relative to January 13, 2020. This data is NOT Seasonally Adjusted. People walk and drive more when the weather is nice, so I’m just using the transit data.
According to the Apple data directions requests, public transit in the 7 day average for the US is at 45% of the January level. It is at 34% in Chicago, and 53% in Houston – and mostly trending up over the last couple of week.
Here is some interesting data on New York subway usage (HT BR).
This graph is from Todd W Schneider. This is daily data since early 2020.
This data is through Friday, January 8th.
Schneider has graphs for each borough, and links to all the data sources.
He notes: “Data updates weekly from the MTA’s public turnstile data, usually on Saturday mornings”.