The TSA is providing daily travel numbers.
This data shows the daily total traveler throughput from the TSA for 2019 (Blue) and 2020 (Red).
On July 19th there were 747,422 travelers compared to 2,727,355 a year ago.
That is a decline of 73%. There had been a slow steady increase from the bottom, but the increase in air travel has slowed.
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 July 18, 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”.
The 7 day average for New York is still off 76%.
Florida is down 62% YoY. Note that dining seems to be declining in many areas over the last few weeks (certainly due to the recent surge in COVID cases).
This data shows domestic box office for each week (red) and the maximum and minimum for the previous four years. Data is from BoxOfficeMojo through July 16th.
Note that the data is usually noisy week-to-week and depends on when blockbusters are released.
Movie ticket sales have picked up a slightly from the bottom, but are still under $1 million per week (compared to usually around $300 million per week), and ticket sales have essentially been at zero for seventeen weeks.
Most movie theaters are closed all across the country, and will probably reopen slowly (probably with limited seating at first).
The following graph shows the seasonal pattern for the hotel occupancy rate using the four week average.
2020 was off to a solid start, however, COVID-19 crushed hotel occupancy.
Notes: Y-axis doesn’t start at zero to better show the seasonal change.
The occupancy rate for the last four weeks was 43.9%, 46.2%, 45.6% and 45.9%. Flattening out well below the median for this week of 75%.
Usually hotel occupancy starts to pick up seasonally in early June. So some of the recent pickup might be seasonal (summer travel). Note that summer occupancy usually peaks at the end of July or in early August.
This graph, based on weekly data from the U.S. Energy Information Administration (EIA), shows the year-over-year change in gasoline consumption.
At one point, gasoline consumption was off almost 50% YoY.
As of July 10th, gasoline consumption was only off about 6% YoY (about 94% of normal).
Note: I know several people that have driven to vacation spots – or to visit family – and they usually would have flown. So this might be boosting gasoline consumption over the summer.
The final 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 still only about 52% of the January level. It is at 45% in New York, and 54% in Houston (down over the last few of weeks).