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As we near the last stretch of the US summer season, we looked again at foot traffic data for US airports as one measure of the impact being felt by the travel industry.
In our blog post on June 19th, we noted that traffic at US international hubs was severely depressed, with some regional hubs...
Heading into earnings season we reviewed foot traffic data at four major hotel chains to help provide insights into likely company performance. We looked at Extended Stay America (STAY), Choice Hotels (CHH), Marriott (MAR) and Hilton (HLT) and compared the percentage change in stock prices over...
As a continuation of our previous analysis Path to Recovery Far from Clear, we updated the data to show how the foot traffic trend at consumer discretionary businesses varies in three states: California, New York and Texas.
The US faces a deep coronavirus crisis as new cases are surging to...
The RV market in the US looks like it may have found a new client base during the pandemic. As reported by the New York Times, companies like Cruise America, the largest RV rental company in the US, typically count on overseas visitors for about 40% of their bookings. The majority of these...
With COVID cases rising again in Southern and Western states, the Washington Post reported that many hospitals are under renewed strain, with beds being filled to capacity.
In order to measure the true number of hospital admissions, we have developed an algorithm that can track overnight stays...
For our fourth post in our summer series, we switch to what we would broadly term essential retailers. Big box stores such as CostCo and Sam's Club were early winners in the pandemic era as many of us stocked up in preparation for an anticipated period of lock-down.
Below, a chart for Costco...
In this third blog post of our summer series, we review two different measures of economic activity that can help paint an overall picture of consumer trends.
Measuring foot traffic at consumer discretionary businesses helps us understand the extent to which people are back to shopping for...
In this second post based on data from our summer webinar, we reviewed the sectors at the heart of the tourism industry - hotels, restaurants and casinos.
We had previously analyzed hotel foot traffic in multiple states. You can read our full analysis in a previous blog post here. Just to recap,...
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