NEWPORT BEACH & COMPANY COVID-19 ECONOMIC RECOVERY DASHBOARD: DECEMBER 2, 2020

Page 1

DECEMBER 2, 2020 WEEKLY REPORT

NEWPORT BEACH & COMPANY COVID-19 ECONOMIC RECOVERY DASHBOARD

EXECUTIVE SUMMARY

NEWPORT BEACH HOTELS

ORANGE COUNTY UNEMPLOYMENT

NEWPORT BEACH HOTELS WEEKLY OCCUPANCY RATE

ORANGE COUNTY MONTHLY UNEMPLOYMENT RATE

(NOVEMBER 22-28, 2020)

OPEN HOTELS (ONLY OPEN HOTELS)

34.7%

(OCTOBER 2020)

7.5%

(NOVEMBER 22-28, 2020)

(OCTOBER 2020)

NEWPORT BEACH HOTELS WEEKLY OCCUPANCY RATE

ORANGE COUNTY MONTHLY # OF HOSPITALITY & TOURISM EMPLOYEES % CHANGE

ALL HOTELS (OPEN & CLOSED HOTELS)

27.1%

-24.6%

(NOVEMBER 22-28, 2020)

NEWPORT BEACH HOTELS WEEKLY OCCUPANCY RATE % CHANGE OPEN HOTELS

-30.6%

NEWPORT BEACH HOTELS WEEKLY AVERAGE RATE

$305.24

(NOVEMBER 22-28, 2020)

# OF HOTEL ROOMS OPEN FOR BOOKING:

FASHION ISLAND HOTEL

NEWPORT BEACH REAL ESTATE (OCTOBER 2020)

(NOVEMBER 22-28) 2020 vs. 2019

CLOSED HOTELS: RENAISSANCE HOTEL NEWPORT BEACH

(OCTOBER 2020 vs. OCTOBER 2019)

2,612

# OF HOTEL ROOMS CLOSED:

739

U.S. AUTOMOBILE SALES (OCTOBER 2020 vs. 2019)

# OF AUTOMOBILES SOLD YOY % CHANGE

-64%

(OCTOBER 2020 vs. OCTOBER 2019)

JOHN WAYNE AIRPORT (SNA) (OCTOBER 2020)

NEWPORT BEACH REAL ESTATE MONTHLY # OF LISTINGS % CHANGE

-28.0%

(OCTOBER 2020 vs. OCTOBER 2019)

U.S. VISA SPENDING IN NEWPORT BEACH (3RD QUARTER 2020 VS. 2019)

DOMESTIC U.S. CREDIT CARD SPENDING IN NEWPORT BEACH

-15.6%

(3RD QUARTER 2020 VS. 2019)

CALIFORNIA & LA RESTAURANTS (WEEK OF NOV 25 – DEC 1, 2020) YOY % CHANGE IN # OF DINERS CALIFORNIA LOS ANGELES

-60.9%

-94.3%

(WEEK OF NOV 25 – DEC 1) 2020 vs. 2019

ORANGE COUNTY/ JOHN WAYNE AIRPORT MONTHLY # OF PASSENGERS YOY % CHANGE

% OF RESTAURANTS OPEN CALIFORNIA LOS ANGELES

(OCTOBER 2020 vs. OCTOBER 2019)

(WEEK OF NOV 25 – DEC 1, 2020)

-65.7%

59%

0%


DECEMBER 2, 2020 WEEKLY REPORT

NEWPORT BEACH & COMPANY COVID-19 ECONOMIC RECOVERY DASHBOARD

HOTEL PERFORMANCE

NEWPORT BEACH HOTELS WEEKLY OCCUPANCY RATE WEEKLY OCCUPANCY RATE (%)

(2020 vs. 2019)

90

78.3%

80

83.4%

84.8%

79.2%

77.3%

82.9%

80.4%

75.5%

THANKSGIVING WEEKEND

72.3%

69.8%

63.0%

70 60

47.3%

50

42.5%

42.3%

45.1%

42.9%

41.8%

50.0 %

45.0%

41.0%

40

34.5%

36.5%

7-NOV

14-NOV

33.7%

34.7 %

21-NOV

28-NOV

30 12-SEP

19-SEP

26-SEP

3-OCT

10-OCT

17-OCT

24-OCT

31-OCT

THIS YEAR

LAST YEAR

NEWPORT BEACH HOTELS DAILY OCCUPANCY RATE BY WEEK (WEEKS OF NOVEMBER 1-28, 2020)

DAILY OCCUPANCY RATE (%)

80.0% 70.0% 60.0%

51.2% 47.1%

50.0% 40.0% 30.0%

27.1% 27.9% 34.1% 29.7% 25.0%

51.8% 45.8% 35.1% 34.2% 28.8% 31.7% 28.3%

46.5% 39.8% 30.2% 32.7% 27.4% 31.4% 28.1%

43.7% 38.7% 39.2%

30.5% 29.4% 32.8% 28.8%

20.0% 10.0% 0.0%

NOVEMBER 1-7, 2020

NOVEMBER 8-14, 2020 SUN

MON

TUE

NOVEMBER 15-21, 2020

WED

THU

FRI

NOVEMBER 22-28, 2020

SAT

NEWPORT BEACH HOTELS COMPETITIVE SET OF CITIES

$500 $400 $300 $200 $100 $0

EW N

45%

$302

R PO

T

H C A BE

55%

$192 N TO G N I T N U H

49%

46%

$125

… N SA

O G IE D

$356

A N A D

T IN PO

IR

43%

48%

$113

$201

N VI

45%

44% 29%

E

AVERAGE DAILY RATE ($) SOURCE: DECEMBER 2, 2020, STR.COM

30%

64%

LA

LL JO

$281

A TA N SA

R BA

B

RA A

B

ER EV

$453

Y YL

LS IL H

OCCUPANCY RATE (%)

LM PA

$161 R SP

S G IN

$85 M EI H A N A

TA N SA

$248 A IC N O M

OCCUPANCY RATE (%)

MONTHLY AVERAGE DAILY RATE ($)

(MONTHLY AVERAGE DAILY RATE & OCCUPANCY RATE FOR OCTOBER 2020)

80% 60% 40% 20% 0%


DECEMBER 2, 2020 WEEKLY REPORT

NEWPORT BEACH & COMPANY COVID-19 ECONOMIC RECOVERY DASHBOARD

HOTEL PERFORMANCE

NEWPORT BEACH HOTELS ROOMS AVAILABLE FOR BOOKING (ROOMS SUPPLY)

% CHANGE ROOMS AVAILABLE

(PERCENT CHANGE 2020 vs. 2019)

0.0% -5.0% -10.0% -15.0% -20.0% -25.0%

SEP 20-26

SEP 27OCT 3

-22.1%

-22.1%

OCT 4-10 OCT 11-17 OCT 18-24 OCT 25-31

-22.1%

-22.1%

-22.1%

NOV 1-7

-22.1%

-22.1%

NOV 8-14 NOV 15-21 NOV 22-28

-22.1%

-22.1%

-22.1%

NEWPORT BEACH HOTELS AVERAGE WEEKLY RATE (WEEKS OF SEPTEMBER 12 – NOVEMBER 28, 2020)

$340

THANKSGIVING WEEKEND

AVERAGE WEEKLY RATE ($)

$318

$320

$300

$300

$290

$301

$312

$305

$303

$288

$282

$305

$293

$283

$280 $260

$272 $258

$240

$254

$255

$255

$255 $241

$220

$244

$239

$240

$200 12-SEP

19-SEP

26-SEP

3-OCT

10-OCT

17-OCT

24-OCT

THIS YEAR

31-OCT

7-NOV

$229

$224

14-NOV

21-NOV

28-NOV

LAST YEAR

NEWPORT BEACH HOTELS AVERAGE DAILY HOTEL RATE (NOVEMBER 1-28, 2020)

$400 AVERAGE DAILY RATE ($)

$350

$337 $336 $295 $322 $306

$312 $285 $298 $309 $290 $282 $286 $290 $300 $277 $283 $250 $200

$337 $304 $307 $286 $284$300 $273 $266 $260

$351 $331 $306

$195

$150 $100 $50 $0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 /2 /2 /2 /2 /2 /2 /2 /2 /2 /2 /2 /2 /2 /2 /2 /2 /2 /2 /2 /2 /2 /2 /2 /2 /2 /2 /2 /2 /1 1/2 1/3 1/4 1/5 1/6 1/7 1/8 1/9 /10 /11 /12 /13 /14 /15 /16 /17 /18 /19 20 /21 22 23 24 25 26 /27 28 1 / / / / / / 1 1 1 1 1 1 1 1 1 11 11 11 11 11 11 11 11 11/ 11 11 11 11 11 11 11 11 11 11

SOURCE: DECEMBER 2, 2020, STR.COM


DECEMBER 2, 2020 WEEKLY REPORT

NEWPORT BEACH & COMPANY COVID-19 ECONOMIC RECOVERY DASHBOARD

RESTAURANT & AIRPORT METRICS CALIFORNIA & LA DAILY SEATED DINERS FROM ONLINE, PHONE OR WALK-IN

0

7-SEP 9-SEP 11-SEP 13-SEP 15-SEP 17-SEP 19-SEP 21-SEP 23-SEP 25-SEP 27-SEP 29-SEP 1-OCT 3-OCT 5-OCT 7-OCT 9-OCT 11-OCT 13-OCT 15-OCT 17-OCT 19-OCT 21-OCT 23-OCT 25-OCT 27-OCT 29-OCT 31-OCT 2-NOV 4-NOV 6-NOV 8-NOV 10-NOV 12-NOV 14-NOV 16-NOV 18-NOV 20-NOV 22-NOV 24-NOV 26-NOV 28-NOV 30-NOV

(YEAR OVER YEAR PERCENT CHANGE 2020 vs. 2019)

% CHANGE IN WEEKLY SEATED DINERS

-10 -20 -30 -40 -50 -60 -70 -80 -90 -100

PERCENT (%) OF RESTAURANTS OPEN FOR RESERVATIONS PER WEEK

% OF CALIFORNIA & LA RESTAURANTS OPEN FOR RESERVATIONS BY WEEK 80% 70% 60% 50% 40%

64% 62% 61% 60% 60%

67% 68% 67% 68% 69% 69%69% 67% 59%

47% 45% 47% 48% 46%48%48% 43% 44% 41%39% 42% 38%

30% 20%

# OF MONTHLY AIRPORT PASSENGERS (% CHANGE 2020 vs. 2019) 0% -20% -40% -55% -66% -68% -72% -75%

-60% -63% -80% -100%

-80% -91% -97%

10% 0%

LOS ANGELES RESTAURANTS

# OF MONTHLY PASSENGERS (YOY % CHANGE)

CALIFORNIA RESTAURANTS

8/26

0% 9/2 9/16 9/30 10/14 10/28 11/11 11/25 11/4 11/18 10/21 10/7 9/12 9/23 CALIFORNIA LOS ANGELES

SOURCE: OPENTABLE AND SNA/JWA, LAX & LGB AIRPORTS

-54%

-71% -75% -79% -81% -81% -82% -87% -87% -87% -92% -92% -96% -96% -98%

-120% JOHN WAYNE AIRPORT MAR

APR

MAY

LAX JUNE

JULY

LONG BEACH AIRPORT AUG

SEP

OCT


DECEMBER 2, 2020 WEEKLY REPORT

NEWPORT BEACH & COMPANY COVID-19 ECONOMIC RECOVERY DASHBOARD CREDIT CARD SPENDING IN NEWPORT BEACH INT’L VISA CREDIT CARD SPENDING IN NEWPORT BEACH

U.S. VISA CREDIT CARD SPENDING IN NEWPORT BEACH

(2020 vs. 2019)

(2020 vs. 2019)

$20,000,000 $18,000,000 $16,000,000 $13,809,783

(2ND QUARTER 2020 vs. 2019)

$350,000,000

$340,002,302

$300,000,000

$294,119,639

$325,722,868

$17,811,034

$14,000,000

$4.0 $3.5 $3.0 $2.5

$250,000,000

$2.0

$12,000,000

$200,000,000

$1.5

$10,000,000

$150,000,000

$8,000,000 $6,000,000 $4,000,000

INT’L VISA CREDIT CARD SPENDING IN NEWPORT BEACH BY CATEGORY

$2,768,760

$3,329,834

$1.0

$142,280,805

$0.5 $0.0

$100,000,000

G TS RE EL ES RY DS VE TS CS I I IN G AN CA AR OR CE OO OT AN O N D R TH PP ST RO G M UR R O U L T L A T L I G TO A C TA A EN D & ETA AU E ST LE ES HE E R R R TM OO E R F C A I V EP D ER -S K IC U Q

$50,000,000

$2,000,000

$0

$0

2ND QUARTER 2019

3RD QUARTER

2ND 3RD QUARTER QUARTER

2020

2019

20202

Q2 2019

Q2 2020

U.S. VISA CREDIT CARD SPENDING FROM EACH METRO AREA SPENT IN NEWPORT BEACH SPENDING IN MILLIONS USD ($)

(2ND & 3RD QUARTERS 2020 vs. 2019) $15.0 $10.0 $5.0 $0.0

$9.8

$11.9 $9.0

$3.3 SAN FRANCISCO

$9.5 $10.5 $9.2 $4.1

SAN DIEGO

$8.5 $7.6 $5.7 $2.2

$5.0 $5.9 $5.1 $2.2

$7.2 $4.3 $1.5 $2.9

PHOENIX

LAS VEGAS

NEW YORK CITY

Q2 2019

Q2 2020

$3.4 $3.6 $0.9 $2.0

$2.7 $3.1 $0.7 $1.8

$2.6 $2.7 $0.8 $2.2

SEATTLE

DENVER

SACRAMENTO

Q3 2019

Q3 2020

EXCLUDES LA, RIVERSIDE & ORANGE COUNITES

INT’L VISA CREDIT CARD SPENDING FROM EACH COUNTRY SPENT IN NEWPORT BEACH SPENDING IN MILLIONS USD ($)

(2ND QUARTER 2020 vs. 2019) $5.0

$4.4

$4.0 $3.0 $2.0

$1.7

$1.0 $0.0

$2.2

$0.3 CHINA

CANADA

$0.8

$0.1

U.K.

$0.7

$0.0

SAUDI ARABIA

Q2 2019 SOURCE: VISAVUE, VISA INTERNATIONAL

$0.5

$0.0

UNITED ARAB EMIRATES

Q2 2020

$0.5

$0.1

JAPAN

$0.4

$0.0

SOUTH KOREA

$0.4

$0.0

AUSTRALIA


DECEMBER 2, 2020 WEEKLY REPORT

NEWPORT BEACH & COMPANY COVID-19 ECONOMIC RECOVERY DASHBOARD

REAL ESTATE METRICS

NEWPORT BEACH TOTAL NUMBER OF ACTIVE REAL ESTATE LISTINGS (YEAR-OVER-YEAR PERCENT CHANGE 2020 vs. 2019)

JAN

FEB

MAR

APR

MAY

JUN

JUL

AUG

SEP

OCT

NOV

DE C

0.0% YOY % CHANGE IN ACTIVE LISTINGS

-5.0% -10.0%

-4.0%

-5.6%

-15.0% -20.0%

-18.0%

-25.0%

-20.8% -25.3%

-30.0%

-26.9%

-28.0%

-30.7%

-35.0%

-22.9%

-24.1% -33.8%

-40.0%

NEWPORT BEACH REAL ESTATE LISTINGS AVERAGE NUMBER OF DAYS TO SELL (YEAR-OVER-YEAR PERCENT CHANGE 2020 vs. 2019)

YOY % CHANGE IN AVERAGE # OF DAYS TO SELL

JAN 80.0%

FEB

MAR

APR

MAY

JUN

JUL

AUG

SEP

OCT

NOV

DEC

65.0%

60.0% 40.0%

38.5%

31.6%

11.8%

10.6%

20.0% 0.0%

-1.4%

-20.0%

-6.9%

-15.1%

-11.6% -23.9%

-40.0%

-27.5%

NEWPORT BEACH REAL ESTATE AVERAGE LIST PRICE

(YEAR-OVER-YEAR AVERAGE LIST PRICE 2020 vs. 2019) $4.5 AVERAGE LIST PRICE (IN MILLIONS $)

$4.0 $3.5

$3.6 $3.4

$3.0

$3.5 $3.2

$3.0 $2.9

$3.1 $2.8

$3.5 $3.5

$3.6

$3.6

$3.6

$3.6

$3.2

$3.1

$3.1

$4.1

$3.7 $3.7

$2.8

$3.2 $3.2

$2.5 $2.0 $1.5 $1.0 $0.5 $0.0

JAN

FEB

MARCH

APRIL

MAY

JUNE

2019 SOURCE: REAL ESTATE ADVERTISING SERVICE: MLS.COM

2020

JULY

AUG

SEPT

OCT

NOV

DEC


DECEMBER 2, 2020 WEEKLY REPORT

NEWPORT BEACH & COMPANY COVID-19 ECONOMIC RECOVERY DASHBOARD

UNEMPLOYMENT & AUTOMOBILE METRICS

2020 ORANGE COUNTY UNEMPLOYMENT RATE BY MONTH PERCENTAGE RATE (%)

(CALIFORNIA vs. ORANGE COUNTY)

20.0%

16.4% 16.4% 14.7% 14.9% 13.8% 13.6% 13.5% 12.4% 11.2% 9.5%

15.0% 10.0% 5.0%

5.5% 3.9% 3.7% 2.8%

3.9% 2.9%

11.1% 9.0% 9.3% 7.5%

0.0%

JAN

FEB

MAR

APR

MAY

CALIFORNIA

JUN

JUL

AUG

SEP

OCT

ORANGE COUNTY

2020 ORANGE COUNTY MONTHLY NUMBER OF LEISURE & HOSPITALITY EMPLOYEES PERCENT CHANGE (CALIFORNIA vs. ORANGE COUNTY)

YOY PERCENT CHANGE (%)

JAN 10.0%

FEB

1.7% 2.1%

MAR

APR

MAY

JUN

JULY

AUG

SEP

OCT

1.5%2.2%

0.0% -10.0%

-3.3%-4.7%

-20.0% -30.0%

-28.5% -29.8% -30.5% -29.3% -31.6% -30.8% -30.7% -32.4%

-40.0% -50.0%

-24.6% -25.4%

-46.4% -45.3% -47.1% -44.3% CALIFORNIA ORANGE COUNTY

SOURCE: U.S. BUREAU OF LABOR STATISTICS

U.S. AUTOMOBILE SALES BY MONTH # OF AUTOMOBILES SOLD (MILLIONS)

(2020 vs. 2019)

2.0 1.5

1.2 1.2

0.9

1.0

1.6

1.5

1.4 1.3

0.5

1.3

1.2

1.2

1.6

1.4

1.5 1.3

1.3

1.4

1.4

1.3

0.6

1.5

1.5

0.5

0.0 JAN

FEB

MAR

APR

MAY

JUN 2020

JUL

AUG

SEP

OCT

2019

NEWPORT BEACH & COMPANY 1600 NEWPORT CENTER DRIVE, SUITE 120 NEWPORT BEACH, CA 92660 INFO@VISITNEWPORTBEACH.COM 800-94-COAST © 2020. NEWPORT BEACH & COMPANY

NOV

DEC


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