NEWPORT BEACH & COMPANY COVID-19 ECONOMIC RECOVERY DASHBOARD: FEBRUARY 25, 2021

Page 1

FEBRUARY 25, 2021 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

(FEBRUARY 14-20, 2021)

OPEN HOTELS (ONLY OPEN HOTELS)

33.2%

(DECEMBER 2020)

7.4%

(FEBRUARY 14-20, 2021)

(DECEMBER 2020)

NEWPORT BEACH HOTELS WEEKLY OCCUPANCY RATE

ORANGE COUNTY MONTHLY # OF HOSPITALITY & TOURISM EMPLOYEES % CHANGE

ALL HOTELS (OPEN & CLOSED HOTELS)

30.3%

-26.3%

(FEBRUARY 14-20, 2021)

NEWPORT BEACH HOTELS WEEKLY OCCUPANCY RATE % CHANGE OPEN HOTELS

-56.4%

(DECEMBER 2020 vs. DECEMBER 2019)

NEWPORT BEACH REAL ESTATE (DECEMBER 2020)

(FEBRUARY 14-20) 2021 vs. 2020

NEWPORT BEACH HOTELS WEEKLY AVERAGE RATE

$265.60

(FEBRUARY 14-20, 2021)

CLOSED HOTELS:

# OF HOTEL ROOMS OPEN FOR BOOKING:

FASHION ISLAND HOTEL

# OF HOTEL ROOMS CLOSED:

3,056 295

U.S. AUTOMOBILE SALES

(DECEMBER 2020 vs. 2019) # OF AUTOMOBILES SOLD YOY % CHANGE

100%

(DECEMBER 2020 vs. DECEMBER 2019)

JOHN WAYNE AIRPORT (SNA) (DECEMBER 2020)

NEWPORT BEACH REAL ESTATE MONTHLY # OF LISTINGS % CHANGE

-20.0%

(DECEMBER 2020 vs. DECE,BER 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 FEBRUARY 17-24, 2021) YOY % CHANGE IN # OF DINERS CALIFORNIA LOS ANGELES

-52.3%

-72.5%

(WEEK OF FEBRUARY 17-24) 2021 vs. 2020

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

% OF RESTAURANTS OPEN CALIFORNIA LOS ANGELES

(DECEMBER 2020 vs. DECEMBER 2019)

(WEEK OF FEBRUARY 17-24, 2021)

-74%

60%

42%


FEBRUARY 25, 2021 WEEKLY REPORT

NEWPORT BEACH & COMPANY COVID-19 ECONOMIC RECOVERY DASHBOARD

HOTEL PERFORMANCE

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

(2020 vs. 2019/2021 vs. 2020)

95 85 75 65 55 45 35 25 15

CHRISTMAS & NYE WEEK

78.5% 66.2%

63.1%

61.6%

88.7%

81.9%

76.6%

74.4%

74.0%%

58.1%

57.2%

VALENTINE’S & PRESIDENTS’ DAY WEEKEND

MLK WEEKEND

26.7%

5-DEC

31.1%

21.1%

23.9%

23.3%

12-DEC

19-DEC

26-DEC

2-JAN

76.2%

21.4%

24.6%

24.2%

21.3%

21.9%

9-JAN

16-JAN

23-JAN

30-JAN

6-FEB

THIS YEAR

30.6%

33.2%

13-FEB

20-FEB

LAST YEAR

NEWPORT BEACH HOTELS DAILY OCCUPANCY RATE BY WEEK (WEEKS OF JANUARY 24 – FEBRUARY 20, 2021)

VALENTINE’S DAY & PRESIDENTS’ DAY WEEKEND

DAILY OCCUPANCY RATE (%)

80.0%

69.4%

70.0% 60.0%

56.1%

50.0% 40.0% 30.0% 20.0%

34.6% 18.2% 18.0% 17.9%25.1% 17.9% 17.3%

20.0% 28.3%

18.8%

46.1%

41.2%

34.0%

34.3% 22.7% 25.4% 25.0% 22.6%

21.2% 22.7% 19.7% 19.3% 20.4%

18.2% 15.5% 18.2%

10.0% 0.0%

JANUARY 24-30, 2021

JAN 31-FEB 6, 2021 SUN

MON

TUE

FEBRUARY 7-13, 2021

WED

THU

FRI

FEBRUARY 14-20, 2021

SAT

NEWPORT BEACH HOTELS COMPETITIVE SET OF CITIES 33%

24%

32%

25%

18% $206 M O N IC A

IN G S PA LM

YL Y EV ER

SP R

H IL L

A RA B

OCCUPANCY RATE (%)

$78

SA N TA

$111

A N A H EI M

$443 S

$188

BA R

E VI N IR

PO IN T D A N A

D IE G O SA N

AVERAGE DAILY RATE ($) SOURCE: FEBRUARY 24, 2021, STR.COM

$162

B

$100

A

$250

SA N TA

$100

JO LL

$143

H U N TI N G TO N

BE A C H T PO R N EW

16%

32%

26%

18%

$264

30%

29%

LA

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

OCCUPANCY RATE (%)

MONTHLY AVERAGE DAILY RATE ($)

(MONTHLY AVERAGE DAILY RATE & OCCUPANCY RATE FOR JANUARY 2021)

40% 30% 20% 10% 0%


FEBRUARY 25, 2021 WEEKLY REPORT

NEWPORT BEACH & COMPANY COVID-19 ECONOMIC RECOVERY DASHBOARD

HOTEL PERFORMANCE

NEWPORT BEACH HOTELS ROOMS AVAILABLE FOR BOOKING (ROOMS SUPPLY) (PERCENT CHANGE 2021 vs. 2020)

% CHANGE ROOMS AVAILABLE

JAN 17-23 0.0% -5.0% -10.0% -15.0% -20.0% -25.0%

JAN 24-30

-22.1%

JAN 31 - FEB 6

FEB 7-13

FEB 14-20

-8.8%

-8.8%

-8.8%

-22.1%

NEWPORT BEACH HOTELS AVERAGE WEEKLY RATE

(WEEKS OF DECEMBER 5, 2020 – FEBRUARY 20, 2021) CHRISTMAS & NYE WEEK

$335 AVERAGE WEEKLY RATE ($)

$315

$295

$295

$289

$301

MLK WEEKEND

VALENTINE’S & PRESIDENTS’ DAY WEEKEND

$311

$279

$275

$287

$266

$265

$264

$239

$242

$241

9-JAN

16-JAN

23-JAN

$263

$266

$255

$275

$255

$235 $215

$225

$230

$239

$241

$243

6-FEB

13-FEB

20-FEB

$218

$195 5-DEC

$249

$266

12-DEC

19-DEC

26-DEC

2-JAN

THIS YEAR

30-JAN

LAST YEAR

NEWPORT BEACH HOTELS AVERAGE DAILY HOTEL RATE (JANUARY 17 – FEBRUARY 20, 2021)

AVERAGE DAILY RATE ($)

$350

$295 $277 $289 $281 $287 $263 $286 $263 $300 $278 $273 $276 $277 $281 $264 $278 $248 $255 $264 $270 $265 $252 $260 $261 $255 $259 $245 $263 $248 $253 $238 $245 $249 $253 $241 $250 $233 $200 $150 $100 $50

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

$0

SOURCE: FEBRUARY 25, 2021, STR.COM


FEBRUARY 25, 2021 WEEKLY REPORT

NEWPORT BEACH & COMPANY COVID-19 ECONOMIC RECOVERY DASHBOARD

RESTAURANT & AIRPORT METRICS CALIFORNIA & LA DAILY SEATED DINERS FROM ONLINE, PHONE OR WALK-IN 30-NOV 2-DEC 4-DEC 6-DEC 8-DEC 11-DEC 13-DEC 15-DEC 17-DEC 19-DEC 21-DEC 23-DEC 25-DEC 27-DEC 29-DEC 31-DEC 2-JAN 4-JAN 6-JAN 8-JAN 10-JAN 12-JAN 14-JAN 16-JAN 18-JAN 20-JAN 22-JAN 24-JAN 26-JAN 28-JAN 30-JAN 1-FEB 4-FEB 6-FEB 8-FEB 10-FEB 12-FEB 14-FEB 16-FEB 18-FEB 20-FEB 22-FEB 24-FEB

(YEAR-OVER-YEAR PERCENT CHANGE 2020 vs. 2019/2021 vs. 2020)

% CHANGE IN WEEKLY SEATED DINERS

0 -10 -20 -30 -40 -50 -60 -70 -80 -90 -100

CALIFORNIA RESTAURANTS

% OF CALIFORNIA & LA RESTAURANTS OPEN FOR RESERVATIONS BY WEEK

LOS ANGELES RESTAURANTS

# OF MONTHLY AIRPORT PASSENGERS (% CHANGE 2020 vs. 2019) 0%

60%

52%

56%

59% 60%

-20%

50% 40%

38%

40%

31% 30% 20%

18%

42%

30%

18%

17% 12%

10%

8% 0%

9%

11%

0%

0%

0%

0%

0%

DEC 16

DEC 23

DEC JAN JAN 30 6 13 CALI FORNI A

JAN 20

-10%

# OF MONTHLY PASSENGERS (YOY % CHANGE)

PERCENT (%) OF RESTAURANTS OPEN FOR RESERVATIONS PER WEEK

70%

-30% -40% -50% -60% -70% -80%

-64% -66% -68% -72% -74% -75%

-90%

0% JAN FEB FEB 27 3 10 LOS ANGELES

FEB 17

FEB 24

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

-70% -71% -74% -75% -79% -82%

-81% -82% -81% -85% -92% -87%

-100% JOHN WAYNE AIRPORT JU LY

AUG

LAX SEP

OC T

LONG BEAC H AIRPORT NOV

DEC


FEBRUARY 25, 2021 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

$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

$4.0

$2,768,760

$1.0

$142,280,805

$0.5 $0.0

$100,000,000

$3,329, 834

$50,000,000

R

$2,000,000

L ES OD TA GI N H UR G EA A N D LT T EP H S C AR A A TM P RE FO EN P A O T S RE D L Q & TOR U G IC E R K ET RO S -S A CE ER IL R Y VI G A O U C TO OD E R M S ES TA OTI EL UR VE EC AN TR TS O N IC S

$14,000,000

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

$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 K OREA

$0.4

$0.0

AUSTRALIA


FEBRUARY 25, 2021 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

DEC

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%

-20.0%

-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

-27.5%

-29.3%

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%

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

$3.5

$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


FEBRUARY 25, 2021 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% 15.0% 10.0% 5.0%

5.5% 3.9% 3.9% 3.7% 2.8% 2.9%

16.4% 16.4% 14.9% 14.7% 13.6% 13.5% 13.8% 12.4%11.2% 11.1% 9.5% 9.0% 9.0% 9.3% 8.2% 7.4% 7.5% 6.4%

0.0%

JAN

FEB

MAR

APR

MAY

JUN

CALIFORNIA

JUL

AUG

SEP

OCT

NOV

DEC

ORANGE COUNTY

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

YOY PERCENT CHANGE (%)

JAN 10.0% 1.7%2.1% 0.0%

FEB

MAR

APR

MAY

JUN

JULY

AUG

SEP

OCT

NOV

DEC

1.5%2.2%

-10.0%

-3.3%-4.7%

-20.0%

-19.7% -24.0% -24.0% -26.3% -25.4% -29.8%-30.5% -30.8% -28.5% -29.8% -29.4% -31.6% -30.7% -32.4% -45.3% -46.4% -47.1% -44.3% CALIFORNIA ORANGE COUNTY

-30.0% -40.0% -50.0%

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

1.3

1.3

1.4

1.5

1.5 1.5

1.2

0.6

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 © 2021. NEWPORT BEACH & COMPANY

NOV

DEC


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