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Old 08-14-2020, 06:54 AM
  #291  
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Originally Posted by senecacaptain
we may have peaked for the summer. Not sure. maybe another week of data will tell us for sure.

https://www.radarbox.com/statistics/us_us
I think the gap will continue to close between last years numbers and the recovery. I expect it to be slow, but I also think we will see an acceleration once governments around the world start reopening their borders to travelers, probably in early 2021...that will all coincide with vaccine distribution. We may see pax travel as a daily number trend lower in the fall, but that’s not too concerning as long as the trend shows consistent growth into last years numbers.
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Old 08-14-2020, 07:23 AM
  #292  
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Originally Posted by Bottlen0se
I think the gap will continue to close between last years numbers and the recovery. I expect it to be slow, but I also think we will see an acceleration once governments around the world start reopening their borders to travelers, probably in early 2021...that will all coincide with vaccine distribution. We may see pax travel as a daily number trend lower in the fall, but that’s not too concerning as long as the trend shows consistent growth into last years numbers.
^this. % YoY same weekday is more important than raw data each day if you want to measure trend during a time where demand historically drops. If raw numbers still grow anyway, fantastic.
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Old 08-14-2020, 09:08 AM
  #293  
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Originally Posted by senecacaptain
08-13/Thursday: 29.3%

almost touching 30% again which is a good thing.
Especially Thursday. I expect Friday to be 31.4 and Sunday to just be shy if 33. Say 32.6.
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Old 08-14-2020, 10:58 AM
  #294  
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Originally Posted by pangolin
Especially Thursday. I expect Friday to be 31.4 and Sunday to just be shy if 33. Say 32.6.
that would be great. we have never had 30 exceeded (30.01 or higher) three times in a row, yet.
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Old 08-14-2020, 12:26 PM
  #295  
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Originally Posted by senecacaptain
that would be great. we have never had 30 exceeded (30.01 or higher) three times in a row, yet.
Still won’t. Saturday will be 26 or so.
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Old 08-17-2020, 04:46 AM
  #296  
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Originally Posted by pangolin
Still won’t. Saturday will be 26 or so.
Yesterday was 33.4%.
Saturday the 15th was 31.7%

Not that these numbers should be celebrated but the there is a trend in the right direction. I’d wager the gap between last year and this year will continue to close. I’m repeating myself but once foreign governments reopen to US pax, and certain states drop their strict quarantine rules (likely will take a vaccine, early 2021) we will see this gap close even faster.
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Old 08-17-2020, 04:49 AM
  #297  
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Very solid 3 days. Gains of 1.3, 1.9 and 2.0%yoy. Tracking the decline last year WoW same weekday last year had drops of about 50K, 120k, 60k this weekend over last weekend last year. Yet this year we had all gains in raw numbers of about 20k, 6k, and 30k. Not only have we not yet started a decline like last year, we are still growing.
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Old 08-17-2020, 04:55 AM
  #298  
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Originally Posted by Soxfan1
Very solid 3 days. Gains of 1.3, 1.9 and 2.0%yoy. Tracking the decline last year WoW same weekday last year had drops of about 50K, 120k, 60k this weekend over last weekend last year. Yet this year we had all gains in raw numbers of about 20k, 6k, and 30k. Not only have we not yet started a decline like last year, we are still growing.
I know we stalled out earlier in July which caused alarm bells to go off, but I think at this point it’s safe to say we have begun to continue the recovery. Things aren’t good but the sky isn’t falling. People are coming back slowly despite all the covid news.
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Old 08-17-2020, 04:58 AM
  #299  
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Originally Posted by Bottlen0se
Yesterday was 33.4%.
Saturday the 15th was 31.7%

Not that these numbers should be celebrated but the there is a trend in the right direction. I’d wager the gap between last year and this year will continue to close. I’m repeating myself but once foreign governments reopen to US pax, and certain states drop their strict quarantine rules (likely will take a vaccine, early 2021) we will see this gap close even faster.
regarding state restrictions, you are right that is holding back a lot of growth. Good news there though, PA dropped 5 states from their list this weekend. And the tri state restrictions update on Tuesdays. The past 2 Tuesdays have seen states both added and removed but a net decline in total states each week. I’d bet that trend of nocking 1-2 states per week will continue and wile the total is still in the 30s and 1-2 a week decline won’t move the needle all that fast, every bit helps.

FL 7 day average of new cases has been on a decline for 4 weeks. Say they keep that up for another 4-6 weeks we could see FL dropping off some of the lists and that could be great for OCT and NOV TSA numbers.
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Old 08-17-2020, 05:06 AM
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Originally Posted by Bottlen0se
I know we stalled out earlier in July which caused alarm bells to go off, but I think at this point it’s safe to say we have begun to continue the recovery. Things aren’t good but the sky isn’t falling. People are coming back slowly despite all the covid news.
I agree. Only caveat I’d add is the airlines got spooked by forward bookings and cut end of Aug and Sept about 2-4 weeks ago. And it was everybody - even the airlines that have been aggressive (AA). So my fear is they see a cliff coming or if not that bad, we may still run into the issues we had in May and early June with not enough capacity. Watch to see if airlines add back in sept and if Oct final schedules show growth over an already gutted Sept will be key to seeing what the airlines are seeing short term.
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