Covid Impacts

  • Interesting data from Foursquare regarding foot traffic (up to 27th March) in the US.
  • As expected Airports -66%, Hotels -61%, Bars -60%, Gyms -64%, Malls -61%, Clothing Stores -72%, Movie Theatres -75%, Restaurants -73%.
  • There are some interesting observations though.
  • Despite restaurant traffic being down 73%, fast food is only -17% – likely due to take away.
  • Interestingly after the initial stocking spike traffic to supply stores, grocery stores (pictured) and liquor stores is now well down from the peak (but still up overall).
  • Drug stores on the other hand are seeing a +28% and hardware stores continue to see strong traffic (+27%).
  • Gas station traffic initially ticked up but are now seeing -7-8% decline.
  • Outdoors is booming with visits to trails +34% and parks +10%.
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