Sources: OpenTable, Transportation Security Administration. Airline volume represents number of U.S. passengers screened by TSA and uses 18/2/20 as the pre-COVID baseline. All data uses seven-day smoothed averages.
Sources: Capital Group, company financials, FactSet. General Motors sales includes SAIC-GM-Wuling joint venture. Target and Costco reflect fiscal year 2020 and 2019 sales. Home Depot reflects fourth quarter 2020 and fourth quarter 2019 sales.
Sources: E-commerce = % of total U.S. retail sales (U.S. Census Bureau); telehealth visits = % of total primary care visits that were not in-person visits (U.S. Department of Health & Human Services, as of June 2020); streaming = % of time spent watching TV on streaming content (Nielson, as of 3Q, 2020); digital payments = % of payments made with digital wallets (Statista); cloud computing = % of total IT spend on public cloud computing (Capital Group, IDC).
Sources: Bloomberg, Bureau of Economic Analysis, Bureau of Labor Statistics, Federal Reserve. Inflation data as of 30/4/21. Employment data as of 31/5/21. Pre-pandemic peak considers the trailing 12 months prior to February 2020. Inflation shown based on the Personal Consumption Expenditure Price Index, with core excluding energy and food. Under-employment rate consists of total unemployed, plus all persons marginally attached to the labor force, plus total employed part time for economic reasons.