The Pellucid Perspective - October 2021 - 14

WEATHER
IMPACT
SEPTEMBER
Pac
NW Cst N
Pac
September Holds
Its Own vs. '20
S
eptember GPH was unusually flat for one of our " shoulder
season " months registering +1% vs. Year-Ago (YA). That
kept the Year-to-Date (YtD) GPH figure at -1% vs. YA.
Regional breadth remained negative for the year at 1:2 with 10
favorable regions vs. 19 unfavorables rounded out by 16 in the
neutral zone (+/- 2%). You can get that full picture monthly one
of three ways:
* Subscribe to the Pellucid Publications Membership
* Subscribe to the Geographic Weather Impact Report
(Nat'l, 45 regions, 61 markets monthly)
* Subscribe to Cognilogic (facility level, web-delivered,
unlimited access, updated daily)
Played Rounds for August as published by Golf Datatech
also struggled against last year's strong results registering -7%
(but which is still 13% above Aug '19). According to Datatech,
the Public sector " lost less " (-7%) sector vs. Private (-9%),
much of which is likely to Private's strength in '20 so they have
a tougher comp to beat. To the critical question of how much
Key
Looking back to last month for Utilization,
we saw the rounds decline along with
the unfavorable weather so, despite
COVID, declining GPH continues to exert
gravitational pull on demand.
weather impacted our flat rounds result, recall that the previously-reported
August GPH was -5% so the slightly larger rounds
decline yields a Utilization loss of 2 points pretty much following
the July results.
Jim Koppenhaver comments on the results, " In a rare feat for
rounds projections, I was " calling " August -7.5% vs. '20 which
was pretty dead on. My call for the months in the balance
of the year is for continued and increasing erosion vs. the elevated
'20 H2 results so we'll see if my prowess (luck) holds
up. We usually see more variance in GPH in the shoulder
season months of Sep-Nov but we'll take the neutral result
while acknowledging that flat national still has considerable
ups and downs (which Pellucid Publications subscribers know
because they have the supporting regional results which ranged
14 The Pellucid PersPecTive
>+2% vs. YA
+/- 2% vs. YA
>-2% vs. YA
No arrow = NA
So
CA Coast
No
CA Coast
C CA
Valley C
So
NV
So
Int Mtn
Inland N
Pac
NW Cst S
Pac
Inland S
C CA
Valley N
No
NV
No
Int Mtn
No
Rck Mt
R
Cen
CA Val So
Des
SW West
D
SW
from +30% (So. FL) to -15% (OH Valley Central or Columbus
area). Looking back to last month for Utilization, we saw the
rounds decline along with the unfavorable weather so, despite
COVID, declining GPH continues to exert gravitational pull
on demand. The good news is that, for YtD Utilization across
the 61 tracked markets, we're still showing very strong positive
breadth with 44 markets up against only 3 markets down
(Minneapolis, Sarasota and the state of NE) or a 14:1 positive
breadth ratio. Due to the diligence of our Golf Market Research
Center Charter Members, we've already seen the preview
of the September results for rounds and revenue and the
" preview " is that it's stronger than I had anticipated against last
year's elevated base (and similar to the GPH results so I can
pretty confidently predict flat Utilization for September). "
OctOber 2021
https://www.pellucidcorp.com/purchase-reports/Pellucid-Publications-Membership-c60126192 https://www.pellucidcorp.com/purchase-reports/Monthly-National-&-Regional-Key-Market-Tracking-p235240902 https://www.pellucidcorp.com/purchase-reports/Cognilogic-Facility-Level-Year-End-Report-Monthly-Updates-p235256610

The Pellucid Perspective - October 2021

Table of Contents for the Digital Edition of The Pellucid Perspective - October 2021

TOC
Market Analysis increasing in “fun factor” behind positive numbers
Evolving Customer Engagement; Old Tools, New Rules
19 Activities, 12 Transactions lead; 3 interesting “special situations
Flat National September But Negative 1:2 Regional Breadth Picture
August Utilization Down Slightly, Still up 7 Points YtD
The Pellucid Perspective - October 2021 - TOC
The Pellucid Perspective - October 2021 - Market Analysis increasing in “fun factor” behind positive numbers
The Pellucid Perspective - October 2021 - 3
The Pellucid Perspective - October 2021 - 4
The Pellucid Perspective - October 2021 - 5
The Pellucid Perspective - October 2021 - 6
The Pellucid Perspective - October 2021 - 7
The Pellucid Perspective - October 2021 - 8
The Pellucid Perspective - October 2021 - 9
The Pellucid Perspective - October 2021 - Evolving Customer Engagement; Old Tools, New Rules
The Pellucid Perspective - October 2021 - 11
The Pellucid Perspective - October 2021 - 19 Activities, 12 Transactions lead; 3 interesting “special situations
The Pellucid Perspective - October 2021 - 13
The Pellucid Perspective - October 2021 - Flat National September But Negative 1:2 Regional Breadth Picture
The Pellucid Perspective - October 2021 - 15
The Pellucid Perspective - October 2021 - August Utilization Down Slightly, Still up 7 Points YtD
The Pellucid Perspective - October 2021 - 17
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