Transit patronage plunged staggeringly, from 50 to as much as 94 percent, during the first half of 2020 amidst the worst global pandemic in a century. But transit’s troubles in California date much earlier. From 2014 to 2018, California lost over 165 million annual boardings, a drop of over 11 percent. This report examines public transit in California in the 2010s and the factors behind its falling ridership.

We find that ridership gains and losses have been asymmetric with respect to location, operators, modes, and transit users. Transit ridership has been on a longer-term decline in regions like Greater Los Angeles and on buses, while ridership losses in the Bay Area are more recent. While overall transit boardings across the state are down since 2014, worrisome underlying trends date back earlier as patronage failed to keep up with population growth. But reduced transit service is not responsible for ridership losses, as falling transit ridership occurred at the same time as operators instead increased their levels of transit service.

What factors help to explain losses in transit ridership? Increased access to automobiles explains much, if not most, of declining transit use. Private vehicle access has increased significantly in California and, outside of the Bay Area, is likely the biggest single cause of falling transit ridership. Additionally, new ridehail services such as Lyft and Uber allow travelers to purchase automobility one trip at a time and likely serve as a substitute for at least some transit trips. Finally, neighborhoods are changing in ways that do not bode well for public transit. Households are increasingly locating in outlying areas where they experience longer commutes and less transit access to employment. At the same time, a smaller share of high-propensity transit users now live in the state’s most transit-friendly neighborhoods.

While the 2010s proved a difficult decade for public transit in California, and the opening of the current decade has been an even bigger challenge, transit remains an essential public service. Effectively managing transit recovery in California will require a clear-eyed understanding of the substantially altered environment within which these systems large and small must now operate.

Transit ridership in the San Francisco Bay Area is falling. Yet some operators, areas, times, directions, routes, modes, and services have fared better than others. These differences help reveal the causes of the Bay Area’s overall ridership slump and inform policy and service decisions that aim to restore Bay Area transit use. To investigate these temporal and spatial trends, we analyze ridership on the eight largest Bay Area transit operators in considerable detail in Volume II of our report.

Overall, we find a significant level of “peaking.” Ridership losses at off-peak hours, on weekends, on outlying routes, in non-commute directions, and on smaller operators account for a large and disproportionate share of the whole region’s patronage decline. Downtown San Francisco and commute-oriented rail lines like Caltrain have gained ridership as less central, lower-service routes have lost patronage. These patterns match our statistical modeling of BART ridership, on which station-area jobs had the greatest influence, one that has grown over time. The most significant exceptions to the Bay Area’s peaking problem are operators in urban cores, like Muni and AC Transit, where residential and employment density throughout the network have blunted peaking, though not necessarily overall losses.

Absolute patronage declines and peaking are intertwined but distinct problems, with cross-cutting divisions. Yet on all agencies, we see at least some evidence of peaking. The resulting dependence on peak trips both incurs high costs and depresses passenger satisfaction.