As we the clock ticks down to the next Democratic debate at the end of this month, it is becoming apparent that the historically massive Democratic field is starting to break down to a story about the frontrunners and, well, everybody else:
The top tier of the Democratic presidential primary is now reshaped around five candidates. The latest fundraising numbers prove it.
Joe Biden, Pete Buttigieg, Kamala Harris, Bernie Sanders and Elizabeth Warren raised about $100 million in the last three months combined. Together, they share a large majority of the public support.
They were already spending millions of dollars more than many lower-polling contenders have even raised. Now, in a powerful compounding effect for their campaigns, these top tier candidates are poised to plow that new money back into their field and digital operations — further reinforcing their fundraising and organizing advantages in the 23-candidate field.
It’s too early to be an inflection point, but late enough that the rest of the field needs to start worrying.
“The front-runners are pulling away, absent a blunder,” said Bob Mulholland, a Democratic National Committee member from California.
“It’s like any season as you get closer, some teams are headed to the World Series or the Super Bowl … The difference between winning and losing is pretty severe.”
The consolidation of Democratic money in the primary — and the now-flattened top tier — became evident this week, after Warren, the Massachusetts senator, announced Monday that she raised a $19.1 million in the second quarter. Buttigieg raised $25 million, Biden raised $21.5 million, Sanders raised $18 million and Harris raised $12 million.
That money is not just a benchmark. Buttigieg, while raising his staggering sum, began hiring dozens of organizers in Iowa and New Hampshire and plans to have 300 people on staff by Labor Day. Warren added more than 100 staffers in the past three months and already has more than 300 in total.
Harris in recent weeks has dramatically expanded her operation in the four early-nominating states, with more than 65 staffers in Iowa, 49 in South Carolina, 35 in Nevada and 30 in New Hampshire.
While lower-polling candidates are still struggling justto qualify for upcoming presidential debates, candidates with money can now return to their expanding donor lists for repeat contributions. By late summer, they are expected to begin reserving time for TV advertisements in selectearly primary states.
For every candidate outside of the top tier, “From this point forward, it gets harder for all of them,” said Doug Herman, a Democratic strategist. “Because if you’re at the bottom of the pile and you’re punching up for donors, trying to move polling numbers or obtaining traction with a viral moment and you haven’t been able to do it so far, what makes somebody think they can do it when people are starting to consolidate around the top five?”
Democratic voters, Herman said, are “starting to rule people out. They’re not consolidating, but they’re narrowing it to five or six. They’re starting to figure out who they’re not for.”
The same five front-runners are pulling more than 80 percent of the Democratic electorate’s support nationally, according to the most recent Morning Consult poll. And while many voters have yet to settle on a single candidate, voters’ second choice candidates tend to draw from the same group of contenders.
Along the same lines, Nathaniel Rakich at FiveThirtyEight notes that ‘lanes’ are starting to emerge in the race for the Democratic nomination that are likely to shape how the race is perceived and covered in the coming weeks and months:
In the wake of June’s Democratic presidential debate, most polling agrees that former Vice President Joe Biden is still the front-runner (although the size of his lead has taken a hit), followed by a rough three-way tie among Sens. Kamala Harris, Bernie Sanders and Elizabeth Warren. But as we already have seen numerous times this primary season, the standings are fluid. Many voters probably will change their minds between now and when voting begins. So it’s also valuable to take note of whom people’s secondchoices are.
When I first took a look at second-choice polling in February, there was little sign that the race was breaking down into “lanes” — a way of thinking about crowded primary fields that says smaller groupings of candidates are fighting over specific voting blocs within the party, such as progressive voters or black voters. Candidates like Biden and Sanders who dominated overall were also voters’ most popular second choices, no matter who their first choice was.
Rakich goes on to look at the results of three recent polls that asked Democratic voters for the first and second choices in the race for the nomination, and all three of them clearly seem to show that voters are already starting to narrow down the field in their head:
- For example, a recent Reuters Ipsos poll found that Joe Biden was the first choice of 22% of respondents, followed by 16% for Sanders, 10% for Harris, and Warren at 9%. In the polling for second choice, Biden stood at 15%, Sanders and Warren were tied at 14%, and Harris was at 11%. Further down the field, Pete Buttigieg was at 5%, Cory Booker and Beto O’Rourke were tied at 4%, Julian Castro and Amy Klobuchar were tied at 3%, and Kirsten Gillibrand was at 2%. All the other candidate were below 2%, which many registered 0% second-choice support;
- Another poll from ABC News and The Washington Post showed similar results, but only the sample size for Biden as a first-choice candidate was reliable enough to get a second-choice measure. Among those Biden supporters, though, ” 37 percent of people who said Biden was their first choice picked Sanders as their second choice, 17 percent picked Harris and 14 percent picked Warren.”;
- Finally, the latest Morning Consult poll showed Vice-President Biden getting the first-choice support of 31% of respondents, followed by 19% for Sanders, 14% for Harris, and 13% for Warren. For second choice, the candidates break down like this:
Rakich has several caveats to keep in mind, which are well worth reading at the link. However, what we can tell from this data is that, at least for the moment, Democrats appear to be breaking the race down to about five or six viable candidates that are dominating both the polls and the fundraising and “the others,” most of whom are in single digits with increasingly dim hopes of breaking out to challenge the top group.
This is also reflected in the most recent polling and in the polling averages, both of which are showing that while the nature of the race has changed significantly from where it was before the debate, the identity of the candidates at or near the top of the polls remains the same.
For example, in the most recent poll from The Economist and YouGov (Margin of Error +/- 3.3%), we see the following:
- Joe Biden stands in first place at 22%, unchanged from his position in the previous YouGov poll;
- Elizabeth Warren is in second place at 18%, down one point from the previous poll;
- Kamala Harris is in third place with 15%, unchanged from the last poll;
- Bernie Sanders is in fourth place at 12%, up three points from the last poll;
- Pete Buttigieg is in fifth place at 6%, down two points from the last poll;
- Tulsi Gabbard is in sixth place at 3%, up two points from the last poll. This is the first national poll to show Gabbard above 2%;
- Cory Booker and Julian Castro are tied for seventh at 2%, this is unchanged for Booker and an increase of one point for Castro;
- All other candidates are below 2%, including Beto O’Rourke who was previously above 2%.
The numbers from the latest Emerson College poll are different, but still place the same candidates in roughly the same positions;
- Joe Biden is in first place at 30%, down four points from the previous Emerson poll;
- Senators Sanders, Warren, and Harris are all tied at 15%, representing a drop of twelve points for Sanders, an increase of one point for Warren, and an increase of eight points for Harris;
- Pete Buttigieg is in third place at 5%, a decrease of one point from the last poll;
- Beto O’Rourke is in fourth place at 4%, an increase of three points from the last poll;
- Andrew Yang is in fifth place at 3%, an increase of two points from the last poll and the first time that Yang has polled above 2% in a national poll;
- Cory Booker and Tulsi Gabbard are tied for sixth at 2%, a decrease of one point for Booker and an increase of one point for Gabbard; and,
- All other candidates are below 2%,
And here’s how things look in the RealClearPolitics Average:
- Former Vice-President Biden remains in first place at 27.1%, giving him an average lead of 11.8 points;
- Senator Bernie Sanders, despite his recent dips, remains at second place with 15.3%;
- Senator Kamala Harris is in third place at 15.0%;
- Senator Elizabeth Warren is in fourth place at 13.7%;
- Mayor Pete Buttigieg is in fifth place at 5.0%;
- Former Congressman Beto O’Rourke is in sixth place at 2.6%;
- Senator Cory Book is in seventh place at 2.0%; and,
- All other candidates are below 2%
The RCP chart, meanwhile, shows that Vice-President Biden’s post-debate slide may be leveling off, while the back of Senators immediately behind him fight with each other for the title of top challenger:
While all of the usual caveats remain in place regarding early polling, what all this data shows us is a race that, at least for now, appears to be undergoing an early winnowing and that we can say three things about the state of the race right now:
- Candidates such as Biden, Warren, Harris, Sanders, and Buttigieg appear to be more or less solid in their positions in the top five of the field.
- After that, we’ve got a mid-to-low tier of candidates, most of whom are averaging at or near 2% in the polls, that includes Cory Booker along with other candidates such as Beto O’Rourke, Amy Klobuchar, Andrew Yang, and, oddly enough, Tulsi Gabbard. The fact that these candidates have either risen or stayed above the 2% level, which suggests that they could rise higher if they’re able to take advantage of the situation that develops in the near future.
- The rest of the field, which is averaging below 2% and in many cases includes roughly 14 other candidates who are arguably nearing the point where they probably ought to consider whether it’s worthwhile to even continue maintaining a campaign going forward. Some, but not all, of them will qualify for the next debate
All of this can change, of course, but the further we go on the more set in stone these lanes are likely to get.
