Last Tuesday’s gubernatorial recall election in California was the campaign that launched a thousand takes: It was a good sign for Democrats in 2022; it was a good sign for Republicans in 2022. But we at FiveThirtyEight urge far more caution before taking away any national lessons from California Gov. Gavin Newsom’s victory. To be sure, Newsom’s win was decisive, and with 89 percent of the votes now counted, we can dive a little more into what the results mean. But what they mean is very much up for interpretation — if they mean anything at all. After all, this was just one election and it was conducted under unusual circumstances to boot.
One thing we do know is that turnout was really high: More than 13 million people voted. That means more than 50 percent of California’s 26 million eligible voters cast a ballot — a remarkably high turnout rate for an off-year election. In fact, it’s higher than the 49 percent turnout in California’s regularly scheduled 2018 gubernatorial election, which was a historically high-turnout midterm.
It’s possible that this eye-popping figure means the high level of interest voters had in the previous two elections (the 2020 election had the highest turnout for a presidential election in over a century) is here to stay. But there are also other possible explanations for the recall’s high turnout. First, under a pandemic-inspired voting law, every registered voter was automatically mailed a ballot — a reform that political scientists say can significantly increase turnout. Second, recall elections may inherently generate a lot of voter interest (which makes sense, given that there needs to be strong grassroots passion on at least one side to force a recall in the first place). In two of the three previous gubernatorial recall elections in U.S. history, turnout was higher than in the respective state’s previous gubernatorial election, though this is admittedly a very small sample size.
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The second thing we know about this year’s California recall is that the polls were off by quite a bit. The recall is currently failing by 26 percentage points (63 percent to 37 percent), and while that margin may tighten a tad more given the slight Republican trend in the count, it still marks a substantially more pro-Newsom result than FiveThirtyEight’s final recall polling average, which gave keeping Newsom in office a 16-point lead. This 10-point miss was about twice the size of the average polling error in gubernatorial elections dating back to 1998, and more than twice the size of the polling error in the 2020 presidential election, when Biden led by 8.4 points in FiveThirtyEight’s final polling average but won by 4.5 points. Notably, too, unlike the national polls in the 2020 presidential election, the polls in California were biased toward Republicans and not Democrats, which fits into a pattern where polls in very blue states have at times underestimated Democratic performance, particularly in the 2016 presidential election. As we’ve noted previously, it’s hard to predict the direction of polling errors because their movement is inconsistent from year to year — something to remember in 2022 and 2024.
At this point, we see two broad, potential explanations for this polling error: the difficulty of polling an unusual race like a recall, and/or late movement in voter engagement. There’s also another, simpler story: that the polls were off all along. Regardless, these explanations may all relate to one other. For one thing, pollsters may have struggled to identify who a “likely” voter was in this election; some surveys found an unusually large gap between the results for likely voters and all registered voters. California normally holds statewide elections in November of even-numbered years, but this was an election in September of an odd-numbered year. Additionally, because every voter received a ballot in the mail, some voters who did not seem likely to vote could have eventually cast a ballot. In that way, higher turnout may have contributed to the polling miss. The polling average also suggested at least some movement toward Newsom’s position after the polls tightened in early August. It’s possible, then, that a large number of previously unactivated Democratic-leaning Californians could have become engaged and then shown up as likely voters in polls conducted closer to the election, making the late movement not about changing minds about Newsom but about waking up California’s latent Democratic electorate.
Still, despite the polling miss, it would be unfair to cast many aspersions on pollsters. CNN’s Harry Enten noted ahead of the recall that the polling error in the 2003 recall was about 9 points, and the “true” margin of error in polls of recent special elections for the U.S. House (which also occur at odd times of year) was around 13 points. Additionally, we perhaps should have expected Newsom to outperform the polls because the status quo — in this case, Newsom staying in office — sometimes does better than expected in referenda, thanks to a tendency for undecided voters and lower-information voters to vote “no” when faced with a yes-or-no ballot proposition. This is really another reason to be cautious about reading too much into the California result.
Also, the degree to which one party overperforms in special elections has historically predicted the national political mood in the next regularly scheduled election, so you could take this recall result to mean that the midterms will be decent for Democrats, or at least better than expected given the tendency of the president’s party to lose ground in the midterms. But you have to look at the whole body of special elections for that correlation to be reliable. Individual election results can vary due to local factors, and a gubernatorial recall election is so unique — almost by definition, some major news controversy must have occurred to even get it on the ballot — that it’s not clear we should read anything national into it. In fact, one way to interpret the result in California is that it was largely in line with the state’s base partisanship. The recall’s 26-point loss was very close to California’s FiveThirtyEight partisan lean of D+25.
It’s also hard to draw too many conclusions about what this means for the pandemic’s effect on elections, either. Despite Republican criticism of Newsom’s handling of the pandemic, an exit poll of recall voters found that 47 percent thought Newsom’s coronavirus restrictions were about right, while only 3 in 10 voters felt they were too strict. Moreover, a plurality of voters said the pandemic was their most important issue, and 81 percent of them voted to retain Newsom. This is telling in that it jibes with other evidence that Republicans aren’t winning over many new voters with their resistance to COVID-19 precautions. Yet it’s also inconclusive as an answer to the question of whether the coronavirus issue will help or hurt Democrats in the midterms. Republicans’ strategy of doubling down on their anti-coronavirus-restrictions base may not be effective, but California also isn’t a great bellwether for the rest of the nation. Voters in a state that blue were probably predisposed to approve of Newsom’s coronavirus restrictions; it also helps that California is making it through the pandemic relatively well (its vaccination rate is high and case rate is low). On the other hand, voters may have different preferences if they live in red Kansas, where Democrats are defending a governor’s seat in 2022, or in Maine’s 2nd Congressional District, which Democrats would do well to hold if they want to keep control of the U.S. House. Furthermore, Newsom’s lack of a significant overperformance provides little evidence that COVID-19 will help Democrats win over new voters, either.
But here’s the thing about the 2022 midterms: Republicans don’t need a significant shift in the electoral environment to flip the House, considering that Democrats hold only a 222-to-213 seat edge there. For one thing, the GOP will control the redistricting process for more districts than Democrats, so new map lines alone could provide Republicans with enough of an edge before we even consider the electoral environment. Newsom’s 26-point win also contains some potentially ominous signs for Democrats. Take Orange County, the ancestral home of the state’s GOP that is now a key swing suburban county. In 2020, Biden won Orange County by 9 points, while opposition to the recall leads by about 3 points there. And if we dig into two key, swingy House seats that Republicans flipped in 2020, we see that “yes” on recall leads relatively narrowly in the Orange County portions of California’s 39th Congressional District (by less than 1 point) and 48th Congressional District (by more than 4 points). By comparison, Biden performed about 5 to 6 points better in both districts in 2020, carrying the Orange County part of the 39th District by about 5 points and the 48th District (entirely in Orange) by about 1.5 points. These small shifts don’t mean Democrats can’t flip those seats back in 2022 — the lines will change to an unknown extent in redistricting, for one thing — but at the very least, it doesn’t suggest that turf is getting friendlier to them.
Nonetheless, Orange County’s result might also demonstrate Democrats can still hold onto their edge in the suburbs. Even though “yes” on recall performed better than Trump, this contest marked yet another election where the Republican candidate or the Republican-backed ballot position still lost the huge suburban county — a sign that it probably won’t return solidly to the GOP fold anytime soon. Conversely, although the recall vote failed by 26 points in heavily Hispanic Imperial County, which is located along the U.S.-Mexico border, such a result still suggests Republicans might be able to hold onto the improvements they made among Hispanic voters in 2020. That’s because that result, while positive for Newsom, is similar to Biden’s 24-point edge in 2020, which is a far cry from Hillary Clinton’s nearly 42-point lead there in 2016.
Using California’s recall as a dead-certain indicator of the future electoral environment is a dicey proposition. Instead, keep an eye on the generic-ballot polling average and Biden’s approval rating, which can serve as broader signals of where things stand as we move forward.