The Shattering of the Democratic Coalition

It’s time to face the facts.

The Republican Party, according to Democrats, has given rein to some of the darker impulses in the national psyche, has shown flagrant disregard for democratic norms and offers little to the American people in terms of effective policy. There is considerable truth to this indictment and Democrats have not been shy about making their case in uninhibited language, including the obligatory comparison of their opponents to “fascists” and “Nazis.”

Yet Democrats cannot decisively beat their opponents as this election has shown once again. The party is uncompetitive among white working-class voters and among voters in exurban, small town, and rural America. This puts them at a massive structural disadvantage given an American electoral system that gives disproportionate weight to these voters, especially in Senate and presidential elections. To add to the problem, Democrats are now hemorrhaging nonwhite working-class voters across the country.

The facts must be faced. The Democratic coalition today is not fit for purpose. It cannot beat Republicans consistently in enough areas of the country to achieve dominance and implement its agenda at scale. The Democratic Party may be the party of blue America, especially deep blue metro America, but its bid to be the party of the ordinary American, the common man and woman, is falling short.

There is a simple—and painful—reason for this. The Democrats really are no longer the party of the common man and woman. The priorities and values that dominate the party today are instead those of educated, liberal America which only partially overlap—and sometimes not at all—with those of ordinary Americans.

This election has made this problem manifest in the starkest possible terms, as the Democratic coalition shattered into pieces. Trump not only won, he won fairly easily, carrying all seven swing states and, much to Democrats’ shock, the national popular vote. Below I review the demographic trends driving this shattering.

Recall that before the election, there was much debate, bordering on denialism, about whether and to what extent demographic trends revealed by most polling data would actually undercut the Democratic coalition in the election. Now we have results and it is clear those trends were real and that they did massively weaken the Democratic coalition.

Here are some demographic comparisons using the AP VoteCast data—which I consider to be far superior to the exits. These are national comparisons using 2024 and 2020 VoteCast data. Comparisons of state level demographic patterns between the two elections generally follow the national pattern.

The gender gap: Contrary to much pre-election discussion, Harris’s margin among women was actually less than Biden’s in 2020, 7 points for Harris vs. 12 points for Biden. And the Trump margin was better among men, 10 points vs. 5 points in 2020. The overall gender gap went from 17 points in 2020 to….17 points in 2024. How about that. The Democrats invested so much hope in the women’s vote, especially the idea that the abortion issue would spike their margin among women, and it just did not pan out.

Even more startling, Democrats believed with an almost religious fervor that young women would move sharply in their direction given liberal trends among this demographic and, again, the salience of the abortion issue. And, again, it did not happen. Women under 30 supported Biden by 32 points in 2020 but supported Harris by just 18 points in this election, a 14-point shift toward Trump. Among young men, the swing was even harder: these voters supported Biden by 15 points in 2020 but supported Trump by 14 points in 2024. That’s a 29-point pro-Republican swing. As a result, the gender gap did widen among young voters, but it was because young men moved more sharply toward Trump than young women did. That’s not exactly what Democrats had in mind.

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Source: Wall Street Journal, VoteCast data

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The nonwhite vote: As predicted by the polls, we saw declines across the board in Democratic margins among nonwhite voters. Among all nonwhites: Harris carried them by 35 points compared to Biden’s 48-point margin in 2020. Among black voters, Harris’s margin was 67 points compared to 83 points for Biden in 2020; Trump got 16 percent of the black vote and 24 percent among black men. Among Latinos, the Democratic margin was cut in half, plunging to 14 points compared to 28 points for Biden in 2020. Trump got 42 percent of the Hispanic vote and 47 percent among Hispanic men.

The working-class (non-college) vote: Among all working-class voters, Trump dramatically widened his advantage, tripling his margin from 4 points in 2020 to 12 points in this election. That included moving from 25 to 29 points among white working-class voters and radically compressing his deficit among nonwhite working-class voters from 48 points in 2020 to 33 points this election. Compare that margin to what Obama had in 2012: according to Catalist, he carried the nonwhite working class by 67 points in that election. That indicates that Democrats have had their margin among this core constituency more than cut in half over the last 12 years. Ouch. So much for the “rising American electorate.”

And it’s time to face the fact that the GOP has become the party of America’s working class. Democrats hate to admit that and mutter that they represent the “interests” of the working class. But the numerical pattern is now too powerful to be denied. Instead of denying the obvious—or, worse, blaming the dumb workers for not knowing their own interests—Democrats would be well-advised to accept this new reality and seek to change it.

Unless they’re content to be primarily the party of America’s well-off. Harris lost voters under $50,000 in household income as well as voters from $50,000 to $100,000 in income. But she did carry voters with over $100,000 in household by 8 points, one place where Harris did improve over Biden in 2020. This is not, as they say, your father’s Democratic Party. Not even close.

The youth vote: The idea that the youth vote might bail out on the Democrats this election was strenuously resisted in Democratic-friendly quarters but happen it did. Democrat support among voters under 30 collapsed from a 25-point advantage in 2020 to a mere 6 points in this election.

This should be especially disturbing for Democrats since this is the first presidential election where this age group is overwhelmingly composed on Gen Z voters. This does not augur well for the future. Nor does their performance among voters 30-44, now dominated by the Millennials, where Harris’s advantage over Trump was only 4 points. The great generational replacement theory of future Democratic dominance is another theory Democrats would be well-advised to discard.

There is much more to be said about shifting voting patterns in this election (and it will be said!) But for now, these data do indicate that a lot of the trends the polls were picking up on the compression of Democratic margins among key groups was real. And that should be food for thought for Democrats as they sift through the wreckage of their shattered coalition.

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As they do so, here’s an idea to start with: have every Democrat ostentatiously say they subscribe to the following principles. These principles would signal to normie voters, particularly working-class voters of all races, that Democrats’ values and priorities are not so different from theirs. That’s a prerequisite for getting these voters to listen to Democrats’ pitch and take it seriously.

• Equality of opportunity is a fundamental American principle; equality of outcome is not.

• America is not perfect but it is good to be patriotic and proud of the country.

• Discrimination and racism are bad but they are not the cause of all disparities in American society.

• Racial achievement gaps are bad and we should seek to close them. However, they are not due just to racism and standards of high achievement should be maintained for people of all races.

• No one is completely without bias but calling all white people racists who benefit from white privilege and American society a white supremacist society is not right or fair.

• America benefits from the presence of immigrants and no immigrant, even if illegal, should be mistreated. But border security is hugely important, as is an enforceable system that fairly decides who can enter the country.

• Police misconduct and brutality against people of any race is wrong and we need to reform police conduct and recruitment. However, more and better policing is needed to get criminals off the streets and secure public safety. That cannot be provided by “defunding the police”.

• There are underlying differences between men and women that should not all be attributed to sexism. However, discrimination on the basis of gender is wrong and should always be opposed.

• People who want to live as a gender different from their biological sex should have that right. However, biological sex is real and spaces limited to biological women in areas like sports and prisons should be preserved. Medical treatments like drugs and surgery are serious interventions that should not be available on demand, especially for children.

• Language policing has gone too far; by and large, people should be able to express their views without fear of sanction by employer, school, institution or government. Free speech is a fundamental American value that should be safeguarded everywhere.

• Climate change is a serious problem but it won’t be solved overnight. As we move toward a clean energy economy with an “all of the above” strategy, energy must continue to be cheap, reliable and abundant. That means fossil fuels, especially natural gas, will continue to be an important part of the mix.

• We must make America more equal, but we also must make it richer. There is no contradiction between the two. A richer country will make it easier to promote equality.

• Degrowth is the worst idea on the left since Communism. Ordinary voters want abundance: more stuff, more opportunity, cheaper prices, nicer, more comfortable lives. The only way to provide this is with more growth, not less.

• We need to make it much easier to build things, from housing to transmission lines to nuclear reactors. That cannot happen without serious regulatory and permitting reform.

• America needs a robust industrial policy that goes far beyond climate policy. We are in direct competition with nations like China, a competition we cannot win without building on cutting edge scientific research in all fields.

• National economic development should prioritize the “left-behind” areas of the country. The New Deal under Franklin Roosevelt did this and we can do it today. “Trickle-down” economics from rich metropolitan areas is not working.

A Democratic Party united around these principles would be a far more appealing party to those millions of voters who are leaving the Democratic Party behind. It’s time to start calling them back.