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To Give Voters a Sense of Direction, Democrats Need a North Star

Photo credit: Kara McCurdy

Zohran Mamdani’s victory shows that campaigns centered on immediate cost-of-living concerns can mobilize young and working-class voters. For Democrats, rebuilding trust and competitiveness will require a clear, national affordability agenda backed by concrete action.

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By Natalie J. Reyes and Alex Newhall

Amid the Democrats’ electoral sweep in November, one victory stood out: Zohran Mamdani’s campaign spoke directly to the economic pressures crushing working-age Americans, and it showed in the numbers. He mobilized demographics that Democrats have struggled to attract for years, winning 68% of men ages 18–29 and leading among men under 45 by 39 points. 

At a time when Democrats have been losing young and lower-income voters, Mamdani won 78% of the youth vote and a majority of voters in neighborhoods below the median income. Mikie Sherrill in New Jersey and Abigail Spanberger in Virginia made gains with similar themes, but none captured the affordability zeitgeist quite like Mamdani’s.

The success of Mamdani’s campaign prompted us to examine why his appeal resonated with New Yorkers. Leveraging our engineered digital canvassing tech, we analyzed unfiltered conversations happening across millions of social media threads to gain insights into New Yorkers’ most pressing concerns. Our approach pinpoints users within defined localities to build a soft voter census. We mapped not just who is talking but the issues they care about.


Our research surfaced tremendous economic anxieties across New York City’s diverse boroughs throughout the past year. The most salient topics in New Yorkers’ online discourse often included rising rent unaffordability, predatory landlords, and aggressive gentrification destroying their neighborhoods’ ways of life. Even Wall Street traders posted comments lamenting the erosion of the city’s uniqueness under such economic pressures. Month after month, New Yorkers expressed frustrations online that economic displacement was making their city less vibrant, less recognizable, and less livable.

Given such widespread anxieties, Mamdani’s focus on the immediate costs affecting New Yorkers sparked a surge in new voters in a way that the more indirect, long-range affordability proposals of other candidates simply didn’t. Our analysis of voter registration data indicates that 2025 marks the first time in years that active Democratic registrations in New York City pulled ahead of unaffiliated voters. Democrats gained more than 175,000 new active registrations this year—nearly double their growth in 2024 and seventeen times their increase in 2023. For the first time since 2020, the Democratic brand in New York City is landing again.

What made Mamdani’s platform potent was its precision. Proposals such as universal childcare, rent-stabilized homes, free buses, and city-operated grocery stores spoke directly to the rising costs of living that dominate everyday conversation far beyond New York City. In our analysis, online discussion trends in swing states such as North Carolina and Arizona mirror the same preoccupations: food security, soaring rent, and the decline of attainable homeownership.

A Reuters/Ipsos poll found that 40% of respondents said candidates’ positions on the cost of living would be the most important factor in their 2026 midterm vote—far outpacing all other issues. It’s clear that many Americans are treading water and want an actionable policy roadmap to turn things around. Yet, over the past four years, Democrats have taken the opposite tack. Determined to re-elect Joe Biden, they promoted “Bidenomics” as an economic success even as many working-class Americans felt their daily realities told a different story.


Democrats have paid a heavy price for ignoring voters’ economic pain in recent years. In August, The New York Times reported a steep national decline in registered Democrats. Their share of new registrations fell from 63% in 2018 to under 48% by 2024, with any advantage in swing states long gone. In swing states such as North Carolina, Democratic registration fell to early-2000s levels while unaffiliated registration surged. The party lost its appeal among younger voters: from 2020 to 2024, Democrats’ share of new voters under 45 fell at roughly three times the rate among older Americans.

In light of this erosion, Democrats shouldn’t interpret their sweep this month as a sign of smooth sailing. Instead, they should seize the current moment and show what the party stands for in the 2020s. Now is the perfect time for Democrats to give voters a sense of direction by unveiling a national policy roadmap—“A New Social Contract for America”—that serves as the party’s north star and boldly addresses the needs of working-class voters like Mamdani’s does.

Let’s be clear: the challenge ahead is enormous. As Democrats across the country pivot towards affordability-centered appeals, voters will expect them to deliver substantive policies that disrupt a failing status quo and relieve the squeeze that working families are feeling everywhere—from the checkout line to the housing market. They want the government not to get out of the way but to step up and help them. To restore voters’ trust, Democrats must match their rhetoric with decisive action that moves the entire country towards that north star.