Evaluating the impact of COVID-19 on consumer - Market Measures
←
→
Page content transcription
If your browser does not render page correctly, please read the page content below
COVID-Tracker Evaluating the impact of COVID-19 on consumer behaviour in the UK - Week 9 Impact Report - Includes data up to 25th May 2020 John Gurd, Managing Director Tim Bacon, Senior Researcher johngurd@marketmeasures.co.uk | 02380 460922 timbacon@marketmeasures.co.uk | 02380 460916
COVID-Tracker | What we’re doing Tracking consumer sentiment & behaviour to predict potential long-term impact of COVID-19 • Our ambition is to provide visibility of the evolving sentiment and behaviour of UK Some details about COVID-track… consumers through time as coronavirus forces all of us to change the way we live. • Self-funded initiative with client input • Key themes we will be exploring during the crisis include: and brand specific questions welcomed • 80 interviews everyday (560 per week | - The evolving Mood of the Nation 2,240 per month) - The impact on the way people shop • Nationally representative sample of adults in the UK - How well retailers are performing • Launched on Thursday 26th March 2020 - Potential for long-term behavioural change • This edition includes data up to and including 25th May • In this edition we cover the following categories: Mood of the Nation Grocery Shopping Fashion Retail Eating & Drinking Out Leisure and Travel Finances Slides 4-16 Slides 17-34 Slides 35-41 Slides 42-48 Slides 49-55 Slides 56-58 2
COVID-Tracker | Timeline of key events From a little-known City in China to a global crisis in the space of 3-months… 20th March 5th April 16th April Government Queen Chancellor rescue packages addresses the extends announced (80%) nation furlough World & 5th May 11th May Furlough UK Events 28th February 4th March 20th March 6th April 17th April UK has scheme First case UK orders all Boris Johnson Lockdown highest death extended by Cases surge passed on schools & social goes into extended toll in Europe 4-months in the UK inside UK venues to shut intensive care for 3-weeks 10th May 26th May 27th May 11th January 30th January 2nd February 11th March 23rd March 8th April 12th April 30th April Boris Johnson Non- Calls for Dominic First known WHO declares First death WHO declares Boris Johnson Wuhan Boris Johnson Boris gives sets out plan essential Cummings death to global health recorded COVID-19 a imposes lock- partially lifts leaves first press to ease shops to resignation coronavirus emergency outside China global pandemic down in UK lockdown hospital briefing lockdown open 15th following measures June lockdown breach January February March April May June July 27th March 7th April 16th April 2nd May 16th March 18th March Re-opens in China Record drop B&Q / Next stops Recruits 100,000 Website shut down predicts 12-weeks to in retail sales Homebase taking online new staff globally due to volumes return to normal sales (BRC) reopen stores orders 17th March Recruitment drives, Click on the image below for up-to-date store opening 22nd March news on the COVID-19 timeline in the UK 13th April 4th May Big events hours cut. Ranges All Primark stores To recruit a further 17th April Tim Bray resigns reduced. in the UK close ASDA cancels in retail Restrictions on 75,000 workers to all clothing in protest of cope with spike in treatment of some items orders demand workers 23rd March All High Street stores https://bfpg.co.uk/2020/03/covid-19-timeline/ close along with pubs, eateries, etc. 14th April Aldi launch first Next starts taking online home delivery Clarkes cuts orders then halts them service 700 jobs due to demand globally Gone into administration 17th March 30th March 6th April 14th April 5th May 3
COVID-Tracker | How are people feeling? Comfort and happiness levels have hit a wall as we accept the scale and longevity of the situation • The month of May has seen a lifting of some restrictions and announcements being made that schools and non-essential shops will be opening on set dates in June (in at least some areas) • Despite the prospect of some normality returning, the nation seems to have ‘hit a wall’ in terms of our positivity levels. We want to see the silver linings, but the realisation that life won’t return to normal for some time is evident - The majority think it will be at least 6 months before we’re back to normal and 8% of us don’t think life will ever be the same again. Males, those with children and younger age groups are more likely to be positive about the recovery time-scale • As well as hitting our ‘happiness’ wall, we also are struggling to feel any more comfortable with the idea of getting back out in the world – despite the prospect coming ever closer • Whilst we seemed to be a little more optimistic about our finances in early May, recent weeks have seen another downturn with levels returning to those seen much earlier in the lockdown • Missing family and friends continues to be the most challenging and heartfelt emotion people have endured during the lockdown, but the indications are that this may be abating, aligning with recent relaxations in social interactions with non-household members • We may look back with ‘lockstalgia’ at the Government funded ‘bubble’ we’re currently in, but underlying this we’re all too aware that we’ll ultimately need to face the huge financial and social damage the pandemic has caused 5
Mood of the Nation | How are people feeling? Overall sentiment is becoming less negative as time passes but a huge diversity of emotions still exist, reflecting different living situations / circumstances Spontaneous % of sentiment households Worried 18% Sentiment Happy 18% score: Bored 18% -0.24 Anxious 16% Tired 13% Sentiment through time -0.07 -0.07 -0.11 -0.18 -0.15 -0.17 -0.27 -0.46 -0.44 Wk 1 Wk 2 Wk 3 Wk 4 Wk 5 Wk 6 Wk 7 Wk 8 Wk 9 Every verbatim response is coded on a scale of -2 to +2 to give an average sentiment score. Sentiment score verbatim coding example: +2 +1 0 -1 -2 Excited Relaxed Bored Worried Scared Q: What three words or statements best describe how you feel at the moment? 6
Mood of the Nation | How are people feeling? People are starting to accept the situation with sentiment turning from worry to boredom Week 1: Week 9: 23rd – 29th March 18th – 24th May Top-5 emotions (18th – 24th May): Happy (20%) | Bored (16%) | Anxious (13%) | Relaxed (13%) | Tired (13%) Sentiment Sentiment score: score: -0.46 -0.11 Q: What three words or statements best describe how you feel at the moment? 7
Mood of the Nation | How are people feeling? After 9 weeks of lockdown we’ve become less negative - but emotions have plateaued An array of emotions in response to an unprecedented situation. A nation in confusion and shell shock and hugely divided by personal circumstance; From the NHS worker who lives alone General Feeling and away from their family, to those on furlough with a support network close by. 100 People are, however, becoming used to their situations and positivity is growing as time passes… 80 60 Week 1 Week 9 Positive 40 Intense Intense 30 Index Score 27 29 28 26 25 20 Engagement Engagement Intensity of reaction 6 Intensity of reaction 0 -20 -20 -17 Negative -40 Click on the emoji that best describes -60 how you feel about life, the world and everything…… -80 Mild Mild -100 Wk 1 Wk 2 Wk 3 Wk 4 Wk 5 Wk 6 Wk 7 Wk 8 Wk 9 Negative Positive Negative Positive What is the Index Score? The index score ranges between -100 - +100, and combines the Enjoyment Enjoyment positivity + negativity of our emotional response (Enjoyment) and the strength of that response (Engagement). The closer the score to +/-100, the more intense the response General feeling is most positive among men, those with children and households with higher incomes Q1. Click on the emoji that best describes how you feel about life, the world and everything (general sentiment) 8
Mood of the Nation |Emotional response to key aspects of our lives Being deprived of our holidays consistently elicits the strongest and most negative response from the nation! Shopping for Support from Eating & Grocery Holidays Clothing & financial Drinking out Shopping Footwear Institutions Total: -45 -38 -36 -12 20 Index Scores Positive 19 20 23 22 15 18 18 7 13 4 -4 5 Wk 6 Wk 7 Wk 8 Wk 9 Wk 1 Wk 2 Wk 3 Wk 4 Wk Wk 1 Wk 2 Wk 3 Wk 4 Wk 5 Wk 6 Wk 7 Wk 8 Wk 9 Wk 1 Wk 2 Wk 3 Wk 4 Wk 5 Wk 6 Wk 7 Wk 8 Wk 9 Wk 1 Wk 2 Wk 3 Wk 4 Wk 5 Wk 6 Wk 7 Wk 8 Wk 9 Wk 1 Wk 2 Wk 3 Wk 4 Wk 5 Wk 6 Wk 7 Wk 8 Wk 9 -12 -17 -22 -22 -21 -18 Negative -31 -32 -30 -37 -34 -36 -37 -32 -37 -38 -39 -38 -41 -39 -44 -42 -45 -45 -47 -45 -48 -54 Our response to the Not being able to As retailers and Positivity towards The financial thought of holidays eat/drink out is a customers alike clothes shopping institutions are doing (or lack of them!) major problem for adapt, feelings has grown but as we a ‘okay’ at elicits the strongest us; We’re deprived toward grocery near being able to supporting us, but a and most negative of what we miss shopping are get back out there, tepid response at reaction, particularly most – spending improving but it’s our feelings towards best among households time with our friends clearly a long way it are in a state of with children and family from becoming an flux! enjoyable activity Q1. Click on the emoji that best describes how you feel about grocery shopping / shopping for clothing + footwear / not being able to go out to pubs, bars + restaurants / holidays in the UK and abroad / banks, mortgage lenders and credit card providers in terms of how they are supporting you during the coronavirus pandemic? 9
Mood of the Nation | What people are missing most People really miss seeing other people and dislike the new challenge of grocery shopping. Until socialising is permitted, clothes shopping is on the back-burner! Things we really miss 1. Seeing friends & family 2. Normal grocery shopping 3. Eating & drinking out Things we can do without 12. Clothes shopping 11. Religious meetings 10. Playing sport Q: Which of these elements of everyday life are you missing the most? 10
Mood of the Nation | What people are missing most People are missing family and friends as much. Grocery shopping is less of a challenge than it was 6 weeks ago % by week of lockdown What do people miss about ‘normal’ life Week 1 Week 7 Week 8 Week 9 56 Spending time with family 56 59 60 60 36 Socialising with friends 50 is now permitted at a Socialising with friends 50 54 51 47 distance so is declining 15 in terms of being 41 “missed” Normal grocery shopping 41 32 30 36 11 Steady increase in 40 Eating & drinking out 40 41 43 45 people missing being 9 able to go out for food 21 / drinks Not being able to go to work 21 18 17 15 7 17 Watching sport 17 14 16 19 5 14 Children going to school 14 15 14 12 4 10 Playing sport 14 15 16 13 4 14 Going to cinema / theatre-Rank 12 16 17 15 3 8 Religious / faith meetings & services 10 7 11 9 3 12 Beauty treatments / Hair dressing 8 9 7 7 2 Top-3 missed 8 Clothes shopping Most missed 8 7 7 9 1 Base: Total Sample (3,410 | 500 per 7-days) Q: Which of these elements of everyday life are you missing the most? 11
Mood of the Nation | Optimism about personal life & financial situation After a lift in optimism about finances in early May, we’re seeing a downturn in positivity returning to levels seen much earlier in the lockdown Feeling about personal life and financial situation 3 4 Pessimism most Evolving levels of optimism 6 6 prevalent among 7-day rolling average younger, lower income households 59 59 60 60 59 59 60 59 60 19 59 58 58 58 58 58 58 59 17 57 57 58 57 58 57 57 58 56 57 56 57 57 55 55 55 54 54 54 55 54 55 54 54 55 55 54 54 54 % Extremely / very / somewhat optimistic 53 53 53 53 52 52 52 52 52 51 51 51 52 51 51 52 50 51 50 51 51 51 50 51 51 51 51 19 49 50 50 50 50 49 49 48 49 49 % giving each answer 25 48 48 48 48 48 48 48 47 47 47 47 48 47 47 47 46 46 46 44 44 44 43 42 41 41 33 30 54% 48% optimism optimism 15 13 6 5 26-03 - 01-04 27-03 - 02-04 28-03 - 03-04 29-03 - 04-04 30-03 - 05-04 31-03 - 06-04 01-04 - 07-04 02-04 - 08-04 03-04 - 09-04 04-04 - 10-04 05-04 - 11-04 06-04 - 12-04 07-04 - 13-04 08-04 - 14-04 09-04 - 15-04 10-04 - 16-04 11-04 - 17-04 12-04 - 18-04 13-04 - 19-04 14-04 - 20-04 15-04 - 21-04 16-04 - 22-04 17-04 - 23-04 18-04 - 24-04 19-04 - 25-04 20-04 - 26-04 21-04 - 27-04 22-04 - 28-04 23-04 - 29-04 24-04 - 30-04 25-04 - 01-05 26-04 - 02-05 27-04 - 03-05 28-04 - 04-05 29-04 - 05-05 30-04 - 06-05 01-05 - 07-05 02-05 - 08-05 03-05 - 09-05 04-05 - 10-05 05-05 - 11-05 06-05 - 12-05 07-05 - 13-05 08-05 - 14-05 09-05 - 15-05 10-05 - 16-05 11-05 - 17-05 12-05 - 18-05 13-05 - 19-05 14-05 - 20-05 15-05 - 21-05 16-05 - 22-05 17-05 - 23-05 18-05 - 24-05 Personal Life Financial Situation Extremely pessimistic Very pessimistic Somewhat pessimistic Neither optimistic nor pessimistic Somewhat optimistic Personal Life Financial Situation Very optimistic Extremely optimistic Q: Thinking about your personal life, how optimistic or pessimistic are you about the future? Q: Thinking about your financial situation, how optimistic or pessimistic are you about the future? 12
Mood of the Nation | Impact on household income Coronavirus has had a direct negative impact on the incomes of around half of all UK households Has your household income Financial impact by week declined as a direct result of the coronavirus pandemic? 1 2 2 1 2 2 4 4 4 2 16 48 47 49 47 44 50 49 50 57 % giving each answer Decline in income 49 49% 33 32 31 31 31 35 41 27 34 32 19 17 21 18 15 16 14 14 11 Declined significantly Decline slightly Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 wc 23rd wc 30th wc 6th wc 13th wc 20th wc 27th wc 4th wc 11th wc 18th No change Gone up March March April April April April May May May Q: Has your household income declined as a direct result of the coronavirus pandemic? 13
Mood of the Nation | Comfort in crowds Levels of discomfort in crowds have settled down but people are unlikely to rush back to busy places as soon as restrictions are lifted How comfortable people feel in public spaces and shops Evolving levels of discomfort in crowds 7-day rolling average 32 39 86 % not very comfortable / very uncomfortable in crowds 84 84 84 83 84 84 84 84 83 83 83 83 82 83 83 82 83 83 82 83 83 83 82 82 83 82 82 82 82 82 81 82 81 81 81 80 81 80 79 79 79 80 79 79 79 78 78 79 79 79% 80% 78 77 76 78 77 76 77 77 78 78 77 77 77 76 77 78 77 77 77 77 78 78 78 78 77 78 77 77 77 77 76 78 77 76 76 76 76 75 75 76 76 76 76 76 76 uncomf- uncomf- 75 75 75 75 ortable ortable 73 48 40 % giving each answer 16-34 35-54 55+ By age group… years years years % comfortable 27 20 16 18 17 % uncomfortable 73 80 84 3 3 26-03 - 01-04 28-03 - 03-04 30-03 - 05-04 01-04 - 07-04 03-04 - 09-04 05-04 - 11-04 07-04 - 13-04 09-04 - 15-04 11-04 - 17-04 13-04 - 19-04 15-04 - 21-04 17-04 - 23-04 19-04 - 25-04 21-04 - 27-04 23-04 - 29-04 25-04 - 01-05 27-04 - 03-05 29-04 - 05-05 01-05 - 07-05 03-05 - 09-05 05-05 - 11-05 07-05 - 13-05 09-05 - 15-05 11-05 - 17-05 13-05 - 19-05 15-05 - 21-05 17-05 - 23-05 Crowds of people in Crowds of people in public spaces shops Completely comfortable Quite comfortable Not very comfortable Very uncomfortable Crowds in public spaces Crowds in shops Q: How comfortable do you feel at the moment in crowds of people in public spaces / crowds of people in shops? 14
Mood of the Nation | How long is this going to last? There’s continued realisation that things are going to take a long time to return to any type of normal How long will it be before life Expect duration by week returns to normal? 7 8 9 5 6 6 8 8 6 Males, younger age 7 3 groups are those with 8 14 children in the household are more positive about the 42 42 38 45 47 recovery timescale 57 54 62 % giving each answer 63 44% 18 within 6- months 27 51 50 53 50 47 37 38 29 32 23 1 month 2-3 months Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 4-6 months wc 23rd wc 30th wc 6th wc 13th wc 20th wc 27th wc 4th wc 11th wc 18th 7-12 months More than a year March March April April April April May May May Life will never be the same again I have no idea! % MORE THAN 6-MONTHS % WITHIN 6-MONTHS I have no idea! Q: How long do you think it will be before life returns to “normal" after this coronavirus pandemic? 15
Mood of the Nation | How does the nation segment? Six segments have emerged based on how people feel about what’s going on in their lives during the Covid-19 crisis Segment 1 Segment 2 Segment 3 “I’m alright Jack” “My finances have taken a hit but I want to ”I’m living a better lifestyle now” start spending and socialising with my mates!” Segment 1 Bio: It’s been a challenge, but I’m lucky enough to be on a fairly 13 Bio: I just want to get back to normal. I’ve got a decent Bio: I’ve got less money now which is a concern, but I honestly good income still. I’ve re-evaluated my priorities and learned lots income and can weather this storm okay – in fact it really about keeping my family happy and well in these turbulent just want to get back out there as I miss too many things about hasn’t affected me that much. I’m not too worried about my old life. I really want to hang out with friends again and shop times. I’m doing more cooking from scratch, buying healthier contamination risks so am comfortable about going out for clothes (although I am shopping more online now). I’m pretty products and throwing away less food. I’m not comfortable (eating / drinking especially) and I certainly want to go on comfortable about the idea of being in public spaces and not about going out yet but do at least feel informed about the 19 with my overseas holiday later this year! bothered if there aren’t many safety measures in place. current situation. Segment 2 Skews: younger, male, lower income Over-indexes on: Missing playing sport & religion. Skewing 25-34, mid-high income Pessimistic Optimistic Pessimistic Optimistic Pessimistic Optimistic (about future) (about future) (about future) (about future) (about future) (about future) 18 Segment 3 Uncomfortable Comfortable Uncomfortable Comfortable Uncomfortable Comfortable (in public spaces) (in public spaces) (in public spaces) (in public spaces) (in public spaces) (in public spaces) Segment 4 Segment 5 Segment 6 “When can I see my Grandkids again?” “Money has always been tight so is still a “My world has been turned upside-down” Bio: I’m really looking forward to seeing my grandchildren concern - seeing my friends would really help!” Bio: My income has been significantly affected and 19 Segment 4 again when the time’s right, but I don’t really know when Bio: I’m a bit strapped for cash although I didn’t have a finances are a real concern. Non-essential spend on that will be. My income hasn’t been affected much so great deal to start with, but I’ve got used to spending less clothes, eating out etc. are low priority now. Any grocery things haven’t changed a great deal but I do miss going to now. That said, life’s too short to be too sensible and I shopping I do is promotion-driven. I’m unlikely to go on the shops for my groceries. I’ve started shopping online want to start enjoying myself again - I really miss my holiday this year due to lack of money but I’m also not and might even carry on shopping this way in the future, friends! really comfortable with the idea of being out and about. Segment 5 but I won’t be booking any overseas holidays for a while for Over-indexes on: Missing work 17 safety reasons Skews: female Skews: 35-64 and with children. Skews: older 55+/Retired. Pessimistic Optimistic Pessimistic Optimistic Pessimistic Optimistic (about future) (about future) (about future) (about future) (about future) (about future) 15 Segment 6 Uncomfortable Comfortable Uncomfortable Comfortable Uncomfortable Comfortable (in public spaces) (in public spaces) (in public spaces) (in public spaces) (in public spaces) (in public spaces) 16
Grocery Shopping What is happening with grocery shopping and how are different grocers performing?
COVID-Tracker | What about grocery shopping? Grocery spend is normalising and the shift to online grocery shopping continues • Although grocery spend has declined in recent weeks, it is still very healthy and in line with the ‘stock-piling’ days (we hope) of old • This is despite many suffering a reduction in household income, and 1 in 2 claiming to be more careful about grocery expenditure during these uncertain times • People are changing the way they shop and are becoming more ‘savvy’ about the way they buy and use food: > More cooking from scratch, more meal planning, more buying in bulk > Less throwing away food, trying ‘new’ brands and products, doing ‘top-up’ shops • Despite less than perfect online shopping experiences and delivery slots, an increasing proportion of households are going online to do their grocery shopping. - During the past week 36% of households claim to be shopping more online for groceries - Amazon was becoming an increasingly popular place to buy groceries but that has abated - The popularity of Lidl / Aldi is bouncing back following a move away to retailers that offer online shopping • Fair play to our grocery retailers – they’re dealing with the situation and getting better - Shopping experiences, range & availability, accessibility are all improving - Co-op is closing the gap with Waitrose, M&S and Sainsburys when it comes to being seen as a ‘responsible retailer’ – the same cannot be said of Amazon! 18
Grocery Shopping | Channel spend on groceries Grocery spend has declined although levels are still up in comparison to Week 1. The switch to buying groceries online continues to grow week-on-week Past 2-week spend on groceries Has the coronavirus changed how £155 you choose to shop for groceries? £150 £138 £137 £134 £130 £123 £125 11 16 Net shift to online In-store £110 by week: spend 8 Week 1: +7 £105 4 Week 2: +8 £104 Online Net shift Week 3: +3 £98 spend to online £98 £101 £91 Week 4: +8 £92 £90 +12% Week 5: +19 Total Week 6: +13 £92 Spend Week 7: +15 Week 8: +16 Week 9: +23 52 £50 £45 £36 £40 £36 £35 £39 Doing much more online 16% spend £31 30% spend online £18 online Doing a little more online Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 Made no difference (wc 23rd (wc 30th (wc 6th (wc 13th (wc 20th (wc 27th (wc 4th (wc 11th (wc 18th Doing a little more in-store March) March) April) April) April) April) May) May) May) Doing much more in-store % spending anything 24% 30% 31% 34% 38% 36% 31% 34% 37% online Base: Total Sample (3410 | 500 per week) Q: How much money have you spent on groceries during the past 2 weeks? Q: Has the coronavirus changed how you choose to shop for groceries? 19
Grocery Shopping | Changing spending habits Declining income and uncertain times have led to people being consistently more careful with grocery spend Are you being any more careful with money when shopping for Grocery spending care by week groceries than you have been in the past? 9 8 10 8 9 12 14 12 12 10 19 37 39 30 36 39 34 40 36 38 % giving each answer More careful 36 53% 39 38 35 32 31 37 31 37 32 35 20 21 19 21 18 19 16 17 16 Much more careful A little more careful Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 wc 23rd wc 30th wc 6th wc 13th wc 20th wc 27th wc 4th wc 11th wc 18th No change Less careful March March April April April April May May May Households being most careful with money: Younger | With kids | Those whose income has already gone down | South Base: Total Sample (3410 | 500 per week) Q: Are you being any more careful with money when shopping for groceries than you have been in the past? 20
Grocery Shopping | Where are people shopping for groceries? Fluctuations in store usage reflect the difficulties experienced in availability of products and online delivery slots Average no. of retailers in past 2 weeks: % households shopping with each retailer in past 2 weeks Number of retailers used for Week 1: 2.3 groceries in past 2-weeks 50 50 Week 2: 2.3 Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 46 45 46 46 45 5 Week 3: 2.2 43 43 16 27 Week 4: 2.3 36 35 35 Week 5: 2.4 % mentioning each retailer 34 33 33 31 32 21 30 30 29 28 28 Week 6: 2.3 26 27 27 32 25 25 24 25 24 24 23 23 22 23 Week 7: 2.4 22 22 21 21 21 21 20 20 20 20 20 20 19 19 18 18 18 18 18 18 18 One Two Three Four+ None Week 7: 2.4 16 17 17 16 17 17 16 15 13 13 12 12 11 11 10 10 10 9 9 10 8 8 8 8 8 8 8 8 8 8 8 8 7 4 4 3 3 3 2 2 2 3 2 Tesco Sainsburys ASDA Aldi Lidl Morrisons Co-op M&S Food Waitrose Amazon Ocado Steady weekly increase in use of Amazon in initial stages of lockdown but has the peak now been reached? Base: Total Sample (3410 | 500 per week) Q: Where have you shopped for groceries during the past 2 weeks? 21
Grocery Shopping | Loyalty towards grocery retailers? The discounters and the Co-op have shown the most positive gains in customer loyalty Small but loyal following of Week-by-week loyalty to each retailer Amazon Amazon grocery Weeks 1-2 Weeks 3-4 Weeks 5-6 Week 7-8 customers 23rd March - 5th April 6th - 19th April 20th April - 3rd May 4th - 17th May 67 64 % extremely / very loyal 61 60 57 54 55 55 55 51 51 49 49 49 44 47 43 44 42 46 Ocado M&S Food Strong loyalty towards Sainsburys Aldi Sainsburys Waitrose Lidl Amazon Ocado M&S Food Waitrose Sainsburys ASDA Tesco % extremely / very loyal 54 53 53 Loyalty to each retailer Most used grocery 50 retailer but lower 48 Morrisons 43 45 42 40 40 42 loyalty than others 39 38 39 37 38 39 Co-Op 35 35 32 36 32 33 30 Aldi ASDA Lidl Tesco Morrisons Co-op Prominence for grocery shopping Base: Total Sample (3410) | Based on all shopping with each retailer Q: Where have you shopped for groceries during the past 2 weeks? Q: And how loyal do you feel towards RETAILER? 22
Grocery Shopping | How are grocery retailers performing? Despite it being the most popular grocery store used, Tesco is outperformed on all metrics by other stores suggesting ‘convenience’ is a key driver in choice of food retailer Data covers 26th March – 11th May 1st 2nd 3rd 4th 5th Prominence % shopping in past 2 weeks Loyalty % extremely / very loyal to each retailer Being a responsible retailer Feeling that the retailer is on your side Retailer performance ratings Ease of accessing the store (queues, crowds, etc.) Shopping experience Range of different products available Delivery lead times when buying online Value for money Availability of products Base: Total Sample (3410 | All shopping with each retailer in past 2 weeks) 23
Grocery Shopping | Grocery retailer performance Waitrose, M&S and Sainsburys are rated the most ‘responsible retailers’ but the Co-op is closing the gap with a steady improvement in perceptions week on week “Being a responsible retailer” 4.10 4.08 4.03 Amazon is seen as ‘least 4.00 responsible’ following bouts of negative press 3.93 Average rating (5=excellent) 3.92 3.91 3.91 3.91 throughout the crisis 3.85 3.82 3.75 All Grocers Waitrose M&S Food Sainsburys Aldi Morrisons Tesco Co-op Ocado Lidl ASDA Amazon Rating by week 4.18 4.13 4.10 4.12 4.15 4.09 4.11 4.09 4.06 4.05 4.07 Weeks 1-2 3.98 4.01 3.99 4.00 4.03 3.91 3.94 3.89 3.93 3.86 3.94 3.93 3.97 3.95 3.94 23/03 - 05/04 3.86 3.91 3.87 3.90 3.83 3.81 3.85 3.90 3.85 3.80 3.76 3.81 3.75 3.77 3.81 3.77 Weeks 3-4 3.60 3.65 06/04 -19/04 Weeks 5-6 20/04 - 03/05 Week 7-8 04/05 - 17/05 Waitrose M&S Food Sainsburys Aldi Morrisons Tesco Co-op Ocado Lidl ASDA Amazon Base: Total Sample (3410) | Based on all shopping with each retailer Q: How would you rate RETAILER in terms of…? 24
Grocery Shopping | Grocery retailer performance M&S continues to be the top retailer for supporting customers during the Covid-19 crisis “Feeling that the retailer is on your side (i.e. trying to help)” 4.08 3.99 3.99 Average rating (5=excellent) 3.97 3.90 3.85 3.80 3.78 3.78 3.78 3.77 3.77 All Grocer M&S Food Waitrose Aldi Ocado Sainsburys Tesco Morrisons ASDA Amazon Co-op Lidl Average Weeks 1-2 Rating by week 23/03 - 05/04 4.10 4.10 4.12 4.07 4.12 4.11 4.06 4.10 4.02 3.96 4.00 3.99 Weeks 3-4 3.92 3.91 3.95 3.91 3.95 3.90 3.93 3.84 3.83 3.82 3.83 3.86 3.82 3.79 3.77 3.76 3.77 3.75 3.78 3.79 3.76 3.79 3.76 3.72 3.73 3.81 3.75 3.72 3.70 3.71 06/04 -19/04 3.66 3.60 Weeks 5-6 20/04 - 03/05 Week 7-8 04/05 - 17/05 M&S Food Waitrose Aldi Ocado Sainsburys Tesco ASDA Morrisons Amazon Co-op Lidl Base: Total Sample (3410) | Based on all shopping with each retailer Q: How would you rate RETAILER in terms of…? 25
Grocery Shopping | Grocery retailer performance Accessibility has been a challenge but is becoming less of an issue for many retailers “Ease of accessing the store (queues, crowds, etc.)” 4.00 Average rating (5=excellent) 3.91 3.88 3.83 3.82 3.81 3.81 3.76 3.71 3.60 All Grocer M&S Food Waitrose Aldi Co-op Sainsburys Lidl Morrisons Tesco ASDA Average Weeks 1-2 Rating by week 23/03 - 05/04 4.03 4.08 4.04 4.00 3.96 4.07 3.97 3.89 3.89 3.91 3.90 3.90 3.94 Weeks 3-4 3.83 3.78 3.84 3.79 3.74 3.79 3.80 3.84 3.83 3.84 3.73 3.80 3.84 3.70 3.71 3.65 3.65 3.64 3.69 06/04 -19/04 3.64 3.58 3.64 3.55 Weeks 5-6 20/04 - 03/05 Week 7-8 04/05 - 17/05 M&S Food Waitrose Aldi Co-op Sainsburys Lidl Morrisons Tesco ASDA Base: Total Sample (3410) | Based on all shopping with each retailer Q: How would you rate RETAILER in terms of…? 26
Grocery Shopping | Grocery retailer performance As retailers and customers alike adapt to the new conditions, the shopping experience has improved for most retailers since the start of lockdown “Shopping experience” 4.03 3.99 Average rating (5=excellent) 3.95 3.95 3.82 3.80 3.76 3.72 3.70 3.69 3.64 3.61 All Grocer Amazon Waitrose M&S Food Ocado Aldi Sainsburys Lidl Tesco Morrisons ASDA Co-op Average Weeks 1-2 Rating by week 23/03 - 05/04 4.20 4.13 4.07 4.02 4.03 3.98 4.00 3.96 4.00 3.94 3.93 3.92 3.95 3.91 3.87 Weeks 3-4 3.83 3.89 3.81 3.78 3.89 3.85 3.78 3.80 3.79 3.72 3.74 3.76 06/04 -19/04 3.71 3.71 3.69 3.71 3.63 3.64 3.63 3.63 3.67 3.62 3.71 3.69 3.71 3.60 3.60 3.51 3.55 Weeks 5-6 20/04 - 03/05 Week 7-8 04/05 - 17/05 Amazon Waitrose Ocado M&S Food Aldi Sainsburys Lidl Tesco Morrisons ASDA Co-op Base: Total Sample (3410) | Based on all shopping with each retailer Q: How would you rate RETAILER in terms of…? 27
Grocery Shopping | Grocery retailer performance In-store product ranging is improving across most supermarkets. Ocado is offering the least consistent experience “Range of different products available” 4.12 4.06 3.88 3.87 3.87 Average rating (5=excellent) 3.78 3.80 3.78 3.77 3.77 3.75 3.37 All Grocer Amazon Ocado Waitrose M&S Food Aldi ASDA Morrisons Sainsburys Tesco Lidl Co-op Average Weeks 1-2 4.25 Rating by week 4.18 4.19 23/03 - 05/04 4.11 4.16 4.07 3.97 3.98 4.03 3.98 3.93 3.90 3.94 3.93 3.95 Weeks 3-4 3.83 3.87 3.86 3.89 3.85 3.84 3.86 3.83 3.81 3.88 3.74 3.80 3.74 3.78 3.76 3.80 3.71 06/04 -19/04 3.72 3.74 3.71 3.68 3.63 3.65 3.62 3.58 3.53 Weeks 5-6 3.44 3.32 20/04 - 03/05 3.20 Week 7-8 04/05 - 17/05 Amazon Ocado Waitrose Aldi M&S Food ASDA Morrisons Tesco Sainsburys Lidl Co-op Base: Total Sample (3410) | Based on all shopping with each retailer Q: How would you rate RETAILER in terms of…? 28
Grocery Shopping | Grocery retailer performance Product availability is improving across most retailers as we move through the pandemic period “Availability of products” 4.01 3.96 3.92 3.82 3.81 Average rating (5=excellent) 3.73 3.69 3.63 3.63 3.60 3.59 3.38 All Grocer Amazon M&S Food Aldi Waitrose Ocado Lidl Sainsburys Tesco Morrisons ASDA Co-op Average Weeks 1-2 Rating by week 23/03 - 05/04 4.13 4.05 3.98 3.95 3.94 3.99 3.88 3.99 3.94 4.00 4.00 3.92 3.88 3.88 Weeks 3-4 3.81 3.85 3.86 3.83 3.82 3.76 3.73 3.76 3.71 3.75 3.72 06/04 -19/04 3.63 3.65 3.67 3.60 3.60 3.58 3.66 3.65 3.56 3.57 3.59 3.53 3.46 3.46 3.40 3.44 3.41 Weeks 5-6 3.24 3.27 20/04 - 03/05 Week 7-8 04/05 - 17/05 Amazon M&S Food Aldi Waitrose Ocado Lidl Tesco Sainsburys Morrisons ASDA Co-op Base: Total Sample (3410) | Based on all shopping with each retailer Q: How would you rate RETAILER in terms of…? 29
Grocery Shopping | Grocery retailer performance Familiar line-up in terms of value perceptions “Value for money” 4.40 4.25 Average rating (5=excellent) 3.95 3.93 3.78 3.75 3.70 3.69 3.57 3.54 3.33 3.24 All Grocer Aldi Lidl Amazon ASDA Morrisons Ocado Tesco Sainsburys M&S Food Waitrose Co-op Average Weeks 1-2 Rating by week 23/03 - 05/04 4.55 4.33 4.39 4.40 4.33 4.22 4.14 4.27 Weeks 3-4 4.06 4.05 4.00 06/04 -19/04 3.84 3.83 3.89 3.94 3.87 3.83 3.82 3.69 3.72 3.68 3.71 3.63 3.74 3.68 3.65 3.62 3.57 3.59 Weeks 5-6 3.56 3.60 3.59 3.50 3.55 3.59 3.44 3.42 3.47 3.38 20/04 - 03/05 3.20 3.28 3.27 3.19 3.13 Week 7-8 04/05 - 17/05 Aldi Lidl Amazon ASDA Morrisons Ocado Tesco Sainsburys M&S Food Waitrose Co-op Base: Total Sample (3410) | Based on all shopping with each retailer Q: How would you rate RETAILER in terms of…? 30
Grocery Shopping | Grocery retailer performance Tesco, Sainsburys and Morrisons have shown the most improvement with online fulfilment “Delivery lead times when buying online” 4.01 3.95 3.86 3.76 3.75 Average rating (5=excellent) 3.69 3.53 3.46 3.45 All Grocer Amazon Waitrose Ocado M&S Food Sainsburys ASDA Tesco Morrisons Co-op Aldi Lidl Average Weeks 1-2 4.27 Rating by week 23/03 - 05/04 4.09 4.04 4.03 3.95 4.00 4.00 3.95 3.85 3.88 3.89 Weeks 3-4 3.82 3.81 3.79 3.75 3.67 3.73 3.72 3.68 3.71 3.69 06/04 -19/04 3.57 3.58 3.63 3.57 3.56 3.46 3.48 Weeks 5-6 3.40 20/04 - 03/05 3.23 3.27 Week 7-8 2.96 04/05 - 17/05 Amazon Waitrose Ocado M&S Food Sainsburys ASDA Tesco Morrisons Co-op Aldi Lidl Base: Total Sample (3410) | Based on all shopping with each retailer Q: How would you rate RETAILER in terms of…? 31
Grocery Shopping | Spending Habits Nearly half have adapted their grocery shopping habits as a result of reduced household income, although many expect to revert to old ways once normality returns Which phrase best describes your current “I’ll go back to my old grocery situation as a result of the coronavirus pandemic shopping habits once the in terms of household spend on groceries pandemic is over” % agreement 2 15 16 No negative impact My household income hasn’t really changed and I even feel 56 better off (due to the restrictions on spending), so my grocery shopping habits have remained largely the same Moderate impact 6 in 10 likely to revert to old My household income has dropped and I am uncertain about shopping habits. the future so I’ve become more savvy in my shopping, seeking out food and grocery items that offer better value for money 27 than before 34 Heavy impact 40 My household income has been seriously reduced and I am now shopping only for the essentials and looking out for the 10 cheapest possible food and grocery items Total Agree strongly Agree Neither/nor Households most likely to have had a drop Disagree Disagree strongly in household income: Under 54yrs| With kids Base: Total Sample (1289 / 1740) Q. Which one of these phrases best describes your current situation as a result of the coronavirus pandemic in terms of your household spend on groceries? / Agreement: I’ll go back to my old grocery shopping habits once the pandemic is over) 32
Grocery Shopping | Behaviour Changes People are more likely to be planning their meals, cooking from scratch and are far less wasteful than they used to be before the pandemic Changes in shopping habits since C-19 % Doing more of % Doing less of Highest among those whose income Cooking from scratch 5 38 and subsequently grocery spend has been most reduced Meal planning 7 31 Buying larger pack sizes or in bulk 8 23 Buying local or British produce 4 23 Using smaller convenience stores 13 20 The younger the consumer, the more likely they are to be Buying healthier products 6 19 buying more healthy products during lockdown Doing small 'top up' shops 25 18 Looking for products on promotion 9 16 Using independent stores, farm shops etc 9 14 Buying pre-packed fruit and veg (vs. loose) 6 13 Trying new products / brands 11 12 Buying processed foods 13 10 Throwing away food 27 2 Base: Total Sample (1585) Q: Compared to your grocery shopping behaviour before Covid-19, would you say you are doing MORE / LESS of the following? 33
Grocery Shopping | Health Credentials Low sugar, low fat, immunity, vitamin and salt content are the health credentials consumers are most interested in since the pandemic began Relative importance of health credentials since C-19 % more important % less important Low sugar content 8 26 Low fat content 9 23 Contains ingredients to boost the immune system 5 21 High vitamin content 7 20 Low salt content 7 20 Contains only natural ingredients 6 18 Contains ingredients to support heart health 5 15 Contains ingredients to support digestive health 6 14 Contains ingredients to support bone health 6 10 71% - none of 45% - none of these are LESS these are more important important Base: Total Sample (1289) Q. When it comes to health, which of these would say has become MORE / LESS important to you as a result of the coronavirus pandemic when it comes to the food and drink you buy? 34
Fashion Retail How are people feeling about shopping for clothing & footwear at the moment?
COVID-Tracker | What about clothing & footwear? People have ‘settled in’ to not going shopping for clothing and footwear – following a surge in spending interest a few weeks ago, things have returned to levels similar to at the start of lockdown • While the shift to shopping online for clothing & footwear is still very evident the level of spend has dropped over the past few weeks and appears to now be plateauing: - We saw a significant uplift in activity towards the end of April when people started feeling a bit more ‘chipper’ about this whole situation - Since then there has been an increasing realisation and acceptance that we’re in this for the longhaul and buying clothing & footwear has slipped back down the list of priorities • Mixed news for online vs. offline clothing retailers: - Digital channels are taking the lions share of a tepid clothing market but people are becoming less content with shopping online for clothing & footwear - Bricks & mortar have been closed, and people are increasingly missing them. However, people primarily don’t see the point in buying new outfits at the moment so any sales will likely focus on casualwear, basics, sportswear and childrenswear. There is also little evidence saving money for a post-lockdown shopping spree. • We will watch with interest when stores are (hopefully) allowed to re-open in June. 36
Clothing & footwear | Channel spend on clothing & footwear Decline in spend on clothing and footwear after an initial surge has now plateaued Past 2-week spend on clothing & footwear Has the coronavirus changed how 7-day rolling average 40 you choose to shop for clothing & 37 38 38 38 38 footwear? 34 35 34 33 31 32 22 9 31 29 29 29 28 29 28 27 28 27 26 27 £48 £47 27 26 26 26 25 26 £45 £46 25 25 25 24 24 £42 £41 £40 £41 24 24 14 22 £39 21 21 £37 £36 17 18 £31 £33 £33 £32 Net shift 17 16 15 15 15 15 15 15 £33 £34 £28 to online 14 13 14 14 15 15 £24 £28 £31 £31 £26 £26 £23 £26 £25 £20 £21 £21 £22 £26 £29 £30 £30 £23 £19 £21 £20 +23% £28 £19 £18 £18 £29 £17 £16 £17 £16 £16 £16 £17 £22 £26 £25 £24 £17 £14 £14 £14 £14 £14 £15 £14 £15 £13 £22 £10 £12 £11 £17 £22 £20 £18 £20 £19 £9 £9 £9 £15 £16 £16 £18 £14 £13 £13 £11 £12 £15 £15 £12 £11 £12 £13 £13 £13 £9 £9 £10 £10 £11 £13 £11 £12 £10 £11 £8 £7 £9 £13 £14 £14 £15 £15 £14 74 £6 £6 £6 £7 £12 £10 £11 £9 £9 £7 £8 £8 £8 £6 £5 £6 £7 £6 £5 £5 £6 £6 £6 £5 £5 £4 £3 £5 £5 £5 £6 £7 £5 £5 £3 £3 £3 £3 £4 £4 £4 £4 £5 £5 £4 £5 £5 £5 £5 £3 £5 £3 £4 £5 26-03 - 01-04 27-03 - 02-04 28-03 - 03-04 29-03 - 04-04 30-03 - 05-04 31-03 - 06-04 01-04 - 07-04 02-04 - 08-04 03-04 - 09-04 04-04 - 10-04 05-04 - 11-04 06-04 - 12-04 07-04 - 13-04 08-04 - 14-04 09-04 - 15-04 10-04 - 16-04 11-04 - 17-04 12-04 - 18-04 13-04 - 19-04 14-04 - 20-04 15-04 - 21-04 16-04 - 22-04 17-04 - 23-04 18-04 - 24-04 19-04 - 25-04 20-04 - 26-04 21-04 - 27-04 22-04 - 28-04 23-04 - 29-04 24-04 - 30-04 25-04 - 01-05 26-04 - 02-05 27-04 - 03-05 28-04 - 04-05 29-04 - 05-05 30-04 - 06-05 01-05 - 07-05 02-05 - 08-05 03-05 - 09-05 04-05 - 10-05 05-05 - 11-05 06-05 - 12-05 07-05 - 13-05 08-05 - 14-05 09-05 - 15-05 10-05 - 16-05 11-05 - 17-05 12-05 - 18-05 13-05 - 19-05 14-05 - 20-05 15-05 - 21-05 16-05 - 22-05 17-05 - 23-05 18-05 - 24-05 19-05 - 25-05 20-05 - 26-05 Doing much more online Doing a little more online Made no difference ONLINE spend (£) IN-STORE spend (£) TOTAL SPEND (£) % buying clothing & footwear Doing a little more in-store Doing much more in-store Spend on clothing and footwear highest among: Younger people | More affluent households | Household with kids Base: Total Sample (2,945 | 500 per week) Q: How much money have you spent on clothing & footwear during the past 2 weeks? Q: Has the coronavirus changed how you choose to shop for clothing & footwear? 37
Clothing & footwear | What have people been buying? Clothing sales have remained reasonably consistent for the past few weeks, with a focus on the essentials % by week of lockdown What clothing & footwear have people been buying? Week 1 Week 7 Week 8 Week 9 % giving each answer Casual everyday clothes 10 7 10 13 13 Shoes and footwear 7 4 8 7 8 Sportswear / Active wear 6 2 7 6 7 Everyday basics 5 6 4 4 5 Children's clothes 5 4 6 2 5 Smart work wear 3 2 2 2 3 Going out clothes 3 2 3 2 3 Accessories 3 1 2 2 5 Licensed / Branded clothes 2 2 2 2 2 Formal occasion wear 2 2 1 3 3 Nothing 78 85 74 75 73 Base: Total Sample (2,945 | 500 per week) Q: What categories of clothing & footwear have you bought within the past 2 weeks? 38
Clothing & footwear | Prominence & loyalty for fashion & footwear Amazon has a loyal customer base and its sales of clothing & footwear are growing – we will monitor evolving loyalty as the coronavirus situation continues JD Sports John Lewis Loyal customer PrettyLittleThings ASOS Amazon base growing in Zara fashion Smaller but loyal following of customers Next River Island M&S MissGuided Boohoo Primark Big brands with a TK Maxx loyal following ASDA (George) H&M Dorothy Perkins New Look Debenhams Loyalty to each retailer Matalan Sainsburys (TU) Prominent retailers but less connected Tesco (F&F) with customers Prominence for clothing & footwear shopping Base: Total Sample (2,945) | Based on all shopping with each retailer Q: Prior to the coronavirus pandemic, which of these retailers did you shop with for clothing & footwear? Q: How loyal do you feel to these retailers when it comes to shopping for clothing & footwear for yourself and family members? 39
Clothing & footwear | Which retailers do people miss shopping with in store? Primark and M&S are the most missed retailers for clothing & footwear Most missed retailers for shopping in store 21 20 % mentioning each retailer 12 10 8 8 8 7 6 6 6 6 5 4 3 2 H&M Tesco (F&F) Next JD Sports TK Maxx M&S Matalan Zara New Look ASDA (George) Sainsburys (TU) River Island Primark Debenhams John Lewis Dorothy Perkins Base: Total Sample (2,800 | 500 per week) Q: Which, if any, of these retailers do you particularly miss being able to shop with in terms of being able to visit their stores? 40
Clothing & footwear | Attitudes towards buying clothing & footwear After a brief shift in opinion a few weeks ago, people have returned to feeling there is little point in spending right now Evolving attitudes towards shopping for clothing & footwear Attitudes towards shopping for clothing & footwear 7-day rolling average 3 7 11 65 9 13 12 Strongly 15 disagree 27 21 Disagree % agreeing with each statement 29 % giving each answer 51 27 Neither 32 34 44 35 Agree 31 34 23 Strongly 28 Agree 17 15 10 There's no point I'm happy I miss going out I'm saving money, 26-03 - 01-04 27-03 - 02-04 28-03 - 03-04 29-03 - 04-04 30-03 - 05-04 31-03 - 06-04 01-04 - 07-04 02-04 - 08-04 03-04 - 09-04 04-04 - 10-04 05-04 - 11-04 06-04 - 12-04 07-04 - 13-04 08-04 - 14-04 09-04 - 15-04 10-04 - 16-04 11-04 - 17-04 12-04 - 18-04 13-04 - 19-04 14-04 - 20-04 15-04 - 21-04 16-04 - 22-04 17-04 - 23-04 18-04 - 24-04 19-04 - 25-04 20-04 - 26-04 21-04 - 27-04 22-04 - 28-04 23-04 - 29-04 24-04 - 30-04 25-04 - 01-05 26-04 - 02-05 27-04 - 03-05 28-04 - 04-05 29-04 - 05-05 30-04 - 06-05 01-05 - 07-05 02-05 - 08-05 03-05 - 09-05 04-05 - 10-05 05-05 - 11-05 06-05 - 12-05 07-05 - 13-05 08-05 - 14-05 09-05 - 15-05 10-05 - 16-05 11-05 - 17-05 12-05 - 18-05 13-05 - 19-05 14-05 - 20-05 15-05 - 21-05 16-05 - 22-05 17-05 - 23-05 18-05 - 24-05 19-05 - 25-05 20-05 - 26-05 buying new shopping online shopping for ready to go on a clothing & for clothing & clothing & spend-up when footwear at the footwear footwear we're allowed moment back out I miss going out shopping for clothing & footwear Younger people are building up most frustration about not I'm happy shopping online for clothing & footwear being able to go shopping and are most likely to switch to I'm saving money, ready to go on a spend-up when we're allowed back out! spending online Base: Total Sample (2,720 | 500 per week) There's no point buying new clothing & footwear at the moment Q: How much do you agree or disagree with each of the following statements…? 41
Eating & Drinking Out Are people missing not being able to go out to eat & drink?
COVID-Tracker | What about eating & drinking out? The foodservice industry is going to have to work hard to make people feel comfortable • The challenge for the on-trade drinking and dining industry continues and future focus has to centre around making people feel comfortable and safe when we are allowed back out: - The enthusiasm is there – people want to be able to go to coffee shops, bars & restaurants! - But also the apprehension – people are feeling increasingly uncomfortable about the prospect of visiting these places when they re-open. This apprehension is actually growing as we move through time. • People expect change when they return to coffee shops, bars & restaurants: - Social distancing has become the new norm: Additional spacing between tables / limiting the number of people on-site. - More ‘intrusive’ measures of dictating who you can dine with or putting screens up between people will take away the point of going out. • Operators need to find a solution which acknowledges social distancing concerns but doesn’t defeat the object of going out. It can’t feel sterile. It can’t feel like hard work. • The in-home market is becoming an increasing opportunity as more households turn to ordering takeaways to sample some kind of normality: - Takeaways are on the up with nearly half of all households ordering one recently - Opportunity for pubs and restaurants to offer takeaways or home deliveries to generate some cashflow in advance of re-opening - Opportunity to venture into the ‘cook at home’ market with notable interest in the category 43
Eating & Drinking | Do people miss going out to eat & drink? People clearly miss eating & drinking out, with coffee shops (Costa in particular) top of the list Top-10 most missed brands 45% % people saying they miss visiting each one coffee shops 27% 14% 21% 44% fine dining pubs 88% 26% 12% of people miss going out to eat & drink 14% 10% 24% 32% bars fast-food 15% 10% 36% casual dining 14% 9% Base: Total Sample (2,928 | 500 per week) Q: Which types of places in particular are you missing being able to visit? Q: Which specific chains are you missing being able to visit? 44
Eating & Drinking | Do people miss going out to eat & drink? Levels of discomfort at the idea of being in coffee shops, pubs and restaurants has levelled off over recent weeks How keen are you to be able to How comfortable will you feel get back out and visiting coffee visiting these places when they Evolving attitudes towards eating & drinking shops, pubs, restaurants & fast- re-open? out food dining outlets? 6 9 12 20 83 84 85 84 13 82 79 78 77 % agreeing with each statement 72 81% 56% 64 67 63 keen to comfort- 35 get out able 56 50 25 49 44 46 46 44 36 Younger people in particular are extremely keen to get back out to coffee shops, pubs, bars and restaurants Completely comfortable Extremely keen Very keen Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 Quite comfortable wc 23rd wc 30th wc 6th wc 13th wc 20th wc 27th wc 4th wc 11th wc 18th Quite keen Not very keen March March April April April April May May May Not very comfortable Not at all keen % keen to go out Very uncomfortable % comfortable to go out (when restrictions lifted) Base: Total Sample (2,928 | 500 per week) Q: How keen are you to be able to get back out and visiting coffee shops, pubs, restaurants & fast-food dining outlets? Q: how comfortable will you feel visiting these places when they re-open? 45
Eating & Drinking | Which measures do people expect to be in-place? People expect there to be an element of social distancing when places re-open ENCOURAGE DISCOURAGE Measures people expect to be in-place when places re-open visits (%) visits (%) Additional spacing between tables 69 56 6 More spacing and less intrusive measures are likely to be most Limit to the number of people ‘popular’ allowed in at any one time 68 54 8 Only allowed to make cashless payments (reducing handling of… 51 35 9 Fewer chairs around each table 48 34 6 Screens between customers and staff at the service point / bar 45 35 7 Staff wearing PPE (gloves, face masks, etc.) 44 33 8 Having to order at the bar / centrally rather than having table… 29 24 10 Screens between tables 28 25 16 Screens and defining which groups can visit will put people Only allowed in in family groups (i.e. off coming not to meet friends / family… 20 17 19 None of these - I expect everything 6 to be as it was Base: Total Sample (1,202 people) Q: When cafes, restaurants and bars re-open which, if any, of the following measures do you expect to be in place? Q: Which of these measures would encourage you to visit a cafe, restaurant or bar when they re-open? Q: Which of these measures would actively discourage you from visiting? 46
Eating & Drinking | Are people getting takeaway meals? Notable uplift in ordering takeaways since lockdown began Are you ordering take-away meals % households ordering takeaways at the moment to eat at home? 8 56 53 52 55 52 56 63 64 62 % giving each answer 42% getting 34 takeaways 58 Why not takeaways? % 36 38 40 37 38 35 Prefer cooking from scratch 36 30 30 31 I never order from take-aways 35 Being careful with money 27 Don't trust it / not comfortable 25 Frequently get takeaways 8 12 10 10 8 7 6 6 7 Occasionally get takeaways Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 wc 23rd wc 30th wc 6th wc 13th wc 20th wc 27th wc 4th wc 11th wc 18th March March April April April April May May May Not at the moment Base: Total Sample (2,928 | 500 per week) Q: Are you ordering take-away meals at the moment to eat at home? Q: You said you are not ordering take-away meals at the moment. Why is this? 47
Eating & Drinking | Are people interested in home meal kits? Increase in home cooking and interest in meal kits among younger people who miss going out Interest in buying cook at home meal kits Have you been using any 'cook at home' from familiar restaurants, to cook at home meal subscriptions since lockdown began? while unable to go there to eat? 10 8 16-34 35-54 55+ years years old years old old 11 Base: Total Sample 424 382 396 Use of 'cook at home' meal 41 subscriptions 27 Using pre-lockdown 21 7 2 Using these since lockdown 18 13 2 No 61 81 96 Interest in home meal kits while unable to go out Very interested 14 8 2 79 Quite interested 41 28 12 23 % INTERESTED 55 36 14 Yes - have been using these for a while, pre-lockdown Very interested Quite interested Yes - started using these since lockdown Not very interested Not at all interested No Level of interest in meal kits from familiar restaurants has declined significantly (45% were interested in Week 5 of lockdown, to 30% in week 9) Base: Total Sample (1,202 people) Q: Have you been using any 'cook at home' meal subscriptions since lockdown began? Q: How interested would you be in buying cook at home meal kits from familiar High Street restaurants, to cook at home while you're unable to go there to eat? 48
Leisure and Travel What are people’s attitudes to travel and leisure activities in the future?
COVID-Tracker | Holidays & leisure in 2020 A holiday in the UK is looking likely for many, but evidence that enthusiasm for an overseas holiday is on the rise (among those who already had one booked!) • Coronavirus continues to have an acutely devastating impact on the travel & tourism industry with more than half of UK households (52%) having already cancelled a UK or overseas holiday this year. - 36% have cancelled an overseas trip | 25% have cancelled a UK trip • There are also lots of holidays booked over the coming months with the majority of people still eager to get away as and when restrictions allow: - 26% have an Overseas holiday booked: 42% would love to go | 29% would go but be apprehensive - 18% have a UK holiday booked: 45% would love to go | 29% would go but be apprehensive • Appetite to go on holiday in the UK is growing, both among those with UK holidays already booked as well as those without • If an overseas holiday is not already in people’s diaries… - there’s less and less chance they’ll book one in, with interest declining week-by-week • But, if an overseas holiday has been booked… - enthusiasm to go is starting to rise • With huge levels of discomfort at the thought of going back out into public spaces, the travel and tourism industry has to turn its attention to instilling confidence that customers will be protected as much as is realistically possible 50
Leisure and Travel l 2020 holiday plans Majority of families have missed holidays with the proportion of future booking also declining Have you had to cancel any holidays during Do you have any holidays booked during the the first half of 2020? rest of 2020 (i.e. from June onwards)? 60 48 Proportion who 36 don’t have a holiday booked Week 4: 55% 25 26 Week 5: 57% Week 6: 58% 18 Week 7: 64% Week 8: 61% Week 9: 64% Yes - had to cancel an Yes - had to cancel a No - not yet had to cancel Yes - I have an overseas Yes - I have a holiday in the No - no holidays booked overseas holiday holiday in the UK any holidays holiday booked UK booked Yes - had to cancel an overseas holiday Yes - I have an overseas holiday booked Yes - had to cancel a holiday in the UK Yes - I have a holiday in the UK booked No - not yet had to cancel any holidays No - no holidays booked Base: Total Sample (1431) Q: Have you had to cancel any domestic or overseas holidays during the first half of 2020 (i.e. up until the end of May)? Q: Do you have any holidays booked during the rest of 2020 (i.e. from June onwards) 51
You can also read