Tracking Consumer Sentiment on the Impact of COVID-19 - Travel & Mobility, Leisure & Hospitality, Personal Finances
←
→
Page content transcription
If your browser does not render page correctly, please read the page content below
Tracking Consumer Sentiment on the Impact of COVID-19 Travel & Mobility, Leisure & Hospitality, Personal Finances Weekly Update – 21st August 2020
Introduction As with every other major crisis, when the historians come to write about the COVID-19 period, So here we are then. Twenty-one eventful weeks after we started, this is the final edition of some public figures will be deemed to have had ‘a good war’ (with medals to show for it), while our weekly tracking reports in their current format. others may have irreparably tarnished reputations and be cast into the wilderness. This is certainly not ‘goodbye’ – we’re just taking a short period of time out to listen to Does the same hold true for brands? Every sector, of course, has faced a slightly different set of feedback (yes, we do try to practice what we preach!), and plan an updated format for circumstances and has had to respond in appropriate ways to the crisis. In the travel sector in tracking the behaviour and attitudes of consumers and businesses, as we enter the next particular, many boards have been faced with unenviable decisions – particularly in respect of chapter for a recovering UK economy. human capital – and are now being tried in the court of public opinion. For now, thank you so much for engaging with our analysis during this period. Even though What is clear from our social media analytics (reported in this document) is just how divergent the headlines have often been sobering, we hope you’ve enjoyed reading the reports as consumer reaction has been to the behaviour of brands – even within individual sectors. much as we’ve enjoyed putting them together! This is true not only for big policy calls, but also for marketing communications. Our research With our very best wishes, this week shows that while adverts that highlight the crisis have some resonance with the most COVID concerned segments, they also risk alienating much of the population – especially those who are most likely to be re-engaging with the economy. There is a desire for normality and a wariness of brands who look as though they may be ‘virtue signaling’. Matt Costin Suzy Hassan Managing Director, BVA BDRC Managing Director, Alligator Digital
Executive Summary National mood and sentiment picks up Outdoor scenic destinations lead our recovery index - but have flat-lined since July A combination of the good mid-summer weather, avoidance / impossibility of international After the most negative outlook recorded since April in last week's report, there is a slight holidays, as well as an innate desire for space and clean air post-lockdown, contributed to improvement in overall mood and sentiment this time. Confidence in the UK government’s outdoor scenic areas racing ahead in terms of the extent of recovery in visitors / customers. handling of the crisis recovers somewhat – but 85% of the population considers a 2nd wave In August, however, recovery in participation levels has flat-lined, with no further increase in and lockdown to be a likely scenario. the incidence of visitors among our ‘Travel Activist’ sample. Consumers are feeling better about their finances than at the start of the crisis Restaurants, pubs and shopping malls continue to see growth in re-engagement Notwithstanding the growing incidence of redundancies, pay cuts and reduced-time contracts, For pubs, shopping malls and restaurants in particular, we continue to see week-on-week consumers are typically feeling somewhat better about their personal finances than at the very start of the crisis. 37% now describe themselves as ‘alright’ and a further 9% as ‘better off than increases in the incidence of participation – the latter helped, it seems, by the Eat Out to Help Out scheme. Meanwhile, the reduction in VAT would also appear to have had an impact on before (the crisis)’ – on a combined basis, this is up 10 points since early April. For historical context, when BDRC asked the same questions during the aftermath of the 2008 financial crisis, uptake of paid-for accommodation, though not to the same extent as EOTHO: a case for ”Stay Away to Save the Day” perhaps? only 27% described themselves as ‘alright’ or ’better off’. Advertising: consumers show preference for ‘normality’ and an absence of virtue signalling Bleak outlook for outbound travel, as lead-times lengthen again in face of quarantine When it comes to marcoms strategy, this week’s report underlines the importance of pitching Despite being in peak summer holiday season, we estimate that the incidence of those taking the right message to each audience. At an aggregate national-level, there is a sense that ads overseas holidays among our ‘Travel Activist’ sample is just 7% of that recorded in Q1. With should focus more on a return to normality than on COVID-related safety and wellbeing anticipated lead times to next flight and international holiday lengthening for the second messages – though these COVID-related themes continue to resonate for those in the ‘COVID consecutive week and no sign of an end to the uncertainty around quarantine rules, the Concerned’ attitudinal segment. In general, consumers are also cynical about brands outlook for international travel continues to be bleak. Among those who are planning to go on publicising their good deeds during the crisis, with ‘Life Goes On’ and ‘Pragmatic Policy an overseas holiday, the hierarchy of holiday type preferences remains largely unchanged, with Supporters’ (also the segments most likely to be re-engaging with the economy) particularly Spain top of the destination charts and beaches still top of the menu. likely to be turned off by virtue signalling from brands.
Contents Page No. The mood of the nation 5 Communicating to our COVID attitudinal segments 11 Tracking recovery across key segments 18 Leisure 24 Transport 59 Personal & business finances 71 Appendix 78
We are somewhat less pessimistic than last week, but the plurality of UK adults fear that the worst is still to come and only 14% believe the worst has passed. Anxious Appreciator Hermits + COVID Impacted W18 58% 32% 10% W19 60% 33% 7% The worst is still to come Things are going to stay the same W20 72% 24% 4% 86 The worst has passed W21 67% 30% 3% 81 76 COVID Cautious W18 48% 38% 13% W19 51% 42% 7% 61 W20 61% 32% 7% 51 W21 55% 37% 8% 45 45 46 Pragmatic Policy Supporters 44 43 43 42 43 44 39 41 39 W18 33% 37% 30% 38 38 37 38 33 33 31 33 W19 29% 51% 20% 29 30 32 38 40 37 38 40 40 39 36 36 37 W20 44% 43% 13% 35 29 31 30 W21 42% 43% 15% 18 14 14 25 25 27 27 Life Goes On 24 23 21 20 30% 41% 30% 6 18 19 18 W18 5 16 12 14 W19 30% 46% 24% - 10 W20 34% 46% 19% W21 36% 44% 20% -2 y -2 y ay 28 ul y ly 1 4 pr 1 1 ug -1 y -3 r ar 14 J ul y r r r g ly 21 ly 1 6 une 9 - ne 23 une ne e Ap Ap Ap a a a Au a Ju Ju n Ju A M M M M M M A J Ju 30 5 Ju 7 5 2 8 3 0 -2 J 9 6 J 3 4 1 2 2 9 7 5 6- -1 -2 -2 -2 -3 7- 4- 11 -1 4 8 -2 -1 4- 2- -1 -2 20 27 23 30 11 19 26 Ju Q7: Regarding the situation of Coronavirus in the UK and the way it is going to change in the coming month, which of the following best describes your opinion? (%)
Fears of a 2nd wave / lockdown recede slightly this week, but 85% still consider it likely. Perceived likelihood of a second wave of coronavirus that will lead to a new lockdown NET Unlikely NET Likely All UK Adults: Week-on-week 14-17 July 4 96 21-23 July 5 95 14 – 17 July 21– 23 July 28– 30 July 4– 6 11-13 COVID Concerned 28-30 July 3 97 2020 2020 2020 Aug 2020 Aug 2020 4-6 August 2 98 11-13 August 4 96 30 14-17 July 5 95 33 32 35 21-23 July 40 8 92 COVID Cautious 28-30 July 5 95 4-6 August 5 95 11-13 August 5 95 85% NET 14-17 July 10 90 Likely 21-23 July 16 84 51 Pragmatic Policy 28-30 July 51 53 50 14 86 Supporters 48 4-6 August 11 89 11-13 August 9 91 14-17 July 32 68 21-23 July 33 67 13 16 13 11 13 15% Life Goes On 28-30 july 31 69 NET 4-6 August 2 3 2 1 2 27 73 Unlikely 11-13 August 29 71 Very likely Fairly likely Not very likely Very unlikely There has even been a increase in the “Life Goes On” segment – nearly three quarters of this most optimistic of groups now think it is likely to happen Q69: How likely or unlikely do you think it is that the UK will experience a second wave of coronavirus that will lead to a new lockdown?
At the start of tracking in April, all but a ‘pessimistic’ 14% expected normality by year end. Now, all but an ‘optimistic’ 18% fear that normality will come in 2021 or later. 100 Never 100 98 100 99 98 98 98 98 96 96 96 96 97 96 96 96 95 95 92 86 81 73 It is now more or less the inverse of how it started. In 69 69 2021 or Later early April, 86% expected normality by year-end. In early 66 August, 85% think it’ll be 2021, later or never! 59 53 55 54 52 51 48 46 49 44 During 2020 41 39 35 35 35 30 33 32 Dec 2020 29 29 26 28 23 24 22 18 20 19 19 17 15 16 14 16 15 11 By September 2020 9 9 6 4 Sept 2020 9 8 6 5 4 3 3 3 0 2 1 1 Aug 2020 ly ay ay ay n ly ly ly g r ay n n g r r r n ly Ap Ap Ap Ap Au Ju Au Ju Ju Ju Ju Ju Ju Ju Ju M M M M 4 8 11 5 7 2 5 2 8 7 3 0 9 6 3 2 2 9 5 2- -1 -2 6- -1 -2 -2 -1 -2 -3 n- 7- 4- -1 -1 -2 -2 4- 9- 16 Ju 14 20 27 14 21 28 11 11 19 26 23 30 Q Given what you know today when do you think life will return to something close to normal?
Confidence in the UK government’s handling of the crisis recovers slightly this week. A narrow majority of adults, however, are ‘not confident’. Since last month, opinions on the government’s handling of the crisis have become even more entrenched along voting lines, with Conservative voters becoming more positive, and Labour and Liberal Dem voters becoming even less confident. Q6: Would you say that you are completely confident, somewhat confident, not really confident, not at all confident regarding how the British government is handling the crisis? (%) % of each party’s voters at last 67 66 63 64 63 general election that are confident 61 in the UK Government’s handling of 56 55 52 53 52 the crisis 51 51 50 51 50 49 49 51 51 51 42 1 Month change in brackets 38 49 50 (comparing to 14th – 17th July) 37 35 36 47 48 49 33 46 48 47 47 48 47 48 47 31 44 72% (+6) 2 2 1 1 1 1 1 2 1 1 1 1 1 1 1 1 1 2 2 1 2 30% (-4) 23-24 30-31 6-7 14-15 20-22 27-28 4-5 11-12 19-22 26-29 2-4 9-11 16-18 23-25 30 7-9 14-17 21-23 28-30 4-6 11-13 29% (-2) March March April April April April May May May May June June June June June-2 July July July July Aug Aug July NET Confident NET Not confident Don’t know Q6: Would you say that you are completely confident, somewhat confident, not really confident, not at all confident regarding how the British government is handling the crisis? (%)
Since late-April, our average national mood has hovered between 6.6 and 6.7 on a 10 point scale – in line with other indicators, it picks up slightly this week. 11 Aug– 13 Aug 2020 11 Aug– 13 Aug 2020 Average mood week-on-week 17 Average mood (UK Adults) 6.7 59% 6 6.1 6.1 6.5 6.7 6.6 6.7 6.7 6.7 6.7 6.6 6.6 6.6 6.7 6.6 6.7 6.7 6.6 6.7 6.6 6.7 42 7-10 ratings 27 41% 0-6 ratings -1 g g - 1 ril - 1 ay - 2 ril - 2 ril 4- ril - 2 ay - 2 ay 2- ay - 1 uly 7 e -2 e - 3 ly 4- ly M h 6 - rc h - 1 ne 14 ly July 30 - 25 e 21 July 9- une 11 Au Au n n - 3 arc 2 3 J un 28 Ju Ju 14 Ap 20 Ap 27 Ap Ap 11 M 19 M 26 M M Ju Ju 16 Ju 14 J a J 6 3 0 3 Ju – 9 30 M 7 5 2 2 9 11 7 5 2 8 -2 4 8 4 1 -2 ly Ju 23 9-10 ratings 7-8 ratings 5-6 ratings 0-4 ratings Q5: How would you rate, between 0 and 10, your mood today? (%)
Communicating to our COVID attitudinal segments
Introducing our COVID-19 Consumer Segments COVID Concerned Anxious Appreciator Hermits COVID Impacted COVID Cautious Pragmatic Policy Supporters Life Goes On Anxious about the virus, the This segment is suffering financially While they are less concerned about Concerned about the impact of Aching for lockdown to be lifted, government's handling of the and is also concerned about the the impact of the pandemic on COVID-19, but trusting and this segment is not worried situation and society's behaviour, ongoing health implications of the themselves, this segment fears that supportive of the government's about the risks associated with but have valued the time at virus and the potential impact of the we may not yet be past the worst and policies and most believe the worst COVID-19 and are supportive of home. As such, they are likely to easing of lockdown. They give the would prefer a longer lockdown. They is behind us. lockdown lifting in order to take longer to resume 'normal' lowest mood ratings of all the are likely to be cautious in their own protect the economy and get behaviour. segments. post-lockdown behaviour. back to living their lives. COVID Pragmatic Policy Concerned COVID Cautious Life Goes On Supporters 30 June - 2 July 15 32 20 33 21-23 July 9 32 20 39 28-30 July 12 31 21 37 4-6 August 14 33 21 32 11-13 August 10 31 20 38 More information about what a segmentation is, go to the Appendix
Media preferences correlate with attitudes to COVID-19. Print consumers are more likely to fall into the Life Goes On segment, whilst heavier TV consumers are more likely to be Pragmatic Policy supporters. Consumed over 6 hours per week Life Goes On Pragmatic Policy Supporters TV 43% 86 TV « 65% 131 TV 49% Social media 36% 107 Social media 27% 80 SVoD 34% 116 SVoD 23% 79 Social media 34% Other websites 109 Other websites 80 30% 22% Radio 28% 118 Radio 21% 86 SVoD 29% BVoD 27% 117 BVoD 16% 68 Newspapers «23% 172 Newspapers 5% 35 Other websites 28% Magazines «15% 233 Magazines 2% 23 COVID Cautious COVID Concerned Radio 25% TV 48% 97 TV 48% 97 Social media 35% 103 Social media 36% 105 BVoD 23% Other websites 27% 98 SVoD 34% 117 SVoD 26% 89 BVoD 31% « 135 Newspapers 13% Radio 22% 89 Other websites 31% « 110 BVoD 20% 89 Radio 29% « 118 Magazines 6% Newspapers 71 Newspapers 75 All adults 9% 10% Magazines 2% 32 Magazines 1% 17 Q78 - In a typical week, approximately how many hours do you spend…? « = top segment Base: 552
Ads that highlight the crisis risk alienating Life Goes On segment. The sense that ads should focus more on a return to normality prevails amongst all but the cautious Covid Concerned segment. ALL ADULTS 7% 23% 27% 32% 11% “Advertising currently Life Goes On “Advertising currently should primarily 4% 18% 29% 38% 11% should primarily focus highlight the Covid 19 on things returning Pragmatic Policy Supporters back to normal and crisis where appropriate and focus on safety and 7% 25% 20% 38% 10% not make any wellbeing messages” reference to Covid 19” COVID Cautious 9% 26% 29% 26% 9% COVID Concerned 13% « 24% 33% 16% 14% « Strong (4-5) Slight (1-3) Neutral Slight (1-3) Strong (4-5) q79- On the scale below please indicate to what extent your opinion lies closer to the statements on the left or those on the right. The more firmly you agree with one statement the further towards that statement you should score. If you agree with both equally, score in the middle. « = top segment Base: 1,001 (379, 203, 310, 109)
Under 35s have the strongest desire for normality in advertising. Primarily it’s the over 65s that feel advertising should focus on safety and wellbeing messages. ALL ADULTS 30% 27% 43% 65+ 42% 28% 30% “Advertising currently “Advertising currently 55-64 should primarily focus should primarily highlight the Covid 19 32% 28% 41% on things returning crisis where appropriate 45-54 back to normal and and focus on safety and 25% 30% 45% not make any wellbeing messages” 35-44 reference to Covid 19” 24% 30% 46% 25-34 25% 25% 50% 16-24 27% 23% 50% NET agree Neutral NET agree q79- On the scale below please indicate to what extent your opinion lies closer to the statements on the left or those on the right. The more firmly you agree with one statement the further towards that statement you should score. If you agree with both equally, score in the middle. « = top segment Base: 1,001 (216, 116, 158, 156, 198, 157)
People tend to be cynical about brands ‘virtue signalling’. Publicising good deeds could prove effective for cautious segments, but is likely to be a turn-off for Life Goes On segment. ALL ADULTS 5% 22% 31% 32% 8% “Adverts that Life Goes On “Adverts that publicise a brand 3% 18% 33% 38% 7% publicise a brand doing good deeds doing good deeds Pragmatic Policy Supporters during the crisis are during the crisis are more effective than 7% 23% 28% 33% 8% cynical, opportunistic regular ads” and less effective” COVID Cautious 7% 25% 32% 28% 8% COVID Concerned 6% 28% 31% 21% 14% « Strong (4-5) Slight (1-3) Neutral Slight (1-3) Strong (4-5) q79- On the scale below please indicate to what extent your opinion lies closer to the statements on the left or those on the right. The more firmly you agree with one statement the further towards that statement you should score. If you agree with both equally, score in the middle. « = top segment Base: 1,001 (379, 203, 310, 109)
Under 45s are most likely to be cynical about ads publicising good deeds. Again it’s 65+ age groups who are more likely to find good deed messaging effective. ALL ADULTS 28% 31% 41% 65+ “Adverts that 39% 34% 27% “Adverts that publicise a brand 55-64 publicise a brand doing good deeds 30% 34% 36% doing good deeds during the crisis are 45-54 during the crisis are more effective than 21% 36% 43% cynical, opportunistic regular ads” 35-44 and less effective” 22% 33% 45% 25-34 24% 23% 53% 16-24 27% 28% 45% NET agree Neutral NET agree q79- On the scale below please indicate to what extent your opinion lies closer to the statements on the left or those on the right. The more firmly you agree with one statement the further towards that statement you should score. If you agree with both equally, score in the middle. « = top segment Base: 1,001 (216, 116, 158, 156, 198, 157)
Tracking recovery across key segments
Outdoor parks / scenic areas galloped into an early lead in the recovery stakes – but have flat-lined in August. Restaurants, pubs and retail continue to record momentum in participation recovery. The cumulative percentage of 50% participation in restaurant dining and pub visits increased noticeably in the first week of August UK Holiday and paid-for Although flatter in the last week, accommodation seem to be buses and trains have seen Cumulative Participation since re-opening (%) Outdoor Park / Scenic Area (43%) tracking each other. Overseas significant increases throughout 40% holiday participation is sluggish tracking. Air travel ticked up slowly in late July, but may have been Restaurant (36%) stymied by the imposition (or the threat) of quarantine requirements Pub (32%) 30% Shopping (31%) Bus (28%) Indoor-based attractions just do not seem to be able to gain any real traction. Outdoor parks/scenic areas seem to have plateaued. 20% Paid-for accommodation (16%) Train (17%) UK Holiday (14%) Plane (11%) 10% Zoo (4%) Museum/Gallery (4%) Overseas holiday (2%) Theme Park (4%) Aquarium (2%) 0% 7-9 July 14-17 21-23 28-30 4-6 11-13 7-9 July 14-17 21-23 28-30 4-6 11-13 7-9 July 14-17 21-23 28-30 4-6 11-13 7-9 July 14-17 21-23 28-30 4-6 11-13 July July July August August July July July August August July July July August August July July July August August Week Data filtered on Travel Activists – see appendix for details
Only zoos, theme parks, UK holidays and outdoor parks have reached 50% of their Q1 participation levels. Despite continued improvement and support through EOTHO, restaurants and pubs remain in the low to mid 40s. 11-13 August 4-6 August 14-17 July 21-23 July 28-30 July 7-9 July Despite Eat Out To Help Out, 100% restaurants and pubs remain in the low to mid forties. Shopping seems to have stalled. Restaurant 42% (36%/85%) Shopping 41% (32%/76%) Pub 45% (32%/70%) Growth in train usage has ground to Bus 43% (28%/65%) a halt, while buses surge on. Q1 Participation % Train 29% (17%/59%) Outdoor Park / Scenic Area 88% (43%/49%) 50% Paid-for accommodation 36% (16%/45%) The reduction in VAT would seem to have had an impact on Museum/Gallery 12% (4%/33%) uptake of paid-for accommodation, albeit not to the same extent Overseas holiday 7% (2%/28%) Plane 38% (11%/29%) as EOTHO. Perhaps “Stay Away to Save the Day” is called-for on top of the VAT reduction, an altogether less sexy proposition. UK Holiday 56% (14%/25%) The challenge for museums and galleries is different. With a large Zoo 56% (4%/9%) proportion of these free to enter, it could be either fears for safety or reluctance to use public transport for access that is suppressing Theme Park 50% (4%/8%) Aquarium 33% (2%/6%) recovery 0% 0% 20% 40% 60% 80% 100% Recovery Index (100% = Q1 level) Data filtered on Travel Activists – see appendix for details
‘Life Goes On’ and ‘Pragmatic Policy Supporters’ remain ahead of the curve in terms of re- engagement with key leisure segments – though progress is evident across all segments. While ‘COVID Concerned’ visits to pubs/ restaurants is still some way behind the other segments, they are now almost as likely now to go on shopping trips. Segment (size) COVID Concerned COVID Pragmatic Policy Life Goes On (14%) Cautious (33%) Supporters (21%) (32%) Went to a restaurant 46% 42% 43% 33% Jan-Mar Went to a pub 36% 33% 33% 27% 2020 Went to a shopping mall/ shopping 43% 35% 37% 25% trip 7-9 Jul 4 14-17 Jul 1 1 2 2 4 7 9 Went to a restaurant 21-23 Jul 4 6 11 11 28-30 Jul 6 9 14 14 4-6 Aug 9 18 19 21 11-13 Aug 14 24 24 27 7-9 Jul 1 2 3 Since June 14-17 Jul 3 2 10 4 6 7 15 2020 Went to a pub 21-23 Jul 8 8 9 28-30 Jul 10 12 16 10 17 19 4-6 Aug 11 14 23 11-13 Aug 18 21 7-9 Jul 14-17 Jul 7 6 8 7 Went to a shopping 11 12 15 15 21-23 Jul 11 14 15 18 mall/shopping trip 28-30 Jul 12 16 21 19 4-6 Aug 15 18 26 21 11-13 Aug 17 19 26 21 q1a- And when exactly was the last time you did the following activity/activities
The incidence of consumers taking UK holidays since June continues to grow, but still falls below that seen during the off-peak Q1 season. Unsurprisingly, we see limited movement in overseas holidays. Segment (size) COVID Concerned COVID Pragmatic Policy Life Goes On (14%) Cautious (33%) Supporters (21%) (32%) Went on UK holiday 6% 7% 8% 8% Jan-Mar Went on overseas holiday 5% 8% 8% 7% 2020 Stayed in paid for accommodation 14% 14% 13% 11% 7-9 Jul 0 1 14-17 Jul 0 1 1 2 1 2 2 Went on UK holiday 21-23 Jul 3 4 3 28-30 Jul 2 3 4 4 4-6 Aug 3 4 6 6 11-13 Aug 3 6 6 7 7-9 Jul 0 0 0 0 14-17 Jul 0 0 0 1 Since June Went on an overseas 21-23 Jul 0 0 1 0 0 2020 holiday 28-30 Jul 1 0 1 4-6 Aug 0 1 1 1 11-13 Aug 0 1 1 2 7-9 Jul 0 0 1 14-17 Jul 0 1 1 2 Stayed in paid for 21-23 Jul 1 1 2 3 2 3 3 accommodation 28-30 Jul 1 3 4-6 Aug 1 3 4 4 11-13 Aug 2 4 6 6 q1a- And when exactly was the last time you did the following activity/activities
We see a jump in use of public transport by the COVID Cautious this week, but limited movement for other segments – perhaps with fewer people going into work over the school summer holidays. Segment (size) COVID Concerned COVID Pragmatic Policy Life Goes On (14%) Cautious (33%) Supporters (21%) (32%) Travelled by bus 30% 27% 24% 22% Jan-Mar Travelled by train 25% 24% 18% 20% 2020 Travelled by plane 8% 10% 9% 9% 7-9 Jul 5 5 5 5 14-17 Jul 11 10 9 11 Travelled by bus 21-23 Jul 13 11 10 13 28-30 Jul 13 11 13 13 4-6 Aug 14 11 17 15 11-13 Aug 14 15 18 17 7-9 Jul 2 2 3 1 3 Since June 14-17 Jul 4 4 6 Travelled by train 21-23 Jul 4 6 6 7 2020 28-30 Jul 5 6 6 7 4-6 Aug 7 7 7 8 11-13 Aug 7 10 8 9 7-9 Jul 0 1 0 0 1 0 14-17 Jul 0 1 21-23 Jul 0 1 0 2 Travelled by plane 28-30 Jul 0 1 1 2 4-6 Aug 0 2 2 2 11-13 Aug 1 2 2 2 q1a- And when exactly was the last time you did the following activity/activities
Leisure
Market Recovery Tracking: Go on a day out to a visitor attraction To what extent is consumer participation in each activity sector recovering to ‘normal’ levels? The proportion who have already visited an attraction since being able to do so increased in the second week of August. Intentions to go before the end of the year remain steady, while intentions in term of visiting an attraction by the end of April 2021 or later increase. Visited a visitor attraction since permitted When the activity will next be done This week 20 24 21 22 21 21 22 23 27 26 23 21 26 25 1% 13% 15% NET Activity since 6.2 Average time since 66 70 69 68 70 71 67 67 69 68 63 permitted 61 60 59 60 56% the activity last 56 56 55 56 58 55 57 52 54 done 51 49 48 48 49 43 43 45 41 42 42 41 41 37 37 37 37 36 36 2.6 35 34 11% 29 32 29 29 8% 27 26 27 28 26 0% 0% 1% 5% 25 22 Jan-Mar Apr May Jun Jul Week 1 Week 2 Average time before August 2020 doing activity ay ay ay ne y st ne ne 6A y e y ly ly t ul l us un ul gu Ju M M M Ju Ju Ju Ju Ju 9J ug 7J Au 4J 0 -2 2 2 9 3 11 8 5 7- -3 -1 -2 -2 -2 -1 -1 -2 ne 2- 3 9- 28 11 19 26 21 16 23 -1 14 4- Ju NET participation since pandemic / 11 Activity is not permitted 30 % activity permitted Planning on doing it but don’t know when By end of April 2021 or later By end of December 2020 Activity is permitted By end of September 2020 By end of August 2020 Q12. Given what you know today, when do you anticipate doing the following? Base all Q1a. And when exactly was the last time you did the following activity/activities?
The lead time for most types of attractions continues to increase this week, with historic houses seeing the largest increase. Indoor play centres, however, see lead times drop as families are excited to see them begin to re-open. Average time before undertaking leisure activities 7 Visit a theme park 7 Visit a historical house 6.6 6.6 Visit an indoor play centre 6.4 6.2 6.2 Visit a museum/gallery 6.26.3 Visit an aquarium 6.0 6.3 5.7 5.7 6.2 Visit a zoo 5.7 5.8 6.0 5.8 5.8 5.4 5.3 Go to a country park or 5.7 scenic area 5.0 5.5 5.5 5.5 5.4 5.4 4.8 5.1 4.8 4.9 5.0 4.6 4.9 4.9 4.6 4.5 4.9 4.4 4.7 4.8 4.5 4.7 4.4 4.7 5.0 4.8 4.2 4.5 4.2 4.4 4.6 4.0 Months 4 4.3 4.4 3.8 4.1 4.0 4 4.3 4.3 4 3.9 3.6 3.9 3.8 4.1 3.8 3.5 3.8 3.8 3.2 3.5 3.2 3.5 3.5 3.2 3.3 3.2 3.1 11th May 10th June 4th July Easing of lockdown Outdoor England’s museums announcement: attractions such as and galleries allowed 2.3 people allowed to zoos, safari parks to re-open, with 1.9 spend unlimited allowed to reopen Scotland following on 1.8 1.6 1.7 1.5 1.5 time outdoors on 15th June 15th July 1.4 1 1 1.3 1.1 1.2 ri l ay 16 une 14 ul y 9- ne ay ly ly ly ly 14 J ul y y ne ne e 9- ne 11 May 4- ri l 2- ay 6 A uly e ly 21 July 28 uly st 23 une Ju une t n ul Ap Ju M Ju 16 Jun Ju Ju M -1 us u Ap Ju 9J M gu Ju Ju u J 6J J 4J J 11 ug 0 4J -2 2 7 3 9 5 11 J 30 25 J 0 8 Au -2 7 3 5 7- -3 2 8 5 11 -1 -1 -2 8 7- 4- 4- -3 -2 8 2- -1 -2 -1 -1 -2 -2 ne -1 28 11 21 27 3 - 23 27 Ju 4- 30
Market Recovery Tracking: Visit a zoo To what extent is consumer participation in each activity sector recovering to ‘normal’ levels? The intention to visit a zoo by the end of September continues to drop, falling from 11% to 9%. Intention to go by the end of April or later also continues to drop, falling from 27% to 19%, the lowest level recorded. Visited a zoo since permitted When the activity will next be done This week 21 24 24 26 21 27 30 23 25 22 28 31 4% 8.2 37 37 37 1% 4% 34 35 33 33 29 30 NET Activity since Average time since 28 28 27 permitted 26 26 25 26 the activity last 24 23 22 21 done 19 20 19 19 20 19 19 18 15 15 16 15 15 16 16 16 13 13 13 3.9 11 10 10 11 9% 8 9 9 4% 1% 3% 7 0% 0% 1% 5 Jan-Mar Apr May Jun Jul Week 1 Week 2 Average time before 11-12 2-4 9-11 16-18 23-25 30 7-9 July 14-17 21-23 28-30 4-6 11-13 August 2020 doing activity May June June June June June-2 July July July August August July NET participation since pandemic / % Activity is not permitted Planning on doing it but don’t know when By end of April 2021 or later By end of December 2020 activity permitted Activity is permitted By end of September 2020 By end of August 2020 q12bnew. And when do you anticipate next doing the following? Base all Q1a. And when exactly was the last time you did the following activity/activities?
Market Recovery Tracking: Visit a theme park To what extent is consumer participation in each activity sector recovering to ‘normal’ levels? Theme parks are another segment of the leisure industry impacted by second wave concerns: the proportion of Travel Activists having an interest in visiting but without a specific timeframe in mind, continues to nudge upwards, while short term intentions for August decline for the 3rd consecutive week. Visited a theme park since permitted When the activity will next be done This week 18 14 21 23 17 16 18 18 21 20 22 24 2% 4% NET Activity since 8.6 Average time since 30 35 28 31 36 34 30 34 permitted the activity last 25 26 24 done 21 22 21 20 20 18 18 15 16 16 15 16 16 14 4.9 12 12 13 12 11 12 14 8% 11 2% 9 8 8 9 8 9 8 8 8 0% 0% 1% 2% 6 7 7 7 5 4 Jan-Mar Apr May Jun Jul Week 1 Week 2 Average time before August 2020 doing activity 11-12 2-4 9-11 16-18 23-25 30 7-9 14-17 21-23 28-30 4-6 11-13 May June June June June June-2 July July July July August August July NET participation since pandemic / % Activity is not permitted Planning on doing it but don’t know when By end of April 2021 or later By end of December 2020 activity permitted Activity is permitted By end of September 2020 By end of August 2020 q12bnew. And when do you anticipate next doing the following? Base all Q1a. And when exactly was the last time you did the following activity/activities?
Market Recovery Tracking: Visit a museum/gallery To what extent is consumer participation in each activity sector recovering to ‘normal’ levels? With last week’s data reflecting a peak in consumer anxiety about a potential second wave, and an accompanying sharp drop in intention to visit a museum or gallery before end of 2020, this week there is a partial recovery. Nevertheless, intention to visit this side of 2021 remains lower than it was back in May. Visited a museum/gallery since permitted When the activity will next be done This week 31 25 25 28 29 29 34 31 25 30 34 30 4% 4% NET Activity since 7.7 Average time since 47 51 51 47 49 47 46 43 45 46 permitted the activity last 39 36 35 36 35 36 36 done 34 34 33 34 33 33% 29 24 24 25 24 24 25 24 3.9 21 23 23 20 4% 16 16 16 0% 0% 1% 2% 15 15 15 15 14 14 14 13 13 Jan-Mar Apr May Jun Jul Week 1 Week 2 8 6 Average time before August 2020 doing activity 11-12 2-4 9-11 16-18 23-25 30 7-9 July 14-17 21- 23 28-30 4-6 11-13 May June June June June June-2 July July July August August July NET participation since pandemic / % Activity is not permitted Planning on doing it but don’t know when By end of April 2021 or later By end of December 2020 activity permitted Activity is permitted By end of September 2020 By end of August 2020 q12bnew. And when do you anticipate next doing the following? Base all Q1a. And when exactly was the last time you did the following activity/activities?
Market Recovery Tracking: Visit a small historic house To what extent is consumer participation in each activity sector recovering to ‘normal’ levels? In a similar trend to museums, intentions to visit a small historic house before the end of December recovered this week. However, reflecting continued caution in respect of indoor public spaces, the speed of participation recovery remains slow. Visited a small historic house since permitted When the activity will next be done This week 28 30 31 25 23 28 35 32 2% 3% NET Activity since 8.4 Average time since 41 39 36 38 40 permitted the activity last 34 done 30 30 29 28 28 27 25 25 24 23 21 21 21 3.9 17% 18 17 0% 0% 2% 0% 2% 14 15 12 12 13 10 10 11 Jan-Mar Apr May Jun Jul Week 1 Week 2 9 Average time before 6 6 August 2020 doing activity 23-25 June 30 June-2 7-9 July 14-17 July 21-23 July 28-30 July 4-6 August 11-13 July August NET participation since pandemic / % Activity is not permitted Planning on doing it but don’t know when By end of April 2021 or later By end of December 2020 activity permitted Activity is permitted By end of September 2020 By end of August 2020 q12bnew. And when do you anticipate next doing the following? Base all Q1a. And when exactly was the last time you did the following activity/activities?
Market Recovery Tracking: Go to an outdoor park or scenic area To what extent is consumer participation in each activity sector recovering to ‘normal’ levels? Outdoor parks and scenic areas recovered faster and to a greater extent than any other section of the economy we have tracked and remain ahead of everything else. That said, the incidence of visitors among our Travel Activist sample is no higher now than it was at the end of July, while forward intentions are on the decline as Autumn comes into sight. Went to an outdoor park or scenic area since permitted When the activity will next be done This week 18 13 11 12 11 15 16 13 9 16 18 16 20% 21% 26% 43% 43% NET Activity since 5.3 Average time since 77 73 83 79 73 84 81 76 82 77 82 75 80 74 72 78 73 80 74 84 78 73 76 76 permitted the activity last 70 70 70 69 68 67 68 67 66 68 68 49% done 65 65 65 64 65 61 61 61 63 35% 26% 26% 58 58 58 1.5 20% 19% 22% 45 Jan-Mar Apr May Jun Jul Week 1 Week 2 Average time before August 2020 doing activity 11-12 2-4 9-11 16-18 23-25 30 7 - 9 14-17 21-23 28-30 4-6 11-13 May June June June June June-2 July July July July August August July NET participation since pandemic / % Activity is not permitted Planning on doing it but don’t know when By end of April 2021 or later By end of December 2020 activity permitted Activity is permitted By end of September 2020 By end of August 2020 q12bnew. And when do you anticipate next doing the following? Base all Q1a. And when exactly was the last time you did the following activity/activities?
Market Recovery Tracking: Visit an indoor play centre To what extent is consumer participation in each activity sector recovering to ‘normal’ levels? With indoor play centres permitted to re-open in England from the 15th August, intention to visit the attraction before the end of August, September and December sees a slight increase this week. However, the growth is tentative (and only a partial recovery on last week) as the public wait to see how measures are put in place and hear feedback on others’ experiences. Visit indoor play centre since permitted When the activity will next be done This week 10 11 15 10 11 15 10 12 13 12 15 14 1% 8.4 25 25 24 24 Average time since 22 22 20 21 the activity last 19 done 17 18 18 17 15 15 15 14 15 12 13 13 13 13 Jan-Mar Apr May Jun Jul 1% Week 1 1% Week 2 4.6 9 6 7 10 6 8 5 10 6 9 6 9 6 9 5 10 6 7 4 9 4 10 5 3 Average time before 1 August 2020 doing activity 11-12 2-4 9-11 16-18 23-25 30 7-9 July 14-17 21-23 28-30 4-6 11-13 May June June June June June-2 July July July August August July NET participation since pandemic / % Activity is not permitted Planning on doing it but don’t know when By end of April 2021 or later By end of December 2020 activity permitted Activity is permitted By end of September 2020 By end of August 2020 q12bnew. And when do you anticipate next doing the following? Base all Q1a. And when exactly was the last time you did the following activity/activities?
Attraction visitors are looking for the usual visitor experience, with sensible health and safety precautions. Hand sanitiser, enhanced cleaning and enforced social distancing enabled by capacity caps are essential for all segments except ‘Life Goes On’. Visitors typically do NOT expect discounted entry, or require exclusive opening for small groups, and closure of communal areas could actually be a deterrent – visitors want access to the full offer. Conditions for leisure attractions to have in order to be considered COVID Concerned COVID Cautious Pragmatic Policy Supporters Life Goes On 40% 35% 14% 7% 40% 37% 33% 31% 45% 41% 38% 37% 43% 39% 34% 12% 35% 9% 17% Overall 70 60 50 40 30 20 10 0 Visitors to Visitor Staff to Daily staff Gov. Plentiful Enhanced Enforced Social Reassurance Controlled Reduced Management Closure of Cashless Exclusive Discounts Not until I’m happy wear face temperature wear face health certification hand cleaning social distancing about numbers in admissions of communal payments opening for and special vaccine/ to visit masks checks masks checks sanitizer distancing measures sanitising each area numbers communal areas small offers cure is without areas groups found changes Visitors Staff Site Capacity Booking and payments Q35. Which, if any, of these conditions would need to be met before you personally would consider going to a visitor attraction immediately after the lockdown has been lifted?
How have the leading leisure charities been spoken about on social media during the crisis? Overall, consumers engaging with social media have spoken about Kew, English Heritage and National Trust in positive terms during the crisis, with far more positive sentiment than negative. 23rd March 2020– 10th August 2020 Net Sentiment Passion Intensity Number of mentions 86 60 48,049 60 82 35,008 39 54 135,270 For social analytics methodology and full set of scores for all brands tracked, please refer to the Appendix
National Trust: key themes on social media The greatest number of follower / visitor counts for the National Trust come from the themes of social distancing, financial support and around the redundancies that they have recently announced. National Trust is associated with its green outdoor spaces in the countryside, and during lockdown it was clear social media users were keen to continue this conversation. Needless to say, NT has been hard hit and has been calling for donations and financial support. News around redundancies inevitably impact sentiment. Shares Lockdown/Social distancing Redundancies Financial support Countryside Attractions Canon Rawnsley, Crosthwaite, Founder Admission, Bookings, Advance Hashtag expert Flowers Volunteers Newsletters Coronavirus/Donations Animals
Kew Gardens: key themes on social media Flower photography dominates Kew’s social media activity along with weddings and temporary platforms. The fact that social distancing is slightly smaller topic area reflects the fact that it is less of an issue and that on social media it is the Kew experience that people are speaking about. Plants Flower photography Ecosystems/biodiversity Research Wedding Social distancing Flowers Groups/Queens/Police Temporary platforms Stradivarious US Circulation
English Heritage: key themes on social media National cultural institutions, mass gatherings / coronavirus and community events take up the largest part of English Heritage activity. The issue around mass gatherings / coronavirus suggests that there may be some contention on social media around this theme, so not all the posts are necessarily positive. Screenshots National Cultural institutions Summer Solstice Community events Mass Gatherings/Coronavirus Countries/Culture/British Plaques for women 18th Century/Victorians
How have leading attraction portfolios been spoken about on social media? Hampton Court Palace has a very high level of passion intensity along with a very positive net sentiment, possibly linked to hosting an open air cinema during the August heatwave. 23rd March 2020– 10th August 2020 Net Sentiment Passion Intensity Number of mentions 98 100 21,766 HRP* 56 54 201,303 70 55 75 63,951 84 100 724 Merlin* 28 6,020 70 35 -48 48 14,044 *An aggregate NET sentiment based on the brands presented on this slide For social analytics methodology and full set of scores for all brands tracked, please refer to the Appendix
The lead time for planning and booking UK holidays continues to plateau this week, driven by some people having now taken their summer trip. Average anticipated lead time before planning, booking or taking a holiday Go on a UK holiday 23rd June Book a UK holiday PM confirms hospitality may re-open on 4th July Plan a UK holiday 6.8 6.6 5.9 5.9 6.0 5.8 5.7 5.8 5.5 Months 5.3 5.4 5.3 5.3 5.6 4.7 5.3 5.4 4.6 4.5 5.2 5.1 5.1 4.4 4.4 4.2 3.9 3.9 3.9 4 4.6 3.8 3.8 3.8 3.6 3.4 3.4 3.4 4.0 3.9 3.2 3.1 3.4 3.8 9th May 3.4 3.4 3.3 14 day quarantine 3.0 3.1 3.1 3.1 First mentioned 2.9 2.9 6-7 Apr 14-15 20-22 27-28 4-5 May 11-12 19-22 26-29 2-4 June 9-11 16-18 23-25 30 June- 7-9 July 14-17 21-23 28-30 4-6 11-13 Apr Apr Apr May May May June June June 2 July July July July August August
Market Recovery Tracking: Go on a UK holiday To what extent is consumer participation in each activity sector recovering to ‘normal’ levels? The remaining weeks of August see intentions to go on a UK holiday before the end of August and September continue to drop, due in large part to people having already taken their holiday. Intention to take a holiday before the end of December, however, increases from 45% to 48%, as those yet to take any breaks look to use up holiday allowance before the end of the year. Proportion been on a UK holiday this year When the activity will next be done This week 22 22 18 17 17 18 15 18 22 21 17 14 18 18 75 75 7.4 74 8% 14% 69 71 68 72 72 72 68 69 71 68 64 NET Activity since Average time since 54 54 permitted 49 49 50 51 the activity last 47 48 46 48 45 45 done 41 42 37 36 35 25% 34 32 34 3.6 4% 6% 27 29 27 27 27 26 26 24 26 8% 22 21 21 21 19 17 18 16 17 17 16 Week 1 Week 2 14 14 Jan-Mar Apr May Jun Jul Average time before August 2020 doing activity 23 une st 14 ul y -2 y -2 y ay ly 21 ul y 28 ul y 4- J ul y 1 6 une st ne ne e a a Ju n 11 ugu gu M M M Ju 30 5 Ju J J J J J Au -2 9 7 3 0 2 2 9 8 11 7- -1 -2 -3 A 4 -1 -1 2- -2 6 3 9- 11 19 26 -1 Ju NET participation since pandemic / Activity is not permitted % activity permitted Planning on doing it but don’t know when By end of April 2021 or later By end of December 2020 Activity is permitted By end of September 2020 By end of August 2020 VB2ac: - Thinking of the next UK holiday or short break you are likely to take, when are you likely to plan, book and go on this trip Q1a. And when exactly was the last time you did the following activity/activities?
Average lead times for going on an overseas holiday continue to rise this week, possibly as a reaction to changes in quarantine rules. Average anticipated lead time before planning, booking or taking a holiday 9.1 8.7 8.7 8.4 8.4 7.7 7.6 7.2 7.3 7.1 7.2 7.0 7.0 7 6.8 6.8 6.7 6.7 6.6 6.6 6.6 6.3 7.3 6.4 6.2 6.4 6.2 6.2 6.8 Months 5.9 6.0 6.0 6.6 5.9 Book a flight 6.1 6.2 6.5 6.4 5.8 5.6 5.8 5.8 5.7 5.5 5.9 5.5 5.4 5.5 Go on an overseas holiday 6.0 5.7 5.6 5.2 5.6 5.9 5.4 5.5 5.4 5.7 5.7 5.4 5.3 Book an overseas holiday 5.3 5.4 5.1 5.1 5.3 5.5 5.3 5.3 5.2 Plan an overseas holiday 9th May 4.8 3rd July 26thJuly 14 day quarantine Quarantine rules New countries on First mentioned relaxed quarantine list r st ly ly ne r r r ay ay ay ne ay st ly ne ne ly ly Ap Ap Ap Ap Ju Ju gu Ju gu M Ju M M M Ju Ju Ju Ju Ju 7 Au 5 2 8 7 0 -2 Au 3 5 9 2 2 9 11 4 6- -1 -2 -2 -1 -3 8 5 -2 4- 7- -1 -2 -2 ne 2- -1 -2 3 14 20 27 14 28 6 9- 21 11 19 26 -1 Ju 4- 16 23 11 30
Market Recovery Tracking: Book hotel accommodation To what extent is consumer participation in each activity sector recovering to ‘normal’ levels? As with domestic holidays, the forward outlook for hotel stays is weaker than in late July – reflecting the fact that some have now taken their trip / made their stay. There is, however, some recovery in intentions this week, after last week’s trough. Book hotel accommodation since permitted When the activity will next be done This week 22 29 24 26 22 28 28 27 29 27 25 25 31 29 69 6.8 66
Market Recovery Tracking: Go on an overseas holiday To what extent is consumer participation in each activity sector recovering to ‘normal’ levels? After last week’s record-low in overseas holiday intentions, there is partial recovery in the forward outlook this week – but the picture remains more negative than at any time through the summer months. The incidence of those who have taken an overseas summer holiday (among our ‘Travel Activist’ subset) is just 2% - compared to 28% who did so out of season in Q1. Go on an overseas holiday since permitted When the activity will next be done This week 23 25 26 22 21 27 24 19 22 23 21 22 25 24 69 8.3 65 66 2% 2% 62 64 64 63 61 61 60 60 59 60 52 NET Activity since Average time since permitted the activity last done 28% 6.4 23 22 22 23 24 23 22 2% 21 21 21 21 1% 1% 18 13 14 15 10 11 10 11 11 12 11 10 11 12 Jan-Mar Apr May Jun Jul Week 1 Week 2 Average time before 7 6 6 6 8 8 5 5 5 5 5 5 3 4 5 doing activity 2 2 August 2020 ne ne e st ay ay ay ly ly ly ly -1 e st ne 14 ly n n Ju Ju Ju Ju gu gu Ju Ju 30 5 Ju M M M Ju Ju Au -2 Au 7 3 0 9 2 2 9 8 11 -1 -2 -3 4 7- -1 -2 -2 -2 2- 6 21 28 3 9- 11 19 26 16 23 4- -1 Ju NET participation since pandemic / 11 Activity is not permitted % activity permitted Planning on doing it but don’t know when By end of April 2021 or later By end of December 2020 Activity is permitted By end of September 2020 By end of August 2020 Q12. Given what you know today, when do you anticipate doing the following? Base all Q1a. And when exactly was the last time you did the following activity/activities?
Among those contemplating an overseas holiday, ‘beach and resort’ remain the most appealing type of break, followed by ‘city break’. Spain remains the leading single destination mentioned, despite quarantine measures put in place. Which of the following type of overseas holiday you are planning/going to book? And where are you planning to go? Beach and resort 48 3640 A City break 43 35 40 Visiting friends or relatives 2730 27 To visit a local area or attraction 22 18 18 Special treat (e.g. romantic stay, anniversary) 1215 11 Activity and adventure 14 1115 Sporting activities (watching or participating) 8 7 10 Party/Function (including wedding, stag/hen do's) 78 2 Top 5 mentions* (difference with end of May) Winter sports 7 36 Shopping trip 69 1 Spain (=) 2 USA (France) 3 France (USA) 8 Business reasons (conference, training…) 5 4 4 6-7 April 3 8 26-29 May 4 Greece (=) 5 Italy (Netherlands) Other 9 11-13 August Q27. Which of the following type of overseas holiday are you planning/going to book? Q28: And where are you planning to go overseas? * Last reported (week 10) if it differs in brackets
On social media: there is growing confusion and fear over quarantine rules when returning to the UK as 3 new countries are added to the quarantine list. “ ” “ If you choose to #holiday abroad, you have to recognise the risk of #lockdown on your return. It's a personal choice and a personal risk France is “on the cliff-edge” of being removed from the UK’s travel corridor list, according to an industry figure, with a decision expected by the end of the week that could mean hundreds of thousands of Britons holidaying ” there would have to quarantine on their return. “ It seems the fear of an imposition by the U.K. of an ” “ unscheduled quarantine on return is driving some to holiday in the U.K. rather than France France big reduction in positive tests (below UK yesterday). totally “ flawed logic to insist on blanket quarantine when coming back versus our own country. Why is the UK incapable of testing at our Replying to @TUIUK - airports like others? Why aren't we looking at specific regions? ” I don’t understand this stand. The advice is that you have to quarantine on arrival back in the UK. Your ” “ promise is to not take people to places they will need to quarantine. Our villa has been cancelled over there (we are flight only). What are you proposing we do? @TUIUK Nothing is going to change, re quarantine. I just wanted to rebook to a different destination. Won't be doing that now as Tui “ ” have left it too late. Have arranged UK contingency plan now so will be asking for refund when the inevitable is announced. I have family in Germany and was considering Hull to zeebrugge. If I drive ” from Germany, without stopping, to the ferry, through passport control, am I considered to have entered Belgium for the uk quarantine purposes?
How have key hotel brand portfolios been spoken about on social media? - Marriott 23rd March 2020– 10th August 2020 Net Sentiment Passion Intensity Number of mentions 32 54 167,541 86 68 22,450 79 78* 67 10,483 68 52 5,338 *An aggregate NET sentiment based on the brands presented on this slide For social analytics methodology and full set of scores for all brands tracked, please refer to the Appendix
How have key hotel brand portfolios been spoken about on social media? - Hilton 23rd March 2020– 10th August 2020 Net Sentiment Passion Intensity Number of mentions 41 72 169,746 15,821 73 62 40 43* 54 17,505 15 0 12,578 *An aggregate NET sentiment based on the brands presented on this slide For social analytics methodology and full set of scores for all brands tracked, please refer to the Appendix
Hilton: key themes on social media Hilton launched its CleanStay programme as a means of optimising both safety and reassurance – and cleanliness accounts for a sizeable share of conversation around the brand. Less positively, Hilton’s reputation has not escaped unscathed from its major redundancy programme; it has also been blighted by high profile discrimination law suits. Shares Cleanliness Lays off 2100 staff Citigroup research report Discrimination Golden globe awards association Discounts
How have key hotel brand portfolios been spoken about on social media? - IHG 23rd March 2020– 10th August 2020 Net Sentiment Passion Intensity Number of mentions 59 62 72,523 82 73 16,613 54 66 92,601 51* 46 77 20,402 20 58 35,296 *An aggregate NET sentiment based on the brands presented on this slide For social analytics methodology and full set of scores for all brands tracked, please refer to the Appendix
IHG: key themes on social media IHG’s themes share many commonalities with other hotel businesses, with cleanliness and safety protocols featuring prominently. In both the UK and USA, it has benefited from a significant volume of conversations around its support for key workers through the crisis. Price/Shares Hospitality Quarantine Top priority supporting employees and key workers Restaurant Overwhelmed President/Caracas Cleanliness
How have key hotel brand portfolios been spoken about on social media? 23rd March 2020 – 10th August 2020 Net Sentiment Passion Intensity Number of mentions 60 55 18,465 55 68 15,100 15 60 39,715 76 64 20,470 Accor* 73 69 49 4,547 7,136 57 52 *An aggregate NET sentiment based on the brands presented on this slide For social analytics methodology and full set of scores for all brands tracked, please refer to the Appendix
After last week’s spike in anticipated lead-times to next shopping trip and cinema visit, there is a welcome return to shortening lead-times this week. The positive trend for restaurants continues. Average time before undertaking leisure activities 5.8 5.6 5.6 5.6 5.3 5.4 5.2 5.0 5.0 4.9 5.0 4.7 5.0 4.6 4.5 4.9 4.8 4.5 4.6 4.64.7 4.6 4.4 4.2 Go shopping or to a 4.34.7 4.5 4.4 3.9 4.2 shopping mall 4.1 3.8 3.7 4.1 4.1 3.94.3 4.1 3.8 3.9 3.6 4.0 3.6 3.7 3.3 3.4 3.9 3.8 3.5 3.3 3.2 Go to a restaurant Months 3.4 3.1 3.2 2.9 2.9 2.9 2.5 2.5 2.6 2.7 2.6 2.3 2.4 2.2 2.1 1.8 Go to the cinema 2.0 1.8 1.8 1.8 1.8 1.5 1.6 1.5 1.3 Go to the gym -2 y -2 y ay ne r -2 e ne st ly ly ly -1 e r r r ay st ly ly Ap Ap Ap Ap a a n n Ju Ju Ju gu Ju gu M M M Ju M Ju Ju Ju Ju 7 Au 5 2 8 7 3 0 9 Au -2 2 2 9 5 4 8 5 11 6- -1 -2 -2 -1 -2 -3 7- -1 4- 2- ne 3 14 20 27 14 21 28 6 9- 11 19 26 16 23 -1 4- Ju 11 30
Market Recovery Tracking: Go on a shopping trip / to a shopping mall To what extent is consumer participation in each activity sector recovering to ‘normal’ levels? For retail, the picture is mixed: on the one hand, actual levels of re-engagement continues to improve (nearly a third of Travel Activists have been on a shopping trip since the lifting of lockdown). Looking ahead, however, the incidence of those with planned shopping trips is continuing to decline – 1 in 5 this week intend to shop but have no idea when. Gone on a shopping trip / to a When the activity will next be done shopping mall since permitted This week 17 19 12 14 16 15 14 16 17 15 15 16 17 21 81 81 79 4.3 77 31% 72 74 74 75 74 75 73 75 72 72 75 69 70 69 68 68 69 69 68 12% 28% 67 67 66 76% NET Activity since Average time since 64 62 permitted 60 the activity last 56 57 56 56 57 53 53 53 54 53 done 51 50 49 48 47 48 48 26% 44 45 45 24% 42 41 42 1.8 12% 15% 39 38 0% 0% 1% 1% 37 33 Week 1 Week 2 Week 3 Week 4 Jan-Mar Apr May Jun Jul Week 1 Week 2 Average time before August 2020 doing activity ne ne ne st ay ay ay ly ly ly ly st ne 14 ly Ju Ju Ju Ju gu gu Ju Ju Ju Ju M M M Ju Au -2 Au 7 3 0 11 9 2 2 9 8 5 -1 -2 -3 4 7- -1 -2 -2 -1 -2 ne 2- 9- 6 21 28 3 11 19 26 16 23 4- -1 Ju 11 30 NET participation since pandemic / % Activity is not permitted Planning on doing it but don’t know when By end of April 2021 or later By end of December 2020 activity permitted Activity is permitted By end of September 2020 By end of August 2020 Q12. Given what you know today, when do you anticipate doing the following? Base all Q1a. And when exactly was the last time you did the following activity/activities?
Market Recovery Tracking: Go to a restaurant To what extent is consumer participation in each activity sector recovering to ‘normal’ levels? The picture for the restaurant market continues to improve. While the incidence of those dining out is still a fraction of pre-COVID levels, there is clear progress week-on-week, with forward intentions significantly stronger than for neighbouring sectors. Gone to a restaurant since permitted When the activity will next be done This week 18 23 17 20 17 19 20 21 19 21 18 16 17 16 36% 3.6 79 78 78 78 79 79 80 76 75 76 76 75 76 74 73 71 85% 69 70 70 70 22% 64 64 67 66 66 67 67 68 NET Activity since permitted Average time since 59 60 62 62 the activity last 53 52 48 50 48 49 49 50 49 48 54 50 done 47 42 39 42 28% 36 35 35 34 1.3 22% 19% 33 33 33 28 Jan-Mar Apr May Jun Jul Week 1 Week 2 Average time before August 2020 doing activity st ly ay ay ay ly ly ly ne st ne ne ne ly Ju Ju Ju Ju gu gu Ju M M M Ju Ju Ju Ju Au -2 Au 9 7 0 2 2 9 3 11 8 5 7- -1 -3 4 -1 -2 -2 -2 ne -1 -2 2- 6 14 28 3 9- 11 19 26 21 16 23 4- -1 Ju NET participation since pandemic / 11 Activity is not permitted 30 % activity permitted Planning on doing it but don’t know when By end of April 2021 or later By end of December 2020 Activity is permitted By end of September 2020 By end of August 2020 Q12. Given what you know today, when do you anticipate doing the following? Base all Q1a. And when exactly was the last time you did the following activity/activities?
On social media: the ‘Eat Out to Help Out’ scheme has had an overwhelmingly positive response. Many restaurants have had the nice ‘problem’ of lengthy queues and greater demand than capacity. “ “ 10.5 million uses of Eat Out to Help Out in the first week All the “experts” couldn’t wait to say @RishiSunak alone! Considering that’s across only 3 days as well, it’s eat out to help scheme was a white elephant - I’m pleased ” ” fair to say this policy has been a howling success! it’s been a run away success so far with many restaurants fully booked & trades up on this time last year. “ Rishi's Dishes have been a great success! Eat your heart out to help out! ” “ ” I mean how can I not take part in the eat out to help out scheme. “ Yesterday was one more day eligible for "Eat out to help out". At ” “ my local Nandos past lunchtime queue was 3 hours waiting length. The eat out to help has been a huge success , it’s amazing how a national advertising campaign can help. “ Well done Rishi a great idea and perhaps the light at the ” end of the tunnel.Morangie Hotel Tain Highlands. I fully understand the underlying concerns but, have to say the eat out to help out scheme has been a rip roaring success in Chester, you literally can't get in many restaurants without booking.
You can also read