SENTIMENT TRACKER TRACKING WEEKLY BEHAVIOURAL AND ATTITUDINAL CHANGES

SENTIMENT TRACKER TRACKING WEEKLY BEHAVIOURAL AND ATTITUDINAL CHANGES AS THE UK EASES LOCKDOWN

TRACKING BEHAVIOURAL AND ATTITUDINAL CHANGES AS THE UK EASES LOCKDOWN Nationally representative panel of 1000 respondents 20 -25 questions per wave of research Responses analysed for week-onweek changes Cross breaks of audiences compared

CATEGORY INSIGHTS COVID CONCERNS WORK & ECONOMICS TRANSPORT GENERAL RETAIL GROCERY LEISURE & ENTS TRAVEL HOME & GARDEN FITNESS PERSONAL CARE

RESEARCH TIMELINE WAVE 3 JUN 8 T H WA VE 1 MAY 28 T H WAVE 5 JU N 22 N D WAV E 7 JUL 1 3 T H WAV E 9 AUG 3 R D WHAT HAS HAPPENED? EAT OUT TO HELP OUT SCHEME BEGAN WHAT IS HAPPENING SOON? SCHOOLS TO REOPEN FOOTBALL SEASON TO START WAVE 2 JU N 1 S T WAVE 4 JUN 15 T H WAVE 6 JUL 6 T H WAV E 8 JUL 2 2 N D WAV E 1 0 AUG 1 0 T H

HEADLINE FINDINGS 53% OF WORKFORCE ARE BACK AT THEIR WORKPLACE Source: Research. Bods/JCDecaux Sentiment Tracker. £ 30 BN TOTAL MONEY SAVED BY CONSUMERS 10 M HAVE VISITED RESTAURANTS IN PAST WEEK

OVER HALF OF THE UK WORKFORCE ARE NOW BACK WORKING AT THEIR WORKPLACE WORKING STATUS OF WORKFORCE 24% 38% May 28 th 22% 24% 39% 24% 35% 22% 18% 14% 38% 16% 11% 36% 39% 38% 37% 45% 47% 45% July 6 th July 13 th July 20 th August 3 rd 40% 39% 42% 41% 38% Jun 1 st Jun 8 th Jun 15 th Jun 22 nd Working at a workplace Source: Research. Bods/JCDecaux Sentiment Tracker. 17% Working from home Furloughed 53% August 10 th

THE PROPORTION OF THOSE AT A WORKPLACE WHO ARE NOT KEY WORKERS IS INCREASING May 28 th 76% Jun 1 st 24% 74% Jun 8 th 26% 72% Jun 15 th 28% 75% 25% 71% Jun 22 nd 29% July 6 th 65% 35% July 13 th 65% 35% July 20 th August 3 rd August 10 th 61% 39% 64% 36% 61% 39% Key workers Source: Research. Bods/JCDecaux Sentiment Tracker, Non key workers

PUBLIC TRANSPORT USE HAS BEEN INCREASING CONSISTENTLY TRANSPORT USE IN PAST WEEK 66% 64% 61% 65% 61% 12% 13% 15% 16% 12% 10% 11% 12% 4% Car/van / motorcycle Bus Bicycle July 6 th Source: Research. Bods/JCDecaux Sentiment Tracker. 6% 5% 7% 7% 7% Train/tram July 13 th July 20 th 5% 7% 6% 6% Taxi/private cab August 3 rd August 10 th 5% 3% 4% 4% 3% Underground 2% 2% 3% Airplane

BIG INCREASE SEEN IN USE OF BUSES IN LONDON TRANSPORT USE IN PAST WEEK: LONDON 42% 40% 39% 35% 41% 37% 32% 29% 28% 19% 20% 18% 14% 15% 15% 17% 16% 13% 10% 9% 11% 10% 6% 6% 6% 5% 4% 2% Bus Car/van / motorcycle Bicycle July 6 th Source: Research. Bods/JCDecaux Sentiment Tracker. Underground July 13 th July 20 th August 3 rd Train/tram August 10 th Taxi/private cab Airplane

LONDONERS HAVE SAVED ALMOST £ 800 SINCE LOCKDOWN MONEY SAVED SINCE LOCKDOWN SO FAR £ 799 £ 731 £ 684 £ 696 Bus commuters WFH ABC 1 £ 644 £ 567 All adults £ 595 £ 599 Workplace workers Car commuters Key workers Source: Research. Bods/JCDecaux Sentiment Tracker , You. Gov Profiles (population estimates). Train commuters London

HOME AND GARDEN IMPROVEMENTS ARE TOP OF THE LIST TO SPEND SAVINGS ON HOW UK CONSUMERS HAVE SPENT THEIR SAVED MONEY SO FAR 27% WHAT UK CONSUMERS WOULD CONSIDER SPENDING THEIR SAVED MONEY ON IN THE FUTURE 25% 24% 23% 21% 19% 15% 10% Clothes / footwear / accessories Saved some / all Home / garden improvements Source: Research. Bods/JCDecaux Sentiment Tracker, Electronics Sports / exercise equipment Home / garden improvements Clothes / footwear / accessories Holiday Electronics Save some / all

WE ARE LESS WORRIED ABOUT VISITING OUT-OFHOME DESTINATIONS VISITING PUBLIC PLACES : VERY / EXTREMELY WORRIED 100% R ET AIL LEISURE ENTE RTAINME NT 90% 80% 70% 60% 50% 40% 30% 20% 10% May 28 th Source: Research. Bods/JCDecaux Sentiment Tracker. Jun 1 st Jun 8 th Jun 15 th Jun 22 nd July 6 th July 13 th August 3 rd August 10 th tre Th ea in em C ev or July 20 th a t en s rk H ai rd M us eu m Sp s/ au s/ be er re ss ts ga lle sa ty ta es R G Pa rie s n lo nt ur a Pu b s/ ym H ig h sp st or re ts et ce sh nt re s op s ts ke ar M Th ea tre 0%

IN-STORE SHOPPING HAS INCREASED WHILE ONLINE SHOPPING HAS DECREASED GROCERY SHOPPING (IN PAST WEEK) NON GROCERY SHOPPING (IN PAST WEEK) 87% 79% 78% 79% 82% 80% 84% 83% 82% 84% 60% 61% 62% 58% 60% 58% 59% 57% 53% 47% 48% 44% IN STORE 46% 43% 42% 41% 42% 45% 37% 34% 36% ONLINE IN STORE ONLINE May 28 th Jun 1 st Jun 8 th Jun 15 th Jun 22 nd July 6 th July 13 th July 20 th August 3 rd August 10 th Source: Research. Bods/JCDecaux Sentiment Tracker. 61%

+49% INCREASE IN VISITS TO RESTAURANTS SINCE LAUNCH OF EAT OUT TO HELP OUT SCHEME PUBLIC PLACES VISITS IN PAST WEEK 66% 64% 66% 69% 64% 23% (+49% SI NCE EAT OU T TO HELP OUT SCHE ME B EGAN) 25% 25% 21% 17% 15% 17% 19% 19% 12% 6% Supermarket / convenience store Highstreet shop Shopping centre July 6 th Source: Research. Bods/JCDecaux Sentiment Tracker. 13% 14% July 13 th 8% 9% Pub/bar August 3 rd 16% 17% 7% 9% 7% Restaurant July 20 th 17% 18% August 10 th 12% 13% 12% 6% Café 8% 9% Hairdresser

LONDONERS ARE VISITING MORE OUT OF HOME DESTINATIONS THAN ALL ADULTS PUBLIC PLACES VISITS IN PAST WEEK: LONDON 65% 63% 58% 61% 25% 28% 30% 26% 27% 20% 23% 25% (+30% SINCE EA T OUT TO HELP OUT SCHE ME B EGAN) 27% 24% 23% 21% 17% 12% 13% 13% 11% Highstreet shop Shopping centre July 6 th Source: Research. Bods/JCDecaux Sentiment Tracker. July 13 th Café July 20 th Restaurant August 3 rd August 10 th 14% 10% 7% Supermarket / convenience store 16% 15% Pub/bar Hairdresser 12%

63% OF THOSE WHO HAVE VISITED RESTAURANTS IN THE PAST WEEK HAVE DONE SO BETWEEN MONDAY AND WEDNESDAY PUBLIC PLACES VISITED IN THE PAST WEEK : RESTAURANTS 27% 21% 18% 16% 15% 13% Monday Tuesday Wednesday Thursday ALL ADULTS Source: Research. Bods/JCDecaux Sentiment Tracker. Friday Saturday Sunday

£ 442 M HAS BEEN SPENT AT RESTAURANTS IN THE PAST WEEK TOTAL SPENT AT OUT OF HOME LOCATIONS IN THE PAST WEEK (£M) £ 1, 934 m £ 587 m £ 442 m £ 420 m £ 275 m Supermarket Shopping centre Source: Research. Bods/JCDecaux Sentiment Tracker. Restaurant Highstreet shop Pub/bar £ 227 m £ 216 m Hairdresser Café