Evaluating the impact of COVID-19 on consumer - Market Measures

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Evaluating the impact of COVID-19 on consumer - Market Measures
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
Evaluating the impact of COVID-19 on consumer - Market Measures
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
Evaluating the impact of COVID-19 on consumer - Market Measures
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
Evaluating the impact of COVID-19 on consumer - Market Measures
Mood of the Nation

How are people feeling about the current
              situation?
Evaluating the impact of COVID-19 on consumer - Market Measures
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
Evaluating the impact of COVID-19 on consumer - Market Measures
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
Evaluating the impact of COVID-19 on consumer - Market Measures
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
Evaluating the impact of COVID-19 on consumer - Market Measures
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
Evaluating the impact of COVID-19 on consumer - Market Measures
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
Evaluating the impact of COVID-19 on consumer - Market Measures
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
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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                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
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                                                                                                                                                             13-04 - 19-04
                                                                                                                                                             14-04 - 20-04
                                                                                                                                                             15-04 - 21-04
                                                                                                                                                             16-04 - 22-04
                                                                                                                                                             17-04 - 23-04
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                                                                                                                                                             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
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