OOH MOBILITY TRACKER INSIGHT INTO CONSUMER MOVEMENT THROUGHOUT COVID-19 RESTRICTION LEVELS - JCDecaux Africa

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OOH MOBILITY TRACKER INSIGHT INTO CONSUMER MOVEMENT THROUGHOUT COVID-19 RESTRICTION LEVELS - JCDecaux Africa
OOH MOBILITY TRACKER
 INSIGHT INTO CONSUMER MOVEMENT THROUGHOUT
           COVID-19 RESTRICTION LEVELS

           LOCKDOWN ALERT LEVEL 3.1

                                             JULY 2020
OOH MOBILITY TRACKER INSIGHT INTO CONSUMER MOVEMENT THROUGHOUT COVID-19 RESTRICTION LEVELS - JCDecaux Africa
STRICTER LOCKDOWN RULES NOT
                                              ON THE CARDS FOR GAUTENG

                                              The provincial executive committee met over the weekend
                                              but spokesperson Thabo Masebe said that it did not
                                              discuss the prospect of Gauteng moving back to a
                                              hard lockdown.

                                              “We did not even discuss a hard lockdown. What we
                                              discussed as the provincial government is that we fully
                                              appreciate and support the strategy that is being
                                              implemented, the risk-adjusted and we also understand
                                              that under level 3 lockdown, we should allow the
                                              economy to reopen.”

                                              Alexander Forbes chief economist Isaiah Mhlanga thinks it will be
                                              difficult for government to go back to a hard lockdown. "It would
                                              hurt the economy further, it would be to the detriment to the
                                              fiscus and livelihoods of people," he said. Mhlanga noted that
                                              hospitals are already full, and infection cannot necessarily be
                                              controlled by a lockdown.

Source: EWN 6 July 2020, Fin24, 9 July 2020
OOH MOBILITY TRACKER INSIGHT INTO CONSUMER MOVEMENT THROUGHOUT COVID-19 RESTRICTION LEVELS - JCDecaux Africa
LOCKDOWN ALERT LEVEL 3.1

           INDUSTRIES PERMITTED                                             PUBLIC TRANSPORT                                          MOVEMENT
                TO OPERATE                                                    RESTRICTIONS                                           RESTRICTIONS

   WHAT’S ALLOWED                                                WHAT’S ALLOWED                                       WHAT’S ALLOWED

   Full reopening of the retail sector                           Bus services, taxi services, e-hailing and private   Schools re-open for all grade 7 & 12 learner -
                                                                 motor vehicles may operate at all times of the       other grades will be staggered, with some
   Sale of alcohol Mon - Thu                                     day, with limitations on vehicle capacity and        students returning 6 July and the rest on 3 August
                                                                 stringent hygiene requirements
   Re-opening of cinemas, sit-in at restaurants,                                                                      People may only leave their homes for work, to
   theatres and casinos – subject to adherence to all            New directives which allow for increased             procure groceries and essential services, exercise
   health protocols                                              travelling:                                          or perform any of the other activities permitted
                                                                                                                      under Level 3
   Personal care services, including hairdressing,               •   Approved inter-provincial travel to use long-
   beauty treatments, make -up, nail salons, piercing                distance public transport (permit is required)   •   Run, cycle or walk exercise times will now be
   and tattoo parlours                                                                                                    between 06:00 – 18:00
                                                                 •   Airports re-open for necessary domestic
                                                                                                                      •   More than 8 Million people return to work
                                                                     business travel from 15 June
   WHAT’S NOT ALLOWED
                                                                                                                      •   Work from home is still encouraged
   The consumption of alcohol at or in a place of sale           •   PRASA routes reopen
                                                                                                                      •   Partial reopening of places of worship
   Sale of tobacco
                                                                 WHAT’S NOT ALLOWED                                   WHAT’S NOT ALLOWED
   Tourist attractions and entertainment activities
                                                                 Domestic passenger air travel for leisure purposes   Visiting with family and friends
   Conferences and events                                        & all international passenger flights
                                                                                                                      Exercising in groups
   Short term home-sharing /letting/leasing/rental for
   leisure purposes                                                                                                   Attending large gatherings

Source: SA’s risk-adjusted strategy for economic activity, Businesstech.co.za, The Citizen
OOH MOBILITY TRACKER INSIGHT INTO CONSUMER MOVEMENT THROUGHOUT COVID-19 RESTRICTION LEVELS - JCDecaux Africa
CONSUMER                                         27% 26%             RESIDENTIAL                                             PARKS
        MOBILITY
                                                                      12%    We are still seeing an increase                  -36%   Mobility trends for places like
                                                                                                                       -30%
                                                                             in residential movement as         -58%                 national parks, public
                                                                             consumers are moving around                             beaches, marinas, dog parks,
LOCKDOWN ALERT LEVEL 3.1                                                     to shop closer to home and to                           plazas, and public gardens.
                                                                             commute to work.
                                                       -14%      Decrease                                       -6%    Decrease

CHANGE IN                                                                    GROCERY &                                               RETAIL &
                                                                             PHARMACY
                                                                      -4%
                                                                                                                                     RECREATION
MOBILITY
                                                                                                                              -26%
                                                               -19%
                                                                                                                       -48%
                                                        -46%                 Mobility trends for places like    -75%                 Mobility trends for places like
                                                                             grocery markets, food                                   restaurants, cafes, shopping
                                                       +15%
                                                                             warehouses, specialty food                              centres, theme parks,
                                                                  Uplift     shops, drug stores &               +22%      Uplift     museums, libraries, and
                                                                             pharmacies.                                             movie theatres.

Comparison Periods:

•   Baseline: Median value for corresponding day                             WORKPLACES                                              PUBLIC
    of the week, period 3 Jan–6 Feb 2020                              -10%                                                           TRANSPORT
•   Level 5: % change as of 11 April 2020                                                                                     -45%
                                                                             The majority of the workforce is          -59%          Mobility trends for places like
•   Level 4: % change as of 7 May 2020                                       back at work and back on the                            public transport hubs such as
                                                        -56% -52%            roads, with work from home &
                                                                                                                -78%
•   Level 3: % change as 27 June 2020                                                                                                bus, taxi and train.
                                                                             flexi-hours still encouraged.
                                                       +42%       Uplift                                        +14%      Uplift

Source: Google Mobility Reports – SA (11 April, 7 May & 27 June 2020)                                                                                                  4
OOH MOBILITY TRACKER INSIGHT INTO CONSUMER MOVEMENT THROUGHOUT COVID-19 RESTRICTION LEVELS - JCDecaux Africa
ROAD COMMUTERS
    LOCKDOWN ALERT LEVEL 3.1

KEY CHANGES

•    With the easing of lockdown rules, public transit use and driving is
     increasing as people step out of confinement and move around
     again
•    Traffic operation rate is tracking at 81% compared to baseline
•    Workplace mobility is tracking at 90%, Google Mobility reports
     workplaces to be down only 10% compared to the base period

•    Mpumalanga has the highest traffic operation rate,
     reaching 86% in advanced lockdown level 3
•    We are seeing the biggest uplift in traffic in the North
     West, at 14%
•    Traffic operation rate in peri-urban areas is almost back to
     “normal”, tracking at 92%
OOH MOBILITY TRACKER INSIGHT INTO CONSUMER MOVEMENT THROUGHOUT COVID-19 RESTRICTION LEVELS - JCDecaux Africa
TRAFFIC OPERATION RATE (3 MAIN PROVINCES)
                 ROADSIDE
                 COMMUTER DASHBOARD
                                                            GP                                         KZN                                               WC
                                                                                               79%                                           79%             12%
                                                               8%                                                10%
                                                                                         71%                                           69%                                                77%
                                                                                                                                                                                    65%
    LOCKDOWN ALERT LEVEL 3.1                                                       51%                                           55%                         UPLIFT           52%
                                                               UPLIFT                                            UPLIFT
                                                                             23%                                           28%                                          30%

                                                9%
                                    Level 3      UPLIFT
            Level 4                                         URBAN METRO’S                               URBAN METRO’S                                    URBAN METRO’S
                      52%           72%
                                               Level 3.1    City of Jhb       78%               8%         eThekwini       78%               9%           City of CPT    77%              12%
                                                 81%        City of Tshwane 79%                 8%         Other Regions   79%           11%
  Level 5   26%
                                                            Ekurhuleni        80%               7%

            0%                              100%            Emfuleni          79%               8%
             TRAFFIC OPERATION RATE                                           78%
                                                            Mogale City                        10%
                 compared to baseline – 100%

     Comparison Periods:                                      25.3% of SA’s population                        19.6% of SA’s population                      11.5% of SA’s population

     •   Prior to Outbreak: 2-8 March 2020 (Baseline)        LOCKDOWN                      LOCKDOWN                LOCKDOWN                        LOCKDOWN             LOCKDOWN
     •   Lockdown Level 5: 6-12 April 2020                   Alert Level 5                 Alert Level 4           Alert Level 3.1                 Alert Level 2         Alert Level 1
     •   Lockdown Level 4: 4-10 May 2020
                                                             Only essential                  40% of the          With the easing of
     •   Lockdown Level 3: 1-7 June 2020
                                                            service workers                  workforce             lockdown rules,
     •   Lockdown Level 3.1: 1-7 July 2020                    permitted to               returning to work.      people are moving
                                                               commute.                  Work from home          around more often.
    Analysed geographical areas with a JCDecaux footprint
    (all provinces excl. Northern Cape)                                                    still enforced.

Source: SA’s risk-adjusted strategy for economic activity, JCDecaux Business Intelligence (Refer to Methodology page), Businesstech.co.za, StatsSA, eNCA
TRAFFIC OPERATION RATE (REST OF SA)
                 ROADSIDE
                 COMMUTER DASHBOARD                                                                                                                                       Highest
                                                            EC                                           LM                                       MP                   operation rate

                                                                  12%                  67%
                                                                                             79%              3%                   82% 85%
                                                                                                                                                        3%                    83% 86%

    LOCKDOWN ALERT LEVEL 3.1                                                     48%                          UPLIFT         56%                        UPLIFT          57%
                                                                  UPLIFT
                                                                           21%                                         30%                                       28%

                                                9%
                                    Level 3
            Level 4
                                                 UPLIFT
                                                              11.5% of SA’s population                      10.2% of SA’s population                   7.9% of SA’s population
                      52%           72%
                                               Level 3.1                               Biggest
                                                 81%        NW                          uplift           FS                                       PERI-URBAN
  Level 5   26%                                                                                                                                   AREAS ACROSS SA            86% 92%
                                                                 14%                   69%
                                                                                             83%
                                                                                                            7%                     74% 81%
                                                                                                                                                                       60%
                                                                                 58%                        UPLIFT
                                                                                                                                                    6%
                                                                                                                             43%                                 45%
            0%
                                                                 UPLIFT
                                            100%                           30%                                         18%                          UPLIFT
             TRAFFIC OPERATION RATE
                 compared to baseline – 100%
                                                                                                                                                    Traffic operation rate almost
     Comparison Periods:                                       6.8% of SA’s population                      5.1% of SA’s population                        back to “normal”

     •   Prior to Outbreak: 2-8 March 2020 (Baseline)        LOCKDOWN                    LOCKDOWN                 LOCKDOWN                   LOCKDOWN              LOCKDOWN
     •   Lockdown Level 5: 6-12 April 2020                   Alert Level 5               Alert Level 4           Alert Level 3.1             Alert Level 2         Alert Level 1
     •   Lockdown Level 4: 4-10 May 2020
                                                             Only essential                40% of the          With the easing of
     •   Lockdown Level 3: 1-7 June 2020
                                                            service workers                workforce             lockdown rules,
     •   Lockdown Level 3.1: 1-7 July 2020                    permitted to             returning to work.      people are moving
                                                               commute.                Work from home          around more often.
    Analysed geographical areas with a JCDecaux footprint
    (all provinces excl. Northern Cape)                                                  still enforced.

Source: SA’s risk-adjusted strategy for economic activity, JCDecaux Business Intelligence (Refer to Methodology page), Businesstech.co.za, StatsSA, eNCA
MALL SHOPPER FOOTFALL
    LOCKDOWN ALERT LEVEL 3.1

KEY CHANGES

•    Shopper Footfall is now tracking at 65% compared to the
     baseline, a 7% uplift from Level 3 shopper analysis
•    Impacted by the relaxed lockdown rules from the 1st of
     July, allowing cinemas & restaurants to operate subject to
     adherence to health protocols
•    Continuous increase in shoppers across super-regional, regional &
     small regional centres
     • Small regional centres are tracking at 98% of footfall
        compared to the base period
•    Western Cape has the highest uplift in shopper footfall, at
     15%
•    Vincent Park, Eastern Cape, continues to have more shoppers
     during lockdown
     • 19% more shoppers compared to baseline
MALL NETWORK
                                                                    0%
                                                                 Baseline

                COMMUTER DASHBOARD                                 -25%

                                                                   -50%

    LOCKDOWN ALERT LEVEL 3.1                                       -75%

                                                                      2-8 MARCH          6-12 APRIL         4-10 MAY             1-7 JUNE          1-7 JULY
                                                                         BASE              LEVEL 5           LEVEL 4              LEVEL 3          LEVEL 3.1
                    Level 3          Level 3.1
                           58%      65%
          Level 4
                    49%                                     SUPER REGIONAL                              REGIONAL                               SMALL REGIONAL
                                             7%             CENTRES                                     CENTRES                                CENTRES

                                                                                       +5%                                     +8%                                    +6%
                                             UPLIFT
    Level 5 33%                                                                                                          52%
                                                                                                                   44%                                          98%
                                                                            63% 68%     Uplift           37% 38%               Uplift                     92%
                                                                                                                                                                       Uplift
                                                                      51%                                                                       81% 85%

           0%                              100%                 16%

                 SHOPPER FOOTFALL
                    compared to baseline                        Continuous increase in                    Biggest uplift in shopper             Highest Shopper Footfall.
                                                                  shopper footfall.                       footfall during Level 3.1.            Almost achieving baseline.
     Comparison Periods:
                                                             LOCKDOWN                   LOCKDOWN               LOCKDOWN                 LOCKDOWN                LOCKDOWN
     •   Prior to Outbreak: 2-8 March 2020 (Baseline)
                                                             Alert Level 5              Alert Level 4          Alert Level 3.1          Alert Level 2           Alert Level 1
     •   Lockdown Level 5: 6-12 April 2020                                                                    Relaxed lockdown
                                                             Only essential           Expansion of the
     •   Lockdown Level 4: 4-10 May 2020                                                                     rules from the 1st of
                                                              pharmacy &                availability of     July, allowing cinemas
     •   Lockdown Level 3: 1-7 June 2020                     grocery stores           essential goods &        & restaurants to
     •   Lockdown Level 3.1: 1-7 July 2020                allowed to operate          services (reduced       operate subject to
                                                           (reduced hours).            hours continue).      adherence to health
    Analysed JCDecaux mall network (13 Malls)                                                                      protocols.

Source: SA’s risk-adjusted strategy for economic activity, Liberty2Degrees & Old Mutual Mall Footfall (Sensor Systems)
SHOPPER FOOTFALL (BY PROVINCE)
                MALL NETWORK
                COMMUTER DASHBOARD
                                                           GP                                           KZN                                            WC
                                                                 9%                             70%              2%                    71% 73%              15%
                                                                 UPLIFT                   61%                    UPLIFT                                     UPLIFT                        62%
                                                                                                                                 52%
    LOCKDOWN ALERT LEVEL 3.1                                                        45%
                                                                                                                                                                        31%
                                                                                                                                                                              42%
                                                                                                                                                                                    48%

                                                                              13%                                          15%

                    Level 3          Level 3.1             Eastgate, Nelson Mandela Square,                                                              Cavendish Square & Liberty
                                                                                                              Gateway & Liberty Midlands
                           58%      65%                        Sandton City, Kagiso Mall                                                                        Promenade
                                                                                                                        Mall
          Level 4
                    49%
                                             7%
                                             UPLIFT        EC                                           MP                                            FS
    Level 5 33%
                                                               -5%               126%                           4%           73%
                                                                                                                                     82% 86%              11%                62% 70%
                                                                                                                                                                                       81%
                                                                             125%     125%                                                                             58%
                                                               UPLIFT                                           UPLIFT    46%                             UPLIFT
           0%                              100%                                                 119%
                                                               Higher
                 SHOPPER FOOTFALL                           footfall than
                    compared to baseline                    compared to      Vincent Park
                                                              baseline                                              Riverside Mall                               Botshabelo Mall
                                                                            Shopping Centre
     Comparison Periods:

     •   Prior to Outbreak: 2-8 March 2020 (Baseline)        LOCKDOWN                       LOCKDOWN                LOCKDOWN                     LOCKDOWN                LOCKDOWN
                                                             Alert Level 5                  Alert Level 4          Alert Level 3.1               Alert Level 2           Alert Level 1
     •   Lockdown Level 5: 6-12 April 2020
                                                                                                                  Relaxed lockdown
     •   Lockdown Level 4: 4-10 May 2020                     Only essential               Expansion of the       rules from the 1st of
     •   Lockdown Level 3: 1-7 June 2020
                                                              pharmacy &                    availability of     July, allowing cinemas
                                                             grocery stores               essential goods &        & restaurants to
     •   Lockdown Level 3.1: 1-7 July 2020                allowed to operate              services (reduced       operate subject to
    Analysed JCDecaux mall network (13 Malls)              (reduced hours).                hours continue).      adherence to health
                                                                                                                       protocols.

Source: SA’s risk-adjusted strategy for economic activity, Liberty2Degrees & Old Mutual Mall Footfall (Sensor Systems)
METHODOLOGY
ROAD TRAFFIC ANALYSIS

The building blocks for calculating the estimated traffic mobility per geographic area.

                                                               JCDecaux Roadside Inventory
                       1                                1      Analysed Geographical areas with a JCDecaux footprint.

                                                                     Audience Base Data (Before Lockdown)
                                                             2       OMC ROAD - Roadside Outdoor audience data
  5                                         2
                JCDecaux                                                Dynamic Traffic Trend Data
                                                              3         Sources: Geo-Int | Lightstone | Google Mobility Tracker
               Estimated Traffic
               Mobility Tracker
                                                                      Data Source Fusion
                                                             4        Aggregation of traffic changes province, metro and peri-urban areas.

          4                        3                             Application of Estimated Traffic Mobility
                                                        5        JCDecaux Internal - GIS Insights Team
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