Tracking Consumer Sentiment on the Impact of COVID-19 - Travel & Mobility, Leisure & Hospitality, Personal Finances

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Tracking Consumer Sentiment on the Impact of COVID-19 - Travel & Mobility, Leisure & Hospitality, Personal Finances
Tracking Consumer Sentiment on
the Impact of COVID-19
Travel & Mobility, Leisure & Hospitality,
Personal Finances

Weekly Update – 21st August 2020
Tracking Consumer Sentiment on the Impact of COVID-19 - Travel & Mobility, Leisure & Hospitality, Personal Finances
Introduction
As with every other major crisis, when the historians come to write about the COVID-19 period,       So here we are then. Twenty-one eventful weeks after we started, this is the final edition of

some public figures will be deemed to have had ‘a good war’ (with medals to show for it), while      our weekly tracking reports in their current format.

others may have irreparably tarnished reputations and be cast into the wilderness.
                                                                                                     This is certainly not ‘goodbye’ – we’re just taking a short period of time out to listen to

Does the same hold true for brands? Every sector, of course, has faced a slightly different set of   feedback (yes, we do try to practice what we preach!), and plan an updated format for

circumstances and has had to respond in appropriate ways to the crisis. In the travel sector in      tracking the behaviour and attitudes of consumers and businesses, as we enter the next

particular, many boards have been faced with unenviable decisions – particularly in respect of       chapter for a recovering UK economy.

human capital – and are now being tried in the court of public opinion.
                                                                                                     For now, thank you so much for engaging with our analysis during this period. Even though

What is clear from our social media analytics (reported in this document) is just how divergent      the headlines have often been sobering, we hope you’ve enjoyed reading the reports as

consumer reaction has been to the behaviour of brands – even within individual sectors.              much as we’ve enjoyed putting them together!

This is true not only for big policy calls, but also for marketing communications. Our research      With our very best wishes,

this week shows that while adverts that highlight the crisis have some resonance with the most

COVID concerned segments, they also risk alienating much of the population – especially those

who are most likely to be re-engaging with the economy. There is a desire for normality and a

wariness of brands who look as though they may be ‘virtue signaling’.                                Matt Costin                        Suzy Hassan
                                                                                                     Managing Director, BVA BDRC        Managing Director, Alligator Digital
Tracking Consumer Sentiment on the Impact of COVID-19 - Travel & Mobility, Leisure & Hospitality, Personal Finances
Executive Summary

National mood and sentiment picks up                                                                 Outdoor scenic destinations lead our recovery index - but have flat-lined since July
                                                                                                     A combination of the good mid-summer weather, avoidance / impossibility of international
After the most negative outlook recorded since April in last week's report, there is a slight        holidays, as well as an innate desire for space and clean air post-lockdown, contributed to
improvement in overall mood and sentiment this time. Confidence in the UK government’s               outdoor scenic areas racing ahead in terms of the extent of recovery in visitors / customers.
handling of the crisis recovers somewhat – but 85% of the population considers a 2nd wave            In August, however, recovery in participation levels has flat-lined, with no further increase in
and lockdown to be a likely scenario.                                                                the incidence of visitors among our ‘Travel Activist’ sample.

Consumers are feeling better about their finances than at the start of the crisis                    Restaurants, pubs and shopping malls continue to see growth in re-engagement
Notwithstanding the growing incidence of redundancies, pay cuts and reduced-time contracts,
                                                                                                     For pubs, shopping malls and restaurants in particular, we continue to see week-on-week
consumers are typically feeling somewhat better about their personal finances than at the very
start of the crisis. 37% now describe themselves as ‘alright’ and a further 9% as ‘better off than   increases in the incidence of participation – the latter helped, it seems, by the Eat Out to Help
                                                                                                     Out scheme. Meanwhile, the reduction in VAT would also appear to have had an impact on
before (the crisis)’ – on a combined basis, this is up 10 points since early April. For historical
context, when BDRC asked the same questions during the aftermath of the 2008 financial crisis,       uptake of paid-for accommodation, though not to the same extent as EOTHO: a case for ”Stay
                                                                                                     Away to Save the Day” perhaps?
only 27% described themselves as ‘alright’ or ’better off’.

Advertising: consumers show preference for ‘normality’ and an absence of virtue signalling
                                                                                                     Bleak outlook for outbound travel, as lead-times lengthen again in face of quarantine
When it comes to marcoms strategy, this week’s report underlines the importance of pitching
                                                                                                     Despite being in peak summer holiday season, we estimate that the incidence of those taking
the right message to each audience. At an aggregate national-level, there is a sense that ads
                                                                                                     overseas holidays among our ‘Travel Activist’ sample is just 7% of that recorded in Q1. With
should focus more on a return to normality than on COVID-related safety and wellbeing
                                                                                                     anticipated lead times to next flight and international holiday lengthening for the second
messages – though these COVID-related themes continue to resonate for those in the ‘COVID
                                                                                                     consecutive week and no sign of an end to the uncertainty around quarantine rules, the
Concerned’ attitudinal segment. In general, consumers are also cynical about brands
                                                                                                     outlook for international travel continues to be bleak. Among those who are planning to go on
publicising their good deeds during the crisis, with ‘Life Goes On’ and ‘Pragmatic Policy
                                                                                                     an overseas holiday, the hierarchy of holiday type preferences remains largely unchanged, with
Supporters’ (also the segments most likely to be re-engaging with the economy) particularly
                                                                                                     Spain top of the destination charts and beaches still top of the menu.
likely to be turned off by virtue signalling from brands.
Tracking Consumer Sentiment on the Impact of COVID-19 - Travel & Mobility, Leisure & Hospitality, Personal Finances
Contents

                                                    Page No.

  The mood of the nation                            5

  Communicating to our COVID attitudinal segments   11

  Tracking recovery across key segments             18

  Leisure                                           24

  Transport                                         59

  Personal & business finances                      71

  Appendix                                          78
Tracking Consumer Sentiment on the Impact of COVID-19 - Travel & Mobility, Leisure & Hospitality, Personal Finances
The mood of
the nation
Tracking Consumer Sentiment on the Impact of COVID-19 - Travel & Mobility, Leisure & Hospitality, Personal Finances
We are somewhat less pessimistic than last week, but the plurality of UK
adults fear that the worst is still to come and only 14% believe the worst has
passed.
                                                                                                                                                                 Anxious Appreciator Hermits + COVID Impacted
                                                                                                                                                                           W18          58%              32% 10%
                                                                                                                                                                           W19          60%               33% 7%
                                                      The worst is still to come                                Things are going to stay the same                          W20            72%               24% 4%
  86                                                  The worst has passed                                                                                                 W21           67%               30% 3%
        81
               76                                                                                                                                                   COVID Cautious
                                                                                                                                                                           W18         48%           38%   13%
                                                                                                                                                                           W19         51%            42%   7%
                       61                                                                                                                                                  W20           61%            32% 7%
                                                                                                                                             51                            W21          55%            37%  8%
                                      45            45                                                                                              46             Pragmatic Policy Supporters
                              44             43             43                                                 42      43             44
                                                                   39                                   41                    39                                           W18      33%          37%       30%
                                                                           38     38     37      38
                                             33             33                    31     33                                                                                W19     29%            51%       20%
                       29             30                              32                                  38     40     37 38         40            40
                              39
                                                    36                     36                                                                37                            W20        44%            43%     13%
                                                                                                 35
                                                                    29            31     30
                                                                                                                                                                           W21       42%            43%      15%
               18
  14    14                            25     25                            27                    27                                                               Life Goes On
                                                            24                                                                23
                                                                                                        21             20                                                            30%         41%       30%
                6             18                    19                                                         18                                                          W18
         5                                                                                                                            16
                                                                                                                                             12     14                     W19       30%          46%       24%
   -                   10
                                                                                                                                                                           W20        34%          46%       19%
                                                                                                                                                                           W21        36%          44%       20%
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   Q7: Regarding the situation of Coronavirus in the UK and the way it is going to change in the coming month, which of the following best describes your opinion? (%)
Tracking Consumer Sentiment on the Impact of COVID-19 - Travel & Mobility, Leisure & Hospitality, Personal Finances
Fears of a 2nd wave / lockdown recede slightly this week, but 85% still
consider it likely.

Perceived likelihood of a second wave of coronavirus that will lead to a new lockdown                                                                                            NET Unlikely                         NET Likely

All UK Adults: Week-on-week                                                                                                                                          14-17 July     4                     96
                                                                                                                                                                     21-23 July     5                     95
14 – 17 July          21– 23 July          28– 30 July             4– 6               11-13
                                                                                                                                             COVID Concerned        28-30 July      3                     97
   2020                  2020                 2020               Aug 2020            Aug 2020                                                                       4-6 August      2                     98
                                                                                                                                                                  11-13 August      4                     96

                           30                                                                                                                                        14-17 July     5                      95
     33                                         32                                         35                                                                        21-23 July
                                                                     40                                                                                                             8                      92
                                                                                                                                              COVID Cautious        28-30 July      5                      95
                                                                                                                                                                    4-6 August      5                      95
                                                                                                                                                                  11-13 August      5                      95
                                                                                                               85%
                                                                                                                NET                                                  14-17 July      10                     90
                                                                                                               Likely                                                21-23 July       16                     84
                           51                                                                                                                 Pragmatic Policy      28-30 July
     51                                         53                                         50                                                                                         14                     86
                                                                                                                                                   Supporters
                                                                     48                                                                                             4-6 August       11                     89
                                                                                                                                                                  11-13 August       9                      91
                                                                                                                                                                     14-17 July           32                     68
                                                                                                                                                                     21-23 July           33                     67
     13                    16                   13                   11                    13                 15%                                Life Goes On       28-30 july            31                     69
                                                                                                              NET                                                   4-6 August
     2                      3                    2                   1                      2                                                                                            27                     73
                                                                                                             Unlikely                                             11-13 August           29                     71
       Very likely              Fairly likely           Not very likely              Very unlikely                                                    There has even been a increase in the “Life Goes On” segment – nearly three
                                                                                                                                                      quarters of this most optimistic of groups now think it is likely to happen

 Q69: How likely or unlikely do you think it is that the UK will experience a second wave of coronavirus that will lead to a new lockdown?
Tracking Consumer Sentiment on the Impact of COVID-19 - Travel & Mobility, Leisure & Hospitality, Personal Finances
At the start of tracking in April, all but a ‘pessimistic’ 14% expected normality by
year end. Now, all but an ‘optimistic’ 18% fear that normality will come in 2021
or later.

 100                                                                                                                                                                                                      Never
          100 98           100          99         98                                           98        98   98                                                                    96
                                                             96         96                                               96        97             96       96   96         95                   95
                                                                                    92
          86
                  81
                             73                                                                                                                                         It is now more or less the inverse of how it started. In
          69                            69                                                                                                 2021 or Later                early April, 86% expected normality by year-end. In early
                  66                                                                                                                                                    August, 85% think it’ll be 2021, later or never!
                                                   59
                            53                                55        54                      52
                                                                                    51
          48                            46                                                                49
                  44                                                                        During 2020 41
                                                                                                                         39
                            35                     35                                                                              35
                                      30                     33         32                                                                                                                               Dec 2020
                                                                                   29           29                                                26             28
                                                                                                          23                                               24              22                       18
                                                   20         19                                               19            17                                                       15
                                                                        16          14          16                                     15         11
                                   By September 2020                                                                                                        9       9        6                      4    Sept 2020
                                                                                                          9        8          6        5          4        3     3                      3
   0                                                                                                                                                                         2          1           1 Aug 2020

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       Q Given what you know today when do you think life will return to something close to normal?
Tracking Consumer Sentiment on the Impact of COVID-19 - Travel & Mobility, Leisure & Hospitality, Personal Finances
Confidence in the UK government’s handling of the crisis recovers slightly this
  week. A narrow majority of adults, however, are ‘not confident’.
  Since last month, opinions on the government’s handling of the crisis have become even more entrenched along voting lines, with Conservative voters becoming
  more positive, and Labour and Liberal Dem voters becoming even less confident.

  Q6: Would you say that you are completely confident, somewhat confident, not really confident, not at all
  confident regarding how the British government is handling the crisis? (%)

                                                                                                                                                                                   % of each party’s voters at last
      67                                      66
              63      64              63                                                                                                                                           general election that are confident
                              61                                                                                                                                                   in the UK Government’s handling of
 56                                                                                                                                                     55
                                                      52      53                       52                                                                                          the crisis
                                                                       51      51              50      51      50       49        49    51      51              51
 42                                                                                                                                                                                1 Month change in brackets
                              38                                                                49                                 50                                              (comparing to 14th – 17th July)
              37      35              36                47             48                                                   49
                                              33                46              48      47             47        48                     47      48              47
      31                                                                                                                                                44
                                                                                                                                                                                                 72% (+6)

 2     2      1        1       1       1       1       2       1       1        1       1       1       1       1       1         1      2       2       1       2                               30% (-4)

23-24 30-31 6-7 14-15 20-22 27-28 4-5 11-12 19-22 26-29 2-4                           9-11 16-18 23-25 30   7-9                  14-17 21-23 28-30      4-6    11-13                             29% (-2)
March March April April April April May May May May June                              June June June June-2 July                  July  July July       Aug     Aug
                                                                                                       July

                                                                                    NET Confident                NET Not confident               Don’t know

        Q6: Would you say that you are completely confident, somewhat confident, not really confident, not at all confident regarding how the British government is handling the
        crisis? (%)
Tracking Consumer Sentiment on the Impact of COVID-19 - Travel & Mobility, Leisure & Hospitality, Personal Finances
Since late-April, our average national mood has hovered between 6.6 and 6.7
on a 10 point scale – in line with other indicators, it picks up slightly this week.

                                        11 Aug– 13 Aug 2020

11 Aug– 13 Aug 2020                                                                  Average mood week-on-week
                                                   17
Average mood                                                                         (UK Adults)

       6.7                                                           59%               6 6.1 6.1
                                                                                                   6.5 6.7 6.6 6.7 6.7 6.7 6.7 6.6 6.6 6.6 6.7 6.6 6.7 6.7 6.6 6.7 6.6 6.7

                                                   42                7-10 ratings

                                                   27
                                                                     41%
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                                       9-10 ratings                  7-8 ratings
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    Q5: How would you rate, between 0 and 10, your mood today? (%)
Communicating to
our COVID attitudinal
segments
Introducing our COVID-19 Consumer Segments

COVID Concerned
Anxious Appreciator Hermits           COVID Impacted                               COVID Cautious                            Pragmatic Policy Supporters              Life Goes On
Anxious about the virus, the          This segment is suffering financially        While they are less concerned about       Concerned about the impact of            Aching for lockdown to be lifted,
government's handling of the          and is also concerned about the              the impact of the pandemic on             COVID-19, but trusting and               this segment is not worried
situation and society's behaviour,    ongoing health implications of the           themselves, this segment fears that       supportive of the government's           about the risks associated with
but have valued the time at           virus and the potential impact of the        we may not yet be past the worst and      policies and most believe the worst      COVID-19 and are supportive of
home. As such, they are likely to     easing of lockdown. They give the            would prefer a longer lockdown. They      is behind us.                            lockdown lifting in order to
take longer to resume 'normal'        lowest mood ratings of all the               are likely to be cautious in their own                                             protect the economy and get
behaviour.                            segments.                                    post-lockdown behaviour.                                                           back to living their lives.

                            COVID                                                                              Pragmatic Policy
                          Concerned                                   COVID Cautious                                                                          Life Goes On
                                                                                                                  Supporters
 30 June - 2 July                15                                           32                                       20                                           33
       21-23 July           9                                    32                                         20                                                 39
      28-30 July             12                                       31                                         21                                             37
     4-6 August                14                                          33                                           21                                           32
   11-13 August             10                                    31                                         20                                                38

  More information about what a segmentation is, go to the Appendix
Media preferences correlate with attitudes to COVID-19.
Print consumers are more likely to fall into the Life Goes On segment, whilst heavier TV consumers are more likely to be Pragmatic Policy supporters.

                         Consumed over 6 hours per week
                                                                                                                      Life Goes On                              Pragmatic Policy Supporters
                                                                                                               TV                     43%     86               TV                     « 65%   131
              TV                                                                       49%         Social media                   36%         107     Social media          27%               80

                                                                                                             SVoD               34%           116           SVoD          23%                 79
   Social media                                                     34%                          Other websites                               109   Other websites                            80
                                                                                                                               30%                                        22%
                                                                                                             Radio          28%               118           Radio         21%                 86
          SVoD                                              29%                                              BVoD           27%               117           BVoD     16%                      68

                                                                                                   Newspapers         «23%                    172     Newspapers      5%                      35
Other websites                                            28%                                        Magazines       «15%                     233       Magazines    2%                       23

                                                                                                                     COVID Cautious                                  COVID Concerned
          Radio                                      25%
                                                                                                               TV                       48%   97               TV                       48%   97
                                                                                                   Social media                  35%          103     Social media                36%         105
          BVoD                                    23%
                                                                                                 Other websites             27%               98            SVoD                 34%          117

                                                                                                             SVoD          26%                89            BVoD                31% «         135
   Newspapers                     13%                                                                        Radio        22%                 89    Other websites              31% «         110

                                                                                                             BVoD      20%                    89            Radio           29% «             118
     Magazines          6%                                                                         Newspapers                                 71      Newspapers                              75
                                                                                    All adults                            9%                                               10%
                                                                                                     Magazines       2%                       32        Magazines    1%                       17

      Q78 - In a typical week, approximately how many hours do you spend…?   « = top segment     Base: 552
Ads that highlight the crisis risk alienating Life Goes On segment.
The sense that ads should focus more on a return to normality prevails amongst all but the cautious Covid Concerned segment.

                                                                                                      ALL ADULTS

                                           7%                      23%                                     27%                                             32%                                11%

   “Advertising currently                                                                            Life Goes On                                                                                    “Advertising currently
         should primarily                4%               18%                                   29%                                                   38%                                     11%    should primarily focus
  highlight the Covid 19                                                                                                                                                                             on things returning
                                                                                          Pragmatic Policy Supporters                                                                                back to normal and
crisis where appropriate
and focus on safety and                    7%                       25%                                  20%                                           38%                                    10%    not make any
   wellbeing messages”                                                                                                                                                                               reference to Covid 19”
                                                                                                   COVID Cautious

                                              9%                         26%                                         29%                                          26%                          9%

                                                                                                 COVID Concerned

                                               13% «                         24%                                           33%                                     16%                       14% «

                                                     Strong (4-5)                    Slight (1-3)                   Neutral                   Slight (1-3)                    Strong (4-5)

      q79- On the scale below please indicate to what extent your opinion lies closer to the statements on the left or those on the right. The more firmly you agree with one statement
      the further towards that statement you should score. If you agree with both equally, score in the middle.               « = top segment             Base: 1,001 (379, 203, 310, 109)
Under 35s have the strongest desire for normality in advertising.
Primarily it’s the over 65s that feel advertising should focus on safety and wellbeing messages.

                                                                                                    ALL ADULTS
                                                            30%                                          27%                                                     43%

                                                                                                          65+
                                                                      42%                                                    28%                                            30%            “Advertising currently
   “Advertising currently
                                                                                                        55-64                                                                              should primarily focus
         should primarily
  highlight the Covid 19                                     32%                                           28%                                                     41%                     on things returning
crisis where appropriate                                                                               45-54                                                                               back to normal and
and focus on safety and                                 25%                                         30%                                                         45%                        not make any
   wellbeing messages”                                                                                  35-44                                                                              reference to Covid 19”
                                                       24%                                        30%                                                          46%
                                                                                                        25-34
                                                        25%                                     25%                                                         50%
                                                                                                        16-24
                                                          27%                                     23%                                                       50%

                                                                     NET agree                                    Neutral                                   NET agree

      q79- On the scale below please indicate to what extent your opinion lies closer to the statements on the left or those on the right. The more firmly you agree with one statement
      the further towards that statement you should score. If you agree with both equally, score in the middle.               « = top segment Base: 1,001 (216, 116, 158, 156, 198, 157)
People tend to be cynical about brands ‘virtue signalling’.
Publicising good deeds could prove effective for cautious segments, but is likely to be a turn-off for Life Goes On segment.

                                                                                                     ALL ADULTS

                                          5%                   22%                                         31%                                                 32%                              8%

        “Adverts that                                                                                Life Goes On                                                                                    “Adverts that
    publicise a brand                   3%              18%                                       33%                                                       38%                                 7%   publicise a brand
    doing good deeds                                                                                                                                                                                 doing good deeds
                                                                                          Pragmatic Policy Supporters
  during the crisis are                                                                                                                                                                              during the crisis are
  more effective than                      7%                      23%                                      28%                                               33%                               8%   cynical, opportunistic
         regular ads”                                                                                                                                                                                and less effective”
                                                                                                   COVID Cautious

                                           7%                       25%                                           32%                                              28%                          8%

                                                                                                 COVID Concerned

                                          6%                         28%                                             31%                                       21%                           14% «

                                                     Strong (4-5)                    Slight (1-3)                   Neutral                   Slight (1-3)                    Strong (4-5)

      q79- On the scale below please indicate to what extent your opinion lies closer to the statements on the left or those on the right. The more firmly you agree with one statement
      the further towards that statement you should score. If you agree with both equally, score in the middle.               « = top segment             Base: 1,001 (379, 203, 310, 109)
Under 45s are most likely to be cynical about ads publicising good deeds.
Again it’s 65+ age groups who are more likely to find good deed messaging effective.

                                                                                                    ALL ADULTS
                                                          28%                                            31%                                                       41%

                                                                                                          65+
        “Adverts that                                              39%                                                       34%                                              27%          “Adverts that
    publicise a brand                                                                                   55-64                                                                              publicise a brand
    doing good deeds                                        30%                                             34%                                                        36%                 doing good deeds
  during the crisis are                                                                                 45-54                                                                              during the crisis are
  more effective than                                21%                                          36%                                                            43%                       cynical, opportunistic
         regular ads”                                                                                   35-44                                                                              and less effective”
                                                      22%                                        33%                                                            45%
                                                                                                        25-34
                                                       24%                                   23%                                                         53%
                                                                                                        16-24
                                                          27%                                        28%                                                        45%

                                                                     NET agree                                    Neutral                                   NET agree

      q79- On the scale below please indicate to what extent your opinion lies closer to the statements on the left or those on the right. The more firmly you agree with one statement
      the further towards that statement you should score. If you agree with both equally, score in the middle.               « = top segment Base: 1,001 (216, 116, 158, 156, 198, 157)
Tracking recovery
across key segments
Outdoor parks / scenic areas galloped into an early lead in the recovery stakes –
         but have flat-lined in August. Restaurants, pubs and retail continue to record
         momentum in participation recovery.
                                                                The cumulative percentage of
                                                    50%         participation in restaurant dining
                                                                and pub visits increased noticeably
                                                                in the first week of August                                        UK Holiday and paid-for                                     Although flatter in the last week,
                                                                                                                                   accommodation seem to be                                    buses and trains have seen
Cumulative Participation since re-opening (%)

                                                                                                                                                                                                                                                                                               Outdoor Park / Scenic Area (43%)
                                                                                                                                   tracking each other. Overseas                               significant increases throughout
                                                    40%                                                                            holiday participation is sluggish                           tracking. Air travel ticked up slowly
                                                                                                                                                                                               in late July, but may have been
                                                                                                               Restaurant (36%)                                                                stymied by the imposition (or the
                                                                                                                                                                                               threat) of quarantine requirements
                                                                                                               Pub (32%)
                                                    30%                                                        Shopping (31%)
                                                                                                                                                                                                                                   Bus (28%)                      Indoor-based attractions just do not
                                                                                                                                                                                                                                                                  seem to be able to gain any real
                                                                                                                                                                                                                                                                  traction. Outdoor parks/scenic
                                                                                                                                                                                                                                                                  areas seem to have plateaued.
                                                    20%
                                                                                                                                                     Paid-for accommodation (16%)
                                                                                                                                                                                                                                   Train (17%)

                                                                                                                                                                 UK Holiday (14%)
                                                                                                                                                                                                                                   Plane (11%)
                                                    10%
                                                                                                                                                                                                                                                                                                    Zoo (4%)
                                                                                                                                                                                                                                                                                                   Museum/Gallery (4%)
                                                                                                                                                               Overseas holiday (2%)                                                                                                               Theme Park (4%)
                                                                                                                                                                                                                                                                                                   Aquarium (2%)
                                                      0%
                                                            7-9 July   14-17   21-23   28-30    4-6   11-13             7-9 July    14-17   21-23   28-30    4-6   11-13            7-9 July   14-17   21-23   28-30    4-6   11-13            7-9 July   14-17    21-23   28-30    4-6   11-13
                                                                        July    July    July   August August                         July    July    July   August August                       July    July    July   August August                       July     July    July   August August

                                                                                                                                                                            Week
                                                Data filtered on Travel Activists – see appendix for details
Only zoos, theme parks, UK holidays and outdoor parks have reached 50% of their
        Q1 participation levels. Despite continued improvement and support through
        EOTHO, restaurants and pubs remain in the low to mid 40s.

                                                                                                                    11-13 August
                                                                                                      4-6 August
                                                      14-17 July

                                                                    21-23 July

                                                                                 28-30 July
                                         7-9 July

                                                                                                                                                                        Despite Eat Out To Help Out,
                     100%
                                                                                                                                                                        restaurants and pubs remain in the
                                                                                                                                                                        low to mid forties. Shopping seems
                                                                                                                                                                        to have stalled.
                                                                                                                                     Restaurant 42% (36%/85%)

                                                                                                                                   Shopping 41% (32%/76%)

                                                                                                                                          Pub 45% (32%/70%)             Growth in train usage has ground to
                                                                                                                                      Bus 43% (28%/65%)                 a halt, while buses surge on.
Q1 Participation %

                                                                                              Train 29% (17%/59%)

                                                                                                                                                                                           Outdoor Park / Scenic Area 88% (43%/49%)
                     50%
                                                                                                             Paid-for accommodation 36% (16%/45%)
                                                                                                                                                                                       The reduction in VAT would seem to have had an impact on
                                              Museum/Gallery 12% (4%/33%)                                                                                                              uptake of paid-for accommodation, albeit not to the same extent
                                       Overseas holiday 7% (2%/28%)
                                                                                                        Plane 38% (11%/29%)                                                            as EOTHO. Perhaps “Stay Away to Save the Day” is called-for on
                                                                                                                                                                                       top of the VAT reduction, an altogether less sexy proposition.
                                                                                                                                                            UK Holiday 56% (14%/25%)

                                                                                                                                                                                                The challenge for museums and galleries is different. With a large
                                                                                                                                                    Zoo 56% (4%/9%)                             proportion of these free to enter, it could be either fears for safety
                                                                                                                                                                                                or reluctance to use public transport for access that is suppressing
                                                                                                                                             Theme Park 50% (4%/8%)
                                                                                              Aquarium 33% (2%/6%)                                                                              recovery
                      0%
                            0%                                     20%                                             40%                                        60%                         80%                             100%

                                                                                                   Recovery Index (100% = Q1 level)
                      Data filtered on Travel Activists – see appendix for details
‘Life Goes On’ and ‘Pragmatic Policy Supporters’ remain ahead of the curve in terms of re-
engagement with key leisure segments – though progress is evident across all segments.
While ‘COVID Concerned’ visits to pubs/ restaurants is still some way behind the other segments, they are now almost as likely now to go on shopping trips.

                       Segment (size)                                       COVID Concerned                COVID                                  Pragmatic Policy                   Life Goes On
                                                                            (14%)                          Cautious (33%)                         Supporters (21%)                   (32%)

                       Went to a restaurant                                 46%                            42%                                    43%                                33%
    Jan-Mar
                       Went to a pub                                        36%                            33%                                    33%                                27%
       2020
                       Went to a shopping mall/ shopping
                                                                            43%                            35%                                    37%                                25%
                       trip

                                                                 7-9 Jul                                                                                                                   4
                                                               14-17 Jul         1                           1                                       2
                                                                                  2                               4                                      7                                         9
                       Went to a restaurant                    21-23 Jul              4                               6                                          11                                    11
                                                               28-30 Jul                  6                               9                                        14                                    14
                                                                4-6 Aug                       9                                         18                              19                                    21
                                                              11-13 Aug                             14                                       24                              24                                       27
                                                                 7-9 Jul         1                                                                   2                                   3
 Since June                                                    14-17 Jul             3                        2                                                                                    10
                                                                                      4                               6                                  7                                               15
      2020             Went to a pub                           21-23 Jul
                                                                                              8                           8                                  9
                                                               28-30 Jul                                                      10                                 12                                       16
                                                                                                  10                                                                  17                                    19
                                                                4-6 Aug                            11                              14                                                                            23
                                                              11-13 Aug                                                                 18                                 21
                                                                  7-9 Jul
                                                               14-17 Jul                  7                           6                                  8                                     7
                       Went to a shopping                                                         11                           12                                  15                                    15
                                                               21-23 Jul                          11                            14                                 15                                      18
                       mall/shopping trip                      28-30 Jul                           12                             16                                       21                               19
                                                                4-6 Aug                              15                            18                                           26                           21
                                                              11-13 Aug                               17                            19                                          26                           21

      q1a- And when exactly was the last time you did the following activity/activities
The incidence of consumers taking UK holidays since June continues to grow, but
still falls below that seen during the off-peak Q1 season. Unsurprisingly, we see
limited movement in overseas holidays.
                     Segment (size)                                       COVID Concerned      COVID                     Pragmatic Policy         Life Goes On
                                                                          (14%)                Cautious (33%)            Supporters (21%)         (32%)

                     Went on UK holiday                                   6%                   7%                        8%                       8%
  Jan-Mar            Went on overseas holiday                             5%                   8%                        8%                       7%
     2020
                     Stayed in paid for accommodation                     14%                  14%                       13%                      11%

                                                               7-9 Jul         0                                                                    1
                                                             14-17 Jul         0                     1                        1                         2
                                                                                   1                     2                        2
                     Went on UK holiday                      21-23 Jul                                       3                            4                 3
                                                             28-30 Jul                 2                     3                            4                     4
                                                              4-6 Aug                      3                     4                            6                        6
                                                            11-13 Aug                      3                         6                        6                            7
                                                               7-9 Jul         0                 0                        0                        0
                                                             14-17 Jul         0                 0                        0                            1
Since June           Went on an overseas                     21-23 Jul         0                                          0                            1
                                                                               0                 0
     2020            holiday                                 28-30 Jul                               1                    0                            1
                                                              4-6 Aug          0                     1                        1                        1
                                                            11-13 Aug          0                     1                        1                            2
                                                               7-9 Jul         0                 0                                                     1
                                                             14-17 Jul         0                     1                        1                            2
                     Stayed in paid for                      21-23 Jul             1                 1                            2                            3
                                                                                                         2                            3                        3
                     accommodation                           28-30 Jul             1                                                  3
                                                              4-6 Aug              1                         3                            4                        4
                                                            11-13 Aug                  2                         4                            6                        6

    q1a- And when exactly was the last time you did the following activity/activities
We see a jump in use of public transport by the COVID Cautious this week, but
limited movement for other segments – perhaps with fewer people going into work
over the school summer holidays.

                     Segment (size)                                       COVID Concerned                       COVID                            Pragmatic Policy                        Life Goes On
                                                                          (14%)                                 Cautious (33%)                   Supporters (21%)                        (32%)

                     Travelled by bus                                     30%                                   27%                              24%                                     22%
  Jan-Mar
                     Travelled by train                                   25%                                   24%                              18%                                     20%
     2020
                     Travelled by plane                                   8%                                    10%                              9%                                      9%

                                                               7-9 Jul                   5                                5                                   5                                           5
                                                             14-17 Jul                               11                               10                              9                                                       11
                     Travelled by bus                        21-23 Jul                                    13                           11                              10                                                          13
                                                             28-30 Jul                                    13                           11                                     13                                                   13
                                                              4-6 Aug                                      14                          11                                          17                                                   15
                                                            11-13 Aug                                      14                               15                                      18                                                  17
                                                               7-9 Jul               2                                2                                                                               3
                                                                                                                                                      1 3
Since June                                                   14-17 Jul                   4                                4                                                                                   6
                     Travelled by train                      21-23 Jul                   4                                    6                                   6                                               7
     2020                                                    28-30 Jul                       5                                6                                   6                                               7
                                                              4-6 Aug                            7                                7                                   7                                               8
                                                            11-13 Aug                            7                                    10                                  8                                               9
                                                                7-9 Jul      0                                    1                                                                       0
                                                                             0                                    1                               0
                                                             14-17 Jul                                                                            0                                           1
                                                             21-23 Jul       0                                    1                               0                                               2
                     Travelled by plane                      28-30 Jul       0                                    1                                   1                                           2
                                                              4-6 Aug        0                                        2                                   2                                       2
                                                            11-13 Aug            1                                    2                                   2                                       2

    q1a- And when exactly was the last time you did the following activity/activities
Leisure
Market Recovery Tracking: Go on a day out to a visitor attraction
To what extent is consumer participation in each activity sector recovering to ‘normal’ levels?

The proportion who have already visited an attraction since being able to do so increased in the second week of August. Intentions to go before the end of the year remain steady, while
intentions in term of visiting an attraction by the end of April 2021 or later increase.

 Visited a visitor attraction since permitted                                                                                              When the activity will next be done
                                                                                                                           This week
                                                                                                                                            20       24    21     22     21    21     22     23      27   26   23    21    26   25

                                               1% 13%                                     15%

                                                                                     NET Activity since
                                                                                                                        6.2
                                                                                                                    Average time since       66
                                                                                                                                                      70    69     68     70    71
                                                                                                                                                                                        67      67             69    68
                                                                                                                                                                                                                                63
                                                                                        permitted                                                                                                    61   60   59         60
     56%                                                                                                             the activity last                56    56     55     56    58      55                           57
                                                                                                                                             52                                                 54
                                                                                                                          done                                                                       51   49   48         48    49
                                                                                                                                                            43                  43                                   45
                                                                                                                                                                   41     42            42      41   41
                                                                                                                                             37       37                                                  37   37         36    36

                                                                                                                        2.6
                                                                                                                                                                                                     35              34
                                                      11%                                                                                                                 29    32              29        29
                                                                                                  8%                                         27             26     27                   28                                26
                   0%             0%           1%                                 5%                                                                  25                                                                        22
    Jan-Mar        Apr            May          Jun      Jul                      Week 1         Week 2
                                                                                                                   Average time before
                                                                                  August 2020                         doing activity

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          NET participation since pandemic /

                                                                                                                                        11
                                                     Activity is not permitted

                                                                                                                                       30
    %     activity permitted
                                                                                                          Planning on doing it but don’t know when              By end of April 2021 or later              By end of December 2020
          Activity is permitted
                                                                                                          By end of September 2020                              By end of August 2020

        Q12. Given what you know today, when do you anticipate doing the following? Base all
        Q1a. And when exactly was the last time you did the following activity/activities?
The lead time for most types of attractions continues to increase this week, with
historic houses seeing the largest increase. Indoor play centres, however, see lead
times drop as families are excited to see them begin to re-open.
Average time before undertaking leisure activities
           7                                                                       Visit a theme park              7                                                                         Visit a historical house
                      6.6 6.6
                                                                                   Visit an indoor play centre
                         6.4 6.2 6.2                                                                                                                                                         Visit a museum/gallery
                    6.26.3                                                       Visit an aquarium
            6.0             6.3        5.7        5.7                                                                            6.2
                                                                                 Visit a zoo
            5.7 5.8 6.0 5.8 5.8 5.4         5.3
                                                                                                                                                                                             Go to a country park or
                                 5.7                                                                                                                                                         scenic area
                                   5.0    5.5                                                                             5.5          5.5
                              5.4      5.4 4.8        5.1                       4.8 4.9                                                            5.0
                                                              4.6            4.9          4.9                                                                  4.6 4.5
                4.9                    4.4      4.7 4.8 4.5 4.7     4.4             4.7                                                      5.0
                                   4.8                                    4.2                                                                                  4.5                                   4.2
                                                      4.4                             4.6                                                                                  4.0
Months

           4                                4.3         4.4   3.8             4.1  4.0                             4                                     4.3         4.3
                                                                        4             3.9                                                                                        3.6                    3.9
                                                        3.8         4.1
                                                                  3.8                                                                                                                         3.5
                                                                                                                                 3.8                                       3.8         3.2
                                                                           3.5
                                                                     3.2                                                  3.5                                                                 3.5
                                                                                 3.2                                                                                             3.3
                                                               3.2                                                                                                                     3.1
                    11th May             10th June                4th July
               Easing of lockdown        Outdoor            England’s museums
                announcement:       attractions such as    and galleries allowed                                                       2.3
               people allowed to     zoos, safari parks      to re-open, with                                                                                  1.9
                spend unlimited     allowed to reopen      Scotland following on                                                             1.8
                                                                                                                                                   1.6 1.7           1.5 1.5
                 time outdoors          on 15th June             15th July                                                                                                                           1.4
           1                                                                                                       1                                                             1.3
                                                                                                                                                                                       1.1 1.2

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Market Recovery Tracking: Visit a zoo
To what extent is consumer participation in each activity sector recovering to ‘normal’ levels?
The intention to visit a zoo by the end of September continues to drop, falling from 11% to 9%. Intention to go by the end of April or later also continues to drop, falling from 27% to 19%,
the lowest level recorded.

 Visited a zoo since permitted                                                                                                               When the activity will next be done
                                                                                                                              This week
                                                                                                                                                21      24    24     26      21     27         30   23   25     22    28     31

                                                                                             4%
                                                                                                                           8.2                                      37      37      37
                                              1%        4%                                                                                                   34                                          35
                                                                                                                                                        33                                          33
                                                                                                                                                                                           29                  30
                                                                                        NET Activity since             Average time since      28                           28                                        27
                                                                                           permitted                                                                26              26              25   26
                                                                                                                        the activity last                    24                                                23
                                                                                                                                                        22                                               21
                                                                                                                             done              19                   20      19      19     20       19                      19
                                                                                                                                                             18
                                                                                                                                                        15          15      16             15       15         16     16    16
                                                                                                                                                             13                     13                   13

                                                                                                                           3.9
                                                                                                                                               11                                          10                  10     11
        9%                                                                                                                                     8        9                                                                    9
                                                          4%                         1%              3%                                                                                                                7
                      0%             0%           1%                                                                                                                                                                         5
    Jan-Mar           Apr            May          Jun      Jul                      Week 1         Week 2
                                                                                                                      Average time before     11-12 2-4      9-11 16-18 23-25 30 7-9 July 14-17 21-23 28-30 4-6 11-13
                                                                                    August 2020                          doing activity        May June      June June June June-2         July  July  July August August
                                                                                                                                                                              July

             NET participation since pandemic /
    %
                                                        Activity is not permitted                            Planning on doing it but don’t know when          By end of April 2021 or later             By end of December 2020
             activity permitted

             Activity is permitted                                                                           By end of September 2020                          By end of August 2020

        q12bnew. And when do you anticipate next doing the following? Base all
        Q1a. And when exactly was the last time you did the following activity/activities?
Market Recovery Tracking: Visit a theme park
To what extent is consumer participation in each activity sector recovering to ‘normal’ levels?
Theme parks are another segment of the leisure industry impacted by second wave concerns: the proportion of Travel Activists having an interest in visiting but without a specific
timeframe in mind, continues to nudge upwards, while short term intentions for August decline for the 3rd consecutive week.

 Visited a theme park since permitted                                                                                                      When the activity will next be done
                                                                                                                            This week
                                                                                                                                             18       14   21     23     17      16     18   18   21    20    22     24

                                                       2%                                   4%

                                                                                      NET Activity since
                                                                                                                         8.6
                                                                                                                     Average time since      30
                                                                                                                                                      35

                                                                                                                                                           28
                                                                                                                                                                  31
                                                                                                                                                                         36
                                                                                                                                                                                 34
                                                                                                                                                                                             30
                                                                                                                                                                                                  34

                                                                                         permitted
                                                                                                                      the activity last                                                 25             26
                                                                                                                                                                                                              24
                                                                                                                           done                       21                 22                       21
                                                                                                                                             20                                  20
                                                                                                                                                                  18                         18
                                                                                                                                                      15   16                           16        15   16           16
                                                                                                                                                                         14

                                                                                                                         4.9
                                                                                                                                             12                   12             13          12        11     12    14
       8%                                                                                                                                                  11
                                                         2%                                                                                           9     8     8       9      8       9        8            8    8
                     0%             0%                                              1%             2%                                         6                                          7   7         7
                                                                                                                                                                                                               5    4
    Jan-Mar          Apr            May          Jun      Jul
                                                                                   Week 1        Week 2             Average time before
                                                                                   August 2020                         doing activity       11-12 2-4      9-11 16-18 23-25 30   7-9 14-17 21-23 28-30 4-6 11-13
                                                                                                                                             May June      June June June June-2 July July July   July August August
                                                                                                                                                                            July

            NET participation since pandemic /
   %
                                                       Activity is not permitted                           Planning on doing it but don’t know when          By end of April 2021 or later         By end of December 2020
            activity permitted

            Activity is permitted                                                                          By end of September 2020                          By end of August 2020

       q12bnew. And when do you anticipate next doing the following? Base all
       Q1a. And when exactly was the last time you did the following activity/activities?
Market Recovery Tracking: Visit a museum/gallery
To what extent is consumer participation in each activity sector recovering to ‘normal’ levels?
With last week’s data reflecting a peak in consumer anxiety about a potential second wave, and an accompanying sharp drop in intention to visit a museum or gallery before end of 2020,
this week there is a partial recovery. Nevertheless, intention to visit this side of 2021 remains lower than it was back in May.

 Visited a museum/gallery since permitted                                                                                                When the activity will next be done
                                                                                                                         This week
                                                                                                                                          31       25   25     28     29     29   34     31    25     30    34     30

                                                    4%                                   4%

                                                                                   NET Activity since
                                                                                                                      7.7
                                                                                                                  Average time since
                                                                                                                                          47
                                                                                                                                                   51   51
                                                                                                                                                               47     49    47    46
                                                                                                                                                                                         43    45     46
                                                                                      permitted
                                                                                                                   the activity last               39
                                                                                                                                          36            35     36     35                                    36    36
                                                                                                                        done                                                34    34     33    34     33
    33%                                                                                                                                                                                                           29
                                                                                                                                          24       24   25     24     24    25    24

                                                                                                                      3.9                                                                21    23           23
                                                                                                                                                                                                      20
                                                      4%                                                                                  16                                      16     16
                  0%             0%                                              1%              2%                                                15                 15                                    15    15
                                                                                                                                                        14     14           14                 13     13
   Jan-Mar        Apr            May          Jun      Jul                      Week 1         Week 2                                                                                                        8     6
                                                                                                                 Average time before
                                                                                August 2020                         doing activity
                                                                                                                                         11-12 2-4      9-11 16-18 23-25 30 7-9 July 14-17 21- 23 28-30 4-6 11-13
                                                                                                                                          May June      June June June June-2            July July   July August August
                                                                                                                                                                              July
         NET participation since pandemic /
   %
                                                    Activity is not permitted                           Planning on doing it but don’t know when           By end of April 2021 or later        By end of December 2020
         activity permitted

         Activity is permitted                                                                          By end of September 2020                          By end of August 2020

       q12bnew. And when do you anticipate next doing the following? Base all
       Q1a. And when exactly was the last time you did the following activity/activities?
Market Recovery Tracking: Visit a small historic house
To what extent is consumer participation in each activity sector recovering to ‘normal’ levels?
In a similar trend to museums, intentions to visit a small historic house before the end of December recovered this week. However, reflecting continued caution in respect of indoor
public spaces, the speed of participation recovery remains slow.

Visited a small historic house since permitted                                                                                                When the activity will next be done
                                                                                                                          This week
                                                                                                                                              28        30           31        25            23   28         35        32

                                                    2%                                   3%

                                                                                    NET Activity since
                                                                                                                       8.4
                                                                                                                   Average time since
                                                                                                                                              41
                                                                                                                                                       39
                                                                                                                                                                    36         38
                                                                                                                                                                                             40
                                                                                       permitted
                                                                                                                    the activity last                                                             34
                                                                                                                         done                                                                30              30        29
                                                                                                                                              28       28                      27
                                                                                                                                                                    25                            25                   24
                                                                                                                                                                                             23
                                                                                                                                              21       21                      21

                                                                                                                       3.9
    17%                                                                                                                                                             18                                       17
                  0%             0%                   2%                         0%              2%                                                                                          14   15
                                                                                                                                              12                               12                                      13
                                                                                                                                                       10           10                                       11
   Jan-Mar        Apr            May          Jun      Jul                      Week 1         Week 2                                                                                             9
                                                                                                                  Average time before                                                                        6          6
                                                                                August 2020                          doing activity
                                                                                                                                         23-25 June 30 June-2 7-9 July 14-17 July 21-23 July 28-30 July 4-6 August   11-13
                                                                                                                                                       July                                                          August

         NET participation since pandemic /
   %
                                                    Activity is not permitted                            Planning on doing it but don’t know when            By end of April 2021 or later             By end of December 2020
         activity permitted

         Activity is permitted                                                                           By end of September 2020                            By end of August 2020

       q12bnew. And when do you anticipate next doing the following? Base all
       Q1a. And when exactly was the last time you did the following activity/activities?
Market Recovery Tracking: Go to an outdoor park or scenic area
To what extent is consumer participation in each activity sector recovering to ‘normal’ levels?
Outdoor parks and scenic areas recovered faster and to a greater extent than any other section of the economy we have tracked and remain ahead of everything else. That said, the
incidence of visitors among our Travel Activist sample is no higher now than it was at the end of July, while forward intentions are on the decline as Autumn comes into sight.

 Went to an outdoor park or scenic area since permitted                                                                                  When the activity will next be done
                                                                                                                          This week
                                                                                                                                           18       13   11     12     11      15     16     13     9      16     18     16

                     20%          21%         26%     43%                                43%

                                                                                    NET Activity since
                                                                                                                       5.3
                                                                                                                   Average time since
                                                                                                                                           77
                                                                                                                                           73
                                                                                                                                                    83
                                                                                                                                                    79
                                                                                                                                                    73
                                                                                                                                                         84
                                                                                                                                                         81
                                                                                                                                                         76
                                                                                                                                                                82
                                                                                                                                                                77
                                                                                                                                                                       82
                                                                                                                                                                       75
                                                                                                                                                                              80
                                                                                                                                                                              74
                                                                                                                                                                              72
                                                                                                                                                                                      78
                                                                                                                                                                                      73
                                                                                                                                                                                             80
                                                                                                                                                                                             74
                                                                                                                                                                                                    84
                                                                                                                                                                                                    78
                                                                                                                                                                                                    73
                                                                                                                                                                                                           76     76
                                                                                       permitted
                                                                                                                    the activity last                           70                                  70     70            69
                                                                                                                                           68       67   68            67             66     68                   68
    49%                                                                                                                  done                                   65            65                           65     64     65
                                                                                                                                           61                          61             61     63
                                                     35%
                                                                                26%             26%                                                                                                        58     58     58

                                                                                                                       1.5
                 20%             19%      22%

                                                                                                                                                                                                                         45
   Jan-Mar        Apr            May          Jun      Jul                      Week 1         Week 2
                                                                                                                  Average time before
                                                                                 August 2020                         doing activity
                                                                                                                                          11-12 2-4      9-11  16-18 23-25 30           7 - 9 14-17 21-23 28-30 4-6 11-13
                                                                                                                                           May June      June   June June June-2 July July           July   July August August
                                                                                                                                                                                July
         NET participation since pandemic /
   %
                                                    Activity is not permitted                            Planning on doing it but don’t know when          By end of April 2021 or later             By end of December 2020
         activity permitted

         Activity is permitted                                                                           By end of September 2020                          By end of August 2020

       q12bnew. And when do you anticipate next doing the following? Base all
       Q1a. And when exactly was the last time you did the following activity/activities?
Market Recovery Tracking: Visit an indoor play centre
To what extent is consumer participation in each activity sector recovering to ‘normal’ levels?
With indoor play centres permitted to re-open in England from the 15th August, intention to visit the attraction before the end of August, September and December sees a slight increase
this week. However, the growth is tentative (and only a partial recovery on last week) as the public wait to see how measures are put in place and hear feedback on others’ experiences.

 Visit indoor play centre since permitted                                                                                When the activity will next be done
                                                                                                                 This week          10     11     15      10     11      15      10   12      13     12     15     14

                                                                                         1%
                                                                                                               8.4                         25                    25      24                   24
                                                                                                           Average time since                     22      22
                                                                                                                                   20                                                  21
                                                                                                            the activity last                                                    19
                                                                                                                 done                      17                    18                                  18     17
                                                                                                                                   15             15                     15            14     15
                                                                                                                                           12             13                     13                  13            13

   Jan-Mar         Apr           May          Jun       Jul
                                                                                 1%

                                                                                Week 1
                                                                                               1%

                                                                                              Week 2
                                                                                                                4.6                 9
                                                                                                                                    6       7
                                                                                                                                                  10
                                                                                                                                                   6
                                                                                                                                                          8
                                                                                                                                                          5
                                                                                                                                                                 10
                                                                                                                                                                  6
                                                                                                                                                                         9
                                                                                                                                                                         6
                                                                                                                                                                                 9
                                                                                                                                                                                 6
                                                                                                                                                                                       9
                                                                                                                                                                                       5
                                                                                                                                                                                              10
                                                                                                                                                                                              6       7
                                                                                                                                                                                                      4
                                                                                                                                                                                                             9

                                                                                                                                                                                                             4
                                                                                                                                                                                                                   10

                                                                                                                                                                                                                    5
                                                                                                                                                                                                                    3
                                                                                                          Average time before                                                                                1
                                                                                August 2020
                                                                                                             doing activity
                                                                                                                                  11-12    2-4    9-11   16-18 23-25       30 7-9 July 14-17 21-23 28-30 4-6 11-13
                                                                                                                                   May    June    June   June June June-2               July  July    July August August
                                                                                                                                                                          July
         NET participation since pandemic /
   %
                                                    Activity is not permitted                          Planning on doing it but don’t know when          By end of April 2021 or later           By end of December 2020
         activity permitted

         Activity is permitted                                                                         By end of September 2020                          By end of August 2020

       q12bnew. And when do you anticipate next doing the following? Base all
       Q1a. And when exactly was the last time you did the following activity/activities?
Attraction visitors are looking for the usual visitor experience, with sensible health and
     safety precautions. Hand sanitiser, enhanced cleaning and enforced social distancing
     enabled by capacity caps are essential for all segments except ‘Life Goes On’.
     Visitors typically do NOT expect discounted entry, or require exclusive opening for small groups, and closure of communal areas could actually be a deterrent – visitors want access to the full offer.

        Conditions for leisure attractions to have in order to be considered
             COVID Concerned                   COVID Cautious                    Pragmatic Policy Supporters                    Life Goes On

            40%         35%          14%           7%          40%           37%         33%          31%         45%          41%         38%          37%          43%          39%     34%        12%       35%           9%           17%
Overall
  70

   60

   50

   40

   30

   20

   10

    0
          Visitors to Visitor    Staff to      Daily staff     Gov.        Plentiful   Enhanced    Enforced       Social   Reassurance Controlled  Reduced Management Closure of         Cashless Exclusive Discounts      Not until   I’m happy
          wear face temperature wear face       health     certification     hand       cleaning     social     distancing   about     numbers in admissions   of     communal          payments opening for and special   vaccine/      to visit
            masks     checks     masks          checks                     sanitizer               distancing   measures sanitising each area numbers communal          areas                       small      offers       cure is      without
                                                                                                                                                             areas                                 groups                   found       changes
                Visitors                   Staff                                               Site                                                        Capacity                      Booking and payments

              Q35. Which, if any, of these conditions would need to be met before you personally would consider going to a visitor attraction immediately after the lockdown has been
              lifted?
How have the leading leisure charities been spoken about on social media during the crisis?
Overall, consumers engaging with social media have spoken about Kew, English Heritage and National Trust in positive terms during the crisis, with far more positive sentiment than
negative.

23rd March 2020– 10th August 2020                                         Net Sentiment                            Passion Intensity   Number of mentions

                                                                                    86                             60                          48,049

                                                                                   60                                   82                     35,008

                                                                                    39                             54                          135,270

    For social analytics methodology and full set of scores for all brands tracked, please refer to the Appendix
National Trust: key themes on social media
The greatest number of follower / visitor counts for the National Trust come from the themes of social distancing, financial support and around the redundancies that they have
recently announced. National Trust is associated with its green outdoor spaces in the countryside, and during lockdown it was clear social media users were keen to continue this
conversation. Needless to say, NT has been hard hit and has been calling for donations and financial support. News around redundancies inevitably impact sentiment.

                                                                                                                                                   Shares

                                                                                                                                                    Lockdown/Social distancing

                                                                                                                                                    Redundancies

                                                                                                                                                    Financial support

                                                                                                                                                    Countryside

                                                                                                                                                    Attractions

                                                                                                                                                    Canon Rawnsley, Crosthwaite, Founder

                                                                                                                                                    Admission, Bookings, Advance

                                                                                                                                                    Hashtag expert

                                                                                                                                                    Flowers

                                                                                                                                                    Volunteers

                                                                                                                                                    Newsletters

                                                                                                                                                    Coronavirus/Donations

                                                                                                                                                    Animals
Kew Gardens: key themes on social media
Flower photography dominates Kew’s social media activity along with weddings and temporary platforms. The fact that social distancing is slightly smaller topic area reflects the fact
that it is less of an issue and that on social media it is the Kew experience that people are speaking about.

                                                                                                                                                                   Plants

                                                                                                                                                                   Flower photography

                                                                                                                                                                   Ecosystems/biodiversity

                                                                                                                                                                   Research

                                                                                                                                                                   Wedding

                                                                                                                                                                    Social distancing

                                                                                                                                                                    Flowers

                                                                                                                                                                    Groups/Queens/Police

                                                                                                                                                                    Temporary platforms

                                                                                                                                                                    Stradivarious

                                                                                                                                                                    US

                                                                                                                                                                    Circulation
English Heritage: key themes on social media
National cultural institutions, mass gatherings / coronavirus and community events take up the largest part of English Heritage activity. The issue around mass gatherings / coronavirus
suggests that there may be some contention on social media around this theme, so not all the posts are necessarily positive.

                                                                                                                                                                   Screenshots

                                                                                                                                                                   National Cultural institutions

                                                                                                                                                                   Summer Solstice

                                                                                                                                                                    Community events

                                                                                                                                                                    Mass Gatherings/Coronavirus

                                                                                                                                                                    Countries/Culture/British

                                                                                                                                                                    Plaques for women

                                                                                                                                                                    18th Century/Victorians
How have leading attraction portfolios been spoken about on social media?
Hampton Court Palace has a very high level of passion intensity along with a very positive net sentiment, possibly linked to hosting an open air cinema during the August heatwave.

23rd March 2020– 10th August 2020                                         Net Sentiment                                   Passion Intensity         Number of mentions

                                                                  98                                                                 100                       21,766

                                                                                            HRP*
                                                                  56                                                       54                                 201,303
                                                                                              70
                                                                  55                                                            75
                                                                                                                                                               63,951

                                                                  84                                                                 100                         724

                                                                                         Merlin*
                                                                                                                     28                                         6,020
                                                                  70
                                                                                              35
                                                                -48                                                       48                                   14,044

      *An aggregate NET sentiment based on the brands presented on this slide
      For social analytics methodology and full set of scores for all brands tracked, please refer to the Appendix
The lead time for planning and booking UK holidays continues to plateau this
week, driven by some people having now taken their summer trip.

Average anticipated lead time before planning, booking or taking a holiday
                                                                                                                                                       Go on a UK holiday
                                                                                                     23rd June                                         Book a UK holiday
                                                                                               PM confirms hospitality
                                                                                               may re-open on 4th July                                 Plan a UK holiday
                                                                6.8
                                                     6.6

                                           5.9                          5.9     6.0
                            5.8     5.7                                                 5.8
                    5.5
Months

           5.3                                       5.4        5.3                               5.3
                                    5.6                                                                     4.7
                            5.3            5.4                          4.6     4.5
           5.2      5.1                              5.1                                4.4                              4.4
                                                                                                                               4.2
                                                                                                  3.9                                 3.9     3.9              4
                                                                4.6                                         3.8          3.8                          3.8
                                                                                                                                                                       3.6
                                                                                                                               3.4                            3.4      3.4
                                                                        4.0     3.9                                                   3.2     3.1    3.4
                                                                                        3.8
                                                 9th May                                                    3.4          3.4
                                                                                                  3.3
                                           14 day quarantine                                                                          3.0             3.1     3.1      3.1
                                            First mentioned                                                                    2.9            2.9

         6-7 Apr   14-15   20-22   27-28 4-5 May 11-12         19-22   26-29 2-4 June   9-11    16-18     23-25 30 June- 7-9 July    14-17   21-23   28-30    4-6   11-13
                    Apr     Apr     Apr           May           May     May             June    June      June   2 July               July    July    July   August August
Market Recovery Tracking: Go on a UK holiday
To what extent is consumer participation in each activity sector recovering to ‘normal’ levels?
The remaining weeks of August see intentions to go on a UK holiday before the end of August and September continue to drop, due in large part to people having already taken their holiday. Intention to
take a holiday before the end of December, however, increases from 45% to 48%, as those yet to take any breaks look to use up holiday allowance before the end of the year.

 Proportion been on a UK holiday this year                                                                                                     When the activity will next be done
                                                                                                                          This week
                                                                                                                                                   22   22   18    17    17    18    15      18   22   21   17   14    18   18

                                                                                                                                                                                                            75   75

                                                                                                                       7.4
                                                                                                                                                                                     74
                                                     8%                                  14%                                                            69   71   68
                                                                                                                                                                         72    72            72
                                                                                                                                                                                                  68   69             71    68
                                                                                                                                                   64
                                                                                    NET Activity since             Average time since                                                54      54
                                                                                       permitted
                                                                                                                                                             49                                   49        50   51
                                                                                                                    the activity last                                    47    48                      46                   48
                                                                                                                                                                  45                                                  45
                                                                                                                         done                      41   42
                                                                                                                                                                                             37             36   35
    25%                                                                                                                                                                              34           32   34

                                                                                                                       3.6
                                                                                 4%              6%                                                27        29   27           27                                     27
                                                                                                                                                        26               26                            24                   26
                                                      8%                                                                                                                                                    22
                                                                                                                                                                                     21      21   21             19
                                                                                                                                                   17        18   16     17    17                                     16
                                                                                Week 1         Week 2                                                   14                                                                  14
   Jan-Mar        Apr            May          Jun      Jul
                                                                                                                  Average time before
                                                                                 August 2020                         doing activity

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                                                                                                                                               11 ugu

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                                                                                                                                                        9

                                                                                                                                                       7

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         NET participation since pandemic /         Activity is not permitted
   %     activity permitted                                                                              Planning on doing it but don’t know when            By end of April 2021 or later              By end of December 2020
         Activity is permitted
                                                                                                         By end of September 2020                            By end of August 2020

       VB2ac: - Thinking of the next UK holiday or short break you are likely to take, when are you likely to plan, book and go on this trip
       Q1a. And when exactly was the last time you did the following activity/activities?
Average lead times for going on an overseas holiday continue to rise this week,
possibly as a reaction to changes in quarantine rules.

Average anticipated lead time before planning, booking or taking a holiday

                                                                9.1
                                                         8.7          8.7
                                                                              8.4   8.4

                                                                7.7                       7.6
                                                          7.2   7.3                 7.1                      7.2
                                                                      7.0                        7.0                   7
                                                         6.8                  6.8                                                     6.7            6.7
                                                                      6.6           6.6                                       6.6
                                                   6.3          7.3                                                                                         6.4
                                    6.2                                     6.4           6.2                                                  6.2
                                                         6.8
        Months

                   5.9     6.0            6.0                                       6.6                      5.9                                                       Book a flight
                              6.1                 6.2                 6.5     6.4          5.8   5.6               5.8 5.8                                   5.7
                          5.5              5.9                                                                               5.5     5.4             5.5               Go on an overseas holiday
                                    6.0                                                                            5.7 5.6                   5.2                 5.6
                                                                                          5.9          5.4                       5.5
             5.4                          5.7      5.7                                                                   5.4                             5.3           Book an overseas holiday
                    5.3                                                                          5.4                                     5.1     5.1 5.3     5.5
                            5.3                                                                                              5.3     5.2                               Plan an overseas holiday
                                                     9th May                                                                                4.8
                                                                                                             3rd
                                                                                                          July                          26thJuly
                                                14 day quarantine                                 Quarantine rules                  New countries on
                                                 First mentioned                                      relaxed                        quarantine list
                                    r

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                                   ly

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                                    r

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                                Ap

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                                 Ap

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Market Recovery Tracking: Book hotel accommodation
To what extent is consumer participation in each activity sector recovering to ‘normal’ levels?
As with domestic holidays, the forward outlook for hotel stays is weaker than in late July – reflecting the fact that some have now taken their trip / made their stay. There is,
however, some recovery in intentions this week, after last week’s trough.

 Book hotel accommodation since permitted                                                                                                When the activity will next be done
                                                                                                                          This week
                                                                                                                                            22      29   24      26     22    28    28        27   29   27      25   25    31    29

                                                                                                                                                                        69

                                                                                                                       6.8
                                                                                                                                                         66
Market Recovery Tracking: Go on an overseas holiday
To what extent is consumer participation in each activity sector recovering to ‘normal’ levels?
After last week’s record-low in overseas holiday intentions, there is partial recovery in the forward outlook this week – but the picture remains more negative than at any time through the
summer months. The incidence of those who have taken an overseas summer holiday (among our ‘Travel Activist’ subset) is just 2% - compared to 28% who did so out of season in Q1.

 Go on an overseas holiday since permitted                                                                                               When the activity will next be done
                                                                                                                          This week
                                                                                                                                             23     25   26       22    21    27      24      19   22   23      21    22   25    24

                                                                                                                                                                        69

                                                                                                                       8.3
                                                                                                                                                                 65           66
                                                     2%                                  2%                                                  62     64   64                                   63        61      61
                                                                                                                                                                                    60             60                 59         60
                                                                                                                                                                                                                           52
                                                                                    NET Activity since             Average time since
                                                                                       permitted
                                                                                                                    the activity last
                                                                                                                         done
    28%

                                                                                                                       6.4                               23      22     22    23    24        23        22
                                                      2%                                                                                     21     21                                             21                 21
                                                                                 1%              1%                                                                                                             18
                                                                                                                                             13                                               14                                 15
                                                                                                                                                    10   11      10     11    11    12             11   10      11         12
   Jan-Mar        Apr            May          Jun      Jul                      Week 1         Week 2
                                                                                                                  Average time before         7                  6             6    6          8                      8
                                                                                                                                                    5     5             5                           5   5        5    3     4    5
                                                                                                                     doing activity                                                                                         2    2
                                                                                 August 2020

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                                                                                                                                            11

                                                                                                                                            -1

                                                                                                                                            -2

                                                                                                                                            -3
                                                                                                                                             4

                                                                                                                                           7-
                                                                                                                                           -1

                                                                                                                                           -2

                                                                                                                                           -2

                                                                                                                                           -2
                                                                                                                                          2-

                                                                                                                                           6
                                                                                                                                         21

                                                                                                                                         28

                                                                                                                                           3
                                                                                                                                         9-
                                                                                                                                        11

                                                                                                                                        19

                                                                                                                                        26

                                                                                                                                        16

                                                                                                                                        23

                                                                                                                                        4-

                                                                                                                                        -1
                                                                                                                                        Ju
         NET participation since pandemic /

                                                                                                                                      11
                                                    Activity is not permitted
   %     activity permitted                                                                              Planning on doing it but don’t know when             By end of April 2021 or later                  By end of December 2020
         Activity is permitted
                                                                                                         By end of September 2020                             By end of August 2020

       Q12. Given what you know today, when do you anticipate doing the following? Base all
       Q1a. And when exactly was the last time you did the following activity/activities?
Among those contemplating an overseas holiday, ‘beach and resort’ remain the
most appealing type of break, followed by ‘city break’. Spain remains the leading
single destination mentioned, despite quarantine measures put in place.
Which of the following type of overseas holiday you are planning/going to book?                                              And where are you planning to go?

                                    Beach and resort                                             48
                                                                                          3640
                                         A City break                                         43
                                                                                          35 40
                         Visiting friends or relatives                             2730
                                                                                   27
                   To visit a local area or attraction                       22
                                                                           18
                                                                           18
     Special treat (e.g. romantic stay, anniversary)                   1215
                                                                       11
                             Activity and adventure                     14
                                                                       1115
     Sporting activities (watching or participating)                 8
                                                                    7 10
Party/Function (including wedding, stag/hen do's)                   78
                                                                2
                                                                                                                     Top 5 mentions* (difference with end of May)
                                       Winter sports               7
                                                                 36
                                        Shopping trip
                                                                   69                                                  1   Spain (=)    2       USA (France)    3      France (USA)
                                                                    8
         Business reasons (conference, training…)                 5
                                                                 4
                                                                 4                                    6-7 April
                                                                3 8                                   26-29 May        4   Greece (=)       5    Italy (Netherlands)
                                                Other               9
                                                                                                      11-13 August
           Q27. Which of the following type of overseas holiday are you planning/going to book?
           Q28: And where are you planning to go overseas?
           * Last reported (week 10) if it differs in brackets
On social media: there is growing confusion and fear over quarantine rules when
returning to the UK as 3 new countries are added to the quarantine list.

“                                                               ”   “
     If you choose to #holiday abroad, you have to recognise the risk of
     #lockdown on your return. It's a personal choice and a personal risk
                                                                                                    France is “on the cliff-edge” of being removed from the
                                                                                                    UK’s travel corridor list, according to an industry figure,
                                                                                                    with a decision expected by the end of the week that
                                                                                                    could mean hundreds of thousands of Britons holidaying

                                                                                                                                                              ”
                                                                                                    there would have to quarantine on their return.

        “
                    It seems the fear of an imposition by the U.K. of an

                                                                 ” “
                   unscheduled quarantine on return is driving some to holiday
                   in the U.K. rather than France
                                                                                              France big reduction in positive tests (below UK yesterday). totally

“
                                                                                              flawed logic to insist on blanket quarantine when coming back
                                                                                              versus our own country. Why is the UK incapable of testing at our
     Replying to @TUIUK -                                                                     airports like others? Why aren't we looking at specific regions?

                                                                                                                                                              ”
     I don’t understand this stand. The advice is that you
     have to quarantine on arrival back in the UK. Your

                                                               ” “
     promise is to not take people to places they will need
     to quarantine. Our villa has been cancelled over there
     (we are flight only). What are you proposing we do?                                 @TUIUK
                                                                                         Nothing is going to change, re quarantine. I just wanted to
                                                                                         rebook to a different destination. Won't be doing that now as Tui

    “                                                                                                                                                         ”
                                                                                         have left it too late. Have arranged UK contingency plan now so
                                                                                         will be asking for refund when the inevitable is announced.
            I have family in Germany and was considering Hull to zeebrugge. If I drive

                                                                  ”
            from Germany, without stopping, to the ferry, through passport control, am
            I considered to have entered Belgium for the uk quarantine purposes?
How have key hotel brand portfolios been spoken about on social media? - Marriott
23rd March 2020– 10th August 2020

                                                                        Net Sentiment                              Passion Intensity   Number of mentions

                                                                       32                                          54                       167,541

                                                                         86                                          68                      22,450

                                                                         79                        78*              67                       10,483

                                                                         68                                        52                        5,338

    *An aggregate NET sentiment based on the brands presented on this slide
    For social analytics methodology and full set of scores for all brands tracked, please refer to the Appendix
How have key hotel brand portfolios been spoken about on social media? - Hilton
23rd March 2020– 10th August 2020

                                                                        Net Sentiment                                  Passion Intensity   Number of mentions

                                                                        41                                                72                    169,746

                                                                                                                                                15,821
                                                                         73                                             62

                                                                         40                         43*                54                       17,505

                                                                         15                                        0                            12,578

    *An aggregate NET sentiment based on the brands presented on this slide
    For social analytics methodology and full set of scores for all brands tracked, please refer to the Appendix
Hilton: key themes on social media
Hilton launched its CleanStay programme as a means of optimising both safety and reassurance – and cleanliness accounts for a sizeable share of conversation around the brand. Less
positively, Hilton’s reputation has not escaped unscathed from its major redundancy programme; it has also been blighted by high profile discrimination law suits.

                                                                                                                                                               Shares

                                                                                                                                                               Cleanliness

                                                                                                                                                                Lays off 2100 staff

                                                                                                                                                                Citigroup research report

                                                                                                                                                                Discrimination

                                                                                                                                                                Golden globe awards
                                                                                                                                                                association
                                                                                                                                                                Discounts
How have key hotel brand portfolios been spoken about on social media? - IHG
23rd March 2020– 10th August 2020
                                                                         Net Sentiment                            Passion Intensity   Number of mentions

                                                                      59                                           62                      72,523

                                                                        82                                           73                    16,613

                                                                         54                                         66                     92,601
                                                                                                 51*
                                                                        46                                           77                    20,402

                                                                       20                                         58                       35,296

   *An aggregate NET sentiment based on the brands presented on this slide
   For social analytics methodology and full set of scores for all brands tracked, please refer to the Appendix
IHG: key themes on social media
IHG’s themes share many commonalities with other hotel businesses, with cleanliness and safety protocols featuring prominently. In both the UK and USA, it has benefited from a
significant volume of conversations around its support for key workers through the crisis.

                                                                                                                                                               Price/Shares

                                                                                                                                                               Hospitality

                                                                                                                                                               Quarantine

                                                                                                                                                               Top priority supporting
                                                                                                                                                               employees and key workers
                                                                                                                                                               Restaurant

                                                                                                                                                                Overwhelmed

                                                                                                                                                                President/Caracas

                                                                                                                                                                Cleanliness
How have key hotel brand portfolios been spoken about on social media?
23rd March 2020 – 10th August 2020
                                                                        Net Sentiment                             Passion Intensity   Number of mentions

                                                                  60                                              55                       18,465

                                                                  55                                                68                     15,100

                                                                  15                                               60                      39,715

                                                                  76                                               64                      20,470

                                                                                         Accor*
                                                                  73                         69                   49                        4,547

                                                                                                                                            7,136
                                                                  57                                              52
   *An aggregate NET sentiment based on the brands presented on this slide
   For social analytics methodology and full set of scores for all brands tracked, please refer to the Appendix
After last week’s spike in anticipated lead-times to next shopping trip and cinema
visit, there is a welcome return to shortening lead-times this week. The positive
trend for restaurants continues.
Average time before undertaking leisure activities

                                              5.8
                                                      5.6    5.6   5.6
                                 5.3    5.4
                         5.2
                                                                          5.0     5.0       4.9
                         5.0     4.7                             5.0                                4.6
                                        4.5           4.9               4.8                                         4.5
                                              4.6         4.64.7    4.6                                                                                       4.4
                                                                                                            4.2                                                                    Go shopping or to a
                               4.34.7   4.5                                     4.4
                                                                                      3.9         4.2                                                                              shopping mall
                                                                          4.1                                                3.8      3.7
                         4.1            4.1         3.94.3         4.1            3.8                     3.9                                                          3.6
                                 4.0                                                        3.6                           3.7                 3.3     3.4
                                              3.9            3.8                                                  3.5
                                                                                                    3.3                 3.2                                                        Go to a restaurant
         Months

                                                                          3.4                               3.1
                                                                                  3.2                                               2.9                              2.9
                                                                                            2.9                                             2.5             2.5              2.6
                                                                                                            2.7     2.6                             2.3
                                                                                                    2.4                       2.2     2.1                      1.8                 Go to the cinema
                                                                                                                              2.0             1.8     1.8                    1.8
                                                                                                                                      1.8
                                                                                                                                              1.5     1.6      1.5     1.3
                                                                                                                                                                                   Go to the gym
                           -2 y

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                                    ay

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Market Recovery Tracking: Go on a shopping trip / to a shopping mall
To what extent is consumer participation in each activity sector recovering to ‘normal’ levels?
For retail, the picture is mixed: on the one hand, actual levels of re-engagement continues to improve (nearly a third of Travel Activists have been on a shopping trip since the lifting of
lockdown). Looking ahead, however, the incidence of those with planned shopping trips is continuing to decline – 1 in 5 this week intend to shop but have no idea when.

Gone on a shopping trip / to a                                                                                                          When the activity will next be done
shopping mall since permitted                                                                                            This week       17    19   12    14     16     15     14    16   17   15   15   16    17    21

                                                                                                                                                    81    81                                        79

                                                                                                                      4.3
                                                                                                                                               77
                                                                                     31%                                                72          74    74     75    74     75     73   75
                                                                                                                                                                                               72   72
                                                                                                                                                                                                         75
                                                                                                                                               69                70    69     68          68             69    69    68
                                         12%        28%                                                                                 67                                           67        66
    76%                                                                           NET Activity since              Average time since                                                                64         62
                                                                                     permitted                                                                                                                       60
                                                                                                                   the activity last                56    57           56                 56             57
                                                                                                                                        53                                    53     53        54   53
                                                                                                                        done                                     51                                      50    49
                                                                                                                                               48         47           48                      48
                                                     26%                                                                                                                      44          45                         45
                                                                                              24%                                                   42           41                  42

                                                                                                                      1.8
                                          12%                                15%                                                        39     38
                                                                            0%   0%         1%         1%                                                                                                      37
                                                                                                                                                                                                                     33
                                                                          Week 1 Week 2 Week 3 Week 4
   Jan-Mar        Apr            May          Jun      Jul                  Week 1        Week 2
                                                                                                                 Average time before
                                                                                August 2020                         doing activity

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                                                                                                                                             0
                                                                                                                                           11

                                                                                                                                            9
                                                                                                                                            2

                                                                                                                                            2

                                                                                                                                            9

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                                                                                                                                            5

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                                                                                                                                           4

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                                                                                                                                        2-

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                                                                                                                                         6
                                                                                                                                       21

                                                                                                                                       28

                                                                                                                                         3
                                                                                                                                      11

                                                                                                                                      19

                                                                                                                                      26

                                                                                                                                      16

                                                                                                                                      23

                                                                                                                                      4-

                                                                                                                                      -1
                                                                                                                                      Ju

                                                                                                                                   11
                                                                                                                                   30
         NET participation since pandemic /
   %
                                                    Activity is not permitted                           Planning on doing it but don’t know when         By end of April 2021 or later          By end of December 2020
         activity permitted

         Activity is permitted                                                                          By end of September 2020                         By end of August 2020

       Q12. Given what you know today, when do you anticipate doing the following? Base all
       Q1a. And when exactly was the last time you did the following activity/activities?
Market Recovery Tracking: Go to a restaurant
To what extent is consumer participation in each activity sector recovering to ‘normal’ levels?
The picture for the restaurant market continues to improve. While the incidence of those dining out is still a fraction of pre-COVID levels, there is clear progress week-on-week, with
forward intentions significantly stronger than for neighbouring sectors.

 Gone to a restaurant since permitted                                                                                                    When the activity will next be done
                                                                                                                          This week
                                                                                                                                          18    23   17     20    17     19     20        21   19   21   18    16    17    16

                                                                                         36%
                                                                                                                       3.6                           79                  78                    78        78    79    79   80
                                                                                                                                          76    75          76    76            75        76                              74
                                                                                                                                                                                                    73   71
    85%                                                                                                                                              69                  70                    70                    70
                                                    22%                                                                                   64    64          67    66            66        67        67         68
                                                                                    NET Activity since
                                                                                       permitted
                                                                                                                   Average time since                                                                    59    60      62 62
                                                                                                                    the activity last                                                               53         52
                                                                                                                                          48         50     48           49     49        50   49        48           54   50
                                                                                                                         done                                     47
                                                                                                                                                42                              39                  42
                                                                                                28%                                                                                       36
                                                                                                                                          35         35           34

                                                                                                                       1.3
                                                     22%                        19%                                                                         33           33                    33
                                                                                                                                                28

   Jan-Mar        Apr            May          Jun      Jul                      Week 1         Week 2
                                                                                                                  Average time before
                                                                                 August 2020                         doing activity

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                                                                                                                                             9

                                                                                                                                             3
                                                                                                                                           11

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                                                                                                                                            5

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                                                                                                                                        9-
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                                                                                                                                       19

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                                                                                                                                       21
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                                                                                                                                       23

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         NET participation since pandemic /

                                                                                                                                    11
                                                    Activity is not permitted

                                                                                                                                    30
   %     activity permitted
                                                                                                         Planning on doing it but don’t know when         By end of April 2021 or later              By end of December 2020
         Activity is permitted
                                                                                                         By end of September 2020                         By end of August 2020

       Q12. Given what you know today, when do you anticipate doing the following? Base all
       Q1a. And when exactly was the last time you did the following activity/activities?
On social media: the ‘Eat Out to Help Out’ scheme has had an overwhelmingly positive
response. Many restaurants have had the nice ‘problem’ of lengthy queues and greater
demand than capacity.

“                                                                                      “
     10.5 million uses of Eat Out to Help Out in the first week                            All the “experts” couldn’t wait to say @RishiSunak
     alone! Considering that’s across only 3 days as well, it’s                            eat out to help scheme was a white elephant - I’m pleased

                                                            ”                                                                                          ”
     fair to say this policy has been a howling success!                                   it’s been a run away success so far with many restaurants
                                                                                           fully booked & trades up on this time last year.

                   “           Rishi's Dishes have been a great success!
                               Eat your heart out to help out!

                                                                     ”                             “                                                   ”
                                                                                                               I mean how can I not take part in the
                                                                                                               eat out to help out scheme.

“    Yesterday was one more day eligible for "Eat out to help out". At

                                                                     ” “
     my local Nandos past lunchtime queue was 3 hours waiting length.

                                                                                                 The eat out to help has been a huge success , it’s
                                                                                                 amazing how a national advertising campaign can help.

           “
                                                                                                 Well done Rishi a great idea and perhaps the light at the

                                                                                                                                                       ”
                                                                                                 end of the tunnel.Morangie Hotel Tain Highlands.
                     I fully understand the underlying concerns but, have to say the eat
                     out to help out scheme has been a rip roaring success in Chester,
                     you literally can't get in many restaurants without booking.
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