Tracking Consumer Sentiment on the Impact of COVID-19 - Travel & Mobility, Leisure & Hospitality, Business Sentiment - Visit County Durham

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

Weekly Update – 23rd July 2020

Introduction
On Friday, Boris Johnson unveiled plans to return England to ‘normality’ by Christmas, While a return to normality may feel a long way off, there are a number of encouraging

revealing steps to empower business leaders to bring their employees back to the signs this week. Businesses appear to be moving out of full-on crisis planning mode and

workplace and indicating that it may be possible to move away from social distancing are starting to plan for the future. While there is an innate tendency among many

measures by November. While his speech came after completion of the fieldwork feeding consumers to deny or down-play the impact of price cuts and other incentives to open

in to this report, the indications are that the PM faces an uphill struggle to convince the their wallets, a sizeable proportion will be influenced by the reduction VAT – though

public. As we have shown in recent weeks, there are varying degrees of confidence in the marketers will need to convince customers that the cut is being passed on to them,

government’s handling of the crisis and in consumers’ outlook upon the crisis, but fears of and not just helping to improve margins.

a second wave of the virus are near-universal.
 As we move through July, we are recording weekly increases in the proportion of

When it comes to returning to the workplace, business leaders typically appear cautious. consumers returning to shopping malls, outdoor parks and scenic areas, to restaurants

Anxious to be seen to be according priority status to the health and wellbeing of their and to public transport services, while intention to take a staycation by the end of the

employees, the signs are that many businesses have seen the productivity benefits of summer holidays has risen to the highest point yet. Some of us can now vouch from

remote working. This week’s report indicates that 31% of office-based businesses are personal experience that tourism and hospitality businesses really are going ‘above and

looking to reduce their office space (and more than half of these, significantly so) - only beyond’ to ensure that guests remain safe, while still receiving great experiences.

10% are looking to scale up their floorspace. We have been running this question on a
 Stay tuned and stay safe!
monthly basis among business decision-makers since May – each month there has been a

larger net reduction.

 Matt Costin Suzy Hassan
 Managing Director, BVA BDRC Managing Director, Alligator Digital

Executive Summary

Fears of a second wave are a constraint on improved consumer confidence Stay-away hotel guests are split between those just waiting for the right time to make plans –
 and those who are actively avoiding
While there is much that divides opinion on COVID-19, we can reveal this week that the vast
majority of UK adults believe that we will suffer a second wave of the virus in the UK. Even among Among those not yet planning to book hotel accommodation in the next 6 months, the plurality (42%)
our least cautious attitudinal segment, the ‘Life Must Goes On’ group, two-thirds believe that we say that the reasons are not COVID-related – it’s just a reflection of the need to find the right
will see a second surge. Outside of this segment, the conviction is near-universal. This nagging occasion. However, 33% feel that it is not yet safe to stay, 15% can’t afford to do so, while 7% say that
fear acts as a constraint on improved consumer confidence and belief that life will return to the measures hotels are taking to be ‘COVID-safe’ make staying unappealing. In general, travellers are
normal this year. tolerant of the removal of certain in-room amenities to be COVID-safe: bed runners, dressing gowns
 and guest stationery are just some of the items that can be removed without consternation!

Recovery in leisure still firmly focused on outdoor experiences (inc parks and scenic areas)
 Positive news for public transport as more passengers return
Our Social media analysis reveals widespread delight among those who have returned to
attractions since the lifting of restrictions. However, despite evidence that the summer staycation In a timely boost for the public transport sector as operators continue to seek to reassure
market is heating up (see below), it is really only outdoor experiences, parks and scenic areas that passengers about their safety, there is another significant weekly increase in the proportion of
are recording any immediate / significant recovery in number of visitors. Nevertheless, anticipated Travel Activists returning to bus and rail services this week – perhaps benefiting from the start of
lead-times to future visits to museums, zoos, aquariums and historic houses continue to shorten. summer holidays and more workplaces re-opening. Suggesting that there is further recovery to
 come, lead-times for anticipated future bus usage shorten to a new low.

Intention to take a summer holiday staycation reaches new peak
 Businesses are increasingly ‘out of crisis mode’ and planning for the future
As school holidays get underway, intention to take a domestic trip by the end of August reaches a
new peak this week. However, there is a further decline in intention to take trips later in the year Despite the Prime Minister’s recent confidence-building attempts, a declining proportion of
– perhaps driven by the fact that more consumers have now taken their holiday, and perhaps also businesses now think things will be ‘normal by Christmas’ (34% now, down from 77% in April).
reflecting these fears of a possible second wave in the winter months ahead. Meanwhile, only However, there is evidence of businesses starting to look and plan for the future, rather than
22% intend to take an overseas holiday by the end of the year. being in full-on crisis planning mode.

Contents

 Page No.

 The mood of the nation 5

 Business Sentiment 13

 Segmenting the market 21

 Travel and leisure 30

 Hospitality 55

 Transport 60

 Appendix 66

The mood of
the nation

The vast majority of Brits have been ‘spooked’ by the prospect of a second
wave of the virus and the possibility of a new lockdown.

 14 July – 17 July 2020 Q. 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?

 33

 Anxious Appreciator Pragmatic Policy
 COVID Impacted COVID Cautious Life Goes On
 85% Hermits Supporters

 NET Likely
 94% 97% 95% 90% 68%
 51

 6% 3% 5% 10% 32%
 13 15%
 NET Unlikely
 2
 Very likely Fairly likely
 Not very likely Very unlikely

The static national mood is a product of ingrained mindsets on the
crisis as well as this widely shared concern that progress in our return
to normality could be interrupted by a second wave of the virus.
 14 July – 16 July 2020

14 July – 16 July 2020 Average mood week-on-week
 17
Average mood (UK Adults)

 6.7 60% 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
 7-10 ratings
 43

 26
 40%
 0-6 ratings

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 23

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 7
 14
 9-10 ratings 7-8 ratings
 5-6 ratings 0-4 ratings

 Q5: How would you rate, between 0 and 10, your mood today? (%)

With its strategy now set on saving the economy, confidence in the UK
government continues to be divided, with opinions shaped by party
voting allegiance and overall mindset towards the crisis.
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
 general election that are confident
 67 66
 63 64 63 in the UK Government’s handling of
 61 the crisis
 56
 52 53 51 51 52 51
 50 50 49 50
 49
 42
 66%
 37 38 36 48 49
 35 33 47 46 48 47 47 48 49
 31
 34%

 31%
 2 2 1 1 1 1 1 2 1 1 1 1 1 1 1 1 1
 24%
 23-24 30-31 6-7 April 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
 March March April April April May May May June June June 2 July July
 26%

 Other parties 52%
 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? (%)

Mirroring widespread fears of a second wave of the virus, the proportion
of adults believing that the worst is still to come rises for the 5th
consecutive week.

 The worst is still to come Things are going to stay the same
 86
 81
 76 The worst has passed

 61

 44 45 43 45 43 43
 41 42
 39 38 38 37 38 38 37
 36 35
 33 33 33 40
 29 30 36 31
 39 32
 29 31 30 21 20
 18 18 27 18
 14 14 25 25 27
 24
 10
 6 19
 5
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 ar

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 30
 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? (%)

The PM faces an uphill task in convincing us that life will be back to
 normal by Christmas: only 1 in 4 UK adults believe this will be the case –
 a proportion which declines week-on-week.
 This year Next year 2022 or later Never
40.000% 36% 140.000%
35.000%
 120.000%
30.000% 27%
 100% 100.000%
25.000% 96%
 87%
20.000% 80.000% This week (17) cumulative %
 15% Week (16) cumulative %
 1% 2% 6% 60.000%
15.000% 51% Week (15) cumulative %
 9% 40.000% Week 14 cumulative %
10.000%
 Week 13 cumulative %
 4%
 5.000% 24%
 20.000% Week 12 cumulative %
 9% Week 11 cumulative %
 0.000% 1% 3% 0.000% Week 10 cumulative %
 Week 9 cumulative %
 0

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Total % Expecting Normality by… September 2020 This year Never

 86% 81%
 69% 66% 73% 69%
 53% 46% 59% 55% 54% 51% 52% 49%
 35% 33% 32% 29% 29% 41% 39% 35%
 23% 19% 18% 15% 11% 26% 24%
 9% 1% 1% 1% 1% 2% 3% 3% 2% 2% 2% 3% 4% 3% 4% 4%
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 Q16: Given what you know today, when do you think life will return to something close to normal?

The majority of consumers claim they will not be influenced by the VAT cut
explicitly – but experience suggests that the ‘real’ impact is likely to be higher than
claimed. A net shift in ‘likelihood to purchase’ of 10+ pts is materially significant.
Q. The government recently announced that it would be cutting VAT from 20% down to 5% for tourist attractions and hospitality businesses
(accommodation, restaurants, cafes). What impact, if any, has this had on your likelihood of…?

 NET Older Empty
 Pre Nesters Families
 Independent Nesters
 change (16-34 & No child) (16-65+ with children)
 (36-64 & No child) (65+ & No child)

 Eating out 12 59 29 17% 24% 20% 9% 16%

Visiting paid for attractions 10 68 22 12% 21% 19% 4% 7%

Taking a holidays in the UK 11 67 22 12% 18% 12% 8% 10%

 NET Reduced Made no difference NET Increased

Marketing communications linked to the VAT cut should be aimed in particular at younger adults and families with children at home.

From social media this week: themes underlying positive and negative sentiment
WHO announced today that after a study they now believe that Relaxing outside the @LEGOLANDWindsor
Covid19 is an air born virus as well as infection being spread on castle hotel before heading to the bricks restaurant for a meal. An amazing day in the
surfaces. That's a game Changer. So glad that @NicolaSturgeon made park again. Looking forward to day 3 tomorrow. All the staff are doing a fantastic job
face masks mandatory on public transport and in ensuring the park is safe for us all. Well done @LEGO_Group
shops. #StaySafeScotland #COVID19 # Effective rules enforcement
# Supporting safety on public transport
 Castle Combe was definitely my favourite spot in the
@VodafoneUKBiz has partnered with Skyports Cotswolds, it definitely lives up to the hype. I am definitely @HeathrowAirport I flew into T5 tonight
& Deloitte to transport #COVID19 medical enjoying being able to travel again. Even if it’s just & noticed you have recorded PAs
supplies using #drones. The drone flights will domestic! Uk has so many wonderful spots too… landside giving outdated info such as “go
provide significant improvements in delivery straight home avoiding public transport”
time & can improve costs by 95%. # Supporting domestic travel & saying ppl can’t leave home except for
 essential needs. Pls could you update, as
# Innovation UK business needs all the help it can get!
 I’m afraid cases are all ready rising and will continue to
Well done to @EricSnaith and his team in obtaining rise, especially now pubs and restaurants are open , no # Outdated messaging
AA COVID-19 confident accreditation. Something that social distancing at all when alcohol involved . I’m very fed
is sure to give @TitchwellManor guests confidence up with selfish people who don’t care about vulnerable.
that all necessary precautions are being taken. Finally get to speak to someone @TUIUK
 # Faulty rules enforcement but it turns out that they are not based in
# Building customer confidence the UK and have no idea how to help me &
 Just had an email from the @BestWesternGB hotel I’ve tell me to wait for someone from Tui to
 booked next week asking me to check in online. No contact me. Not happy. Holiday booked for
 Hi @Se_Railway @TfL there seems to be zero problem doing that but the lack of personal contact that December and the hotel will not be opening
 policing of mask wearing on trains and tubes. is going to exist for the foreseeable is quite sad. I always until March 2021
 @Se_Railway seems worse than tubes. What are enjoy exchanging pleasantries with retail / hotel staff
 you doing to make sure customers comply? # Lack of service continuity
 Public shouldn’t have to risk confronting people. # Change in procedures
 # Faulty rules enforcement

Tracking Business
Sentiment on the
Impact of COVID-19

Most businesses feel that the situation has plateaued or the worst is still to come,
with fewer optimistic that the worst has passed in July

Business view of the coronavirus situation (%)

 • The proportion of businesses thinking the worst was still to come declined
 The worst is still to come
 markedly across April and early May, and is now broadly stable.
 Things are going to stay the same • These figures are in line with consumer sentiment for the same periods
 75 The worst has passed

 57

 42 45 Consumer views at the equivalent points
 43 40 41
 36
 32 39 76
 38 37 36 38
 33 61
 24
 21 20 20 31 20 43 45 41 42
 17 38 38 40
 29 27 31 38
 11 18 33 36 36 21 18
 5 10 31
 6 25 19

 ay
 ay

 ly
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 Ap

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 1-7 Apr 8-16 Apr 1-10 May 11-18 May 1-10 June 11-16 June 1-7 July 8-15 July

 M
 7A

 Ju
 5M

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 4J
 5

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 11
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 6-

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 11

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 Q4: 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? (%)

Meanwhile, confidence in government handling of the process has continued to
wane with 55% of business decision-makers now ‘not confident’

Business confidence in Government handling of the situation(%)
 • Both consumers and businesses have shown a loss of confidence in the Government
 since April, but while consumer confidence appears to be stable, the proportion of
 businesses that are not confident has increased somewhat
 • The loss of confidence has been seen since April across all business demographics except
 NET Confident NET Not confident Retail, which is stable at 55% and now the highest level of confidence as others decline.
 In July there were notable declines in confidence in the Midlands (down 12 points to
 51%) and those trading for fewer than 5 years (down 9 points to 42%). The lowest level of
 confidence is in the Service sector (38% from 61% in April)
 64
 59 57
 50 50 55
 50 52
 Consumer views at the equivalent points
 49
 46 46
 63 64 66 51 52
 41 42 52
 39 41 50
 34 49
 47 48 47 48 49
 37 35 33
 1% DK each week – not charted

 ay
 ay
 r

 uly
 pr

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 Ap
 1-7 Apr 8-16 Apr 1-10 May 11-18 May 1-10 June 11-16 June 1-7 July 8-15 July

 un
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 9J
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 14

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 11

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 30
 Q3 How confident are you in the way the British Government is handling the crisis? (%)
 Completely/fairly confident v not very/not at all confident

The proportion of decision-makers thinking business will be back to ‘normal’ by
Christmas has declined again to 34%, as Retail clings to the hope of a good Christmas
When will business get back to normal?
(Cumulative %)

 April A third of businesses now think things will be ‘normal’ by Christmas (34%) – a
 98 99 100
 96 stark comparison to April when over ¾ expected normality by the end of the year
 May
 97 98 100 and significantly less bullish than Boris Johnson’s recent statement.
 June
 87 93
 94
 98 99 100
 77 77 90 92 Expectations remain closely linked to confidence in survival. 41% of those
 July 86
 81 confident their business will survive think it will be ‘normal’ by Christmas, almost
 twice as many as the 24% of those not sure their business will survive.
 61 59 72 74
 61 The most optimistic that Christmas will mark some form of normality l remain
 61
 those trading for less than 5 yrs (47%) and those in Retail (45%), but both at lower
 41 49 levels than previously seen.
 45 48
 30 41
 The biggest decline in confidence about Christmas is seen amongst
 33 34 • Mid sized business £1-5m – from 80% in April to 32% now
 15 28 28 • Those in the North – 83% to 33% now (and -21 points in July)
 19 21 • Those trading 20+ years– from 76% to 27% now (and -20 points in July)
 3 16
 2 10
 8 8
 3
 May Jun
 4
 Jul Aug Sep Q4 Q1 Later 2022 Never
 2020 2021 2021 or
 later

 Q6 Given what you know today, when do you think business in your sector will return to something close to normal trading conditions? CUMULATIVE RESULTS

Just over half of businesses are now spending more time thinking about the
future of their business than in ‘crisis mode’
Are businesses looking ahead to the future?

 All crisis All planning
 management for future

0-4 ratings 11% 11% 33% 40% 16%
 56% 7-10 ratings

 0-4 5-6 7-8 9-10

 More likely to be planning (7-10):
 More likely to be in crisis mode (1-4):
 • 65% with turnover £5m+
 • 21% of those not confident of surviving
 • 64% in the North of England
 • 13% in the Midlands
 • 63% in Retail
 • 13% in Manufacturing
 • 67% who are confident of surviving

 Please give a score out of 10, where 1 means you are still entirely focussed on dealing with the immediate impact of Covid 19 and 10 means you are now entirely focussed on
 where the business is going next as lockdown eases

4 in 10 can see more opportunities than threats to their business going forward

What will the future bring?

 All threats All opportunities

0-4 ratings 21% 21% 41% 30% 9% 39% 7-10 ratings

 0-4 5-6 7-8 9-10

 More likely to see only threats(1-4): More likely to see opportunities (7-10):
 • 30% of those not confident of surviving • 51% with turnover £5m+
 • 25% with turnover under £1m • 50% trading for less than 5 years
 • 24% in the South • 47% who are confident of surviving

 Please give a score out of 10, where 1 means you see only threats and 10 that you see only opportunities

Meanwhile, a third of working consumers lack confidence or simply don’t
know if their job is safe for the foreseeable future
 14 July – 17 July 2020
 On social media, the most acutely affected employees express significant concerns about the efficacy of
 Government measures, with grave situations and tough decisions ahead for some
 10

 “
 Don't know
 10 36% #eatouttohelpout? Those of us on a low income could barely afford to eat out before Covid19.

 ”
 Months of redundancy/80% of minimum wage hasn't left us spare cash. A real living wage &
 NET Not Confident
 Not at all 16 proper welfare for those out of work would mean bills paid & money to put back into the
 confident economy.

 “
 Not very confident I should be shielding due to my kidney transplant. I live on my own and sick pay won’t cover my

 ”
 rent. If I don’t go to work I’ll probably be made redundant. So therefore I’m working. The
 39 thousands who should be shielding or self isolating have been forgotten. #COVID19

 “
 Fairly confident 64% I left a well paid job, started a new one, was made redundant 2 days before furlough was

 ”
 NET Confident
 announced, wouldn’t take me back on for furlough, won’t take me back now they’re open and

 “
 can’t get a new job :) coronavirus has literally ruined my life
 Very confident 25
 There's no money from @RishiSunak to help save nurseries struggling to stay open due to

 ”
 Covid19, but there is to help buy a second home- parents might face redundancy as can't get
 childcare, but your taxes will help buy someone a bolthole.. #priorities

 Q72: In light of the current economic context, how confident do you feel that your job is safe for the foreseeable future?
 Base = 373

Almost 1 in 3 office-based companies anticipate a reduction in their office-space in
2021 and beyond – a second consecutive monthly increase since start of tracking

Intentions towards office space in 2021 and beyond (%)

 Net reductions are more widespread among larger and longer
 NET Expand office space NET Reduce office space
 established companies – and those which are London-based
NET Reduction
 -14% -15% -21% 1,000+ employees -24%

 31 Businesses which have been
 25 26 -23%
 established for 20+ years:
 11 11
 10 London based -32%
 May June July

Segmenting the consumer market

Introducing our COVID-19 Consumer Segments

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

 Anxious
 Appreciator COVID Pragmatic Policy
 Hermits Impacted COVID Cautious Supporters Life Goes On
 30 June - 2 July 7 8 32 20 33

 14-17 July 6 7 31 22 34

 44% of GB adults fall into three ‘concerned’ segments

 More information about what a segmentation is, go to the Appendix

Perceptions of how life has been under lockdown, varies significantly across segments
 • Anxious Appreciator Hermits have enjoyed the slower pace of life and valued the opportunity to try out new things around their local area. As such, they will be harder to tempt back to ‘normal’ life.
 Similarly, COVID Cautious have enjoyed the slower pace so may not go back to previous leisure consumption levels.
 • COVID Impacted have found lockdown lonely and are craving days out. But they have been hit hard financially, and concerned about the virus, so need reassurance and low cost options.
 • Pragmatic Policy Supporters have missed days out and are keen to engage again, provided it is safe to do so.
 • Life Goes On aren’t concerned about catching the virus, and are keen to get back to life as usual, but they are less focused on days out than some other segments, so other leisure businesses may benefit
 more from their eagerness.

 Anxious Appreciator COVID COVID Pragmatic Policy Life Goes On
 Hermits Impacted Cautious Supporters
 I have really missed going on days out 41 23% 59% 39% 48% 39%

 I have enjoyed a slower pace of life 40 63% 23% 53% 35% 31%

 It has been a lonely experience 25 12% 45% 19% 30% 25%
I’ve really valued the opportunity to try out lots
of new experiences/ explore my local area more 18 34% 11% 17% 16% 18%
 I feel much more integrated into my local
 community as we’ve all pulled together 14 16% 9% 13% 15% 15%

Juggling kids and work has been a real struggle* 33 10% 41% 39% 42% 27%
My family is young and healthy and I don’t think
 the virus would affect us 25 7% 8% 14% 18% 46%
 I’ve been hit hard – I’ve got no option but to
 really cut back on my spending 12 12% 27% 10% 10% 12%

 Q70. Thinking back over the past few months, which of the following statements about lockdown apply to you?
 * Based on those having children

Confidence in the government’s handling of the virus is changing across
segments
The data shows two different stories emerging. The two segments most concerned about the virus (Anxious Appreciator Hermits and COVID Impacted) are becoming
more supportive of the government’s handling of the situation – perhaps linked to new measures such as the requirement to wear masks in shops. This should give
businesses reopening following lockdown more confidence that they will do so with consumer support. In contrast, confidence of the government’s handling of the virus
amongst Pragmatic Policy Supporters has waned, although the balance remain confident.

 64 64 63 Government handling (% NET Confident)

 Anxious Appreciator Hermits
 60 60
 58 COVID Impacted

 39 38 COVID Cautious

 37
 Pragmatic Policy Supporters
 31
 24 24
 Life Goes On
 26
 20
 16

 30 June- 2 July 7-9 July 14-17 July

 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? (%)

The UK population is mentally preparing itself for a second lockdown.
Even the positive ‘Life Goes On’ segment think this is more likely than not!
Perceived likelihood of a second wave of coronavirus that will lead to a new lockdown

 14 July – 17 July 2020

 33
 Anxious Appreciator Pragmatic Policy
 COVID Impacted COVID Cautious Life Goes On
 85% Hermits Supporters

 NET Likely
 94% 97% 95% 90% 68%
 51

 6% 3% 5% 10% 32%
 13 15%
 NET Unlikely
 2
 Very likely Fairly likely
 Not very likely Very unlikely

 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?

Despite the expectation of a second lockdown, use of bus and train travel
 has increased significantly across all segments since last week; this may be in
 response to summer holidays starting and workplaces opening up again

 Segment (size) Anxious Appreciator COVID COVID Pragmatic Policy Life Goes On
 Hermits (7%) Impacted (7%) Cautious (33%) Supporters (21%) (31%)
 Travelled by bus 17% 22% 21% 19% 16%
Jan-Mar Travelled by train 17% 17% 19% 15% 15%
 2020
 Travelled by plane 5% 5% 8% 7% 6%

 Travelled by bus 12% (+8) 12% (+7) 11% (+6) 9% (+4) 13% (+8)

Since June Travelled by train 5% (+4) 5% (+3) 5% (+3) 5% (+4) 7% (+4)
 2020
 Travelled by plane 0% (=) 0% (=) 1% (=) 0% (=) 1% (+1)

 (+ / - ) = % points difference from last week
 q1a- And when exactly was the last time you did the following activity/activities

With summer holiday season now kicking off, we are starting to see
evidence of holidays being taken across our ‘COVID Cautious’, ‘Pragmatic
Policy Supporters’ and ‘Life Goes On’ segments
 Segment (size) Anxious Appreciator COVID COVID Pragmatic Policy Life Goes On
 Hermits (7%) Impacted (7%) Cautious (33%) Supporters (21%) (31%)
 Went UK holiday 4% 4% 5% 6% 5%

 Went overseas
 2% 4% 7% 6% 5%
 Jan-Mar holiday
 2020
 Stayed in paid for
 11% 11% 11% 9% 8%
 accommodation

 Travelled by plane 5% 5% 8% 7% 6%

 Went UK holiday 0% (=) 0% (=) 2% (+1) 4% (+3) 3% (+2)

 Went overseas
Since June 0% (=) 0% (=) 0% (=) 0% (=) 1% (+1)
 holiday
 2020
 Stayed in paid for
 0% (=) 0% (=) 1% (+1) 3% (+2) 2% (+1)
 accommodation

 (+ / - ) = % points difference from last week
 q1a- And when exactly was the last time you did the following activity/activities

Use of outdoor/ scenic areas has increased again this week, and is now above
pre-lockdown levels for all segments, but only a minority have visited other
types of attractions to date
 Segment (size) Anxious COVID COVID Pragmatic Policy Life Goes On
 Appreciator Impacted (7%) Cautious (33%) Supporters (21%) (31%)
 Hermits (7%)
 Went to an outdoor
 17% 16% 17% 17% 13%
 park/scenic area

Jan-Mar
 Visited a theme park 2% 1% 1% 3% 3%
 2020 Visited a zoo 3% 3% 2% 2% 3%
 Visited an aquarium 1% 2% 1% 1% 2%
 Visited a museum/gallery 7% 9% 8% 7% 6%

 Went to an outdoor
 18% (+9) 17% (+4) 27% (+15) 23% (+13) 18% (+9)
 park/scenic area

Since June Visited a theme park 0% (=) 1% (+1) 0% (=) 1% (+1) 2% (+2)
 2020 Visited a zoo 3% (+2) 2% (=) 2% (+2) 1% (=) 2% (+1)
 Visited an aquarium 0% (=) 0% (=) 0% (=) 0% (=) 0% (=)
 Visited a museum/gallery 0% (=) 0% (=) 1% (+1) 0% (=) 1% (+1)

 (+ / - ) = % points difference from last week
 q1a- And when exactly was the last time you did the following activity/activities

There has been significant upwards movement in other leisure activities
since last week – with some differences to consider in targeted marketing
 Restaurants are predominantly attracting ‘Life Goes On’ and ‘Pragmatic Policy Supporters’, while pubs are additionally drawing in COVID Cautious, and retail
 outlets are attractive consumers from across all segments.

 Segment (size) Anxious Appreciator COVID COVID Pragmatic Policy Life Goes On
 Hermits (7%) Impacted (7%) Cautious (33%) Supporters (21%) (31%)

 Went to a restaurant 37% 30% 33% 33% 25%
 Went to a pub 25% 28% 27% 28% 20%
Jan-Mar
 2020 Went to a shopping
 34% 29% 28% 29% 19%
 mall/shopping trip

 Went to a restaurant 2% (+1) 2% (+1) 6% (+5) 11% (+9) 11% (+7)
 Went to a pub 4% (+4) 4% (+2) 8% (+6) 9% (+7) 13% (+10)
 Went to a shopping
Since June 7% (=) 12% (+6) 14% (+8) 15% (+7) 17% (+10)
 mall/shopping trip
 2020

 (+ / - ) = % points difference from last week
 q1a- And when exactly was the last time you did the following activity/activities

Travel and 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?

With visitor attractions having now been opened for a few weeks, the proportion who have visited since lockdown is slowly increasing, from 1% in the first week of July to 4% this week.
Intention to visit by end of August 2020 has fallen, however, perhaps reflecting a widening range of competing leisure-time options.

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

 1% 5%

 NET Activity since
 5.8
 Average time since
 66
 70 69 68 70 71
 67 67
 61 60
 permitted
 56 56 55 56 58 55
 56% the activity last 54
 52 51 49
 done
 43 41 42 43 42 41 41
 37 37 35 37

 2.7 29 32 29 29
 27 26 27 28
 0% 0% 1%

Among those intending to go to a visitor attraction (who have a definite view as
to when they will do so) average lead times are unchanged since last week

 Average time before undertaking leisure activities

 5.3 5.3 5.2 5.3
 5.1 5.1 Go on a day out to a visitor attraction
 5.0

 4.4
 4.2 4.1
 3.7 3.6 3.5
Months

 2.7 2.7

 ne
 r

 r

 r

 ay

 ay

 ay

 ly
 ne
 ay
 r

 ly
 ne

 ne
 Ap

 Ap

 Ap

 ly
 Ap

 Ju
 M

 M

 M

 M

 Ju

 Ju
 Ju
 Ju

 Ju

 Ju
 5

 2

 8
 7

 -9
 5

 2
 2

 2

 9

 7
 11
 4
 -1

 -2

 -2
 6-

 8

 5
 4-

 -
 -1

 -2

 -2

 -1
 2-

 ne
 -1

 -2
 14

 20

 27

 7
 9-
 11

 19

 26

 14
 16

 23

 Ju
 30

For those who plan to visit different types of attraction this year, the lead time for
visiting continues to shorten in most cases

 Average time before undertaking leisure activities
 7
 6.6 6.6

 6.4 6.2 6.2
 6.26.3
 6.0 6.3 5.7 5.7
 6.2
 5.8 6.0 5.8 5.8 Visit a theme park
 5.7 5.4
 5.7 5.3
 5.5 5.5 5.0 5.5 Visit an indoor play centre
 5.4 5.4 4.8 5.1
 5.0
 4.8 4.5 4.7 4.6
 4.9 5.0 4.4 4.7 Visit an aquarium
 4.8 4.5 4.6 4.5
 4.4
Months

 4.4 3.8
 4 4.3 4.3 4.3 4.0 Visit a historical house
 3.8 3.8
 10th June 3.6
 3.8 Outdoor attractions 3.8 Visit a zoo
 3.5 3.3
 such as zoos, safari
 parks allowed to 3.2
 reopen on 15th June Visit a museum/gallery
 11th May
 Easing of lockdown
 announcement: Go to a country park or scenic
 2.3
 people allowed to area
 spend unlimited 1.9
 time outdoors 1.8
 1.6 1.7
 1.5 1.5
 1 1.3
 27-28 April 4-5 May 11-12 May 2-4 June 9-11 June 16-18 June 23-25 June 30 June-2 7-9 July 14-17 July
 July

Market Recovery Tracking: Visit a zoo
To what extent is consumer participation in each activity sector recovering to ‘normal’ levels?
After a sharp decline the previous week, we see intention to visit a zoo by the end of year rebound, with 25% likely to do so up from 20%. After Sir David Attenborough’s appeal to
help London Zoo, we have seen more well known public figures, from actress Dame Judi Dench to comedian Bill Bailey, call for public support for local zoos. As a result we may seen
further increases in intention to visit zoos in the coming weeks.

Visited a zoo since permitted When the activity will next be done
 This week

 21 24 24 26 21 27 30 23

 1% 3%

 NET Activity since
 7.5
 Average time since
 permitted
 the activity last
 done
 37 37 37

 3.2
 33 34 33
 9% 28 26 28 26 29
 0% 0% 1% 0% 1% 2% 24 25
 19 22 20 19 20 19
 18 19
 16
 15 13 15 13 15 15
 Jan-Mar Apr May Jun Week 1 Week 2 Week 3 11 9 10
 Average time before 8 6 7 5 5 5
 2 4 3
 July 2020 doing activity
 11-12 2-4 June 9-11 16-18 23-25 30 June- 7-9 July 14-17
 May June June June 2 July 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 By end of July 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 aquarium
To what extent is consumer participation in each activity sector recovering to ‘normal’ levels?
Moving in parallel with intention to visit zoos, after a decrease the previous week, the proportion of people who plan to visit an aquarium by the end of year rebounded to 16%, though
this is lower than the proportion seen two weeks prior where 19% planned to visit by December 2020

 Visited an aquarium since permitted When the activity will next be done
 This week

 20 21 25 22 19 25 30 22
 2%

 NET Activity since
 7.6
 Average time since
 permitted
 the activity last
 done

 3.8
 28 28 28 27
 23 23 22 22
 6% 2% 18 19 19
 0% 0%

Market Recovery Tracking: Visit a theme park
 To what extent is consumer participation in each activity sector recovering to ‘normal’ levels?
Likelihood to visit a theme park by end of September 2020 increased this week from 9% to 12%. Various developments and initiatives across the theme park sector, such as the opening of
a brand new theme park, Gulliver's Valley in South Yorkshire and the launch of the UK Theme Parks Awards by ThemeParks-UK (which invites the British public to vote for their favourite
theme park), could drive up intention further in the coming weeks.

 Visited a theme park since permitted When the activity will next be done
 This week

 18 14 21 23 17 16 18 18
 2%

 NET Activity since
 6.9
 Average time since
 permitted
 the activity last
 done
 35 36 34

 4.6
 30 28 31 30
 8% 22 25
 0% 0% 0% 0%

Market Recovery Tracking: Visit a museum/gallery
To what extent is consumer participation in each activity sector recovering to ‘normal’ levels?

The proportion of people who would visit a museum by the end of the year remained relatively steady at 33%. With some of the major national museums, such as the V&A and Natural
History Museum, opening in August we may see an increase in intention as potential visitors will have proof that visits are possible and safe.

Visited a museum/gallery since permitted When the activity will next be done
 This week

 31 25 25 28 29 29 34 31
 1%

 NET Activity since
 6.9
 Average time since
 permitted 51 51 49
 the activity last 47 47 47 46 43
 done 36 39 36
 35 35 34 34 33
 33%
 24 24 25 24 24 25 24

 3.3
 21
 16 15 14 14 15 14 16 16
 0% 0% 0% 0%

From social media: Good to be back! Visitors are pleased and excited to return to
visitor attractions

“ “ “
 Had a lovely morning out at @REME_MUSEUM.
 @NationalGallery I'm here! Thank you, it's
 Being furloughed has a few advantages have Great social distancing and safety measures in
 wonderful to return. Finding it both sad and
 place, including hand sanitiser & antibac wipes

 ”
 been able this week to support some of my

 ”“
 wonderful to see the collection with so few

 ”“
 fave museums @RAFMUSEUM throughout for visitors. Highly recommended.
 people around. (Though I'm disappointed by
 @NewarkAirMus @CrichTramway the proportion of visitors without masks).

“
 My favourite spot (Buckler's Hard) opened for A member of staff had a lovely day at
 Feeling strangely excited at having just business again yesterday, so I had to pop down & @derbymuseums
 booked to go to the @Tate Modern on 28th. renew my annual pass to help out It's incredibly with the grandchildren today. They all felt very

 ”
 Warhol exhibition & How Art Became Active safe with temperature checks and hand

 ”
 quiet but they've set up very well for social

 ”“
 route. Glad to be finally getting some more distancing including within the museum. sanitisers in each section. Why not go along
 use out of my membership! and have a day out #museum

“
 Remember to help out local historic sites

 “
 Great news that the @GuildhallArt

 ”“
 will reopen its doors on 1 August. A range of Just booked a ticket to @Tate. I actually have So good to be able to hangout
 something in my calendar now

 ”
 #safety measures have been introduced and the with my favourite artist again

 ”“
 #gallery has received the ‘We’re Good to Go’ @NationalGallery #Caravaggio
 industry standard and consumer mark.
 @orncgreenwich @VisitEngland

“ ”
 So delighted @orncgreenwich is reopening next My cancelled two weeks in Japan are now one week in
 week. Please visit if you can #Heritageisopen Liverpool and one week at all the galleries in London -
 Great visit to RAF Cosford Museum
 Aubrey Beardsley and Andy Warhol at @Tate,

 “
 today with 14yr old son. Lovely warm

 ”
 welcome, well organised and safe Masculinities at @BarbicanCentre and Electronic at

 ” ”
 visitor route and easy online booking. Privilege is having the National Gallery (almost) @DesignMuseum. Bring me the art!
 Well done all! @RAFMUSEUM to yourself #art #socialdistancing #london

Market Recovery Tracking: Visit a small historic house
To what extent is consumer participation in each activity sector recovering to ‘normal’ levels?
The proportion of people who intend to visit a small historic house by the end of 2020 has increased only slightly from 25% to 27%. With the National Trust having begun a trial of
reopening houses in England and Northern Ireland on 13th July, we may see intention to visit historic houses increase in the coming weeks when the Trust opens up more of its houses
across the county.

 Visited a small historic house since permitted When the activity will next be done
 This week

 28 30 31 25

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?
With the weather picking up, it is of little surprise that intention to visit outdoor spaces has as well, with 50% of people planning to visit an outdoor space by end of July, up from
47% the week before. 35% have already done this activity in July.

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

 4.5
 20% 21% 26% 35% 83 84
 81 82 82 80 80
 77 79 76 77 78
 73 73 75 74 73 74
 70 72
 NET Activity since 68 67 68 65 67 65 66 68
 permitted Average time since 61 63
 61 61
 the activity last 57 57 56
 51 53
 49% done 50 47 50
 28%
 22%

 1.3
 20% 19% 19%
 5%

 Jan-Mar Apr May Jun Week 1 Week 2 Week 3
 Average time before
 July 2020 doing activity 11-12 2-4 9-11 16-18 23-25 30 7 - 9 14-17
 May June June June June June-2 July July
 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 By end of July 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?
Indoor play centres continue to remain closed, and it appears that people are not expecting them to reopen anytime soon, with the proportion expecting to visit by the end of the
year remaining at around 1 in 5.

Visit indoor play centre since permitted When the activity will next be done

 This week
 10 11 15 10 11 15 10 12

 -
 Activity remains
 prohibited
 6.6
 Average time since
 the activity last
 done
 17%

 Jan-Mar
 0%

 Apr
 0%

 May
 0%

 Jun Jul 3.8 20
 15
 9
 25
 17
 12
 22
 15
 10
 22
 13
 25
 18
 10
 24
 15
 9
 19
 13
 9
 21
 14
 9
 Average time before 6 7 6 8 6 6 6 5
 2 4 3 5 3 2 3 3
 2
 doing activity
 11-12 2-4 June 9-11 June 16-18 23-25 30 June-2 7-9 July
 May June June 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 By end of July 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?

On social media – There is a mixed reaction over the re-opening of gyms as people
balance their ability to exercise and improve their fitness again with the uncertainty over
whether gyms can be truly COVID-safe environments

“ “ “
 Fantastic news about the gyms I can't wait! My gym is kept really clean anyway, @SkyNews @EndUKLockdown1
 reopening. For the last 15 weeks I've prior to lockdown they installed cleaning stations Open but what's it actually going to look like? What

 ”
 been working out at home & I'm fed up for you to wipe down your own equipment, so I distopian rules will they have to adhere to?!

 ” ”“
 with it! Grassroots sports start too. reckon it'll be cleaner than anything in my local

“
 supermarket or my school, both of which I've
 had to go to throughout lockdown. How can people possibly be safe in gyms with all the
 @PureGym People across the uk
 sweat and deep breathing going on? I understand

 “ ”
 desperate for gyms to reopen, a lot also pools, chlorine kills covid, but gyms????
 rely on it to help there mental health and

 ” “
 general health so Yh two days is massive @itvnews I won't be going back

 ” “
 when we’ve gone so long already without to my gym. For a long time.

 ”
 Great news that the gyms can reopen. Should

“
 make more room at the pub.

 “
 @TheGymGroup Im worried that in a few When gyms reopen it’s going to be

 ”
 months after the novelty of re-opening is worse than gym in January......If @SkyNews Doesn’t surprise me! My gym alone
 over, the bad habits will return. Many guys you know you know wants me to resume paying my usual monthly bill

 ”“
 could hardly bear to wash their hands after once they reopen,but for less of a service - limited
 going to the loo before the pandemic, and time slot and no facilities (shower or changing
 then theyd go touching all the weights @TheGymGroup thank god, rooms)!Just a joke!Half the time you can’t get on the

“ ”“ ””
 can't wait for the Dundee one equipment you want anyway,so time is wasted!
 to open up. let myself go a bit.
 Brilliant news that another local business will

 “
 soon be reopen again. We're one step closer

 ”
 @itvnews Good, can’t wait for the gym to open.
 to the Chester that we all know and love with Not happy about having to use a Cannot spend the rest of your life stuck indoors.
 #CH1Fitness reopening their doors! timed booking system though

Average timelines for going on a holiday within the UK continue to shorten, now
below 4 months for the first time since our research began

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

 23rd June
 PM confirms hospitality
 may re-open on 4th July
 6.8
 6.6

 5.9 5.9 6.0
 5.8 5.7 5.8
 5.5 Go on a UK holiday
 Months

 5.3 5.4 5.3 5.3
 5.6 Book a UK holiday
 5.4 4.6 4.7
 5.2 5.3 4.5 4.4 4.4 Plan a UK holiday
 5.1 5.1 4.2
 4.6 3.9 3.8 3.8 3.9
 3.4
 4.0 3.9 3.2
 3.8
 9th May 3.3 3.4 3.4
 14 day quarantine 3.0
 2.9
 First mentioned

 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
 Apr Apr Apr May May May June June June 2 July July

Market Recovery Tracking: Book a UK holiday
To what extent is consumer participation in each activity sector recovering to ‘normal’ levels?
Despite a shortening of lead time in booking a U.K. holiday or short break, the proportion planning on doing so by the end of August sits at a quarter, with a third intending to do so by
September. With fears of a second wave, and a recession ahead, Britons appear to be holding back. As of this week, only 9% have actually booked a trip, suggesting that some of the 14%
intending to do by the end of July may be holding back too.

 Book a UK holiday this year When the activity will next be done
 This week
 25 22 19 18 21 21 20 23 27 29

 NET Activity since

 7.7
 permitted
 1% 1% 5%
 67 67 65 68 68 66 67
 9% Average time since 60 61 57
 the activity last 53 54 52 51
 49 50 49
 done 44 46 43
 39 38 38 41
 35 35 36 37
 25% 31 33
 29

 3.2
 26 26 27 29 26 26 28
 25 25
 1% 1% 4% 1% 4% 5% 18 17 15
 15 15 13 15 14
 12 12
 Jan-Mar Apr May Jun Week 1 Week 2 Week 3
 Average time before
 July 2020 doing activity 11-12 19-22 26-29 2-4 9-11 16-18 23-25 30 7-9 14-17
 May May May June June June June June-2 July July
 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 By end of July 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?

Market Recovery Tracking: Go on a UK holiday
To what extent is consumer participation in each activity sector recovering to ‘normal’ levels?
In line with a fall in lead time, this week sees intention to take a domestic holiday in August at its highest to date. This will be positive news for the UK tourism industry, but with the
school holidays now upon us there will be hope of a further rise in the coming weeks. Intentions to take a trip later in the year have declined however. Perhaps fears of a second wave
and an upcoming recession are driving Britons to tighten their purse strings

 This week When the activity will next be done
Go on a UK holiday this year

 NET Activity since
 permitted 7.4 22 22 18 17 17 18 15 18 22 21

 Average time since
 3% the activity last 69 71 68
 72 72 74 72
 68 69
 done 64
 54 54
 49 47 48 49
 45 46

 3.9
 41 42
 34 37
 25% 32 34
 27 26 29 27 26 27
 0% 2% 3%
 21 24
 18 21 21
 17 14 16 17 17
 0% 0% 0% Average time before
 Week 1 Week 2 Week 3
 6 8 6 8 7 10 8 9
 Jan-Mar Apr May Jun
 doing activity 5 5
 July 2020 11-12 19-22 26-29 2-4 9-11 16-18 23-25 30 7-9 14-17
 May May May June June June June June-2 July July
 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 By end of July 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?

On social media – Following the government’s calls to take UK ‘staycations’, there is
growing anticipation and excitement around holidaying in the UK and supporting
local business

“ “ “
 It’s all about a staycation this year. Let’s help
 Passionately believe we should all be Hard to beat a staycation on our
 boost our own economy and put money back
 spending this summer in the U.K. & #coastwiththemost #Giantscauseway

 ” “
 into business to support each other in the UK.

 ”
 supporting OUR economy - I am off to the @NationalTrustNI
 Cairngorms then Cornwall #unlock #recovery

 ”“
 #covid19 #staycation #UK #Scotland

 Fantastic to enjoy a pedestrianised Northcote

“
 Fantastic to enjoy a pedestrianised Northcote Road today - a great atmosphere and a lifeline
 Road today - a great atmosphere and a lifeline for many of our businesses. Who needs to get
 Outdoor pools can open! @EllenboroughPk for many of our businesses. Who needs to get

 ”
 away this summer when we can have cafe

 ”
 away this summer when we can have cafe

 ”
 I am coming straight for you this summer. culture on Northcote Road?.
 #staycation #uk #thecotswolds culture on Northcote Road?.

“ “ “
 First weekend and holiday away since
 Gorgeous wild Hollyhocks in the path My first time in #Devon...it’s really
 lock down began. On the Suffolk coast

 ”
 verges in Suffolk this weekend as we got beautiful and I’ll certainly be coming back

 ”
 close to Southwold. So nice to stop

 ”
 away for the first time since early March. and breathe - it’s been relentless and probably regularly! #staycation

Average lead times for going on an overseas holiday continue to drop but
progress is slow, and for most, a trip won’t be until next year

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
 6.6 6.6 6.6
 6.3 7.3
 6.2 6.8 6.4 6.2 Book a flight
 5.9 6.0 6.0 6.6 5.9
 Months

 6.1 6.2 6.5 6.4 5.8 5.8
 5.9 5.8 5.6 Go on an overseas holiday
 5.5 5.5
 6.0 5.7 5.6
 5.9 5.5 Book an overseas holiday
 5.4 5.7 5.7 5.4
 5.4
 5.3 5.3 5.4 5.3 Plan an overseas holiday

 9th May 3rd July
 14 day quarantine Quarantine rules
 First mentioned relaxed

 6-7 Apr 14-15 20-22 27-28 4-5 May 11-12 19-22 26-29 2-4 9-11 16-18 23-25 30 7-9 July 14-17
 Apr Apr Apr May May May June June June June June-2 July
 July

Market Recovery Tracking: Book an overseas holiday
To what extent is consumer participation in each activity sector recovering to ‘normal’ levels?

The announcement of Britain’s 14 day quarantine being lifted to key destinations had limited impact on the share prices of travel agencies, and it would appear it’s had limited impact on
the intentions of consumers too. The proportion intending to book an overseas trip by August remains very low, and on average Britons don’t plan to do so until next year.

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

 1% 2% 5% 9%
 NET Activity since
 6.3
 Average time since 58
 62 61 62
 67
 59 57 58 56 59
 permitted
 the activity last
 done
 32 29 31 32 30 31
 29 26 27

 5.5
 21% 26
 16 17 18 18 18 18 16 15
 1% 1% 3% 1% 4% 4%
 12 15 14 12
 9 10 11 9 10 11 9 11
 6 6 6 7 7 6 7 7 6 5
 Jan-Mar Apr May Jun Week 1 Week 2 Week 3
 Average time before
 doing activity 11-12 19-22 26-29 2-4 9-11 16-18 23-25 30 7-9 14-17
 July 2020
 May May May June June June June June-2 July July
 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 By end of July 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 on an overseas holiday
To what extent is consumer participation in each activity sector recovering to ‘normal’ levels?

According to our Holiday Trends report, 54% the U.K. population took a holiday overseas in 2019. This year, only 22% intend to take an overseas holiday, highlighting the devastating
impact COVID-19 has had on the overseas travel industry. The lifting of quarantine from key countries has had no noticeable impact on intention, indicating that for many Britons
travelling abroad is not currently on their horizon.

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

 1%
 NET Activity since
 7.2
 Average time since 64 64 65
 69 66 63
 permitted 62 60 60 61
 the activity last
 done

 28%

 Jan-Mar
 0%

 Apr
 0%

 May
 0%

 Jun
 0%

 Week 1

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?

1 in 5 consumers have gone on a shopping trip or visited a shopping mall since shops could reopen in June. Levels of intention to do this activity by the end of August saw its second
consecutive week of increase, jumping from 45% to 48%.

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

 20%
 4.1 81 81
 12% 77 75 75
 72 74 74 74 73 75
 69 70 69 72
 76% 67 68 67 68 66
 NET Activity since Average time since
 permitted
 the activity last 56 57 56 56
 53 53 53 54
 done 51
 48 47 48 48
 44 45
 42 41 42
 39 38

 1.8
 12% 15% 17%
 32 35 34
 29 32 29
 0% 0% 1% 28 28
 24 21
 Jan-Mar Apr May Jun Week 1 Week 2 Week 3
 Average time before
 July 2020 doing activity
 11-12 19-22 26-29 2-4 9-11 16-18 23-25 30 7-9 14-17
 May May May June June June June June-2 July July
 NET participation since pandemic / July
 %
 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 By end of July 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?
Comfort in dining out appears to be improving with a 6 percentage point increase in the proportion who have gone to restaurant since restaurants reopened last week (6% to 12%).
Furthermore, there has been a steep rise in the proportion intending to do this activity by the end of August, 33% last week to 42% this week - likely a reflection of the August launch date
of the ‘eat out to help out’ scheme.

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

 79

 4.3
 78 78
 12% 76 75 76 76
 70
 75 76
 70 73
 69 67 66 67 67
 85% 64 64 66
 Activity in July
 Average time since
 the activity last 53
 48 50 48 49 49 50 49
 47
 done 42 42
 39
 35 35 36
 33 34 33 33

 2.1
 12% 28 26
 1%
 6%
 20 21 22 21
 0% 0% 0% 19 17
 14 14 14
 Jan-Mar Apr May Jun Week 1 Week 2 Week 3
 Average time before
 July 2020 doing activity
 11-12 19-22 26-29 2-4 9-11 16-18 23-25 30 7-9 14-17
 May May May June June June June June-2 July July
 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 By end of July 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?