Australia and Japan Show Similar Concern over COVID-19, but Far More Consumers in Japan Believe That the Worst of the Virus Is Not Over Consumers who agree () AUSTRALIA JAPAN INDIA CHINA CANADA FRANCE ITALY =n © OO@QO®O @é I'm trying te avoid public spaces ‘as much as possible due to the ‘The worst ofthe coronavirus is not over "ve changed my daily lifestyle as a result of the coronavirus ‘The worid is in serious danger due to the coronavirusJapanese Consumers Seem to Be Cutting Their Spending in Response to COVID-19, Even Though Reduced Activity Is Voluntary and Not Backed by Penalties Japan us UK aly Consumers who have canceled or delayed plans or reduced spending in specified categories () Local leisure activities 95 4 97 Consumers whe have raduced, canceled, or delayed spending Cs) w Domestic travel 94 93 4 98 & Restaurant outings 20, 95 7 1m Consumers who have not reduced spending B 4 4 aWinning and Losing Categories Remain Largely Consistent BOG Across Markets Worldwide ve stata Us Japan tay mance Us Ausra US apn tay France see rahe ee ett . ee ee end wert ots : Bxetnoneeronanment : ese eae SO cea PoE EG: : onion : cone : : Fev pos . Piney . oe : eae ean : ime . jones (Skerry » 5 Serene tea pecsne cone Sree ‘iceman an dtr ome . foe Shee so (re lean apace a ng : : waiver =: : aateee : : simare wows icine Nevtcnzmctpnans Matanza emp ey poe panama ta sera : sot : Ste : Epcos : sor . [aoa exe Keates . (ere amet . =. arusspens : awn impel apes fo ened vt sili eat ed ch de hl dc, ad hie igIn Japan, 20% of Consumers Intend to Increase Their Online Purchases BOG of Clothing, and 4% Their Online Purchases of Fresh Food Historically, Japan has lagged behind China, the Us, and the EU markets in ontine penetration... E-commotce retail penetration (8) © hina » us uK. » Austratia France 20 4 ° 7008 io «TOM —«ON8__—DE zo 2012201620206 "02a ~-but Japanese consumers are finally showing a tendency to increase their online purchases Intontions about online purchases in the next month (6) costing joa Es » TT se ‘Supplements I as o ez 0 comeves a = | ——— = ———— a Frozen food is BR 0 ‘Snacks and sweets | 5 (USS » a — % Fresh food |4 A602 “ |p shop one mae tan shop one 9 saa a ua pln stop ene aeFood Delivery Service Has Grown Rapidly in All Age Groups in Japan, but Other E-Commerce Services Appeal More to Younger Japanese Consumers Consumers who plan to spend more online next month (4) Gonz. Bi Millennials Bl Genk Baby boomers+ Food delivery E-commerce shopping mall €2€ service x, Uber Eats) (eg, Amazon)In Australia, COVID-19 Has Encouraged Increased Use of E-Commerce BOG by Older Consumers (Baby Boomers+) and by Consumers Overall Distribution of cigital buyers by age group (> Consumers who bought items online in a least one new category in the previous month (6) sent ae cons aa 7 a Es «= ee SE ee aie ese mm @ © O-=8 © @ OAustralian Consumers’ First-Ever Digital Purchases Cut Across Essential BOG and Nonessential Categories and Tend to Vary by Age Group ‘Top 12 categories for first-ever digital purchases (%) Education | 25 __€ Preventive healt eT 22 TT 22 aS 3 Takes Gahoud food 2 eee ” Tota prods 2 men’s cng 2 COrderingin (nome detivery food ” Insurance ” Medical procedures 18 » 1S ———e B Eccential catego Net Guor ae Shared categories among top 12, by age group GEN Z AND, BABY Other significant digital MILLENNIALS GENX SOOMERS+ — firsttime purchases: Nitlenniats = Home renovation + pereanal care © © ©©60 ‘con + Fashion jewelry + kn care + Alhletic cothing ard equipment ©OOOOO Baby boomers+ + Women's clothing + Pants/garcening ‘eshte ana vegetables ©OOOOSOO oo © Seger ranks among the to 12 categories fst ever Aigtal purchases by members ofthe specied age group op 9.24200 = 1p Aran, ee, ratte cere dregs rc te ace a et Cure uta arn Teena cars wd Ged elon Gen Zen ala, 1-98 Gn SSIn India, Consumers Are Moving to Significant Adoption Across BOG Digital Activities with High Willingness to Continue in the Future Increase in number of users (users over the previous month indexed to pre-COVID users) oe 2 E Digital media Digital purchase Digital payments 1% Lax Ul ) j J LJ [ : : Online games Online news Paid cigital videos Fresh food Staples Personal care Nat banking Digital wallat 6 0 6 80 80 0 0 ‘New users who are likely to continue in future (8) ‘ote Gor ttt ge dobar es orp etn ut ree pot WelfOn Vato Wie ooA Preference for Noncash Payments Is Emerging in India and Is Likely to Continue in the Future g Noncash payments have increased ...and are likely to continue to during the past month... grow over the next six months Consumers’ use of payment methods (4) (Congumers' use of payment methods (4) e~ a =: Po i: i Lc - se Ey mse ; increased Same lM Decreases (Mi Morethan usual © Same Ml Less than usualIn Australia, Health Service Providers, Supermarkets, and Governments BGG Have Enjoyed the Greatest Uplift in Trust in the Post-COVID-19 Period Health service Telecom Financial providers Supermarkets Government. and media Energy institutions ret trust 8) (et trust ) (oot trust 95) (et trust 4) (et trust %) det trust 99) 0 25 : | 2 aa 2 * | | Heath service National Independent Federal State Telecom = Media Energy Barks insurance provers supermarket stores providers andnens uty providers) providers ‘ans Net trust 96~ Percentage of consumers who satd that they trusted the institution more in the past month than they did before COVID-19 minus the percentage of consumers who said that they trusted the institution less in the past month than they did before COVID-1936% of consumers Preference for Consumers prefer Australian brands Perceive Australian brands Australian brands has ‘most often when buying fresh food, first aid, [as expensive ‘increased by 563% and personal care products Australian Consumers Have Shown a Preference for Australian Brands BOG 7 es SS» 2 2 About the same pice 7 Abit cheaper , aus (2000 During the COVID-19 Crisis, Despite Perceiving Them as More Expensive congas o a f o of 1 wilbyymor Auatan bands Ml buy about the sama buy lbs Auvaban rane