We’re seeing signs of stabilization in consumer sentiment worldwide—and even a few glimmers of future light in August, as fears surrounding COVID-19 become slightly less intense and optimism over progress toward a vaccine increases. For example, coronavirus-related concerns appear to be diminishing in the US, with out-of-home activities rising to levels similar to those we saw in June. This probably reflects the recently declining rate of new COVID-19 cases in the US, following a resurgence in July.

Spending expectations remain below pre-COVID-19 levels, but we are seeing some increases, most notably in online spending in China. Although we don’t envision a full recovery in spending for some time, we’ve seen slight increases this month as consumers resume certain activities, such as eating at restaurants and staying at hotels. COVID-19 has continued to curtail travel this summer, but we’ve seen some gains in travel activity during the period. TSA screenings at airports are down 67% in August, but that is a marked improvement over April, when they were down 96%—and pent-up demand remains high. Younger consumers are at the forefront of much of the recent travel activity, as they have been fastest to resume travel, in keeping with their lower levels of concern about catching the virus.

关于BCG消费者洞察智库：

BCG消费者洞察智库（CCI）基于对企业战略和竞争态势的深入了解，采用独一无二的整合方式同时开展定量和定性的消费者调研。CCI与BCG各专项密切合作，将洞察转化为切实可行的战略，从而为客户带来实质性的经济效益。CCI汇聚了有关全球新兴及发达市场消费者的丰富数据。CCI得到了BCG营销和销售专项以及全球优势专项的大力支持。欢迎访问 http://www.bcg.com/expertise/institutes/center-customer-insight 了解更多资讯。

About Dynata

Dynata is the world’s largest first-party data and insights platform. With a reach that encompasses 62 million consumers and business professionals globally, and an extensive library of individual profile attributes collected through surveys, Dynata is the cornerstone for precise, trustworthy quality data. The company has built innovative data services and solutions around its robust first-party data offering to bring the voice of the customer to the entire marketing continuum—from strategy, innovation, and branding to advertising, measurement, and optimization. Dynata serves nearly 6,000 market research, media and advertising agencies, publishers, consulting and investment firms and corporate customers in North America, South America, Europe, and Asia-Pacific. Learn more at www.dynata.com.