1
Dossier 14th – 19 June 2020
Phase 3:
The beginning of Summer
2
2%
19%
29% 30%
12%
9%
18-24 25-34 35-44 45-54 55-64 65+
Havas Media is conducting a continuative research to monitor Covid
effects, Italians’ concerns and lockdown impact on work and buying
habits
SAMPLE AND METHODOLOGY
The new research was conducted on 400
cases 18+, a sample that represents Italian
citizens
The research was conducted between 11-
15 June, a month after the beginning of
Phase 2 and the end of the lockdown
51% 49%
North West:
21%
North East
38%
Center:
19%
South and isles:
22%
Average age:
45 y/o
3
We are going back to «normality» but the financial recovery and a
possible second wave of infections are the main concerns
• How worried are you about the post Covid
situation that we are now living in?
• What are you biggest concerns?
What worries you the most?
61%
Is worried* about the
future of the country in
the Post Covid 19.
Among over 55 it
reaches 71%
*Enough + a lot
7%
12%
12%
16%
17%
20%
27%
29%
33%
45%
50%
61%
63%
Restrizioni sulle uscite serali
Il distacco social prolungato
Difficoltà nella pianificazione delle vacanze
La mancanza di poter viaggiare
La gestione della famiglia nei prossimi mesi
Il ritorno a scuola
Difficile pianificare nel tempo
Il sistema politico
Carenza di liquidità per imprese
La salute dei miei parenti/cari
La mancanza di lavoro
Una seconda ondata di contagi
La ripresa finanziaria
Havas Data Insight – Proprietary research
Financial recovery
Covid second wave
Lack of work
Health of relatives
Lack of liquidity for companies
Political system
Long-term planning
Going back to school
Family management in the next months
Not being able to travel
Difficulties when planning holidays
Social distancing
Restrictions on evening outings
4
The lockdown was a tough period with mood swings and fear of
failing
• how much do you agree
with the following
statements?
For 62% of respondents the health emergency period
was difficult in many ways
For 30% of respondents experienced anxiety and fear
of failing
Havas Data Insight – Proprietary research
5
But for one out of two Italians it was also a chance to reflect and
reconsider life, priorities and find new habits
One out of
two
Italians...
«I had the chance to reconsider some aspects that I simply took for
granted»
«I used this time to reflect on my priorities»
«Certain issues, including the environment and respect for nature,
were considered more»
«I’ve experienced the habits I intend to keep»
Havas Data Insight – Proprietary research
• how much do you agree
with the following
statements?
6
Among the employed respondents, most are back in the offices, but
14% is not yet returned. In the future, only 15% will mix days at the
office with smart working
• What’s your current work situation?
• How will it evolved in the coming months?
57%
25%
12%
7%
Vado sul posto
di lavoro
Sono in smart
working
Ho smesso di
lavorare
Sono in cassa
integrazione
2%
7%
7%
11%
11%
35%
Continuerò con la cassa
integrazione
Un mix tra telelavoro e ritorno in
ufficio
Continuerò a fare smartworking,
telelavoro
Tornerò in ufficio/sul posto di
lavoro
Ricomincerò a lavorare
Continuerò ad andare in
ufficio/sul posto di lavoro
regolarmente
+21pnt% -8pnt% -7pnt% -6pnt%
What are you doing now…. What will you do in the coming months…
VS previous wave
Havas Data Insight – Proprietary research
Going to
work
Smart
working
I’ve stopped
working
I am in
layoff
I will keep going to
work
I will start working
again
I will go back
to work
I will keep working in smart
working
Smart working and office days
mix
I will still be
in layoff
7
Almost half of respondents state they have spent less money than
usual
• During lockdown, did you have the impression you had
spent…?
• In the coming months, you think you will spend…?
How much have you spent/do you expect to
spend….
45%
28%
28%
49%
27% 23%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
During Lockdown In the next months
More than usual
as usual
Less than usual
Despite the imposed
saving, there’s no
certainty we can expect
an higher spending in the
coming months (rather,
there’s a contraction from
27% to 23%). Concerns
about the future together
with hardships and work
uncertainty, are holding
back consumptions
+21pnt%
-17pnt%
-4pnt%
Havas Data Insight – Proprietary research
8
Grocery shopping, pet food, drugs and delivery services are on the rise
while other categories are struggling (< -20% vs pre Covid-19)
• Considering the following categories do
you think you will be spending more, less,
the same as before?
-35%
-30%
-25%
-20%
-15%
-10%
-5%
0%
5%
10%
15%
0%
2%
4%
6%
8%
10%
12%
14%
16%
18%
20%
Di più Delta
Havas Data Insight – Proprietary research
9
There’s a strong desire to go back to life as we know it: 80% suffered
not being able to move freely and almost half of the sample to go out
with friends and attend events
• Looking back the quarantine, what are the
things you missed the most?
80%
50%
42%
32% 32% 31%
26%
22% 20%
14%
La libertà di
muoversi
senza
restrizioni
Le serate con
gli amici
Gli eventi sul
territorio
Il pub con gli
amici
Lo sport
praticato
Andare al
cinema
Andare a
mostre/musei
Lo sport in tv Andare a
teatro
Andare a
ballare
Havas Data Insight – Proprietary research
10
Italy back on track: AdCity and Grandi Stazioni analysis
• Thanks to Adcity, Havas intelligence platform, daily movements of people on the territory
are being monitored: 10 areas in 5 major Italian cities
• Visitors in South cities are almost back to pre-Covid levels, while the recovery in Milan
and Rome is slower. Turing is at 70% of its mobility levels vs pre-Covid.
• Grandi Stazioni Retail analysis on movements observed at major Italian railway stations
shows an increase by +13% compared to the previous week
11
Visits in Southern Italian cities are getting closer to pre-lockdown
69 71
50 50
61
46
77
90
85 86
-
10
20
30
40
50
60
70
80
90
100
-
500.000
1.000.000
1.500.000
2.000.000
2.500.000
3.000.000
3.500.000
Torino
Piazza San
Carlo
Torino
Stazione
Milano
Piazza
Duomo
Milano
Stazione
Centrale
Roma
Colosseo
Roma
Termini
Napoli
Stazione
Napoli
Vittorio
Emanuele
Palermo
Cattedrale di
Palermo
Palermo
Stazione
Last week vs pre-lockdown average
2020 pre-lockdown average Week 8-14 June Idx. Last week vs. pre-lockdown average (=100)
AdCity – Average Net daily Data, Sundays excluded
12
Turin: average daily net contacts
0
200.000
400.000
600.000
800.000
1.000.000
1.200.000
1.400.000
1.600.000
1.800.000
6-Jan 13-Jan 20-Jan 27-Jan 3-Feb 10-
Feb
17-
Feb
24-
Feb
2-Mar 9-Mar 16-
Mar
23-
Mar
30-
Mar
6-Apr 13-Apr 20-Apr 27-Apr 4-May 11-
May
18-
May
25-
May
1-Jun 8-Jun
NET CONTACTS (DAILY AVERAGE – WEEKEND EXCLUDED)
Torino zona Piazza San Carlo Torino zona Stazione
PHASE 1 PHASE 2
+8.4%
vs. previous
week
AdCity – Average Net daily Data, Sundays excluded
13
0
500.000
1.000.000
1.500.000
2.000.000
2.500.000
3.000.000
3.500.000
4.000.000
6-Jan 13-Jan 20-Jan 27-Jan 3-Feb 10-
Feb
17-
Feb
24-
Feb
2-Mar 9-Mar 16-
Mar
23-
Mar
30-
Mar
6-Apr 13-Apr 20-Apr 27-Apr 4-May 11-
May
18-
May
25-
May
1-Jun 8-Jun
NET CONTACTS (DAILY AVERAGE – WEEKEND EXCLUDED)
Milano zona Piazza Duomo Milano zona Stazione Centrale
+17.2%
vs. previous
week
PHASE 1 PHASE 2
AdCity – Average Net daily Data, Sundays excluded
Milan: average daily net contacts
14
Rome: average daily net contacts
0
500.000
1.000.000
1.500.000
2.000.000
2.500.000
3.000.000
3.500.000
4.000.000
6-Jan 13-Jan 20-Jan 27-Jan 3-Feb 10-
Feb
17-
Feb
24-
Feb
2-Mar 9-Mar 16-
Mar
23-
Mar
30-
Mar
6-Apr 13-Apr 20-Apr 27-Apr 4-May 11-
May
18-
May
25-
May
1-Jun 8-Jun
NET CONTACTS (DAILY AVERAGE – WEEKEND EXCLUDED)
Roma zona Colosseo Roma zona Termini
+13.3%
vs. previous
week
PHASE 1 PHASE 2
AdCity – Average Net daily Data, Sundays excluded
15
Naples: average daily net contacts
0
500.000
1.000.000
1.500.000
2.000.000
2.500.000
6-Jan 13-Jan 20-Jan 27-Jan 3-Feb 10-
Feb
17-
Feb
24-
Feb
2-Mar 9-Mar 16-
Mar
23-
Mar
30-
Mar
6-Apr 13-Apr 20-Apr 27-Apr 4-May 11-
May
18-
May
25-
May
1-Jun 8-Jun
NET CONTACTS (DAILY AVERAGE – WEEKEND EXCLUDED)
Napoli zona Stazione Napoli zona Vittorio Emanuele
+7.1%
vs. previous
week
PHASE 1 PHASE 2
AdCity – Average Net daily Data, Sundays excluded
16
Palermo: average daily net contacts
0
200.000
400.000
600.000
800.000
1.000.000
1.200.000
1.400.000
1.600.000
6-Jan 13-Jan 20-Jan 27-Jan 3-Feb 10-
Feb
17-
Feb
24-
Feb
2-Mar 9-Mar 16-
Mar
23-
Mar
30-
Mar
6-Apr 13-Apr 20-Apr 27-Apr 4-May 11-
May
18-
May
25-
May
1-Jun 8-Jun
NET CONTACTS (DAILY AVERAGE – WEEKEND EXCLUDED)
Palermo zona Cattedrale di Palermo Palermo zona Stazione
+10.2%
vs. previous
week
PHASE 1 PHASE 2
AdCity – Average Net daily Data, Sundays excluded
17
DATA of week 8-14/6 highlight an increase in visitors of 12,7% vs previous week
The increase is up to +103,6% compared to lockdown period
Footfall in Grandi Stazioni: audience keeps increasing
NTW Analysis_Net people per single week. Time period 23/3-14/6 2020
+12,7%
+103,6%
Source: Grandi Stazioni Retail
18
NTW Analysis_Net people per single day. Time
period 23/3-14/6 2020
Increase during workdays and Sundays
Net Workday: +7,8% 406.943 (12° week) vs 377.464 (11° week)
Net Sundays: +12,8% 332.182 (12° week) vs 294.476 (11° week)
Source: Grandi Stazioni Retail
19
Update: week 7-13 June showed a consistent increase (+16%)
compared to the same period in 2019
2020 vs 2019
week 7-13 June
0,0
5,0
10,0
15,0
20,0
25,0
9-feb 16-feb 23-feb 1-mar 8-mar 15-mar 22-mar 29-mar 5-apr 12-apr 19-apr 26-apr 3-mag 10-mag 17-mag 24-mag 31-mag 7-giu 14-giu
Milioni
TV AUDIENCE PER AVERAGE MINUTE
2020 2019
+23,1% +20,8% +19,9% +19,2% +17,1% +16,7% +16,2% +16,2% +15,9% +15,6% +15,2% +14,4%
KIDS 4-7 KIDS 8-
14
18-34 D 25-54 25-54 15-64 RA 25-54 CSE3.0
MA+A
RA Individui +
Ospiti
15+ U 25-54
Source: Havas Media elaboration of Auditel Data
20
Takeout and opportunities
• Italy back on track. Recovery signs are good but there’s still a lot of fear for the financial
recovery and economic resilience of the country
• Italian citizens hope to go back to normality, starting from going back to the office, even
though unemployment is rising some concerns
• Mobility is growing even though at different pace in the North, Centre and South: in north
major cities, aided by smart working adoption, mobility is increasing at a slower rate
• TV audience: double-digit growth during week 7-13 June: compared to 2019, summer has
still not negatively influenced trends