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UK GDP, EARNINGS & CONFIDENCE: 2011-14 UK GDP, EARNINGS & CONFIDENCE, 2008-14 %


-3.5 -3.0 -2.5 -2.0 -1.5 -1.0 -0.5 0.0 0.5 1.0 1.5 2.0


1.6% 1% 0.1% 0.2%


-0.9% -1.4%


-19 -1.9%-2.1% -2.5% -25 -32 -34 -33 * GfK Consumer Confidence: aggregate level in third month of quarter -30 -28 -1.8% -16 -15 -19 0.2%


0.2% 0.2% 0.4% 0.5% 0%


-0.4%-0.4% -1.6% -1.9% -19 -20 -21 -25 -30 -33 -31 -3.5% -29 -29 -29 **July-August figure Earnings: average earnings growth year on year offset by Consumer Price Index (CPI) 1.2 (ABTA)


CONSUMER PERCEPTION OF THE UK HIGH STREET


Don’t know 6%


More shops closed 27%


‘shops quieter’ 18%


Most


High street busy 12%


‘doing well’ 14%


No real change 23%


Most shops


% 5 2% GDP: % change quarter on quarter -26 0.4% -0.9% -0.2%


-1.4% -1.9%


-1.9% -2.2% 0.5% 0.1% -0.1% -0.9% -1.2% -1.9% -1.8% -1.7% 0.6% 0% -0.5%-0.2% -10 -1.2% -1.9% -13 -21 -5 -1.4% 0.8%


GDP Earnings GfK Consumer confidence*


0.5% 0.7% 0.8%


0.6% 0.7% 0.7% 1


0.9% -0.1%


-0.9%** -1


-0.4%


-35 -30 -25 -20 -15 -10 -5 0 5


+4%


year-on-year INCREASE IN UK outbound holidays


UK CONSUMER CONFIDENCE & HOLIDAY SPENDING


2013 (ONS)


CONSUMER PERCEPTION OF THE UK HIGH STREET


Compared to 12 months ago


of overseas holidays PER PERSON IN BRITAIN IN 2014


AVERAGE NUMBER


-35 -30 -25 -20 -15 -10 -5 0


PERCEPTION OF UK HIGH STREET: BY AGE, SOCIAL GROUP Net % of consumers who see local high street/retail centre doing better/worse than 12 months ago


Household disposable income Q3


2014 2013 2012 2011


Net forecast spending Q3 (from Q2 tracker)


Reported spending Q3


Net forecast spending Q4


2014 2013 2012


2014 2013 2012


2014 2013


-50 Source: Deloitte Consumer Tracker Q3 2014


PERCEPTION OF UK HIGH STREET: BY AGE, SOCIAL GROUP Net % of consumers who see local high street/retail centre doing better/worse than 12 months ago


-6% -12% -15% -19% -17% -26% -33% All 16-24 25-34 35-44 45-54 55-64 65+ Source: TNS (October 2014) Base: 1,860 UK adults who have taken an overseas holiday


Child child No


AB C1 -32% C2DE North Midlands South London -13% -20% -14% -12% -11% -14% -21%


Net confidence on income


-33%


On holidays On restaurants & short breaks


On holidays On restaurants & short breaks


On holidays On restaurants & short breaks


-40 -30 -20


UK CONSUMER CONFIDENCE & HOLIDAY SPENDING -43%


-25% -18% -19% -16% -15%


-13% -13%


-10 -9% -6% -8% -5%


-4% -4%


-3% -3%


0


4% 4%


5 1%


Travel Weekly Insight Annual Report 2014 | 13


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