Consumption trends in the second half of April: 30% or more decrease compared to before the spread of new corona infection May 15 11:22
A private survey found that the index that shows consumption trends in the second half of last month, calculated based on credit card usage information, dropped by more than 30% compared to before the spread of infection. From the first half of last month, the rate of decline has widened further, experts say, "there is a big change that cannot occur in the normal business cycle, and it will take time for consumption to recover."
This is data analysis company Nowcast and credit card giant JCB use big data of card usage information as an index to protect privacy and remove the influence of seasons to show consumption trends.
The index from 16th to 30th of last month fell by 33.3% compared with the latter half of January before the spread of infection, and the reduction range expanded from the first half of April when it fell by 29.2%.
Looking at the breakdown, "travel" was minus 95.2%, "accommodation" was minus 93%, "entertainment" such as movies was minus 72.1%, "dining out" was minus 71.9%, and "transportation" was minus 54.8%. So-called "leisure consumption" has fallen sharply.
On the other hand, so-called "nest gourd consumption" is increasing, with "online mail order" increasing by 24.2%, "content distribution" such as videos and music increasing by 23.7%, "supermarket" increasing by 22.8% and "liquor store" increasing by 14.3%. I will.
“The index has fallen sharply since the latter half of March, and there are big changes that would not be possible under the normal business cycle.” It will take time. "