CHANGES IN PORTUGUESE CONSUMPTION HABITS March 5, 2021 PHYSICAL COMMERCE Variation in the number of physical purchases Weight of essential goods in the total number of physical purchases Compared to the same period Others Total Essential goods x 4,3 Supermarkets & Hypermarkets and Minor Food distribution Pharmacies & Drug Stores x 4,3 x 3,5 x 2,9 x 2,2 +9% Average ticket / purchase -9% -47% 0 33% 55% -11% -31% 67% 45% Pre-pandemic 1st confinement 1 Jan. - 17 Mar. 2020 18 Mar. - 3 May 2020 35,2€ 1st and 2nd 3rd restrictions phase restrictions phase 9 Nov. - 14 Jan. 4 May - 8 Nov. 2020 39,3€ 2021 37,4€ 53% 53% 47% 47% 39% 61% 2nd confinement 15 Jan. - 28 Feb. 2021 Pre-pandemic 1st confinement 37,2€ 1 Jan. - 17 Mar. 2020 18 Mar. - 3 May 2020 38,6€ 1st and 2nd 3rd restrictions phase restrictions phase 9 Nov. - 14 Jan. 4 May - 8 Nov. 2020 2021 2nd confinement 15 Jan. - 28 Feb. 2021 ONLINE COMMERCE Variation in the number of online purchases Weight of selected sectors in the total number of online purchases Compared to the same period Weight of online purchases in the total of electronic purchases Others 10% 15% 11% 14% 18% Total x 2,4 x 2,2 +36% 68% 0 Average ticket / purchase Pre-pandemic 1 confinement 1 Jan. - 17 Mar. 2020 18 Mar. - 3 May 2020 37,1€ st 38,7€ 1 and 2 3 restrictions phase restrictions phase 9 Nov. - 14 Jan. st nd 4 May - 8 Nov. 2020 36,6€ rd 2021 36,6€ Food trade & Retail Restaurants, Food delivery & Takeway 48% 58% 58% 54% 42% 42% 46% +46% +41% +25% +9% Entertainment, Culture & Subscriptions x 3,8 x 3,5 x 3,1 Selected sectors 2 confinement nd 32% 52% 15 Jan. - 28 Feb. 2021 Pre-pandemic 1st confinement 37,6€ 1 Jan. - 17 Mar. 2020 18 Mar. - 3 May 2020 1st and 2nd 3rd restrictions phase restrictions phase 9 Nov. - 14 Jan. 4 May - 8 Nov. 2020 2021 2nd confinement 15 Jan. - 28 Feb. 2021 Note: The infographic’s criteria, as well as the time periods under analysis, have been revised and updated. The analysis considers the activity of Portuguese and foreign cards in the MULTIBANCO Network in Portugal. Online purchases considers purchases with card including MB WAY. Learn more at www.sibsanalytics.com and www.mbway.pt.