Steady spending in Europe

Despite a more positive outlook among European consumers, their spending habits remain largely unchanged from the previous quarter, with many continuing to implement savings strategies. Forty-three percent of respondents to a recent McKinsey survey said they had maintained the amount they spent compared with the previous three months, senior partner Jessica Moulton and colleagues note; this proportion is just 3 percentage points higher than at the end of the second quarter. As they had three months ago, a third of consumers indicated they were still carefully tracking expenses and dipping into savings to cover needs.

Most European consumers maintained their spending from one quarter to the next, despite the uptick in optimism.

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Three sets of stacked vertical bar graphs—representing, from right to left, spending, income, and savings—show changes in European household finances. Each bar represents responses during a particular quarter, from Q3 2023 to Q3 2024. For spending, the percentage of respondents reporting an increase dropped from 44% in Q3 2023 to 39% in Q3 2024, while those reporting a decrease dropped from 22% to 18%. For income, the percentage reporting an increase hovered at about 17%, and the percentage reporting a decrease dipped from 28% to 23%. The most notable difference is seen in savings reductions, where the percentage reporting a decrease fell from 51% to 44%, while the percentage of respondents reporting an increase rose from 10% to 12%.

Footnote: Question: How have the following changed over the past 3 months?

Source: McKinsey ConsumerWise EU-5 Sentiment Data (France, Germany, Italy, Spain, and UK), Aug 2024, (n = 5,094).

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To read the article, see “An update on European consumer sentiment: Steady spending over the summer,” September 9, 2024.