1. June 2012 A Service Home Improvement/DIY Retailing Overview By Niklas Reinecke and Matthew Stych Research DirectorAssociate Analyst

2. 2 Niklas Reinecke Associate Analyst Niklas.Reinecke@4c.planetretail.net Home Improvement/DIY Retailing Overview All images ©Planet Retail Ltd unless otherwise stated. This presentation evaluates the performance of the leading global home improvement/ DIY retailers, examines the Top 10 trends that are impacting the sector and assesses the opportunities and challenges for stakeholders. With contributions from Matthew Stych, Research Director

3. 3 Contents 1.Sector overview 2.Key Trends 3.Summary

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5. 5 Home Depot has retained its position as the largest home improvement retailer despite a drop in sales. Home Depot’s retail banner sales have fallen significantly since 2007 as a result of the continued weakness in the US housing market. However, in 2010, the retailer achieved the first positive sales growth since 2006. Also, Lowe’s reported 2010 comparable store sales increased 1.3% – being the first such increase since 2005. X Sector Overview1 Home Depot, Lowe’s and Kingfisher saw their net profits decline from 2007 to 2008. However, Home Depot and Kingfisher are on the rebound since 2008, while Lowe’s net profit has not recovered yet. Note: e - estimate Source: Planet Retail