1. 1 planetretail.net GLOBAL TRENDS & FORECASTS, 2014 December 2013 MATTHEW STYCH Research Director - Asia-Pacific ROBERT GREGORY Global Research Director Drivers of change in international retail

2. 2 1.Setting the Scene 2.Trend Drivers 3.Future Trends  #1 Proliferation of channels  #2 Bringing social media into the store  #3 Taking the store to the shopper  #4 The end of pure-play  #5 The importance of storytelling 4.Key Takeaways Contents

3. 1. Setting the Scene

4. 4 What Planet Retail has been talking about in 2013: Notes: Based on Planet Retail News & Insight articles between 1 Jan and 1 Dec 2013. Source: Planet Retail

5. 5 Developments we will be monitoring in 2014 and beyond: WESTERN EUROPE March: TESCO UK acquires family- friendly restaurant chain, Giraffe; reveals plans for wider instore roll-out. WESTERN EUROPE March: TESCO UK acquires family- friendly restaurant chain, Giraffe; reveals plans for wider instore roll-out. NORTH AMERICA September: TESCO exits the US selling its Fresh & Easy operation to investment firm Yucaipa. NORTH AMERICA September: TESCO exits the US selling its Fresh & Easy operation to investment firm Yucaipa. LATIN AMERICA September: CASINO completed its control over Brazil operation, reaching an agreement with the Diniz family. LATIN AMERICA September: CASINO completed its control over Brazil operation, reaching an agreement with the Diniz family. SUB-SAHARAN AFRICA August: SPAR South Africa announces plans to enter the Angola market expecting to open its first store in early 2014. SUB-SAHARAN AFRICA August: SPAR South Africa announces plans to enter the Angola market expecting to open its first store in early 2014. MIDDLE EAST & NORTH AFRICA May: CARREFOUR spins off MENA operations to franchisee. MIDDLE EAST & NORTH AFRICA May: CARREFOUR spins off MENA operations to franchisee. CENTRAL & EASTERN EUROPE March: AUCHAN receives regulatory clearance to acquire Real hypermarkets in Russia. CENTRAL & EASTERN EUROPE March: AUCHAN receives regulatory clearance to acquire Real hypermarkets in Russia. OCEANIA November: Amid damaging price wars COLES and WOOLWORTHS join the Australian Food and Grocery Council in signing a new code of conduct. OCEANIA November: Amid damaging price wars COLES and WOOLWORTHS join the Australian Food and Grocery Council in signing a new code of conduct. ASIA August: International retailers continued to experience difficulties in the Chinese market, culminating in TESCO’s withdrawal. ASIA August: International retailers continued to experience difficulties in the Chinese market, culminating in TESCO’s withdrawal.