Near-Term Spending Intentions and Household Financial Health March 2015

Three-Month Moving Average Share of Shoppers Planning to Spend Less Continues to Decline; Share Planning to Spend the Same Amount Ticks Upward Retail Spending Intentions in Coming Month, Compared with Same Period Last Year Three-Month Moving Average Spend about the Same Spend Much/ Somewhat Less Spend Much/ Somewhat More Source: Kantar Retail ShopperScape®, January 2009–February 2015

Shoppers' Perceived Household Financial Health Compared with Last Year Improved Shopper Assessments of HH Income Level vs. Last Year; More Consider Investment Worth and Value of Home Stable Shoppers' Perceived Household Financial Health Compared with Last Year   Feb. 2014 (a) Jan. 2015 (b) Feb. 2015 (c) Job security Much better/somewhat better off 19% 20% No change from last year 67% 68% 69% Somewhat worse/much worse off 15%bc 13% Household income level 28% 32%a 31%a 51% 52% 21%bc 17% 18% Credit card debt 25% 23% 24% 62% 14% 15% Monthly mortgage/car payments 71% 72% 10% 9% Worth of investments 27% 59% 60% 62%ab 14%bc 12% 11% Value of home 26% 29%a 63% 64%a 12%bc 8% Note: Superscript letters indicate a significant difference between time periods (90% confidence level) Source: Kantar Retail ShopperScape®, February 2014, January and February 2015

by Retailer Shopped in Past Four Weeks (three-month moving average) Among Dollar Store Shoppers, Dollar Tree Shoppers Most Cautious, but Family Dollar Shoppers Have Positive Spending Sentiment Spending Intentions in Coming Month Compared with Same Period Last Year, by Retailer Shopped in Past Four Weeks (three-month moving average) Note: Arrows indicate significant difference from all shoppers (95% confidence level) Source: Kantar Retail ShopperScape®, December 2014–February 2015

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