1. ShopperScape ® Snapshot Shoppers Indicate Plans for Less Deal-Seeking, Limiting, and Trading Down in 2013 February 2013

2. © Kantar Retail 2013 2 Spend About the Same Spend Much/ Somewhat Less Spend Much/ Somewhat More Retail Spending Intentions in the Coming Month Compared with Same Time a Year Ago (three-month moving average, among all primary household shoppers) Source: Kantar Retail ShopperScape ®, June 2008–January 2013

3. © Kantar Retail 2013 3 Source: Kantar Retail ShopperScape ®, October 2011 and October 2012 Behavior Changes20122013Type of Behavior Taking advantage of good sales/deals 54% 49%Deal-Seeking Buying only things I truly need 52% 45%Limiting Using more coupons 48% 41%Deal-Seeking Buying fewer things 42% 34%Limiting Doing more price comparisons before purchasing 38% 29%Deal-Seeking Shopping less often 34% 29%Limiting Using/keeping items longer before replacing 30% 25%Limiting Buying only items needed in the near term 28% 25%Limiting Shopping more at discount/value retailers 28% 25%Trading-Down Postponing more purchases 25% 19%Limiting Buying less expensive versions of products 24% 19%Trading-Down Buying fewer luxury items 22% 18%Limiting Buying more store brands vs. national brands 24% 18%Trading-Down Shopping online for more things 13% 14%Moving Online Shopping online more often 12% 13%Moving Online Trading down to less-expensive brands 16% 12%Trading-Down Using smart phone to compare prices while in stores 6% 7%Deal-Seeking Switching some purchasing to "auto-replenishment" programs 1% Moving Online Planned Changes in Shopping Behavior: 2012 vs. 2013 Note: Yellow shading indicates a significant difference between 2012 and 2013 (90% CL)

4. © Kantar Retail 2013 4 Behavior Changes Have-Not Shoppers Have ShoppersType of Behavior Taking advantage of good sales/deals 49% Deal-Seeking Buying only things I truly need 50% 38%Limiting Using more coupons 42% 40%Deal-Seeking Buying fewer things 36% 31%Limiting Doing more price comparisons before purchasing 31% 27%Deal-Seeking Shopping less often 32% 25%Limiting Using/keeping items longer before replacing 26% 24%Limiting Buying only items needed in the near term 28% 21%Limiting Shopping more at discount/value retailers 28% 20%Trading-Down Postponing more purchases 20% 18%Limiting Buying less expensive versions of products 22% 14%Trading-Down Buying fewer luxury items 18% Limiting Buying more store brands vs. national brands 21% 14%Trading-Down Shopping online for more things 13% 14%Moving Online Shopping online more often 13% 14%Moving Online Trading down to less-expensive brands 14% 9%Trading-Down Using smart phone to compare prices while in stores 6% 9%Deal-Seeking Switching some purchasing to "auto-replenishment" programs 1% Moving Online Planned Changes in Shopping Behavior in 2013 Source: Kantar Retail ShopperScape ®, October 2012 *”Haves” are shoppers with an annual household income of $60k or more.; “Have-Not” are shoppers with incomes <$60 Note: Yellow shading indicates a significant difference between 2012 and 2013 (90% CL) Equally interested in online shopping

5. © 2013 Kantar. No part of these materials may be used, reproduced or adapted without the prior written consent of the copyright owner. All rights reserved. Rachel McGuire Rachel.McGuire@kantarretail.com Two Easton Oval Suite 500 Columbus, OH 43219 T +1.614.355.4000 T +1.614.355.4036 F +1.614.355.4059 www.kantarretailiq.com