Near-Term Spending Intentions and Household Financial Health June 2016

Retail Spending Plans Remain Steady in May 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®, December 2008–April 2016

Assessment of Key Financial Measures Remain Mostly Stable More shoppers feeling worse about job security and investments Shoppers' Perceived Household Financial Health vs. Last Year and Last Month   May 2015 April 2016 May 2016 (a) (b) (c) Job security Much/Somewhat Better Off 21% 22%ac 20% No Change from Last Year 68% 64% Somewhat/Much Worse Off 11% 14%a 13%a Household income level 33%bc 30% 50% 52%a 17% 18% Credit card debt level 26% 25% 60% 59% 14% Monthly mortgage and car payments 71% 70% 10% 9% Worth of household members' investments 30%bc 61% 63%ab Value of my home 33% 32% 62% 7% 6% Note: Superscript letters indicate a significant difference between time periods (95% confidence level) Source: Kantar Retail ShopperScape®, May 2015, April and May 2016

Discounter Shoppers More Positive in Spending Outlook But also are more polarized than average in spending intent Spending Intentions in Coming Month Compared with Same Period Last Year, by Retailer Shopped in Past Four Weeks (three-month moving average) Arrows indicate significant difference from all shoppers (95% confidence level) Note that numbers may not sum to 100% due to rounding Source: Kantar Retail ShopperScape®, March-May 2016

For further information please refer to KantarRetailiQ.com Contact: Kantar Retail Shopper Team KRShopperTeam.@kantarretail.com @kantarretail