1. © Copyright 2012 Kantar Retail THE U.S. ECONOMIC WEATHER REPORT KANTAR RETAIL EXCLUSIVE 1 Source: U.S. Bureau of Labor Statistics, Federal Housing Finance Agency, and Kantar Retail

2. © Copyright 2012 Kantar Retail Jobs Recovery: States Lagging 2 Source: U.S. Bureau of Labor Statistics, Federal Housing Finance Agency, and Kantar Retail 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Alaska Hawaii Lagging #

3. © Copyright 2012 Kantar Retail Impact of Housing Market 3 Source: U.S. Bureau of Labor Statistics, Federal Housing Finance Agency, and Kantar Retail 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Alaska Hawaii Lagging # Home Price Fall Off Prices fell 25% or more Prices fell 11% to 24% Prices fell 10% or less

4. © Copyright 2012 Kantar Retail Jobs Recovery: States Leading 4 Source: U.S. Bureau of Labor Statistics, Federal Housing Finance Agency, and Kantar Retail Alaska Hawaii Lagging # Home Price Fall Off Prices fell 25% or more Prices fell 11% to 24% Prices fell 10% or less 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Leading #

5. © Copyright 2012 Kantar Retail Impact of Haves & Have Nots 5 Source: U.S. Bureau of Labor Statistics, Federal Housing Finance Agency, and Kantar Retail Alaska Hawaii Lagging # 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Leading # Education / Skills Highest Third Middle Third Lowest Third

6. © Copyright 2012 Kantar Retail Impact of Housing Recovery 6 Source: U.S. Bureau of Labor Statistics, Federal Housing Finance Agency, and Kantar Retail Alaska Hawaii Recovery in Home Prices # Recovery of 2.0% to 5.0% or more in prices* Jobs Recovery Lagging # Leading # 3 10 7 9 14 15 13 1 4 6 12 8 17 D.C 11 2 5 16 1 2 3 7 15 2 3 11 12

7. © Copyright 2012 Kantar Retail 7 For more Macroeconomic Insight… Shopper & Retail Insights > Topics > Macroeconomics Frank Badillo Senior Economist Frank.Badillo@KantarRetail.com