The evolution of some of the most important sectors in the US retail.

1. AUGUST 2012 EVOLVEDATA
MARKET RESEARCH REPORT
Retail in the USA
World's Biggest Retailers Detailed Content
A comparative view of the European, American and World's
largest and most important retail chains.
2 World Market an Overview
Total Retail Market
6 Motor Vehicle & Parts
2011
7 Health & Pharma
2011
9 Food
2011
10 Clothing
2011 a
11 Building & Garden
2011

2. Big Retail & Small Stores in the US / World's Biggest
World's Biggest
Country 2010 2010 2010 Dominant #countries
of retail group group net operational of operation
Rank Company origin sales* revenue* income* format 2010 2010
Wall-Mart, the giant
1 Wall-Mart Stores, Inc. US 418,952 421,849 16,993 Hypermarket 16 retailer from the United
States, clearly
2 Carrefour SA France 119,642 121,519 754 Hypermarket 33 dominates the top
followed at a long
3 Tesco PLC UK 92,171 94,244 4,131 Hypermarket 13 distance by the French
and British companies.
4 Metro AG Germany 88,931 89,311 1,243 Cash & Carry/ 9
Warehouse Club Dominated by the Western
European and North American
5 The Kroger Co. US 82,189 82,189 1,133 Supermarket 1 companies the world retail appears
to be a bipolar rule. However this
could not be further from the truth
6 Schwartz Germany 79,119 79,119 n/a Discount store 26 since important revenues come
Unternehmens
Treuhand KG from China, Brazil, Japan and
Russia.
7 Costco Wholesale US 76,255 77,946 1,323 Cash & Carry/ 9
Corporation Warehouse Club The importance of the new markets
is the result of the orientation of
8 The Home Depot, Inc US 67,255 67,977 6,668 Home Improvement 5 the retailers towards markets
capable of delivering growth, such
as South America, Asia-Pacific and
9 Wallgreen Co. US 67,420 67,420 2,091 Drug Store/ 2 Africa.
Pharmacy
European retailers (mainly France
10 Aldi Einkauf GmbH & Germany 67,112 67,112 n/a Discount store 18
Co. oHG
and Germany) are the most active
players on the Global scale and
* millions of US dollars
Source: Deloitte managed to reduce their
dependence from the local market
and have an impressive 40-% of
revenue from other countries.
2 EVOLVEDATA AUGUST 2012

3. Big Retail & Small Stores in the US / European Retailers
European Retailers
Rank Company Sales* Country
European retailers found themselves
1 Carrefour 119,642 France capable of surpassing the lag of the local
markets and find new sources of profit in
the Global Market.
2 Tesco 92,171 UK
3 Metro 88,931 Germany The French companies are by far the most
determined to act an active role around the world
proof is that all the French companies have
4 Schwartz 79,119 Germany international operations.
France and Germany, only, generated around €400
billion in retail turnover.
5 Aldi 67,112 Germany
With an average of 30 countries where they operate,
6 Rewe 61,112 Germany the French retailers lead the global expansion trend
of the european retailers.
7 Auchan 55,212 France
There are significant variations among countries.
8 Edeka 54,072 Germany Enormous growth occurred in Turkey (+22.4 %),
Russia (+16.3 %), Sweden (+15.8 %), Poland (+13.3 %).
9 E.Leclerc 41,165 France
The top countries in terms of turnover volume –
10 Ahold 39,213 Netherlands France, Germany, UK and Russia – generated more
than half of the total European retail turnover in
2010.
Source: Deloitte
* millions of US dollars
3 EVOLVEDATA AUGUST 2012

4. Big Retail & Small Stores in the US / Top US Retailers
Top US Retailers
Rank Company Sales* Country
1 Wall-Mart 418,952 US
Though it continues to be slow, the
US retail grows steadily.
2 Kroger 82,189 US
US retailers seem to be content with the
opportunities that the local market provides and
3 Costco 76,255 US with the lead of Wall-Mart (180 million shoppers
annually).
No Canadian company made it to top ten retailers in
4 Home Depot 67,887 US
North America.
For individual retailers, such as Walmart and
5 Walgreen 67,420 US
Target, online revenue accounts for less than 2
percent.
6 Target 65,789 US
Investments in better store experiences and more
options in the power of their shoppers are
7 CVS Caremark 57,345 US considered a priority, however in terms of
integrated channel environments, the retailers have
8 Best Buy 50,272 US started to understand the meas available.
9 Lowe's 48,815 US Nordstrom and Macy’s are some of the fast adopters
by integrating their touchpoints, making their
shoppers experience available on both mobile and
10 Sears Holdings 43,326 US web.
* millions of US dollars Source: Deloitte
4 EVOLVEDATA AUGUST 2012

5. Big Retail & Small Stores in the US / Total US Retail
Total US Retail
Source: US Census
The U.S. economy has shown signs of
modest recovery. There is growth but
not the kind that has followed
previous recessions.
1Q 4Q 3Q 2Q 1Q
2012 2011 2011 2011 2011
Despite the rather high level of the unemployment
US consumer spending has been rising. Encouraged
by the small signs of recovery that the economy has
US Retail Sales shown in the last period consumers have turned
their attention for goods and services.
1Q 2012 1,082,635
Due to the credit market weakness that has
4Q 2011 1,065,030 transferred itself into other areas of the economy
consumers seem to be prudent.
3Q 2011 1,043,110
For the US retailers a reasonable forecast would
2Q 2011 1,029,997
show slightly positive with a modest growth, the
consumers will most certainly remain cautious and
1Q 2011 1,016,544 price sensitive.
millions of dollars Source: Deloitte
5 EVOLVEDATA AUGUST 2012

6. Big Retail & Small Stores in the US / Motor Vehicle
Motor vehicle and parts dealers 2011
Source: US Census
New cars sales raised to
53% of all motor vehicle
sales in 1Q 2012, the
highest numbers since
2009.
More energy-efficient
autos tended to have a
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec better performance since
2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 2011
the influence of higher gas
prices has played a role in
the trends of vehicle sales
Motor vehicle and parts dealers that made the consumer
more price savvy.
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec The increases in
2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 production and
employment came from
increased demand, which
58,718 63,669 76,556 70,852 70,618 71,537 70,503 72,557 68,024 66,851 64,740 71,674
acted in US as well as in
Europe.
millions of dollars
Exports also grew, having
more than doubled since
2009.
6 EVOLVEDATA AUGUST 2012

7. Big Retail & Small Stores in the US / Health and Personal Care
Health and personal care stores 2011
Source: US Census
The per capita change in
retail prescription volume, by
state, ranged from -7.1% to
5.6%.
Retail prescription usage,
which averaged 11.33
prescriptions per person,
declined in 41 states and fell
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec by more than 3% in 10 states.
2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 2011
Preparations seem to prove of
little or no effectiveness in the
case of the patent cliff
Health and personal care stores expected to hit in 2012.
Research-based and pharma
companies have few products
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec to replace the hole in the
2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 revenues.
22,242 21,290 23,625 22,250 22,783 22,413 21,909 23,032 22,265 22,622 22,468 25,387 Two of the world largest
pharma companies, Pfizer
and Sanofi announced
millions of dollars
important job cuts, and the
situation continues to
determine changes
throughout 2012.
7 EVOLVEDATA AUGUST 2012

8. Big Retail & Small Stores in the US / Pharmacies and Drug Stores
Pharmacies and drug stores 2011
The amount of drugs sold in
retail around US for chronic
Source: US Census
and acute illness declined (on a
per capita basis) in contrast
with non-retail that remained
steady.
A person's use of retail
prescriptions averaged 11.33
prescriptions in 2011 to
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec amount to a total of 211 bn
2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 USD. quotation
Especially in the
cardiovascular area americans
Pharmacies and drug stores aged 65+ decreased their use of
prescriptions by 3%.
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Overall pharmacy retail
2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 volumes have declined in 2011,
due to lower use of chronic
disease medicines.
19078 18016 19913 18808 19357 18935 18406 19349 18736 19214 19048 21105
The weak flu season in 2011
millions of dollars
has been one of the causes
pharma volumes showing
worse than in 2010.
8 EVOLVEDATA AUGUST 2012

9. Big Retail & Small Stores in the US / Food and Beverage
Food and beverage stores 2011
Source: US Census
According to Datamonitor,
the United States food
retail industry grew by
5.6% in 2011.
Industry leaders Wal-Mart,
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Costco, Kroger, and
2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 Safeway continue to
leverage their scale to
accommodate consumers
need for low prices.
Food and beverages store This trend will continue
unabated as consumers
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec remain strapped for
disposable income despite
2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 minor improvements in
the broader economy.
48,674 45,856 50,069 50,985 51,905 51,506 53,005 52,054 50,360 51,298 51,730 56,466
millions of dollars
9 EVOLVEDATA AUGUST 2012

10. Big Retail & Small Stores in the US / Clothing
Clothing stores 2011
Source: US Census
2011 was a difficult year for
retailers and manufacturers
who use cotton which
experienced volatile price
changes and the highest price
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec in almost 150 years.
2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 2011
Due to the cost of raw
materials, retailers and
Clothing stores manufacturers alike, started
exploring alternative fabrics,
including synthetics and other
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
non-cotton or non-petrol-
2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 based textiles.
10,170 11,360 13,702 13,842 13,627 13,259 13,401 13,876 13,404 13,787 15,813 21,735 However, alternative fabrics
are not fix-all solution as
millions of dollars increased demand is pushing
prices higher.
10 EVOLVEDATA AUGUST 2012

11. Big Retail & Small Stores in the US / Building and Garden
Building materials and garden equipment
and suppliers dealers 2011
Prices remained at a level
comparable with 2010
Source: US Census
levels by the end of 2011
although a general level of
optimism for modest
growth and recovery
persisted.
According to data from the
National Climatic Data
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Center, January was the
2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 2011
fifth snowiest month in the
last 45 years, with
approximately 71% of the
country covered in snow
Building materials and garden equipment and supplies dealers by January 12.
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec February was no different
2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 2011 in terms of weather, which
translated in an 8.2%
16,476 16,460 22,643 25,222 28,694 28,007 24,256 24,540 23,299 24,018 23,222 22,065 decrease in building
permits. The 517,000 units
millions of dollars
of building permits, in
February 2011 marked the
lowest rate on record.
111 EVOLVEDATA AUGUST 2012

12. Big Retail & Small Stores in the US / Conclusions, Trends and Forecasts
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EVOLVEDATA AUGUST 2012