Kantar Retail Top 50 Global Retailers 2016 (USD) 2016E 2016E Sales Sales % Retail Sales Global Home Global Retail Global Retail CAGR CAGR Outside Home Rank^ Retailer/Parent Co. Country Sales ($ MM) Stores (‘11-’16E) (‘16E-’21E) Market 1 Walmart US $514,506 11,829 3% 3% 30% 2 Schwarz Group Germany $138,315 12,196 9% 6% 63% 3 Costco US $128,593 715 8% 7% 30% 4 Carrefour France $125,672 14,260 1% 3% 59% 5 Amazon.com US $122,927 - 21% 13% 42% 6 Kroger US $115,028 3,925 6% 4% 0% 7 Aldi Germany $106,831 11,148 7% 7% 61% 8 Seven & I Japan $98,157 32,629 2% 3% 22% 9 Walgreens Boots Alliance1 US $95,430 13,484 7% 4% 17% 10 Home Depot US $93,621 2,279 6% 5% 10% 11 Tesco United Kingdom $92,365 7,007 -2% 3% 28% 12 Metro Group Germany $86,323 8,656 -1% 3% 65% 13 Auchan France $85,821 4,097 4% 5% 66% 14 Aeon Japan $80,153 12,913 4% 3% 7% 15 CVS US $79,469 9,924 6% 6% 2% 16 Casino France $76,223 16,247 3% 7% 61% 17 Target US $71,788 1,801 1% 4% 0% 18 Rewe Group Germany $65,304 13,844 2% 2% 34% 19 Edeka Germany $64,409 15,502 2% 2% 0% 20 Lowe's US $62,220 1,894 4% 4% 3% 21 Albertsons Market (LLC) US $56,829 2,326 4% 0% 0% 22 Leclerc France $55,081 2,348 4% 2% 4% 23 Wesfarmers Australia $54,829 3,888 3% 4% 7% 24 Woolworths Limited (Aus) Australia $52,914 1,697 0% 4% 11% 25 Intermarché France $51,397 4,984 2% 0% 11% 26 Ahold2 Netherlands $47,785 3,273 -5% 3% 62% 27 IKEA Sweden $46,534 392 6% 9% 94% 28 Apple US $44,183 492 17% 8% 15% 29 Sainsbury’s United Kingdom $43,432 2,268 4% 2% 0% 30 Suning China $42,991 1,999 21% 23% 5% 31 Best Buy US $39,733 1,610 -3% 2% 12% 32 ICA Group Sweden $39,569 1,967 N/A 3% 8% 33 Loblaw Canada $38,760 2,511 8% 3% 0% 34 Publix US $34,408 1,351 5% 6% 0% 35 Magnit3 Russia $33,360 14,304 23% 19% 0% 36 Système U France $32,947 1,609 2% 3% 0% 37 TJX US $32,704 3,796 7% 4% 24% 38 H&M Sweden $32,507 4,209 13% 8% 96% 39 X5 Retail Group3 Russia $30,855 7,484 14% 14% 0% 40 Delhaize2 Belgium $30,382 3,338 0% 3% 78% 41 A.S. Watson Hong Kong SAR $29,821 13,241 9% 8% 77% 42 Mercadona Spain $27,643 1,624 4% 6% 0% 43 Rite Aid1 US $27,486 4,553 1% 3% 0% 44 Lotte Shopping South Korea $26,239 9,214 7% 3% 10% 45 Family Mart Japan $26,109 19,139 1% 4% 8% 46 Macy's US $26,106 892 0% -1% 0% 47 Morrisons United Kingdom $26,090 497 -2% 2% 0% 48 Coop Schweiz Switzerland $25,735 2,075 -1% -5% 27% 49 Migros Switzerland $25,297 2,392 2% 2% 7% 50 Sobeys Canada $24,409 1,454 7% 2% 0% ^ Excludes Alibaba Group due to predominant marketplace revenue. 1 Merger subject to authorities’ clearance – not yet reflected in the above rank. 2 Merger approved – not yet reflected in the above rank. 3 All Russian ruble-denominated results translated at exchange rate of RUB33.9/USD. For more information, go to kantarretailiq.com Contact us: +1 (617) 912 2828 | [email protected] © 2016 Kantar Retail Kantar Retail Top 50 Global Retailers 2016 (EUR) 2016E 2016E Sales Sales % Retail Sales Global Home Global Retail Global Retail CAGR CAGR Outside Home Rank^ Retailer/Parent Co. Country Sales (€ MM) Stores (‘11-’16E) (‘16E-’21E) Market 1 Walmart US €372,148 11,829 3% 3% 30% 2 Schwarz Group Germany €100,045 12,196 9% 6% 63% 3 Costco US €93,013 715 8% 7% 30% 4 Carrefour France €90,900 14,260 1% 2% 59% 5 Amazon.com US €88,915 - 21% 12% 42% 6 Kroger US €83,201 3,925 6% 4% 0% 7 Aldi Germany €77,272 11,148 8% 6% 61% 8 Seven & I Japan €70,998 32,629 2% 3% 22% 9 Walgreens Boots Alliance1 US €69,025 13,484 7% 4% 17% 10 Home Depot US €67,717 2,279 6% 4% 10% 11 Tesco United Kingdom €66,809 7,007 -2% 2% 28% 12 Metro Group Germany €62,439 8,656 -1% 3% 65% 13 Auchan France €62,076 4,097 4% 4% 66% 14 Aeon Japan €57,976 12,913 5% 3% 7% 15 CVS US €57,481 9,924 6% 6% 2% 16 Casino France €55,133 16,247 4% 7% 61% 17 Target US €51,925 1,801 1% 3% 0% 18 Rewe Group Germany €47,235 13,844 2% 2% 34% 19 Edeka Germany €46,588 15,502 3% 2% 0% 20 Lowe's US €45,004 1,894 5% 4% 3% 21 Albertsons Market (LLC) US €41,105 2,326 4% 0% 0% 22 Leclerc France €39,841 2,348 4% 2% 4% 23 Wesfarmers Australia €39,659 3,888 3% 4% 7% 24 Woolworths Limited (Aus) Australia €38,273 1,697 1% 3% 11% 25 Intermarché France €37,176 4,984 2% 0% 11% 26 Ahold2 Netherlands €34,563 3,273 -5% 2% 62% 27 IKEA Sweden €33,659 392 6% 9% 94% 28 Apple US €31,958 492 17% 8% 15% 29 Sainsbury’s United Kingdom €31,415 2,268 4% 1% 0% 30 Suning China €31,096 1,999 22% 22% 5% 31 Best Buy US €28,739 1,610 -3% 1% 12% 32 ICA Group Sweden €28,621 1,967 N/A 3% 8% 33 Loblaw Canada €28,035 2,511 8% 2% 0% 34 Publix US €24,888 1,351 5% 6% 0% 35 Magnit3 Russia €24,130 14,304 23% 19% 0% 36 Système U France €23,831 1,609 2% 3% 0% 37 TJX US €23,655 3,796 7% 4% 24% 38 H&M Sweden €23,513 4,209 14% 8% 96% 39 X5 Retail Group3 Russia €22,318 7,484 14% 13% 0% 40 Delhaize2 Belgium €21,975 3,338 0% 2% 78% 41 A.S. Watson Hong Kong SAR €21,570 13,241 9% 7% 77% 42 Mercadona Spain €19,994 1,624 4% 5% 0% 43 Rite Aid1 US €19,881 4,553 1% 2% 0% 44 Lotte Shopping South Korea €18,979 9,214 7% 3% 10% 45 Family Mart Japan €18,885 19,139 1% 4% 8% 46 Macy's US €18,883 892 0% -1% 0% 47 Morrisons United Kingdom €18,871 497 -2% 1% 0% 48 Coop Schweiz Switzerland €18,615 2,075 -1% -6% 27% 49 Migros Switzerland €18,298 2,392 2% 2% 7% 50 Sobeys Canada €17,655 1,454 8% 2% 0% ^ Excludes Alibaba Group due to predominant marketplace revenue. 1 Merger subject to authorities’ clearance – not yet reflected in the above rank. 2 Merger approved – not yet reflected in the above rank. 3 All Russian ruble-denominated results translated at exchange rate of RUB46.9/EUR. For more information, go to kantarretailiq.com Contact us: +1 (617) 912 2828 | [email protected] © 2016 Kantar Retail.