Recent Sales and Comparable Store Sales Growth

Latest Monthly Results
Retailer / Division	Monthly						Fiscal Year-to-Date		Latest Store Count
	Sales in billions (LCU)		% Change	Comparable / Identical Sales Growth*		2-Year Average	Sales (YOY % Change)	Comps/IDs
	Nov '07	Nov '08	% Change	Nov '07	Nov '08	2-Year Average	Sales (YOY % Change)	Comps/IDs
Mass Merchants, Clubs & Discounters
Wal-Mart Inc	31.7	32.2	1.6%	1.5%	3.4%	2.4%	7.6%	3.0%	7,608
Wal-Mart International	7.9	7.1	(11.0%)	-	-	-	10.7%	-	3,355
Walmart Stores	20.2	21.5	6.5%	1.0%	3.4%	2.2%	6.6%	2.9%	4,253
WalMex	19.3	21.8	8.4%	1.4%	1.6%	1.5%	11.3%	4.9%	1,178
Target Corporation	6.0	5.6	(6.1%)	10.8%	(10.4%)	0.2%	2.8%	(2.6%)	1,684
Costco	5.7	5.6	(3.0%)	9.0%	(5.0%)	2.0%	3.0%	1.0%	519
Costco USA	-	-	-	6.0%	(2.0%)	2.0%	-	3.0%	403
Costco International	-	-	-	21.0%	(15.0%)	3.0%	-	(7.0%)	116
Sams Club	3.6	3.7	1.4%	4.3%	3.5%	3.9%	6.6%	3.5%	599
BJs	0.7	0.8	5.2%	7.7%	4.1%	5.9%	13.7%	11.4%	178
Family Dollar	0.6	-	-	(3.4%)	-	-	-	-	-
Drug Stores
Walgreens	4.8	5.0	3.7%	4.4%	(0.9%)	1.8%	6.8%	1.8%	6,630
Walgreens Front End	1.7	1.8	6.2%	2.6%	(0.9%)	0.8%	-	-	6,630
Walgreens Rx	3.1	3.2	2.4%	5.5%	(0.9%)	2.3%	-	-	6,630
Rite Aid	2.5	2.5	(2.0%)	0.9%	0.0%	0.4%	11.4%	1.1%	4,914
Rite Aid Front-End	0.8	0.8	(2.0%)	0.3%	(0.4%)	0.0%	-	2.0%	4,914
Rite Aid Rx	1.7	1.7	(2.0%)	1.2%	0.2%	0.7%	-	0.7%	4,914
Longs	0.4	-	-	(0.6%)	-	-	-	-	-
Department Stores/Others
Dillards	0.6	0.5	(10.0%)	1.0%	(9.0%)	(4.0%)	(6.0%)	(6.0%)	330
Gap	1.5	1.4	(10.0%)	0.0%	(10.0%)	(5.0%)	(6.0%)	(11.0%)	3,100
JC Penney	2.0	1.8	(11.5%)	-	(11.9%)	-	(6.3%)	(7.9%)	1,093
Kohls	2.0	1.7	(13.7%)	10.2%	(17.5%)	(3.6%)	(0.9%)	(7.7%)	1,004
Limited Brands	0.9	0.8	(12.0%)	(7.0%)	(12.0%)	(9.5%)	(11.8%)	(8.0%)	3,030
Nordstroms	0.8	0.7	(12.1%)	8.7%	(15.9%)	(3.6%)	(6.2%)	(8.6%)	169
Ross	0.5	0.6	4.0%	3.0%	(2.0%)	0.5%	9.0%	2.0%	965
Saks	0.3	0.3	(4.2%)	25.7%	(5.2%)	10.2%	(2.6%)	(2.6%)	202
TJX	1.8	1.6	(9.0%)	7.0%	(6.0%)	0.5%	3.0%	(1.0%)	2,656

Latest Quarterly Results (for retailers not reporting monthly results)
Retailer / Division	Quarterly						Fiscal Year-to-Date		Latest Store Count
	Sales in billions (LCU)		% Change	Comparable / Identical Sales Growth*		2-Year Average	Sales (YOY % Change)	Comps/IDs
	Last Year	This Year	% Change	Last Year	This Year	2-Year Average	Sales (YOY % Change)	Comps/IDs
Supermarket
Delhaize America (Q3, ended Jan)	4.7	4.8	3.8%	4.6%	2.5%	3.6%	3.7%	2.3%	1,577
Kroger (Q2, ended Jan)	16.1	18.1	11.9%	6.1%	10.1%	8.1%	11.7%	5.3%	3,648
Publix (Q3, ended Jan)	5.6	5.8	3.7%	4.5%	1.2%	2.8%	4.4%	0.0%	961
Safeway (Q3, ended Jan)	9.8	10.2	3.9%	3.2%	2.9%	3.0%	4.7%	2.8%	1,738
Supervalu (Q2, ended Jan)	10.2	10.2	0.7%	0.5%	(1.3%)	(0.4%)	0.5%	(1.1%)	2,500
Whole Foods (Q4, ended Jan)	1.7	1.8	2.6%	8.2%	0.4%	4.3%	20.7%	5.0%	275

Notes & Definitions

Retailers that report comparable store sales growth: Wal-Mart Inc, Walmart Stores, WalMex, Target Corporation, Costco, Costco USA, Costco International, Sams Club, BJs, Walgreens, Walgreens Front End, Walgreens Rx, Dillards, Gap, JC Penney, Kohls, Limited Brands, Ross, Saks, TJX, Delhaize America, Kroger, Publix, Safeway, Supervalu, Whole Foods
Retailers that report same store sales growth: Rite Aid, Rite Aid Front-End, Rite Aid Rx, Nordstroms

Note 1: Wal-Mart Corp comps reflect total US Stores' operations only (ex fuel), and exclude International performance.
Note 2: As of May 2007, CVS Caremark does not report revenues on a monthly basis. As of January 2008, the company does not report same-store-sales.
Note 3: After finalizing the acquisition of Dollar General, KKR has discontinued reporting monthly sales results for the retailer.
Note 4: As of September 2008, Family Dollar does not report monthly sales results.
Note 5: Whole Foods' results for Q4 2007 included an extra week. On a comparable basis, sales for Q4 2008 incresed 13% year-over-year.

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Recent Sales and Comparable Store Sales Growth