www.planetretail.net - Planet Retail 2010Global Trends & Forecasts 20102

Macroeconomic View

Modern Grocery Distribution (MGD)

Electronics, Entertainment & Office (EEO)

Foodservice

Planet Retail’s 2010 Forecast

This presentation features animation.Please navigate by either clicking the slide or using the arrows on your keyboard for optimum viewing.

www.planetretail.net - Planet Retail 2010Global Trends & Forecasts 20103

Macroeconomic View

www.planetretail.net - Planet Retail 2010Global Trends & Forecasts 20104

The world economy saw negative real growth in 2009.

Most industrialised nations slid into recession while growth slowed down in emerging markets.

A recovery began in H2 2009 and is expected to continue into 2010.

Source: Planet Retail Ltd – www.planetretail.net

Global: Growth of Key Macroeconomic Indicators, 2007-2011

1. Macroeconomic View

The global economy is set to bounce back in 2010.

www.planetretail.net - Planet Retail 2010Global Trends & Forecasts 20105

Retail sales growth in key developed markets hit hard in 2009:

USA: -4.3% in USD

Japan: -2.1% in JPY

UK: -0.6% in GBP

Spain: -3.3% in EUR

1. Macroeconomic View

Retail sales growth in key emerging markets remained robust in 2009 (albeit at lower levels than previous years):

China: +13.0% in CNY

India: +12.5% in INR

Brazil: +3.8% in BRL

2009 represented a mixed year depending on the market.