WEEKLY GLOBAL RETAIL PROMO UPDATE

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WEEK OF OCTOBER 25, 2015 WEEKLY GLOBAL RETAIL PROMO UPDATE What s inside: Walmart s weekly promo will definitely get shoppers into the Halloween spirit. The ad has a spooky theme and features costumes for kids, adults and pets Target is offering everything Halloween from special edition candies to costumes, makeup, accessories and even character pajamas for kids, toddlers and adults Kmart s promo is also focusing on the upcoming holiday. All costumes are now $25 or less, marked down 50% from their original prices. Halloween masks and wigs are 25% off partycity.com DEBORAH WEINSWIG EXECUTIVE DIRECTOR - HEAD OF FUNG BUSINESS INTELLIGENCE CENTRE DEBORAHWEINSWIG@FUNG1937.COM NEW YORK: 646.839.7017 CHINA: 86.186.1420.3016

SPOOKY GOOD DEALS Halloween is only a few days away and most retailers are focusing on holiday merchandise. Target is offering everything Halloween from special edition candies to costumes, makeup, accessories and even character pajamas for kids, toddlers and adults. Customers who spend $30 in the Halloween Shop will receive a $5 gift card. The retailer is also promoting holiday treats, disposable dinnerware in special colors and designs, and fresh pumpkins. FRIGHTFULLY FUN SAVINGS Walmart s weekly promo will definitely get shoppers into the Halloween spirit. The ad has a spooky theme and features costumes for kids, adults and pets, along with accessories, candy, makeup, flashlights, glow-in-the-dark spray and pumpkincarving kits. The retailer is also featuring holiday and fall recipes for chili, punch and eyeball meatballs, along with other ideas for the perfect scary Halloween meal. US PROMO HIGHLIGHTS HALLOWEEN FUN Kmart s promo is also focusing on the upcoming holiday. All costumes are now $25 or less, marked down 50% from their original prices. Halloween masks and wigs are 25% off and accessories are priced at $1.29 $19.99. The retailer is also offering a wide variety of trick-or-treat, fun-size candy bags from brands such as Mars, Hershey and Nestlé. All Halloween apparel and accessories are now 50% off as well. In addition, fall apparel, slippers and boots are discounted.

COLD-WEATHER SHOP It s not easy to stay warm and still be stylish, but Bloomingdale s makes it possible and even fun. The retailer is featuring a variety of items for infants and kids, from puffer vests to down and wool jackets, faux fur vests with different patterns, and fleece coveralls. The accessories selection includes ear warmers, Kate Spade matching hat and mittens, faux fur earflap hats, headbands and neck warmers. Bloomingdale s is also offering discounts on a wide variety of kids shoes from brands such as UGG Australia, Hunter, Sorel, Toms and Ralph Lauren. SPECTACULAR SALE The Macy s Red Star event features savings of 30% 75% off storewide from October 27 through November 2, as well as an extra 20% off with a Macy s Wow! Pass. Savings include 40% off juniors dresses; 50% off women s sleepwear; 60% off men s dress shirts, ties and designer pants; and 50% 65% off women s and men s shoes. The retailer is not promoting costumes, but infants First Impression sets and dresses and kids character hoodies from movies such as Frozen and Star Wars are now 40% off. US PROMO HIGHLIGHTS FAIREST EVENT OF THEM ALL JCPenney began its Halloween promo on October 1 and will run it until November 1. The retailer is featuring Disney dolls and matching costume options for boys and girls from movies such as Aladdin, Frozen, The Little Mermaid, Cars and Toy Story. Customers can enjoy 20% 25% off all Disney collection role-play costumes and accessories as well as other savings on apparel, toys and accessories.

NEW SPARKS LOYALTY PROGRAM Marks & Spencer recently launched a new loyalty card, Sparks. Customers who register for the membership club by November 4 will be automatically entered in a daily prize drawing for an extra special Sparks experience. The benefits of the new loyalty card are tailor-made offers, priority access to preview new-season ranges and entrance to exclusive events. RED FRIDAY EVENT Argos is running a five-day Red Friday promotion ending Tuesday, October 27. Deals include 40% off a Sharp 50 TV ( 299, US$458), 36% off a Dyson vacuum cleaner ( 189.99, US$290.85) and 40% off a Nutri Ninja blender ( 59.99, US$91.84). Separate from Red Friday, Argos is offering up to 50% savings on selected items as part of its Winter Home Event. Additionally, customers can save a further 20% when they spend 150 (US$230) or more on indoor furniture. UK PROMO HIGHLIGHTS 20% OFF KIDS CLOTHING Asda is running a promotion on selected children s clothing. Its 20% off deals include a Nickelodeon Paw Patrol onesie at 8 (US$12), a Jurassic World jumper at 5.60 (US$8.60), a Betty Boop pajama set at 9 (US$14) and a Disney Tangled T-shirt at 5 (US$8). The retailer s current home furniture sale features offers such as beanbags and twin sleeper bunk beds at up to 25% off.

UPDATE YOUR INTERIORS This week, John Lewis is offering savings on home essentials. Highlights of the sale include John Lewis mattresses at 15% off, Vitra chairs on a fourfor-three multibuy offer, up to 35% off on lighting, and sofas and armchairs at up to 50% off. The retailer is also running a mid-season clothing sale featuring up to 50% off womenswear, menswear and childrenswear. WINTER STYLE EVENT At Debenhams, customers can enjoy savings on selected current-season winter apparel. Miss Selfridge, Burton, Ted Baker and Peppa Pig are among the brands included in the promotion, which features savings of up to 20%. Debenhams is also running a home event for decorations, towels and bathroom accessories, and glassware, with discounts up to 20% off. The retailer s current furniture sale features discounts of up to 60% off. UK PROMO HIGHLIGHTS WINTER WARMERS 20% OFF This week, customers can save up to 20% off on all coats, boots and nightwear at BHS s Winter Warmers Sale. The retailer opened its Christmas Shop to kick off the festive season, and is offering half off a luxury festive hamper ( 40, US$61), among other deals. Also, at the BHS Lighting Event, customers can save up to 50% on lights, shades and bases, and lamps.

WEEKLY PROMO AT A GLANCE Retailer Event Dates Name of Promotion Pages Promotion Details 10/23-10/24 One Day Home Sale Online Save 40-75% on a large selection of items 10/23-11/1 Clearance Online Save 30-70% when you take an extra 20-50% off almost all permanently-reduced items N/A Sleep In! Online 40-50% off cold-weather bedding Ends 10/27 Friends & Family Online Extra 25% off select original, regular, sale and clearance-priced apparel, shoes, accessories, fine jewelry, home, furniture, mattresses, costume blindes and shades 10/26-10/31 Not a loyalty member yet? Online Sign up and save 20% + earn triple points 10/25 Spooky Mystery Offer Online 40%, 30% or 20% off 10/25 Super Sunday Online Extra 20% off sale & clearance-priced clothing for him, her & kids N/A Coat Sale Online 25%-50% off N/A Treat Yourself Online Up to 50% off Nike Ends 10/31 Sears Days Online Up to 50% off Kenmore wall ovens 10/25-10/31 Weekly Ad 1 Candy or Chocolate - buy 1 get 1 50% off with card 10/25-10/31 Weekly Ad 8 $14.99 Children s Toys 10/25-10/31 Weekly Ad 11 10/6-10/28 More Thrills For Less 4 Halloween Costumes and Accessories - buy 1 get 1 50% off with card Tootsie Roll Pops or Charms Blow Pops - $0.25 off with Coupon 10/6-10/28 More Thrills For Less 5 $10 licensed children s Halloween costumes 10/6-10/28 More Thrills For Less 5 $1 select Halloween items 10/25-10/31 Weekly Ad 1 10/25-10/31 Weekly Ad 2 10/25-10/31 Weekly Ad 4 $2 off with purchase of any two 14-oz. or larger bagged candy with coupon Free $5 gift card when you spend $30 in our Halloween Shop with coupon 15% off Disney Frozen, Disney Jr. and Disney Princess dress-up toys 10/25-10/31 Weekly Ad 1 2 per $5 on Mars, Hershey or Nestle fun size 10/25-10/31 Weekly Ad 2 25% off all Halloween wigs 10/25-10/31 Weekly Ad 4 50% off Halloween apparel and accessories 10/16-10/31 Happy Halloween 1 $15 select Disney princess or character costume 10/16-10/31 Happy Halloween 8 $1 pumpkin pail

UK WEEKLY PROMO AT A GLANCE Retailer Channel Promotion Details Panasonic microwave: 27% off ( 55, US$84) Up to half off selected clothing Disney Frozen doll set: 50% off at 30 (US$46) 34% off Kidsaw Junior bed ( 85, US$130) 20% off selected children s books Buy two, save 20% on selected furniture Three for two: Christmas fragrances Two for 8 (US$12) on selected women s vests Silvercrest dual hotplate: 19.99 (US$30.60) Esmara fleece jacket: 6.99 (US$10.70) Parkside ash vacuum cleaner: 29.99 (US$45.91) Up to half off selected home furniture Save 10 (US$15) on 40 (US$61) purchase in home, cook and dine Save 25% on selected baby safety gates Up to 50% off selected F&F clothing Save 25% on Elie Saab Resort fragrance ( 35.25, US$53.96) John Lewis giant piano mat: 25% off ( 22.50, US$34.44) Selected men s ties: half price 50% off women s Dune bag ( 29, US$44) Plush pet beds: 9.99 (US$15.29) Wooden doll s house: 29.99 (US$45.91) Portable basketball set: 34.99 (US$53.57) 50% off selected clothing for babies Men s Helly Hansen knitted hat: 50% off at 9 (US$14) Save up to 31% on Fitbit wristbands Betty Jackson jewelry: up to 64% off

Deborah Weinswig, CPA Executive Director - Head of Global Retail & Technology Fung Business Intelligence Centre New York: 917.655.6790 Hong Kong: +852.6119.1779 deborahweinswig@fung1937.com Filippo Battaini filippobattaini@fung1937.com Marie Driscoll, CFA mariedriscoll@fung1937.com John Mercer johnmercer@fung1937.com Kiril Popov kirilpopov@fung1937.com Cam Bolden cambolden@fung1937.com Janne Eho JanneEho@fung1937.com Swarooprani Muralidhar swaroopmuralidhar@fung1937.com Lan Rosengard lanrosengard@fung1937.com Tal Dor taldor@fung1937.com John Harmon, CFA johnharmon@fung1937.com Shoshana Pollack ShoshanaPollack@fung1937.com Jing Wang jingwang@fung1937.com Gil Dror gildror@fung1937.com Aragorn Ho aragornho@fung1937.com Charlie Poon charliepoon@fung1937.com Steven Winnick stevenwinnick@fung1937.com