© Copyright 2013 Kantar Retail

Summary of Supplier Takeaways

• Reach out to your digital team, exploring opportunity for cross-promotions and alignments with in-store plans

• Evaluate how your online merchandising may learn from media companies

• Study how pack size, packaging, and assortment demands will increasingly vary in-store versus online

Multi-Channel Manager

• Ensure that your team has the resources to utilize new processes, tools• Explore opportunity to leverage Walmart’s Mupd8 platform internally• Focus on the shopper story across new and traditional resources

availableElevated Analytics

• Expect that contextual consideration of shoppers circumstances to target messages will be standard practice

• Advance co-marketing with Walmart via social media, focusing on the platforms your shoppers prefer

• Identify how to leverage Walmart’s apps to reach shoppers in-store, and evaluate new interception points before the store

Algorithmic Marketing Plans

• Anticipate that forecasting inventory will get more punctuated and more complex, staffing teams and planning investments appropriately

• Recognize that shopping at Walmart decreasingly means going into a Supercenter, mapping out your category’s evolving paths to purchase and fulfillment

Serving Omni-Channel Shoppers

Driving alignment with Walmart’s digital efforts

Source: Kantar Retail analysis 1

© Copyright 2013 Kantar Retail

Figure 1: Amazon’s Leadership in SalesAlso 4x more shopper penetration than Walmart.com

Source: Kantar Retail ShopperScape® , Sept 2007 – Sept 2012, KRIQ – 2012e data, Kantar Retail analysis 2

Amazon Walmart.com BestBuy.com Target.com $-

$5.0

$10.0

$15.0

$20.0

$25.0

$30.0

$35.0

$40.0

$35.6

$5.1

$2.8 $1.9

US Online Sales

Percent Shopped [dot.com retailer] during Past Four Weeks

4x ahead of Walmart.com!

Nearly 7x ahead of Walmart.com!

© Copyright 2013 Kantar Retail

Figure 2: Digital Direction Under Global.com

Slide 3Source: Company presentation, Kantar Retail research and analysis

• Broadest assortment, low price• Fulfillment• “Know customers by name”• Customer experience

Execute the Fundamentals

• Big data• Social analytics• Mobile and “personalized eCommerce”

Innovate in New Areas

• Emphasize the ten markets where Walmart now has a dot.com presence

• Four key markets to win: U.S., U.K., China, and Brazil

Win Key Markets

• Advance store alignments• Unite and expand global platform

Expand the Walmart Platform

Global.com’s Strategy in 2013:

The top areas of focus for Walmart

US

© Copyright 2013 Kantar Retail

Figure 3: Detail of “Executing the Fundaments”

Source: Company presentation, Kantar Retail analysis 4

Broadest assortment

Walmart.com’s assortment will increase ten-fold in 2013, listing

tens of millions of SKUs with the low price focus

To connect store and online offerings, managing categories

across an “endless aisle”

Innovative fulfillment

Adding flexibility and immediacy through

introducing new order payment and pick-up options 

To let shoppers shop Walmart anywhere, anytime

Know the customer

Developing personalized suggestions and customized

website shopping experiences through @WalmartLabs'

Targeting Team

To create a more relevant, uniquely Walmart experience

Enhanced experience

Elevating the product appeal through enhanced interactions in-store and online, as well as easing the navigation through

Polaris, its search engine

To advance the appeal to become shoppers go-to trusted

source across channels

Focus Area Walmart’s Action End Goal

© Copyright 2013 Kantar Retail

Figures 4 and 5: More Targeted, More Enticing Aims to know the customer and enhance the experience

Source: Kantar Retail research, analysis 5

© Copyright 2013 Kantar Retail

Figure 6: Model of Walmart’s Digital EffortsEnhancing before, during, and after the shopping trip

Source: Kantar Retail analysis 6

On-the-go resource

Shopping assistance

Retailer connection

© Copyright 2013 Kantar Retail

Figure 7: Product Review on GoodiesIncluding charts, ratings to facilitate reading the review

Source: Goodies.Co, Kantar Retail analysis 7