RETAIL SALES & PERFORMANCE

RETAIL SALES & PERFORMANCE Executive Search For The Retail World P: 530.432.1966 www.retailsearchgroup.com RETAIL MONTHLY RESULTS September 2018 October 2018 Sept 2018 Total Sales (000) Change vs Sept 2017 Sept 2018 change comp stores Oct 2018 Total Sales (000) Change vs Oct. 2017 Oct. 2018 change comp stores Buckle $ 75,400-3.2-2.4 Buckle $ 64,500-2.5-1.0 Cato Corp. $ 69,400-1.0-1.0 Cato Corp. $ 62,100 Flat -1.0 Costco Wholesale Corp. $ 13,640,000 10.3 8.4 Costco Wholesale Corp. $ 11,160,000 10.6 7.1 L Brands $ 1,058,000 8.0 5.0 L Brands $ 860,500 8.0 4.0 Zumiez $ 77,700-8.0 1.2 Zumiez $ 61,900 0.6 1.6 RETAIL QUARTER RESULTS A Retailer's name highlighted in RED denotes a recent quarter release. A Retailer's name newly added to the list will show in ITALICS. Sales Profit Sales Profit Big Box Bed Bath & Beyond 1st. Jul $ 2,800,000 0.4-0.6 Bed Bath & Beyond 2nd, Oct $ 2,900,000 Flat -0.6 Best Buy 1st, Jul $ 9,109,000 6.3 7.1 23.3 Best Buy 2nd, Oct $ 8,640,000 4.4 6.0 23.8 Costco 3rd, Jul $ 31,620,000 12.1 9.7 Costco 4th, Oct $ 43,400,000 5.0 7.8 Home Depot 1st, Apr $ 24,900,000 4.4 3.9 Home Depot 2nd, Aug $ 30,500,000 8.4 8.0 Lowes 1st, Apr $ 17,400,000 3.0 60.0 34.4 Lowes 2nd, Aug $ 20,900,000 7.1 5.2 34.5 Office Depot Max 1st, Apr $ 2,800,000 6.0-4.0 Office Depot Max 2nd, Aug $ 2,600,000 11.0-2.0 Target 1st, Jul $ 16,800,000 3.4 3.0 Target 2nd, Oct $ 17,776,000 6.9 6.5 Wal-Mart 1st, Apr $ 122,700,000 4.4 2.1 Wal-Mart 2nd, Aug $ 128,000,000 4.5 4.5 Drug Store CVS 1st, Apr $ 45,700,000 2.6 5.8 29.4 CVS 2nd, Aug $ 46,700,000 2.2 5.9 Rite Aid 4th, April $ 5,400,000-8.6-1.7 Rite Aid 1st, Aug $ 5,400,000-0.7 Walgreens Boots 2nd, April $ 33,000,000 12.1-1.7 6.7 Walgreens Boots 3rd, Aug $ 25,900 15.0-1.2 9.5 Automotive / Boating / RV Advance Auto Parts 1st, Apr $ 2,900,000-0.6-0.8 44.3 Advance Auto Parts 2nd, Aug $ 2,300,000 2.8 2.8 43.5 America's Car-Mart 4th, May $ 169,000 7.9 10.5 40.6 America's Car-Mart 1st, Sept $ 164,000 12.3 12.1 41.6 Asbury Automotive 1st, Apr $ 40,100,000 2.0 69.4 Asbury Automotive 2nd, Aug $ 43,200,000 4.0 68.6

Sales Profit Sales Profit Automotive / Boating / RV (Continued from previous page) AutoNation 1st, Apr $ 5,300,000 2.0 3.0 25.2 AutoNation 2nd, Aug $ 5,392,000-1.0-1.0 22.4 CarMax 1st, Jul $ 4,790,000 5.5-2.3 1.9 CarMax 2nd, Oct $ 4,770,000 8.6 2.1 7.7 Fastenal 1st, Apr $ 1,185,800 13.2 48.7 Fastenal 2nd, Aug $ 1,267,900 13.1 48.7 Marine Max 2nd, April $ 270,000 10.0-8.0 Marine Max 3rd, Aug $ 361,300 10.0 8.0 O'Reilly Auto Parts 1st, Apr $ 2,280,000 6.0 3.4 52.6 O'Reilly Auto Parts 2nd, Aug $ 2,460,000 7.0 4.6 52.5 Tractor Supply 1st, April $ 1,680,000 7.6 3.7 33.5 Tractor Supply 2nd, Aug $ 2,210,000 9.7 5.6 34.8 Specialty Apparel Abercrombie & Fitch 1st, Jun $ 730,899 9.0 5.0 Abercrombie & Fitch 2nd, Sept $ 842,400 8.0 3.0 American Eagle Outfitters 1st, Jun $ 823,000 8.0 9.0 37.0 American Eagle Outfitters 2nd, Sept $ 965,000 14.0 9.0 36.6 Ascena Retail Group 3rd, Jun $ 1,503,000-3.0-3.0 58.7 Ascena Retail Group 4th, Sept $ 1,766,000 4.0 4.0 57.5 Buckle 1st, Jun $ 204,900-3.5-3.1 Buckle 2nd, Sept $ 201,100 2.8 1.4 Carter's 1st, Apr $ 756,000 3.0 3.0 44.8 Carter's 2nd, Aug $ 696,000 1.0 0.9 44.5 Cato 1st, Jun $ 236,000-1.0-1.0 39.7 Cato 2nd, Sept $ 206,800 1.0 4.0 39.7 Chico's FAS 1st, Apr $ 561,800-3.8-5.9 40.4 Chico's FAS 2nd, Aug $ 544,700-5.9-3.2 36.1 Children's Place 1st. Jun $ 436,300-0.1-1.8 37.0 Children's Place 2nd, Sept $ 448,700 20.1 13.2 34.5 Christopher & Banks 1st, Jun $ 85,900-3.0-2.6 31.8 Christopher & Banks 2nd, Sept $ 87,400 0.9 0.8 28.5 Citi Trends 1st, Jun $ 211,000 5.5 2.1 Citi Trends 2nd, Sept $ 182,000 9.5 3.3 Columbia Sportswear 1st, Apr $ 607,300 12.0 49.3 Columbia Sportswear 2nd, Aug $ 481,600 21.0 47.5 Destination Maternity 1st, Jul $ 103,200-3.0-0.1 53.7 Destination Maternity 2nd, Oct $ 96,400 1.9 1.2 51.7 Destination XL Group 1st, Jun $ 113,300 5.3 2.2 44.7 Destination XL Group 2nd, Sept $ 122,200 0.9 3.3 46.1 Express 1st, Jun $ 479,400 1.0 1.0 29.9 Express 2nd. Sept $ 493,600 3.0 1.0 28.4 Francesca's Collections 1st, Jun $ 100,400-7.0-16.0 38.2 Francesca's Collections 2nd, Sept $ 113,000-6.0-13.0 39.0 G-III Apparel Group 1st, Jun $ 612,000 16.0 G-III Apparel Group 2nd, Sept $ 625,000 16.0 Gap 1st, Jun $ 3,800,000 10.0 1.0 37.7 Gap 2nd, Sept $ 4,100,000 8.0 2.0 37.7 Guess 1st, Jun $ 521,000 14.7 33.4 Guess 2nd, Sept $ 645,900 13.7 37.1 J. Crew 1st, Jun $ 540,500 3.0-6.0 38.3 J. Crew 2nd, Sept $ 587,600 3.0 5.0 38.5 L Brands 1st, Apr $ 2,625,800 3.0-2.0 L Brands 2nd, Aug $ 2,983,800 3.0-1.0 Lands' End 1st, Jul $ 299,800 11.7-18.9 44.4 Lands' End 2nd, Oct $ 307,900 1.9 6.4 44.4 lululemon athletica 1st, Jun $ 649,700 25.0 8.0 53.1 lululemon athletica 2nd, Sept $ 724,000 25.0 20.0 54.8 Michael Kors 4th, May $ 600,600 4.4 2.3 60.4 Michael Kors 1st, Aug $ 639,500 3.2 0.2 62.4 New York & 1st, Jun $ 218,000 2.7 32.0 New York & 2nd, Sept $ 216,400 0.6 32.1 PVH 1st, Jun $ 2,300,000 16.0 PVH 2nd, Sept $ 2,300,000 13.0 Ralph Lauren 4th, Apr $ 1,500,000 2.0 0.0 59.4 Ralph Lauren 1st, Aug $ 1,400,000 3.0-3.0 64.4 Tailored Brands 1st, Jul $ 818,000 4.5 2.1 42.2 Tailored Brands 2nd, Sept $ 823,400-3.9 1.7 44.8 Tapestry 3rd, Apr $ 1,320,000 33.0 3.0 68.7 Tapestry 4th, Aug $ 1,480,000 31.0 67.6 Tilly's 1st, Jun $ 123,600 2.2 0.1 28.3 Tilly's 2nd, Sept $ 157,400 13.4 4.4 31.8 Under Armour 1st, Apr $ 1,200,000 6.0 44.2 Under Armour 2nd, Aug $ 1,200,000 8.0 44.8 Urban Outfitters 1st, Jun $ 855,688 12.3 32.8 Urban Outfitters 2nd, Sept $ 992,000 13.7 35.9 Zumiez 1st, Jul $ 206,300 13.9 8.3 30.3 Zumiez 2nd, Sept $ 219,000 13.9 9.5 33.1 Specialty Apple Retail 2nd, Apr $ 61,100,000 16.0 Apple Retail 3rd, Aug $ 53,300,000 17.0 38.0 Barnes and Noble 4th, Jul $ 786,000-4.3-4.1 29.1 Barnes and Noble 1st, Sept $ 795,000-6.9-6.1 28.7 Build-A-Bear 1st, Apr $ 832,000 44.3 Build-A-Bear 2nd, Aug Pending Sales Profit Specialty (Continued from previous page) Sales Profit

Fossil 1st, Jun $ 569,156-9.0 51.0 Fossil 2nd, Sept $ 577,000-3.0 flat 53.6 GameStop 1st, Jul $ 1,930,000-5.5-5.3 34.0 GameStop 2nd, Sept $ 1,646,700-2.4-2.0 36.2 Genesco 1st, Jun $ 645,000-1.0-1.0 Genesco 2nd, Sept $ 654,000 6.0 3.0 49.2 GNC 1st, May $ 6,200 0.5 34.1 GNC 2nd, Aug $ 617,944-2.0-0.4 Michael's 1st, Jun $ 1,155,551-0.3 4.0 39.5 Michael's 2nd, Sept $ 1,053,000-0.4-0.4 35.4 Movado 1st, May $ 127,100 28.1 53.1 Movado 2nd, Aug $ 144,100 11.9 54.0 Sally Beauty 2nd, Apr $ 975,300 0.9 49.9 Sally Beauty 3rd, Aug $ 996,300-0.2-2.0 49.5 Signet Jewelers 1st. Jul $ 1,500,000 5.5-0.1 32.7 Signet Jewelers 2nd, Oct $ 1,420,100 1.5 1.7 30.1 Tiffany & Co. 1st. Jun $ 1,000,000 15.0 10.0 63.0 Tiffany & Co. 2nd, Sept $ 1,100,000 12.0 8.0 64.0 Ulta Beauty 1st, Jun $ 1,543,700 17.4 8.1 36.3 Ulta Beauty 2nd, Sept $ 1,488,200 15.4 6.5 36.0 Vera Bradley 1st. Jun $ 65,500-4.8-8.5 56.1 Vera Bradley 2nd, Sept $ 91,000 1.9-4.9 57.9 VF Corp 1st, Apr $ 3,000,000 22.0 50.5 VF Corp 2nd, Aug $ 2,800,000 23.0 50.3 Vitamin Shoppe 1st, Apr $ 296,000-3.2-3.6 32.0 Vitamin Shoppe 2nd, Aug $ 293,100-1.1-1.1 32.2 Caleres 1st, Jun $ 632,100 1.4-0.8 43.5 Caleres 2nd, Sept $ 706,000 4.4 2.6 41.5 DSW 1st, Jun $ 712,000 2.9 2.2 28.9 DSW 2nd, Sept $ 795,000 16.4 9.7 33.2 Foot Locker 1st, Jun $ 2,025,000 1.2-2.8 32.9 Foot Locker 2nd, Sept $ 1,782,000 4.8 0.5 30.2 Shoe Carnival 1st, Jun $ 257,400 1.6 1.3 30.0 Shoe Carnival 2nd, Sept $ 268,400 14.2 6.7 31.2 Skechers 1st, Apr $ 1,250,000 26.4 9.4 46.8 Skechers 2nd, Aug $ 1,134,797 10.6 49.4 Steve Madden 1st, Apr $ 389,000 6.2-1.2 36.2 Steve Madden 2nd, Aug $ 395,800 5.8 1.6 37.3 Wolverine World Wide 1st, Jun $ 534,000-9.7 42.7 Wolverine World Wide 2nd, Sept $ 566,900-5.3 41.3 Big 5 Sporting Goods 1st, Apr $ 234,200-8.7-7.5 31.1 Big 5 Sporting Goods 2nd, Aug $ 240,000-2.1 0.9 31.4 Dick's Sporting Goods 1st, Jun $ 1,910,000 4.6-2.5 Dick's Sporting Goods 2nd, Sept $ 2,180,000 1.0-4.0 Hibbett Sports 1st, Jun $ 274,700-0.4-0.3 35.2 Hibbett Sports 2nd, Sept $ 211,100 12.3 4.1 31.4 Nike 3rd, Mar $ 9,000,000 7.0 43.8 Nike 4th, Jul $ 9,800,000 13.0 44.7 Aaron's 1st, Apr $ 954,800 13.0-4.4 Aaron's 2nd, Aug $ 954,800 13.0-4.4 At Home 1st, Jul $ 211,800 21.0 0.9 33.3 At Home 2nd, Sept $ 288,500 24.3 2.8 33.3 Bassett 1st, Apr $ 110,300 4.1 3.3 50.6 Bassett 2nd, Aug $ 116,980 4.3-1.8 52.0 Conn's 1st, Jun $ 275,800-1.3-3.5 39.6 Conn's 2nd, Sept $ 296,400 3.5 3.5 41.4 Ethan Allen 3rd, April $ 181,400 50.0 53.3 Ethan Allen 4th, Aug $ 205,600 5.5 54.1 Floor & Décor 1st, Jun $ 402,900 31.1 15.6 41.0 Floor & Décor 2nd, Sept $ 434,300 26.2 11.4 40.9 Haverty Furniture Companies 1st, Apr $ 199,400-50.0-1.1 Haverty Furniture Companies 2nd, Aug $ 198,775 1.0 1.3 54.2 Kirkland's 1st, Apr $ 142,500 7.2 1.4 Kirkland's 2nd, Aug $ 133,900 1.7-3.9 La-Z-Boy 4th, May $ 420,000 1.8 3.9 La-Z-Boy 1st., Aug $ 384,700 7.7 4.6 Lumber Liquidators 1st, Apr $ 261,800 5.4 2.9 36.3 Lumber Liquidators 2nd, Aug $ 283,500 7.6 4.7 35.7 Pier 1 Imports 4th, Apr $ 512,000-3.1-7.5 37.0 Pier 1 Imports 1st, Aug $ 371,900-9.2-8.2 32.3 Select Comfort 1st, Apr $ 389,000-1.0-4.0 61.1 Select Comfort 2nd, Aug $ 316,000 11.0 9.0 60.5 Tuesday Morning 3rd, Apr $ 223.30 10 9.1 36.0 Tuesday Morning 4th, Aug $ 230,500 3.1 9.1 36.0 Williams-Sonoma 1st, Jun $ 1,203,000 8.2 5.5 35.9 Williams-Sonoma 2nd, Sept $ 1,275,000 6.1 4.6 Footwear Sporting Goods Home / Furniture Sales Profit Sales Profit Discount Big Lots 1st, Jun $ 1,268,000-3.0-3.0 Big Lots 2nd, Sept $ 1,222,200 2.0 1.6 Dollar General 1st. Jun $ 6,100,000 9.0 2.1 30.5 Dollar General 2nd, Sept $ 6,400,000 10.6 3.7 30.6 Dollar Tree 1st, Jun $ 5,550,000 5.0 4.0 30.6 Dollar Tree 2nd, Sept $ 5,530,000 4.6 1.8 30.1

Five Below 1st, Jun $ 296,300 27.2 3.2 Five Below 2nd, Sept $ 347,700 22.7 2.7 Fred's 1st, Jul $ 437,100-5.8-3.9 25.5 Fred's 2nd, Oct $ 419,700-4.3-3.5 23.9 Ross 1st, Jun $ 3,600,000 3.0 3.0 Ross 2nd, Sept $ 3,700,000 9.0 5.0 TJX 1st, June $ 87,000,000 12.0 3.0 28.9 TJX 2nd, Sept $ 9,300,000 12.0 6.0 28.9 Kroger 1st, Jul $ 37,500,000 3.4 21.8 Kroger 2nd, Sept $ 27,900,000 1.0 21.3 Publix 1st, Jun $ 9,300,000 6.8 5.1 Publix 2nd, Aug $ 8,800,000 4.0 1.7 Smart & Final 1st, Jun $ 1,013,200 5.1 1.2 14.4 Smart & Final 2nd, Aug $ 1,125,500 4.4 1.3 15.1 Supervalu 4th, April $ 3,590,000 42.0 9.9 Supervalu 1st, Aug $ 4,760,000 35.0 9.0 Burlington Stores 1st, Jun $ 1,518,000 12.8 4.8 41.2 Burlington Stores 2nd, Sept $ 1,499,000 9.9 2.9 41.4 Dillard's 1st, Apr $ 1,456,000 2.0 2.0 Dillard's 2nd, Aug $ 1,468,000 2.0 1.0 Hudson's Bay 1st, Jun $ 3,100,000 1.0-0.7 42.1 Hudson's Bay 2nd, Sept $ 2,200,000-2.0-0.4 39.9 J.C. Penney 1st, Jun $ 2,580,000-4.3 0.2 J.C. Penney 2nd, Sept $ 2,760,000-7.5 0.3 Kohl's 1st, May $ 4,000,000 2.2 3.6 Kohl's 2nd, Aug $ 4,300,000 3.9 3.1 Macy's 1st, Apr $ 5,541,000 3.6 3.9 38.2 Macy's 2nd, Aug $ 5,572,000-1.1 3.9 Neiman Marcus 3rd, Jun $ 1,170,000 4.8 6.0 Neiman Marcus 4th, Sept $ 1,130,000 2.3 Nordstrom 1st, Jun $ 87,000 5.8 0.6 34.1 Nordstrom 2nd, Sept $ 162,000 7.1 4.1 35.0 Sears Holdings 1st, Jun $ 2,900,000-11.9 Sears Holdings 2nd, Sept $ 3,200,000-3.9 Stage Stores 1st, Jun $ 344,000-9.2-2.8 Stage Stores 2nd, Sept $ 369,000-0.2-0.2 Stein Mart 1st, Jun $ 326,700-3.2-0.7 29.4 Stein Mart 2nd, Sept $ 310,900 flat 0.7 25.5 1-800-Flowers 3rd, Apr $ 238,500 2.1 39.6 1-800-Flowers 4th, Aug $ 229,000-4.0 40.5 Amazon 1st, Apr $ 51,000,000 43.0 Amazon 2nd, Aug $ 52,900,000 39.0 CafePress 1st, Apr $ 14,600-20.0 36.9 CafePress 2nd, Aug $ 14,500-19.0 45.0 ebay 1st, April $ 2,600,000 12.0 ebay 2nd, Aug $ 2,600,000 9.0 Etsy 1st, May $ 120,900 24.8 65.8 Etsy 2nd, Aug $ 132,400 30.2 65.7 EVINE Live 1st, Jun $ 156,500 0.1 35.9 EVINE Live 2nd, Sept $ 150,800 1.2 37.7 FTD Companies 1st, Jun $ 318,200 0.5 FTD Companies 2nd, Sept $ 299,900-8.6 Qurate Retail Group 1st, Jul $ 3,200,000 3.0 Qurate Retail Group 2nd, Sept $ 3,233,000 2.0 Grocery Department Store E-Commerce Overstock.com 1st, Jun $ 445,300 3.0 21.1 Overstock.com 2nd, Sept $ 483,000 12.0 19.0 PetMed Express 1st, Jul $ 87,400 10.0 21.0 PetMed Express 2nd, Oct $ 71,400 7.0 24.0 Shutterfly 1st, April $ 199,700 4.0 36.9 Shutterfly 2nd, Aug $ 443,400-8.0 62.4 Stitch Fix Stitch Fix Wayfair 1st, Apr $ 1,400,000 47.7 23.1 Wayfair 2nd, Aug $ 1,600,000 48.8 23.3 Sales Profit Sales Profit Quick Serve Restaurants Chipotle 2nd, Jul $ 1,300,000 8.3 3.3 Chipotle 3rd, Oct. $ 1,200,000 8.6 4.4 Domino's Pizza 2nd, Jul $ 779,396 12.6 6.9 Domino's Pizza 3rd, Oct $ 785,965 8.3 6.3 Dunkin' Brands 1st, May $ 220,000 1.7-0.5 Dunkin' Brands 2nd, Aug $ 350,600 4.9 1.4 Jack in the Box 2nd, May $ 60,300 0.9 Jack in the Box 3rd, Aug $ 48,100 0.5 McDonald's 1st, Apri $ 2,535,600 7.0 5.5 McDonald's 2nd, Aug $ 5,353,900-7.0 2.6 Nathan's Famous 4th, May $ 19,906 9.6 Nathan's Famous 1st, Aug $ 30,803 Papa John's 1st, May $ 427,369-4.9 Papa John's 2nd, Aug $ 407,959-2.3-7.2

Restaurant Brands Int. 1st, Apr $ 1,607,000 2.1-0.3 Restaurant Brands Int. 2nd, Aug $ 2,597,200 4.3 1.8 Shake Shack 1st, April $ 99,100 29.1 1.7 Shake Shack 2nd, Aug $ 112,900 28.3 1.1 Sonic 2nd, April $ 19,600-18.6-2.9 Sonic 3rd, Aug $ 21,600 7.0-0.2 Starbuck's 2nd, Apr $ 6,000,000 2.0 3.0 Starbuck's 3rd, Aug $ 6,300,000 11.0 1.0 Wendy's 1st, Apr $ 380,600 2.8 1.6 Wendy's 2nd, Aug $ 411,000 3.9 2.0 To be added to the Store Sales & Performance distribution list, please contact Kim Franchi at Kim@retailsearchgroup.com. All information provided is for informational purposes only, not intended for trading purposes or advice. Retail Search Group is not liable for any informational errors, incompleteness, or delays, or for any actions taken in reliance on information contained herein. Executive Search For The Retail World 426 Sutton Way, Suite 108 Grass Valley, CA 95945 P: 530.432.1966 www.retailsearchgroup.com