Planalytics 2016 WeatherCall Reports

February 2016

Issued: February 29, 2016

Glimpses of Warmer Temperatures Had Consumers Dreaming of Spring Across North America. Rain, Snow, and Severe Weather All Made Headlines Throughout the Month. February in the U.S. trended the warmest since 1999, shifting consumers into an early spring mindset. The U.S. was wettest in 2 years, although snowfall was the least since 2012. Canada had its warmest February since 2012, wettest since 1965, and the least snowfall since 2013.

February 2016 vs. February 2015 Temperature

• Spring Training.

o Nationally, February week 1 was warmest in the U.S. since 2008, week 3 was warmest since 2011, and week 4 was warmest since 2000. Los Angeles, San Diego, Phoenix, and Portland, OR all experienced record warmth during the month. o The New England region started the month warmest since 1991, while the Pacific region closed the month warmest since 1995 driving early sales of seasonal goods across the country. o Canada trended warmer than LY during all four weeks of the month. Halifax had its warmest start to February since 1983, Calgary was warmest since 1984 during week 2 and warmest since 1988 during week 3. The month closed with all major markets trending warmer than LY.

Hotter

• Wet Weeks, but With an Exception.

o Wet weather prevailed during February. The Mountain region began the month wettest since 1998; the South Atlantic wettest since 2010. Week 3 was wettest across the Mid-Atlantic since 2003; Miami was wettest since 2002, Raleigh since 2003, and NYC since 2006. Nationally, the final week of February was wettest since 1999, driven by the East where Philadelphia and Baltimore were wettest in 55+ years, Richmond since 1989, and Atlanta since 1997. o The exception was week 2, which had its least U.S. precipitation in over 55 years. o In Canada, week 3 was wettest in Vancouver since 1995; Quebec City since 1997.

• Ol’ Man Winter Wasn’t Ready to Let Go.

o Week 2 was the only week of February to trend colder than LY in the U.S. Despite the warmer comps, several snow systems left their mark on the month. A system moved from the Midwest to the Northeast during the latter part of week 1 bringing measureable snow to Minneapolis, Boston, NYC, and Philadelphia. Week 2 brought Nashville its most snow since 2003 and Cleveland its most since 2007. Buffalo recorded its most February week 3 snowfall since 2000, with Midwest markets including Chicago and St. Louis receiving measurable snowfall during the final week of the month. o In Canada, Halifax had its most snow since 1973 during week 2. Week 3 brought Ottawa its most snowfall in 55+ years, increasing demand for shovels and ice melt.

Colder

Mean Temperature Trends for February 2016 City

Temp v s LY

Temp v s Normal

Notable

Kansas City

+13.1F

+6.6F

Warmest since 1999

Memphis

+11.8F

+3.3F

Warmest since 2005

Dallas

+8.2F

+4.1F

Warmest since 2009

Denver

+3.0F

+5.8F

Warmest since 2009

Calgary

+11.1C

+13.2C

Warmest since 1977

Salt Lake City

-7.9F

+0.7F

Coldest since 2013

Precipitation

Wetter

• Severe Outbreak.

o The final week of February brought over 550 severe weather reports, the most since last July. The Gulf Coast and Mid-Atlantic were the hardest hit areas with 80 tornado reports. High winds extended into New England causing over 250,000 power outages.

Drier

Precipitation Trends for February 2016

• February Holidays.

o Valentine’s Day in the U.S. was coldest since 2007 with below normal rain and above normal snow. Canada was colder than normal but warmer than LY with its least snowfall in 55+ years. President’s Day in the U.S. was warmest since 2005 with its most precipitation since 1998.

Weather’s Impact

“February brought a sneak peak of spring, helping businesses drive early demand for seasonal goods. While winter is not yet over, the temperatures felt during this past month served as a catalyst to shift everyone into a spring mindset,” said Scott Bernhardt, President of Planalytics.

Temperature Callouts

• All U.S. regions trended warmer than normal, with all except the Pacific and Mountain also trending warmer than LY. The West North Central had its warmest February since 1999 and West South Central since 2009. o Kansas City and Oklahoma City were both warmest since 1999. Memphis was warmest since 2005; Dallas, Houston, San Antonio, and Denver since 2009. o Many major markets including NYC, Philadelphia, Chicago, Boston, Minneapolis, and Atlanta were all warmest since 2012. • Despite the Pacific and Mountain regions trending colder than LY, Los Angeles and San Diego both had their warmest February in over 55 years. • In Canada, Calgary had its warmest February since 1977, Edmonton since 1991, and Halifax since 1998. Toronto and Winnipeg were both warmest since 2012.

Precipitation Callouts

• The Mid-Atlantic region had its wettest February since 1981, the South Atlantic region since 2003, and New England since 2008. o Atlanta was wettest since 1997, Richmond since 1998, Baltimore, Raleigh, and Memphis since 2003, and Charlotte since 2007. • The Mountain region had its least February snowfall in 55+ years. Chicago, Pittsburgh, and Detroit all had their least snowfall since 2009; NYC, Boston, and Cleveland since 2012. • In Canada, Montreal had its wettest February since 1981, Quebec City and Ottawa since 1997, Vancouver since 1999, and Halifax since 2008. • Ottawa had its most snowfall since 1993. Conversely, Calgary had its least snowfall since 1999, Edmonton since 2010, and Toronto since 2012. © 2016 Planalytics, Inc. All Rights Reserved. Proprietary and Confidential.

City Montreal Atlanta Richmond Baltimore Nashville St. Louis

Total P recipitation P recipitation v s LY 106.43 mm +54.86 mm 7.39 in +3.24 in 4.35 in +0.58 in 5.57 in +3.33 in 3.10 in +0.98 in 0.80 in

-0.94 in

Notable Wettest since 1981 Wettest since 1997 Wettest since 1998 Wettest since 2003 Most snow since 2003 Driest since 2006

Weather-Driven Demand (WDD) WDDs represent the % change in demand of the product / category, based purely on the year-over-year change in weather.

Bicycles Sports Drinks Short Sleeve Shirts Allergy Fleece Ice Melt

+20% +10% +9% +3% -11% -24%

Retail Traffic WDD by Segment Estimated impact of weather on foot traffic by retail segment.

Indoor Entertainment Mass Merchants Softlines Home Centers Restaurants

+3.7% +3.7% +2.9% +1.8% +1.4%

Weather impacted foot traffic at Family Dollar Stores, Inc. (+13%), Buffalo Wild Wings (+12%), Men’s Wearhouse, Inc ( +10%), and Nordstrom (+5%). www.planalytics.com · 800.882.5881

March 2016

Issued: April 4, 2016

Madness in March! The Warmest March in 4 Years Drove Seasonal Demand Across North America. Spring Snow, Western Rainfall, and Severe Weather All Left Their Mark on the Month. March 2016 in the U.S. was the 2nd warmest March in over 55 years and warmest since the record warm March of 2012. The U.S. was wettest since 2011, but had its least snowfall since 1961. Canada also had its warmest March since 2012. Canada was wettest since 1972 which ranked 2 nd wettest in over 55 years, although snowfall totals were the least since 2013.

March 2016 vs. March 2015 Temperature

• Eastern Regions Dominated the Warmth Bracket

o Despite the West driving the U.S.’s warmest start to March since 2004, where the Pacific region trended warmest in 55+ years, the East drove the heat for the remainder of the month. o NYC trended warmest since 1990 during week 2; 1999 during week 5. Miami was warmest since 2003 during week 3; 1970 during week 5. Philadelphia was warmest since 2010 during week 4 and 1998 during week 5. o Toronto, Montreal, Quebec City, and Ottawa all had their warmest weeks 2 & 3 in four years.

Hotter

• The West Wasn’t Exactly Cold

o Colder temperatures to LY kept seasonal comps limited in the West. Despite the colder vs. LY comparisons, most major markets trended warmer than normal throughout the month. o Las Vegas, Phoenix, and Portland, OR all had their coldest March week 2 since 2010. Week 3 was coldest in 3 years for Los Angeles, San Francisco, San Diego, and Salt Lake City.

• Rain, Snow, and a Side of Severe Weather

o California welcomed much needed rainfall during the beginning of March. San Francisco was wettest during week 1 since 2009; Sacramento since 2010. Both were wettest since 2005 during week 2. Week 2 was also wettest since 2003 in Los Angeles and 2010 in San Diego. o Heavy rain caused devastating floods in the South Central region during week 2. Week 3 brought precipitation to the East with Detroit wettest since 1980, Philadelphia since 2004. Orlando was wettest in 55+ years during week 4 and Detroit ended March wettest since 1987. Canada had its wettest week 4 since 1972. Quebec City ended March wettest since 1978. o Week 1 brought several inches of snow to the Mid-Atlantic region. In Canada, Quebec City recorded its most March week 1 snowfall in 55+ years. Significant snow & ice fell across portions of the Plains, Upper Midwest, and Great Lakes during week 4, with measurable snow falling during week 5 in Chicago, Detroit, Cleveland, and Pittsburgh. o Severe weather picked up during the final two weeks of March. Hail, high winds, and tornadoes impacted parts of the Gulf Coast, Mid-Atlantic, Great Lakes, and Plains.

Colder

Mean Temperature Trends for March 2016 City

Temp v s LY

Temp v s Normal

Notable

Philadelphia

+10.9F

+6.6F

Warmest in 55+ years

Montreal

+4.0C

+0.8C

Warmest since 1992

Boston

+9.2F

+4.2F

Warmest since 2012

New York City

+10.4F

+6.1F

Warmest since 2012

Indianapolis

+8.3F

+4.6F

Warmest since 2012

Los Angeles

-4.1F

+1.7F

Coldest since 2013

Precipitation

Wetter

• March Holidays

o Easter Sunday (March 27) had near normal temperatures in the U.S. and was wettest since 2009. Easter in Canada was slightly colder than normal and wettest since 2012. o St. Patrick’s Day trended warmer than normal in the U.S. & Canada, driven by eastern markets.

Weather’s Impact

“March Madness took on a whole new meaning as widespread warmth kept the momentum generated during February for seasonal sales right on going through March. Home centers and apparel retailers all benefitted from the conditions” said Scott Bernhardt, President of Planalytics.

Temperature Callouts

• All U.S. regions trended warmer than normal, with all except the Pacific and Mountain regions experiencing their warmest March since 2012. The Mid-Atlantic, South Atlantic, and West South Central regions all recorded their 2nd warmest March in 55+ years. o Philadelphia trended warmest in over 55 years. o Major markets including NYC, Chicago, Dallas, Boston, Atlanta, and Minneapolis were all warmest since 2012. • Colder temperatures vs. LY were focused in the West. Despite the colder conditions, both the Pacific and Mountain regions trended warmer than normal with the Pacific region having its 3 rd warmest March in 55+ years. o LA, San Francisco, San Diego, Sacramento, and Salt Lake City were all coldest in 3 years. • In Canada, Calgary, Vancouver, and Edmonton were each warmest since 1992; Toronto, Ottawa, and Montreal since 2012, spurring demand for seasonal goods.

Precipitation Callouts

Drier

Precipitation Trends for March 2016 Total P recipitation City P recipitation v s LY Memphis 16.20 in +10.71 in Detroit 5.05 in +4.02 in New Orleans 11.51in +5.15 in San Francisco 5.14 in +5.08 in

N otable W ettest in 55+ years W ettest since 1985 W ettest since 1988 W ettest since 2011

Quebec City

162.56 mm

+107.70 mm

W ettest since 2011

St. Louis

2.33 in

-1.58in

Driest since 2005

Weather-Driven Demand (WDD) WDDs represent the % change in demand of the product / category, based purely on the year-over-year change in weather.

Lawn Fertilizer Wiper Blades Fans T-Shirts Bottled Water Suncare

+14% +7% +6% +3% +1% +1%

Retail Traffic WDD by Segment

• The wettest March in 5 years was driven by the West South Central region which was wettest since Estimated impact of weather on foot traffic 1997. The East South Central region trended wettest since 2002, and East North Central region by retail segment. was wettest since 2008. Home Centers +2.1% o Little Rock and Memphis both had their wettest March in over 55 years. Detroit was wettest since Mass Merchants +1.2% 1985, New Orleans since 1988, and San Antonio since 2007. Restaurants +1.1% o Much needed rain fell in California bringing San Francisco and Sacramento their wettest March Softlines +1.1% since 2011; Los Angeles since 2012. Indoor Entertainment -1.4% o Major markets of NYC, Boston, Minneapolis, Chicago, Philadelphia, Baltimore, and Salt Lake City all received measurable snow during the month, but all amounts were below LY. • Driest anomalies for March were experienced in Miami, which was driest since 2000. St. Louis was Weather impacted foot traffic at driest since 2005, Baltimore and Richmond since 2006, and Charlotte since 2007. Cabela’s Inc. (+16%), Five Below, Inc. (+13%), • In Canada, Toronto, Montreal, Quebec City, and Ottawa were all wettest since 2011. Conversely, Dillard’s (+10%), and Panera Bread Co. (+9%). Edmonton and Calgary had their driest March since 2010. Quebec City had its most snowfall since 1984 while most other major markets trended below normal. © 2016 Planalytics, Inc. All Rights Reserved. Proprietary and Confidential.

www.planalytics.com · 800.882.5881

April 2016

Issued: May 2, 2016

Spring Took a Break Across Eastern North America During April. Warm Conditions in the West. April Showers Caused Flooding in the South Central and Gulf Regions.

In the U.S., April 2016 was the coolest in 3 years, with the most rainfall in 2 years and well above normal. Snowfall was the most since 2013. In Canada, temperatures trended coolest since 1997. Rainfall in Canada was the least since 2010, while snowfall was the most since 2000.

• Bookends of Cool Weather for the East.

April 2016 vs. April 2015 Temperature

o Spring was on hiatus across eastern North America during weeks 1, 2, and 4 of April. The East North Central region had its coolest April week 1 since 1982. The Mid-Atlantic was also coolest since 1982 during week 1, since 2000 during week 2, and since 2006 during week 4. The New England region was coolest since 1995 during both weeks 1 and 2 and coolest since 2000 during week 4, weakening demand for spring apparel and consumables. o In Canada, week 1 trended coolest since 1982 for Toronto, Ottawa, and Quebec City. Week 2 was coolest in Quebec City in over 55 years and coolest in Toronto since 1997. Week 4 was coolest in Quebec City in 55+ years, Montreal & Ottawa since 1972, and Toronto since 1979.

Hotter

• The West Sprang In & Out of Spring.

Colder

o April began warmest in the Pacific region since 1989. Seattle and Portland, OR were warmest in 55+ years. The Mountain and Pacific regions were the only regions to trend warmer than LY during week 2. Week 3 was warmest in 55+ years in the Pacific region. Trends changed during week 4 when the Mountain region closed April coolest since 2011; the Pacific region since 2012. Las Vegas was coolest since 1999, Phoenix since 2006, and San Francisco since 2009. o In Canada, Calgary had its warmest April week 1 since 1977 and warmest week 2 since 1994. Vancouver was warmest during week 1 since 1996 and during week 2 since 1994.

• April Showers in Full Force Along with Severe Weather.

o Week 2 brought severe weather across the South. High winds, hail, and 14 tornadoes moved across Texas, the Plains, and the Gulf Coast. o Houston experienced its wettest 3rd week of April in over 55 years resulting in severe flooding. Elsewhere in the South Central region, Oklahoma City had its wettest week 3 in over 55 years and Dallas was wettest since 1962. o In week 4, a severe weather outbreak hit the Plains and parts of the Ohio Valley. While most of the over 1,000 incidents reported during the week were from high winds and damaging hail, 63 tornadoes did move through Texas, Oklahoma, and Kansas.

Precipitation

Wetter

• Say it Ain't Snow!

o Late season snow during week 1 in eastern markets stifled warm weather demand and resulted in the snowiest first week of April since 2013. Cleveland had its most snow for the week since 1982, Boston since 1996, Philadelphia since 2004, Buffalo since 2005, and Detroit & Chicago since 2009. Conversely, the Mountain region had its least snow since 1985. o At the end of week 2, a major winter storm brought 11.8 inches of snow to Denver.

Drier

Weather’s Impact

“Although signs of spring were sprinkled throughout April, cool and wet conditions across major eastern markets kept demand soft for spring goods as well as outdoor activities. Western locations fared best with warmer temperatures,” said Scott Bernhardt, President of Planalytics.

Temperature Callouts

• The Pacific region recorded its warmest April in 55+ years, driving sales of spring merchandise. o Portland, OR and Seattle were both warmest in 55+ years. • The East South Central region was warmest since 2011; West South Central region since 2012. o Nashville and Memphis each had their warmest April since 2011. Dallas, Little Rock, and Oklahoma City all trended warmest since 2012. • Conversely, the New England region experienced its coolest April since 1995. The Mid-Atlantic and East North Central regions were coolest since 2000; the South Atlantic region since 2009. o Boston trended coolest since 1995; Buffalo, Detroit, and Richmond since 1997. Philadelphia, Baltimore, and Cleveland all had their coolest April since 2000; New York City since 2003. • In Canada, Quebec City had its coolest April in over 55 years. Ottawa trended coolest since 1972 and Toronto and Montreal since 1995, keeping demand for spring goods soft. • Conversely, Calgary had its warmest April since 1980 and Edmonton since 1998.

Precipitation Callouts

2nd

• The West South Central region had its wettest April in 55+ years, making it wettest since 1991. The Mountain and West North Central regions both had their 3 rd wettest April in 55+ years, wettest since 2005 and 2013 respectively, limiting outdoor activities during the month. o Houston and Las Vegas recorded their wettest April in over 55 years. Oklahoma City was wettest since 1990, Dallas since 1991, Phoenix since 1988, and Kansas City since 1999. • The Mid-Atlantic and South Atlantic were both driest since 2001. o Nashville had its driest April since 1992, Baltimore since 1995, Tampa since 2002, Miami since 2006, and Philadelphia since 2008. • Late season snowfall was primarily focused in New England, which received the most since 2007. o Buffalo had its most April snowfall since 1994; Boston since 1996. • In Canada, Calgary and Ottawa had their driest April since 2001, Vancouver since 2004, Edmonton since 2006, and Toronto since 2012. Conversely, Halifax was wettest since 1994. • Toronto had its most April snowfall in 55+ years, Halifax since 1999, and Ottawa since 2007. © 2016 Planalytics, Inc. All Rights Reserved. Proprietary and Confidential.

Weather-Driven Demand (WDD) WDDs represent the % change in demand of the product / category, based purely on the year-over-year change in weather.

Sport Drinks Rainwear Shorts Sunglasses Frozen Treats Grass Seed

+8% +5% +2% +1% -1% -2%

Retail Traffic WDD by Segment Estimated impact of weather on foot traffic by retail segment.

Indoor Entertainment +2.5% Softlines +0.3% Mass Merchants -0.1% Restaurants -0.3% Home Centers -0.8% Weather impacted foot traffic at Shoe Carnival (+10%), Macy’s (+6%), Bloomin’ Brands (-1%), and Family Dollar (-2%). www.planalytics.com · 800.882.5881

May 2016

Issued: May 31, 2016

Another Cool Month for the East Closed With a ‘Summer-Like’ Memorial Day Holiday Weekend. Tropical Storm Bonnie Brought Heavy Rain to the Carolinas. Severe Weather and Flooding Active Late Month. May in the U.S. trended coolest since 2011, continuing to soften demand for spring apparel and consumables. The U.S. was driest since 2012. Canada had its coolest May in 2 years and was driest since 2007, supporting outdoor activities.

May 2016 vs. May 2015 Temperature

• A Case of the Blues for the East.

o May featured unseasonably cool temperatures across much of the East keeping seasonal purchasing at bay. The Mid-Atlantic and New England regions started the month coolest since 2005 with Boston coolest in over 55 years and New York City coolest since 1978. Week 2 trended coolest in Miami since 2005, Baltimore since 2008, and Chicago since 2010. The West South Central region had its coolest May week 3 since 1983, New England, Mid-Atlantic, and East North Central regions since 2008. Kansas City had its coolest 3 rd week of May in 55+ years, St. Louis since 1968, and Dallas, Oklahoma City, and San Antonio since 1983. o While the month ended coolest since 2011 for the U.S., a drastic shift to warmer temperatures across eastern markets during the final week of May helped to kick-start summer purchasing leading up to and over the Memorial Day holiday weekend. Major markets including New York City, Philadelphia, and Boston reached 90ºF for the first time this year. o Canada experienced a cool May as well. The month began cool in the East with Halifax coolest since 2000 and Toronto, Montreal, and Quebec City coolest since 2011. Edmonton had its coolest May week 2 since 2004, Calgary since 2009, and Toronto since 2010. Cool conditions continued into week 3 with Montreal coolest since 2002, Quebec City since 2005, and Toronto and Ottawa since 2008. Canada ended the month cooler vs. last year as well.

• Positive Comps Due West.

o May began with positive year-over-year comps in the West as the Mountain and Pacific regions were the only regions to trend warmer than last year. In Canada, Calgary and Edmonton had their warmest start to May in 55+ years. Week 2 was warmest in 3 years across the West South Central and Mountain regions and warmest in 2 years in the Pacific region. o The final week of May brought a shift in trends as the Mountain region was coolest since 2010 and the Pacific region coolest since 2011.

Hotter

Colder

Mean Temperature Trends for May 2016 City

Temp v s LY

Temp v s Normal

Notable

Dallas

-1.2F

-3.0F

Coolest since 1994

Philadelphia

-9.0F

-3.3F

Coolest since 2005

Boston

-6.1F

-1.3F

Coolest since 2006

Quebec City

-2.5C

-0.5C

Coolest since 2011

Seattle

+0.4F

+3.3F

Warmest since 1993

Portland, OR

+1.0F

+3.3F

Warmest since 1997

Precipitation

• May Holidays

Wetter

o Mother’s Day (Sunday, May 8th) was coolest and driest in the U.S. since 2013. In Canada, Mother’s Day trended coolest since 2011 and wettest since 2013. o Memorial Day (Monday, May 30th) was warmest since 2012 with near normal rainfall.

• My Bonnie Lies Over the Ocean.

o Tropical Storm Bonnie formed over the final week of May and brought heavy rain and local flooding to the Carolinas during the Memorial Day weekend. o Severe weather was also active during the final week of May with over 950 severe weather reports, including 92 confirmed tornadoes and over 350 high wind reports. Flooding was widespread in Texas and the Plains, driving emergency and clean-up purchases. o While May trended dry overall, it began wettest in 3 years driven by the South Atlantic region which was wettest since 1989. Chicago trended wettest since 1970 during week 2 and Nashville and Philadelphia were wettest since 2001 during week 3.

Weather’s Impact

“While cool temperatures encompassed much of May, the extreme warm-up for major eastern

markets leading up to and over the Memorial Day weekend holiday provided a strong close to the month for seasonal businesses,” said Scott Bernhardt, President of Planalytics.

Temperature Callouts

• All U.S. regions, except the Pacific region, trended cooler than normal during the month of May. The West South Central region had its coolest May since 1997, the South Atlantic region since 2006, and the Mid-Atlantic region since 2008. The New England, East North Central, East South Central, and West North Central regions were all coolest in 5 years. o Dallas trended coolest since 1994, Houston since 1997, and Oklahoma City since 2002. Baltimore, Philadelphia, and San Antonio all had their coolest May since 2005. Cleveland, Charlotte, Cincinnati, Indianapolis, Pittsburgh, and Raleigh were all coolest since 2008. • The Pacific and Mountain regions were the only regions to trend warmer vs. last year. o Seattle had its warmest May since 1993 and Portland, OR since 1997. • In Canada, Toronto, Quebec City, Montreal, and Ottawa were all coolest since 2011. Conversely, Winnipeg had its warmest May since 1991.

Precipitation Callouts

• The Pacific region had its driest May since 2007, the East South Central region since 2011, the West South Central and East North Central regions since 2012. o Atlanta was driest since 2005, Minneapolis since 2009, and Oklahoma City since 2010. • Conversely, the South Atlantic region had its wettest May since 2009. Richmond had its wettest May in 55+ years. Philadelphia had its most May rainfall since 2001, Baltimore and Orlando since 2009, and Charlotte since 2012. • In Canada, Ottawa was driest since 1998, Toronto since 2008, and Montreal and Quebec City since 2010. Conversely, Edmonton was wettest since 1977. © 2016 Planalytics, Inc. All Rights Reserved. Proprietary and Confidential.

Drier

Precipitation Trends for May 2016 Total P recipitation City P recipitation v s LY Ottawa 28.96 mm -45.72mm Atlanta 1.23 in -3.02 in Minneapolis 2.40 in -1.14 in Oklahoma City 1.99 in -17.49 in

Notable Driest since 1998 Driest since 2005 Driest since 2009 Driest since 2010

Richmond

8.56 in

+7.15 in

Wettest in 55+ years

Los Angeles

0.59 in

+0.16 in

Wettest since 2006

Weather-Driven Demand (WDD) WDDs represent the % change in demand of the product / category, based purely on the year-over-year change in weather.

Iced Tea Packaged Ice Short Sleeve Shirts Lawn Mowers Grills & BBQs Pool Chemicals

-1% -1% -3% -4% -5% -10%

Retail Traffic WDD by Segment Estimated impact of weather on foot traffic by retail segment.

Indoor Entertainment +3.0% Mass Merchants +0.1% Home Centers -0.2% Softlines -0.5% Restaurants -1.3% Weather impacted foot traffic at Five Below Inc. (+5%), Bed Bath & Beyond (+3%), American Eagle Outfitters (-1%).and Buffalo Wild Wings (-5%). www.planalytics.com · 800.882.5881

June 2016

Issued: July 5, 2016

A Warmer Than Normal June Drove Seasonal Purchasing Across North America.

Dry Conditions Supported Outdoor Activities, Although Flooding Plagued Texas and West Virginia During the Month. The U.S. had one of its warmest June’s on record, driving demand for seasonal goods. Rainfall was the least since 2012, promoting outdoor activities. Canada had its warmest June in 2 years and driest since 2009, although rainfall was above normal.

June 2016 vs. June 2015 Temperature

• The Heat was On!

o The month began with the U.S.’s warmest June week 1 in 55+ years, driven by the Pacific and New England regions, which were warmest since 1996 and 1999 respectively. Week 2 brought the warmest temperatures in 55+ years to St. Louis with the West North Central region as a whole trending warmest since 1987. The East South Central region recorded a top 3 warmest June week 2 in over 55 years. Nationally, week 3 was the 2nd warmest in 55+ years. The Mountain region had its warmest 3rd week of June in over 55 years with Las Vegas and Salt Lake City also warmest in 55+years. In addition, week 3 brought the Pacific region one of its top 5 warmest 3rd weeks of June. Las Vegas was once again warmest in 55+ years during week 4; Los Angeles since 1976. Nationally, the final week of the month trended warmest in 3 years. o In Canada, week 1 was warmest since 2006. Montreal had its warmest start to June in 55+ years with week 2 warmest in 55+ years in Calgary and since 1997 in Edmonton. Week 4 was warmest in 3 years for Canada. The final week of the month trended the warmest in 2 years in Toronto, Montreal, Quebec City, Ottawa, and Halifax.

• Cool for the Summer!

o Notable cool comparisons during the month began with the West South Central region trending coolest since 1997 during June week 1. Houston was coolest since 1984 and San Antonio since 1987, with both cities experiencing their coolest 2nd week of June since 2000. Week 3 brought cool comparisons to the West where Sacramento was coolest since 1995, Portland, OR and Phoenix since 2010, Seattle since 2011, and Los Angeles since 2012. Locations across the MidAtlantic region also trended cool with Richmond coolest since 2006 and Baltimore and Philadelphia since 2009. Cool comparisons shifted West once again to close the month; Denver had its coolest June week 5 since 2009 and San Francisco since 2011. o In Canada, Ottawa and Quebec City were coolest since 2000 during week 2. Halifax trended coolest in over 55 years during week 3 and Vancouver since 1981.

Hotter

Colder

Mean Temperature Trends for June 2016 City

Temp v s LY

Temp v s Normal

Notable

Kansas City

+3.4F

+2.4F

Warmest since 1990

St. Louis

+3.6F

+2.8F

Warmest since 1991

Pittsburgh

+1.2F

+1.5F

Warmest since 2002

Toronto

+2.4C

+0.2C

Warmest since 2012

Baltimore

-1.1F

-1.5F

Coolest since 2009

Richmond

-3.4F

-2.7F

Coolest since 2003

Precipitation

• June Holidays.

Wetter

• Stormy Skies.

Drier

o Father’s Day (Sunday, June 19th) was cooler than LY but warmer than normal in the U.S. Rainfall was the least in 55+ years. Canada was warmest since 2006 and driest since 2011. o Canada Day (Friday, July 1st) was warmer than LY and normal. Most major markets were dry. o The month began with historic flooding in Texas. Dallas had its wettest June week 1 since 1981, San Antonio since 1986. The West South Central region as a whole was wettest in 55+ years. o Tropical Storm Colin formed in the Atlantic leading into week 2 and brought Tampa its wettest 2nd week of June in over 55 years. Orlando was wettest since 1994. o Devastating flooding across parts of West Virginia occurred during week 4. o In Canada, Quebec City had its wettest June week 1 since 1972. Halifax was wettest since 1995 during week 2 and Edmonton was wettest since 1998 during week 4.

Weather’s Impact

“While summer made its official arrival during the 4th week of June, warm temperatures were the rule throughout the month. Seasonal purchasing was strong, particularly in interior portions of North America,” said Scott Bernhardt, President of Planalytics.

Temperature Callouts

• The West North Central region had its warmest June since 2002 and the East South Central region since 2011. The West South Central region was warmest in 3 years and both the New England and Mid-Atlantic regions were warmest in 2 years. o Kansas City trended warmest since 1990, St. Louis since 1991, and Pittsburgh since 2002. Little Rock, New Orleans, Oklahoma City, and Tampa were all warmest in 5 years. • Despite trending cooler vs. last year, the Pacific region had its 3 rd warmest June in 55+ years and the Mountain region had its 4th warmest June in 55+ years. • Coolest comparisons were felt in Richmond, coolest since 2003. Houston was coolest since 2006, and Baltimore since 2009. • In Canada, Toronto had its warmest June since 2012 with Montreal, Ottawa, and Halifax all warmest in 2 years. Conversely, Vancouver and Winnipeg were coolest since 2012.

Precipitation Callouts

• The New England region had its driest June since 2007, the East South Central region since 2011, and the Mid-Atlantic, East North Central, and Mountain regions since 2012. o Cincinnati and St. Louis were driest since 1991, Buffalo since 2001, Boston since 2007, and New York City and Memphis since 2010. • Conversely, Las Vegas had its wettest June since 1990, and Richmond since 2004. Texas had a rainy month with Houston wettest since 2006, San Antonio since 2007, and Dallas since 2009. • In Canada, Toronto was driest since 2007, Montreal since 2009, and Calgary since 2010. Conversely, Edmonton had its wettest June since 2011 and Vancouver since 2013. © 2016 Planalytics, Inc. All Rights Reserved. Proprietary and Confidential.

Precipitation Trends for June 2016 Total Precipitation City Precipitation vs LY Cincinnati 2.49 in -6.58 in Boston 2.66 in -3.80 in Montreal 96.01 mm -63.25 mm New York City 4.05 in -2.38 in Houston 12.91 in +1.14 in Las Vegas 0.66 in +0.53 in

Notable Driest since 1991 Driest since 2007 Driest since 2009 Driest since 2010 Wettest since 2006 Wettest since 1990

Weather-Driven Demand (WDD) WDDs represent the % change in demand of the product / category, based purely on the year-over-year change in weather.

Air Conditioners Pools Suncare Sports Drinks Shorts Frozen Treats

+33% +16% +9% +8% +5% +3%

Retail Traffic WDD by Segment Estimated impact of weather on foot traffic by retail segment.

Restaurants Sporting Goods Softlines Home Centers Indoor Entertainment

+1.1% +0.9% +0.7% +0.1% -1.5%

Weather impacted foot traffic at Panera (+8%), Cabela’s Inc. (+7%), Shoe Carnival, Inc (+5%), and Francesca’s (+4%). www.planalytics.com · 800.882.5881

July 2016

Issued: August 1, 2016

The Warmest July Since 2012 in the U.S. and Canada Drove Seasonal Sales to Close Retail Q2.

Relief From the Heat was Limited to the West. North America’s Wettest July Since 2013 Limited Outdoor Activities. Both the U.S. and Canada recorded their warmest July since 2012 and wettest since 2013. The warm temperatures continued to drive demand for seasonal goods across North America, while rainfall limited outdoor activities for some.

July 2016 vs. July 2015 Temperature

• Blazin’ East.

o July began warmest in three years with the strongest heat focused across the South. The East South Central region had its warmest July week 1 since 1980 and the South Atlantic region since 1993. Orlando, Tampa, Houston, and New Orleans were all warmest in 55+ years. Orlando trended warmest in over 55 years once again during week 2, Houston since 1980, and Atlanta since 2002. A heat wave brought much above normal temperatures to NYC, Boston, Philadelphia, and Baltimore during the second week of the month. All regions trended warmer than normal during week 3. The East South Central region was warmest since 1993 and Mountain region since 2006. Little Rock & Salt Lake City were both warmest in 55+ years. Nationally, the month closed warmest in 55+ years with the South Atlantic region also trending warmest in 55+ years. Las Vegas and Charlotte had their warmest end to July in over 55 years. o In Canada, Toronto had its warmest start to July since 2010, Ottawa since 2013. Both Toronto and Montreal were warmest in 3 years and warmer than normal during week 2, and most of the country trended warmer than both LY & normal during week 3. Vancouver and Edmonton were warmest since 2009. The month ended warmest since 2012, Halifax was warmest in 55+ years.

• Cooler Comps Along the West Coast.

o The Pacific region had its coolest start to July since 2009. Portland, OR and Sacramento were both coolest since 2000 and Seattle since 2005. The year-over-year cooler trend continued into week 2 with the Pacific region coolest since 2011. The West North Central region also experienced cooler temperatures with Salt Lake City coolest since 1993. Week 3 brought cool conditions to Sacramento, which was coolest since 2008, San Francisco since 2010, and San Diego since 2013. o In Canada, July began coolest since 2009. Vancouver had its coolest July week 1 since 2011 and Calgary trended coolest since 2008 during week 2.

Hotter

Colder

Mean Temperature Trends for July 2016 City

Temp v s LY

Temp v s Normal

Notable

Orlando

+1.8F

+2.4F

Warmest in 55+ years

Charlotte

+0.5F

+3.6F

Warmest since 1993

Phoenix

+3.2F

+1.8F

Warmest since 2009

Las Vegas

+6.4F

+2.2F

Warmest since 2010

Toronto

+2.0C

+1.4C

Warmest since 2012

Portland, OR

-4.2F

-0.9F

Coolest since 2003

Precipitation

• Happy Birthday America!

Wetter

o Independence Day fell on Monday, July 4th, and was the warmest in 3 years. Precipitation was below last year, but above normal, with the West South Central region wettest since 2006.

• Blame it on the Rain.

o Historic flooding occurred in parts of the Ohio & Tennessee Valley’s during week 1 where Dallas had its most precipitation in 55+ years, St. Louis since 1991, and Memphis since 2002. Wet conditions were focused across central locations during weeks 2 & 3 with the West North Central region experiencing its wettest July week 2 since 1993 and week 3 since 2013. Little Rock was wettest in 55+years during week 2 and Minneapolis had its most rainfall since 1997 during week 3. The month closed with more historical flooding, this time focused across the Baltimore metro area which trended wettest since 2004. Cincinnati also had its wettest end to July since 1978, Memphis since 1996, and Oklahoma City and Little Rock since 2009. o Over 5,400 severe weather incidents were reporting during July. Most reports were driven by high winds across the Midwest, Mid-Atlantic, and Southern regions.

Weather’s Impact

“Warm temperatures continued to dominate most of the U.S. during July, helping retailers move summer product during the final month of retail Q2,” said Scott Bernhardt, President of Planalytics.

Temperature Callouts

• The South Atlantic region had its warmest July since 2010. Orlando and Tampa both recorded their warmest July in 55+ years and Charlotte was warmest since 1993. • The New England, East South Central, and West South Central regions were warmest since 2011 and the Mid-Atlantic, East North Central, West North Central, and Mountain regions since 2012. o New Orleans was warmest in 55+ years, Houston and Phoenix since 2009, Las Vegas, Miami, and NYC since 2010, and Boston since 2011. Many major markets including Philadelphia, Baltimore, Minneapolis, Chicago, St. Louis, and Indianapolis were all warmest since 2012. • The Pacific region was the only region to trend cooler than both LY and normal. Portland, OR and Seattle were both coolest since 2012; San Diego and San Francisco since 2013. • In Canada, Montreal was warmest since 2011, Toronto and Ottawa since 2012. Conversely, Vancouver and Calgary were coolest since 2013.

Precipitation Callouts

Drier

Precipitation Trends for July 2016 City Calgary St. Louis Dallas Baltimore

Total P recipitation P recipitation v s LY 206.25 mm +166.12 mm 7.40 in +4.17 in 3.98 in +3.81 in 5.39 in +2.97 in

Notable Wettest in 55+ years Wettest since 1981 Wettest since 2004 Wettest since 2008

Miami

2.89 in

-2.71 in

Driest since 2003

Boston

0.52 in

-1.03 in

Driest since 1997

Weather-Driven Demand (WDD) WDDs represent the % change in demand of the product / category, based purely on the year-over-year change in weather.

Air Conditioners Pool Chemicals Water Toys Swimwear Bottled Water Packaged Ice

+20% +9% +5% +5% +2% +2%

Retail Traffic WDD by Segment Estimated impact of weather on foot traffic by retail segment.

Restaurants Indoor Entertainment Sporting Goods Home Centers

+1.2% +0.7% +0.1% -0.7%

• The East South Central region had its most rainfall since 2009; West North Central since 2010. o St. Louis was wettest for July since 1981, Cincinnati and Dallas since 2004, Baltimore since 2008, New York City, Little Rock, and Memphis since 2009, and Chicago since 2011. Weather impacted foot traffic at • Conversely, the Mountain region was driest since 1994 and South Atlantic region since 1999. The Cheesecake Factory (+4%), Cabela’s Inc o Salt Lake City was driest since 1963, Boston and Cleveland since 1997, Detroit since 2001, (+3%), Dillard’s (+1%), and Bed Bath & Beyond Miami since 2003, Denver since 2008, and Tampa since 2010. (-1%). • In Canada, Calgary had its wettest July in 55+ years, Vancouver since 2007, and Edmonton since 2012. Conversely, Halifax was driest since 2005; Montreal and Toronto since 2011. © 2016 Planalytics, Inc. All Rights Reserved. Proprietary and Confidential.

www.planalytics.com · 800.882.5881

August 2016

Issued: August 29, 2016

The Warmest August Since 2011 in the U.S., in 55+ Years for Canada, Drove Summer Clearance. Early Fall Purchasing Was Best in the West. The Most Rainfall in the U.S. Since 1977 Limited Retail Foot Traffic. The U.S. had its warmest August since 2011, Canada in over 55 years, driven by heat in the East. Rainfall was the most since 1977 in the U.S. and above normal in Canada, limiting retail foot traffic.

• Dog Days of Summer

o Nationally, August began warmest since 2011. The South Atlantic and interior regions were all warmest since 2011. New Orleans had its warmest August week 1 in 55+ years; LA, Buffalo, and Cleveland since 2006. In week 2, the Mid-Atlantic region was warmest since 2002, New England since 2005, and the East North Central and East South Central since 2010. Buffalo and Cleveland trended warmest in 55+ years during week 2; NYC, Pittsburgh, and Detroit since 1988. Nationally, week 3 was the warmest since 1995 with the Pacific region warmest since 1967; the Mid-Atlantic, South Atlantic, and East North Central regions since 1995. NYC & Philadelphia were warmest in 55+ years, Portland, OR, and Seattle since 1967. The month closed with the New England region warmest since 1973, the South Atlantic region since 1998. Miami and Tampa both recorded their warmest end to August in 55+ years. o In Canada, August began warmest since 2001 with Ottawa, Quebec City, and Montreal all warmest since 2001. Nationally, Canada had its warmest week 2 since 2005; Toronto was warmest since 2002 and Ottawa since 2005. Week 3 was the 2nd warmest in 55+ years; Vancouver warmest since 2005. August ended warmest since 2013.

• The West Goes “Back to Cool”

o The Pacific region had its coolest start to August in 3 years. Portland, OR and Seattle were both coolest since 2010. The cooler trend in the West continued into week 2 with the Mountain region coolest since 2010 and the Pacific region since 2011. Week 3 brought cool conditions to the West South Central region, which was coolest since 2008; Dallas and San Antonio since 1992, and Houston since 2004. The month ended with Sacramento coolest since 1982, Houston since 2001, Dallas since 2004, and San Antonio since 2007. o In Canada, August began coolest for Vancouver and Calgary; Vancouver coolest since 2007 and Calgary since 2009. During week 2, trends were the same, as Vancouver was coolest since 2011 and Calgary since 2012. The month ended with Edmonton coolest since 2010.

August 2016 vs. August 2015 Temperature

Hotter

Colder

Mean Temperature Trends for August 2016 City New York City Toronto Baltimore Chicago San Antonio San Francisco

Temp vs LY +2.5F +3.8C +4.5F +4.1F -3.2F -4.3F

Temp vs Normal +4.2F +3.1C +3.3F +2.2F -2.8F -0.3F

Precipitation

• Reign of Rain

o The U.S. had its wettest first week of August since 2012; the Mountain region since 1997, East South Central region since 2003, and South Atlantic region since 2004. Miami was wettest in 55+ years, New Orleans since 2001, and Phoenix since 2008. In week 2, wet conditions were focused in central locations. New Orleans had its wettest week 2 since 1998. In week 3, the West South Central region had its wettest August week 3 in 55+ years; Houston, Little Rock, and Cincinnati were all wettest in 55+ years. The month closed wettest in 4 years; the East North Central region wettest since 2004, and the East South Central region since 2008. Memphis was wettest since 1974, Nashville since 1992. o Canada was wet for the latter part of the month. Week 3 was the wettest since 1999; Montreal wettest in 55+ years, Halifax since 2007. The month closed with Edmonton wettest since 1980.

• Severe Weather and Tropical Events

o Louisiana had catastrophic flooding in week 3. Impacts to both businesses and consumers persisted through month end in Baton Rouge and surrounding areas. o There were five storms in the Atlantic during the month. Three formed during the final week of the month driving emergency purchasing.

Weather’s Impact

“Warm temperatures persisted during August, especially in the East, helping businesses move through summer clearance. Heavy rain contributed to decreased foot traffic, limiting early fall purchasing,” said Scott Bernhardt, President of Planalytics.

Temperature Callouts

• The New England and Mid-Atlantic regions had their warmest August in 55+ years. NYC , Boston, Philadelphia, and Buffalo all recorded their warmest August in 55+ years. • The East North Central region was warmest since 1995 and the South Atlantic region since 2007. o Cleveland was warmest in 55+ years, Detroit since 1995, Cincinnati and Charlotte since 2007, Indianapolis and Chicago since 2010, Atlanta and Orlando since 2011. • The West South Central region trended coolest since 2009; Houston and San Antonio since 2008. • In Canada, Toronto, Montreal, and Ottawa were all warmest in 55+ years, Quebec City since 2012. Conversely, Calgary was coolest since 2010.

Precipitation Callouts

• The West South Central region had its most rainfall in 55+ years. The East North Central region since 1987, and the East South Central region since 2008. o Little Rock was wettest for August since 1971, New Orleans since 1977, Indianapolis since 1989, Cincinnati since 1995, Houston since 1996, Memphis and San Antonio since 2008, Minneapolis since 2009, and Nashville since 2010. • Conversely, the Pacific region was driest since 2006 with Seattle driest since 2012. • In Canada, Edmonton had its wettest August since 2005, Montreal since 2011. Conversely, Halifax was driest since 2005, and Vancouver since 2012. © 2016 Planalytics, Inc. All Rights Reserved. Proprietary and Confidential.

Notable Warmest in 55+ years Warmest in 55+ years Warmest since 1995 Warmest since 2010 Coolest since 2008 Coolest since 2012

Wetter

Drier

Precipitation Trends for August 2016 City New Orleans Indianapolis Edmonton Memphis Miami Seattle

Total Precipitation Precipitation vs LY 11.87 in +8.59 in 6.60 in +5.05 in 83.57 mm +21.59 mm 5.59 in +1.48 in 10.98 in +4.72 in 0.16 in -2.72 in

Notable Wettest since 1977 Wettest since 1989 Wettest since 2005 Wettest since 2008 Wettest since 2012 Driest since 2012

Weather-Driven Demand (WDD) WDDs represent the % change in demand of the product / category, based purely on the year-over-year change in weather.

Fans Suncare Sports Drinks Sandals Hot Coffee Kids Pants

+11% +5% +4% +1% -1% -2%

Retail Traffic WDD by Segment Estimated impact of weather on foot traffic by retail segment.

Sporting Goods Mass Merchants Softlines Home Centers

-0.1% -0.1% -0.5% -1.0%

Weather impacted foot traffic at Ruby Tuesday, Inc. (+1%), Hibbet Sports (+1%), The Children’s Place (-1%), and Five Below, Inc. (-4%). www.planalytics.com · 800.882.5881

September 2016

Issued: October 3, 2016

The Warmest September in the U.S. in 55+ Years Limited Fall Demand, Driven by Eastern Markets. An Active Month of Tropical Storms Drove Demand for Emergency Preparedness Items. The warmest September in 55+ years in the U.S. supported retail and restaurant traffic although limited demand for fall categories. Rainfall in the U.S. was the least since 2007. Canada trended slightly cooler than last year and driest since 2009, supporting traffic to stores and outdoor activities.

September 2016 vs. September 2015 Temperature

Significant Weather Events

• Labor Day was Interrupted by Hermine.

o Hermine stole the headlines over the holiday weekend as the storm was the first hurricane to make landfall in the U.S. since 2005. The storm remained offshore as it made its way to the Northeast, but still hindered consumer purchasing and activities for the holiday weekend. o In the U.S., Labor Day was the coolest since 2011 and driest since 2005. In Canada, Labour Day was also the coolest since 2011 and driest since 2009.

Hotter

• September Kicked Off Cool for School.

o Nationally, it was the coolest first week of September since 2010 with the coolest comparisons to LY in interior locations. San Antonio was coolest since 2007, Dallas and Kansas City since 2009, and Oklahoma City since 2010. Cooler conditions supported demand for back-to-school apparel. o In Canada, September started with the coolest first week of the month in 3 years.

• All the Fall Feels in the West. 2nd

o The week of September was slightly cooler than LY, driven by the West; the Pacific region had its coolest 2nd week of September since 2010. Cooler trends continued throughout the month in the West, with the Mountain region coolest since 2005 and the Pacific region since 2007 in week 3. In week 4, the Mountain and Pacific regions were both coolest since 2013.

• Pumpkin Spice on Ice.

o In Week 2, warmth overspread many major markets in the East. Philadelphia and Cleveland had their warmest 2nd week of September in 55+ years. Atlanta and Cincinnati were warmest since 1961, Pittsburgh since 1971, Detroit since 1978, NYC, Chicago, and Baltimore since 1983. o Week 3 in the U.S. was the warmest since 2000. Tampa, New Orleans, and Memphis were all warmest in 55+ years, Atlanta since 1980, Charlotte since 1997, Richmond, Chicago, Cleveland, Philadelphia, Baltimore, and Pittsburgh since 2005. o Week 4 in the U.S. was warmest in 55+ years. Minneapolis, St. Louis, New Orleans, and Tampa were all warmest in 55+ years. Pittsburgh and Buffalo since 1970, Cleveland since 1978, Chicago, Detroit, Nashville, and Kansas City since 1986, Orlando since 1988. o Week 5 in the U.S. was warmest since 2011, driven by the Pacific region. Los Angeles and San Diego were warmest since 1978, Seattle and Portland since 2010. o In Canada, weeks 2 through 4 flip-flopped as the country experienced warmer, then cooler, then warmer conditions vs. LY. The month ended similar to LY but warmer than normal.

• Less Than Normal Rain but an Active Month for the Tropics.

o Wet weather was focused in the Plains throughout the month, with flash flooding in parts of the Upper Midwest in week 4; Minneapolis had its most rainfall since 2010. Major eastern markets were drier than normal, creating drought conditions but supporting outdoor activities. o There were 8 Atlantic and 7 Pacific Tropical Storms and Hurricanes in the retail month of September. Several storms drove purchasing of emergency preparedness items, while also bringing rainfall to parts of the Southeast and Southwest.

Weather’s Impact

“The weather in September kept businesses on their toes. First, Hurricane Hermine dampened Labor Day Weekend plans in the East, then significant warmth kept demand light for all things fall," said Scott Bernhardt, President of Planalytics.

Temperature Callouts

• The South Atlantic, East North Central, and East South Central regions had their warmest September in 55+ years. The New England and Mid-Atlantic regions were warmest since 1961, and the West South Central region since 2005. o Atlanta, Charlotte, Little Rock, Memphis, New Orleans, Tampa, St. Louis, Cleveland, Detroit, and Pittsburgh were all warmest in 55+ years. Buffalo was warmest since 1961, Chicago since 1971, Baltimore since 1977, Nashville since 1998, and New York City since 2005. • The Pacific region had its coolest September since 2013. o Phoenix was coolest since 2006, San Francisco since 2012, San Diego and Sacramento since 2013, creating favorable year-over-year demand for transitional product. • In Canada, most major markets were cooler than last year but warmer than normal. Toronto was warmest since 2002 and Windsor since 2007.

Precipitation Callouts

• The East South Central region was the driest in over 55 years and the New England region was driest since 1984. Conversely, the West North Central region was wettest since 1986. o Boston was driest since 2007, New York City since 2009, Denver and Memphis since 2010. o Conversely, Detroit was wettest since 2000, Richmond since 2006, and Minneapolis since 2007. • In Canada, Montreal was driest since 1964 and Ottawa since 1984, while Winnipeg and Windsor had their wettest September since 2011. © 2016 Planalytics, Inc. All Rights Reserved. Proprietary and Confidential.

Colder

Mean Temperature Trends for September 2016 City

Temp v s LY

Temp v s Normal

Notable

Atlanta

+6.2F

+4.1F

Warmest in 55+ years

New Orleans

+5.4F

+4.6F

Warmest in 55+ years

Charlotte

+5.0F

+4.2F

Warmest in 55+ years

Cleveland

+3.3F

+5.5F

Warmest in 55+ years

Toronto

+0.8C

+2.4C

Warmest since 2002

Phoenix

-2.7F

-2.9F

Coolest since 2006

Precipitation

Wetter

Drier

Precipitation Trends for September 2016 Total P recipitation City P recipitation v s LY Boston 2.09 in -1.93 in New York City 2.53 in -1.66 in Chicago 3.32 in -1.33 in Calgary 40.13 mm -44.45 mm

Notable Driest since 2007 Driest since 2009 Driest since 2012 Driest since 2012

Richmond

11.22 in

+5.72 in

Wettest since 2006

Minneapolis

7.08 in

+2.43 in

Wettest since 2007

Weather-Driven Demand (WDD) WDDs represent the % change in demand of the product / category, based purely on the year-over-year change in weather.

Fans Lawn & Garden Allergy Relief Grilling & Propane Soup Pants

+9% +4% +1% +1% - 1% - 2%

Retail Traffic WDD by Segment Estimated impact of weather on foot traffic by retail segment.

Outlet Stores +1.7% Restaurants +0.1% Home Centers +0.1% Indoor Entertainment -0.4% Softline Apparel -0.6% Weather impacted foot traffic at Panera Bread (+3%), Dollar Tree (+1%), American Eagle Outfitters (-5%), and Burlington Coat Factory (-6%). www.planalytics.com · 800.882.5881

October 2016

Issued: October 31, 2016

The Warmest October in the U.S. in 55+ Years Challenged Seasonal Demand to Close Retail Q3. The West was Best for All Things Fall. Hurricane Matthew Drove Demand for Emergency Preparedness Items. The U.S. had its warmest October in 55+ years. Rainfall was below LY, but above normal. Canada was warmer than LY and normal, the wettest since 2006, and most snowfall since 2009.

Significant Weather Events

October 2016 vs. October 2015 Temperature

• Hurricane Matthew Made his Mark.

o Late in week 1, Matthew moved up the South Atlantic coastline impacting Florida, Georgia, and the Carolinas. Matthew brought hurricane force winds, heavy rainfall, and storm surge to the Southeast. The hurricane made U.S. landfall on October 8th near Charleston, SC. Historic flooding in North Carolina persisted into week 2. Flooding and related damages were estimated to cost near $6B in the U.S. alone. Pre-storm demand surged for storm related categories including batteries, generators, canned goods, and bottled water.

Hotter

• Hotober for Many.

o In week 1, warmth overspread the eastern half of the U.S. The East South Central region was warmest since 1997; the New England, Mid-Atlantic, South Atlantic, and East North Central regions since 2005. Atlanta and New Orleans had their warmest start to October in 55+ years. o In week 2, warmth was focused along the Gulf Coast and much of the Southeast. New Orleans had its warmest week 2 of October in over 55 years. Houston was warmest since 2007. o Week 3 was warmest in 55+ years. The New England and Mid-Atlantic regions were warmest in 55+ years. The East North Central was warmest since 1971; the East South Central and South Atlantic since 1984. NYC, Boston, Philadelphia, and Baltimore were warmest in 55+ years. o The month ended warmest in over 55 years. The Mountain region was warmest in 55+ years. The West North Central region was warmest since 2000. The East South Central and West South Central regions were warmest since 2004. o In Canada, week 1 was warmest since 2011 and week 3 was warmest since 1963.

Colder

Mean Temperature Trends for October 2016 City

Temp v s LY

Temp v s Normal

Notable

Nashville

+5.0F

+6.7F

Warmest in 55+ years

Cleveland

+4.7F

+5.4F

Warmest in 55+ years

Dallas

+2.8F

+5.7F

Warmest in 55+ years

Denver

+1.8F

+6.1F

Warmest in 55+ years

Toronto

+2.2C

+1.9C

Warmest since 1995

Sacramento

-6.5F

-1.1F

Coldest since 2013

Precipitation

• Chillin’ in the West.

o The West trended colder than LY all month. In week 1, Salt Lake City was coldest since 2009; Denver and Sacramento since 2012. In week 2, LA and San Francisco were coldest since 2007. In week 3, Portland, OR, Sacramento, and Salt Lake City were coldest since 2012.

• Opportunities Discovered in the East.

o At the beginning of week 2, Columbus Day was coldest since 2013. In Canada, Canadian Thanksgiving was the coldest since 2009. o The Mid-Atlantic region had its coldest week 2 of October since 2009; New England was coldest since 2010. NYC, Boston, Philadelphia, and Baltimore were coldest since 2009. In Canada, week 2 was coldest since 2009. o In week 4, the New England region was coldest since 2005, Mid-Atlantic region since 2012, and South Atlantic region since 2014. Canada had its coldest week 4 since 2013.

• Storms Were Plentiful, Widespread, and Even Included Snow.

o The month began wettest since 2009, driven by Hurricane Matthew in the Southeast. In week 2, the Pacific region was wettest in 55+ years due to a powerful storm that pummeled the Pacific Northwest with damaging winds, flooding rain, coastal storm surge, and mountain snow. o Rainfall was widespread during week 3; the Mid-Atlantic region was wettest since 1989, the Pacific region since 2004. October closed wettest since 2004 in the Pacific region, and wettest since 2010 in the Mountain region.

Weather’s Impact

“The weather certainly made headlines in October! Hurricane Matthew disrupted commerce in the Southeast. Colder temperatures in western markets boosted fall demand. Elsewhere, businesses waited for fall to take hold," said Scott Bernhardt, President of Planalytics.

Temperature Callouts

• The East South Central and West South Central regions were warmest in 55+ years. The West North Central region was warmest since 1963, the East North Central region since 1971. The South Atlantic region was warmest since 1984, and the Mid-Atlantic region since 2007. o Denver, Dallas, St. Louis, Cleveland, Cincinnati, Nashville, Memphis, New Orleans, and Atlanta were warmest in 55+ years. Oklahoma City was warmest since 1963, Chicago since 1971, Charlotte since 1984, Pittsburgh since 1995, Phoenix since 2003, and NYC since 2007. • The Mountain and Pacific regions were coldest since 2013. o Los Angeles, Riverside, San Diego, San Francisco, Sacramento, Seattle, and Portland, OR were all coldest since 2013, creating favorable year-over-year demand for seasonal merchandise. • In Canada, Toronto was warmest since 1995, Ottawa since 2012, and Montreal since 2014. Conversely, Edmonton was coldest since 2004, Calgary since 2009, and Vancouver since 2013.

Precipitation and Snowfall Callouts

• The Pacific region had its wettest October in 55+ years. The South Atlantic region was wettest for the month since 1964. Snowfall was the most for October since 2013, but well below normal. o Seattle and Portland were wettest in 55+ years; Raleigh since 2002, San Francisco since 2009. o Atlanta was driest since 1961, San Antonio since 1995, Baltimore since 2000. • In Canada, Halifax was wettest in 55+ years; Vancouver since 2003, Ottawa and Montreal since 2006. Toronto was driest since 2008. Snowfall was the most since 2009, but below normal. © 2016 Planalytics, Inc. All Rights Reserved. Proprietary and Confidential.

Wetter

Drier

Precipitation Trends for October 2016 City Atlanta Houston Montreal Raleigh

Total P recipitation P recipitation v s LY 0.16 in -1.65 in 0.14 in -12.91 in 164.85mm +63.25mm 7.10 in +5.68 in

Notable Driest since 1961 Driest since 2010 Wettest since 2006 Wettest since 2002

Jacksonville

9.51 in

+9.39 in

Wettest since 1996

Seattle

9.08 in

+4.27 in

Wettest in 55+ years

Weather-Driven Demand (WDD) WDDs represent the estimated % change in demand of the product / category, based purely on the year-over-year change in weather.

Fall Lawn Care Firewood Exterior Paint Long Sleeve Shirts Fleece Outdoor Pest Control

+4% +2% +1% +1% - 1% - 5%

Retail Traffic WDD by Segment Estimated impact of weather on foot traffic by retail segment.

Outlet Stores Home Centers Restaurants Sporting Goods Softline Apparel

+0.7% +0.6% +0.2% -0.3% -0.5%

Estimated impact of weather on foot traffic at

Chipotle Mexican Grill (+6%), Nordstrom (+3%), Costco (+1%), and Fred’s Inc. (-6%). www.planalytics.com · 800.882.5881

November 2016

Issued: November 28, 2016

Ready, Set, Shop! A Dry November Capped Off by Black Friday Weekend Supported Store Traffic. Regional Trends Featured Colder Than LY Temperatures in the East, Strong Warmth in the West. The U.S. had its driest November since 1976 with the least snowfall since 2012, lifting traffic into shopping destinations throughout the month. Temperatures were the warmest in 55+ years, although trends were varied East vs. West. Canada also had its warmest November in over 55 years with the least rain since 2012 and below normal snowfall.

November 2016 vs. November 2015 Temperature

Significant Weather Events

• Dry Turkey For Most Over Black Friday Weekend; Cold in the East, Warm in the West.

o Throughout the weekend, the prevailing trend had major markets along the East Coast colder than LY while the interior and West were warm. The dry conditions support traffic into malls, outlet centers, and restaurants. o Averaged across the U.S., the holiday weekend (November 24-27) was the warmest since 2011 with rainfall below LY and normal. Snowfall was above LY and near normal. Thanksgiving Day was colder than LY although warmer than normal. Rain and snowfall were both below LY and normal. Black Friday was the warmest since 2011 with the least rain and snow since 2013.

• Chillin’ in the East.

o Major markets along the entire East Coast experienced colder temperatures to LY throughout the month, supporting demand for fall categories. o Coldest comps to LY were in Florida and the Northeast, although still warmer than normal.

• Hot Pockets.

Hotter

Colder

Mean Temperature Trends for November 2016 City

Temp v s LY

Temp v s Normal

Notable

Denver

+8.3F

+6.2F

Warmest in 55+ years

Dallas

+5.6F

+5.9F

Warmest in 55+ years

Edmonton

+4.7C

+5.5C

Warmest in 55+ years

Chicago

+2.3F

+5.2F

Warmest in 55+ years

Los Angeles

+3.4F

+3.0F

Warmest since 1976

New York City

-1.2F

+3.2F

Coldest since 2014

o Weeks 1, 2, and 3 trended the warmest in over 55 years in the U.S. and warmer than normal. Week 4 was the warmest since 2011. o Warmth was strongest in interior and western regions of North America. Areas from Texas through the Northern Plains and West Coast had consistently warm temperatures throughout the month, including many which were record-breaking.

Precipitation

• In the Drier.

Wetter

o All four weeks of November in the U.S. trended drier than LY and normal, helping support traffic into stores and restaurants. o Canada had near to below normal rainfall, although there were notable regional trends.

Drier

• Treats and Warm Memories.

o In week 1, Halloween was the warmest since 1974 in the U.S. with below normal rain. Canada was coldest since 2010 with limited rainfall. o In week 2, Veterans Day was the warmest since 1999 and the driest in 55 years. Remembrance Day in Canada was the warmest since 2002 with below normal rain and limited snow.

• Let It Snow, Let It Snow, Let It Snow!

o The first major snowstorm of the season occurred in weeks 3 and 4, impacting markets from the Dakotas to the Great Lakes and into the Northeast. This lifted demand for snow removal categories. Otherwise, snowfall was minimal across North America in November.

Weather’s Impact

“A dry month supported foot traffic into businesses across North America in November. Mixed temperature trends to last year impacted the products consumers put in their baskets with much-needed cold in the East and warmth in the West," said Scott Bernhardt, President of Planalytics.

Temperature Callouts

• The Pacific, Mountain, West South Central, West North Central, and East North Central regions all trended warmest in over 55 years. The East South Central region was warmest since 1985. o Chicago, Minneapolis, Dallas, Denver, Las Vegas, Phoenix, Seattle, and Portland, OR were all warmest in over 55 years. LA and San Diego were warmest since 1976. • Colder conditions to LY were featured in the New England and Mid-Atlantic regions. NYC, Boston, Baltimore, Philadelphia, Charlotte, Orlando, and Miami all trended colder than LY. • In Canada, Quebec City, Edmonton, Calgary, Winnipeg, and Vancouver were all warmest in over 55 years. Conversely, Toronto and Montreal trended colder than LY.

Precipitation and Snowfall Callouts

• The South Atlantic and East South Central regions had their driest November in over 55 years. o Atlanta, Nashville, Baltimore, Cincinnati, Charlotte, Raleigh, and Tampa all had their lowest November rainfall totals in over 55 years. Orlando was driest since 1973, Boston and Philadelphia since 2001, and Kansas City since 2006. • The Pacific region was wettest since 2006 including San Francisco and Salt Lake City which were wettest since 2010. LA and Riverside were wettest since 2011. • In Canada, Calgary and Halifax were driest since 2009, Ottawa and Quebec City since 2012. Conversely, Vancouver was wettest since 2009. Most markets had snowfall totals which were well below normal. © 2016 Planalytics, Inc. All Rights Reserved. Proprietary and Confidential.

Precipitation Trends for November 2016 City Atlanta Cincinnati Baltimore Tampa

Total P recipitation P recipitation v s LY 0.00 in -7.98 in 0.58 in -3.48 in 0.22 in -1.81 in 0.01 in -0.94 in

Driest Driest Driest Driest

Notable in 55+ in 55+ in 55+ in 55+

years years years years

Vancouver

191mm

+19mm

Wettest since 2009

San Francisco

2.05 in

+0.62 in

Wettest since 2010

Weather-Driven Demand (WDD) WDDs represent the estimated % change in demand of the product / category, based purely on the year-over-year change in weather.

Electric Blankets Fleece Fall Lawn Care Lip Protection Snow Removal Rainwear

+5% +4% +3% +2% +2% - 5%

Retail Traffic WDD by Segment Estimated impact of weather on foot traffic by retail segment.

Outlet Stores Sporting Goods Restaurants Home Centers Softline Apparel

+1.3% +1.3% +0.6% +0.2% -0.1%

Estimated impact of weather on foot traffic at

Cato Corp. (+7%), Macy’s (+6%), Cheesecake Factory (+5%), and O’Reilly Automotive (+3%).

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December 2016

Issued: January 3, 2017

Decembrrr! Coldest and Snowiest December Since 2013 in North America.

Cold Conditions Mid-Month Drove Winter Category Demand Over the Holiday Shopping Season. Seasonal businesses were jolly over the holiday shopping season as December trended much colder than the record warmth of last year. Both the U.S. and Canada were coldest since 2013, but slightly warmer than normal. The month was drier than a record wet 2015 in the U.S., but wetter than normal and snowiest since 2013. Canada was wettest since 2008 with the most snow since 2013.

December 2016 vs. December 2015 Temperature

• Cold at the Core.

o The coldest weather came in the middle of the month, driving winter category demand over the holiday shopping period. Weeks 2, 3, and 4 were all colder than LY. Weeks 2 and 4 were coldest since 2013. In week 2, many markets saw near to below freezing temperatures, up to -20˚F colder than the record warmth of the prior year. Week 3 was coldest since 2010 with the New England region coldest since 1995 and the West North Central region since 2008. While most of the country was colder vs. LY during week 3, portions of the West were warmer. o Canada also trended colder than LY during weeks 2, 3, and 4. Week 3 was coldest since 1963; Quebec City and Halifax were coldest since 1991.

Hotter

Colder

• Warm Start and Finish.

o Warmer conditions to LY were focused at the beginning and end of the month. Week 1 was warmest in the U.S. since 2012. Minneapolis was warmest since 2001, NYC and Miami since 2006, and Seattle since 2008. Canada began December warmest in 55+ years. o December wrapped up warmest since 2011 in North America. In the U.S., the East South Central and West South Central regions were warmest since 1996; the East North Central region since 2006. Dallas and San Antonio were warmest in over 55 years.

• Wet and White.

o December began with a wet trend for North America. Week 1 was wettest in the U.S. since 1996. Minneapolis and San Antonio were both wettest in 55+ years. Week 2 was wettest since 2009. Drier conditions over the second half of the month allowed shoppers to get to stores for the holiday deals. Week 3 was driest in the U.S. since 2013 and week 5 since 2012. Canada, however, ended the month wettest in 55+ years. o Snowfall trended above LY in the U.S. and Canada for the first 3 weeks of the month, closing out below LY during weeks 4 and 5. Week 2 was snowiest in the U.S. since 2013. Chicago had its most December week 2 snow in 55+ years; Portland, OR since 1994. Week 3 was snowiest in the U.S. since 2008; Denver and Detroit were the snowiest in 55+ years; Portland, OR since 1972. Holiday travel benefitted from the least December week 4 snow since 2011.

Mean Temperature Trends for December 2016 City

Temp v s LY

Temp v s Normal

Notable

Chicago

-11.0F

-1.3F

Coldest since 2013

Vancouver

-3.0C

-2.1C

Coldest since 2008

Denver

-0.5F

-1.0F

Coldest since 2009

Sacramento

-0.4F

-1.6F

Coldest since 2008

Houston

+0.9F

+4.1F

Warmest since 2012

Phoenix

+6.4F

+1.6F

Warmest since 2012

Precipitation

Wetter

Drier

• Happy Holidays!

o Nationally, Christmas Eve and Christmas Day trended colder than the record warmth of LY but still warmer than normal. Dallas, San Antonio, Oklahoma City, Kansas City, and St. Louis all had their warmest Christmas Day in 55+ years. Kansas City had its most Christmas Day rain in 55+ years. In Canada, Christmas Eve and Christmas Day trended the coldest in 3 years. o New Year’s Eve and Day in the U.S. were warmest since 2011 with the most rain since 2010. Snowfall on New Year’s Day was above normal. In Canada, New Year’s Eve temperatures were near normal with the most rain since 2000 and limited snow. New Year’s Day was warmer and drier than normal with near normal snowfall.

Weather’s Impact

“Winter temperatures arrived right on cue to steer holiday shoppers towards their cold weather favorites, especially in the East. The core of the cold temperatures arrived during peak shopping weeks, lifting demand for seasonal apparel in excess of $300 million,” said Scott Bernhardt, President of Planalytics.

Temperature Callouts

• All regions, except for the Mountain region, trended colder than the anomalous warmth of 2015. o Sacramento and Seattle were coldest since 2008, Denver since 2009, and Richmond since 2010. Many other major markets were coldest since 2013, including Philadelphia, Baltimore, Boston, Cleveland, Chicago, Detroit, Charlotte, Memphis, Atlanta, and Oklahoma City. • Although colder than LY, the South Atlantic, East South Central, and West South Central regions had a top ten warmest December in 55+ years. Houston and Phoenix were warmest since 2012; Los Angeles since 2013. While cooler than LY, Miami and Tampa were 2nd warmest in 55+ years. • In Canada, Vancouver was coldest since 2008 and Calgary since 2012. Most other major markets were coldest since 2013.

Precipitation and Snowfall Callouts

Precipitation Trends for December 2016 City Dallas Richmond Tampa Minneapolis Nashville Toronto

Total P recipitation P recipitation v s LY 0.78 in -5.40 in 3.06 in -3.13 in 0.26 in -0.23 in 3.53 in +0.80 in 8.66 in +1.27 in 123.95 mm +68.58 mm

Notable Driest since 2008 Driest since 2012 Driest since 1990 Wettest since 1982 Wettest since 1990 Wettest in 55+ Years

Weather-Driven Demand (WDD) WDDs represent the % change in demand of the product / category, based purely on the year-over-year change in weather.

Ice Melt Heaters Electric Blankets Winter Boots Hats, Gloves, Scarves Hot Soup

+72% +47% +14% +13% +10% +3%

Retail Traffic WDD by Segment Estimated impact of weather on foot traffic by retail segment.

Softline Apparel Home Centers Restaurants Outlet Stores

+0.3% -1.7% -2.1% -2.1%

• The East South Central region was wettest since 1983; the Mountain region since 2010. o Minneapolis was wettest since 1982, Nashville since 1990, Phoenix since 2004, Orlando & New Orleans since 2009, Las Vegas & Salt Lake City since 2010, and Memphis since 2011. • Most other regions trended drier than LY with New England and the Mid-Atlantic similar to LY. Weather impacted foot traffic at Tampa was driest since 1990, St. Louis since 2000, Raleigh since 2004, and Dallas since 2008. Urban Outfitters, Inc. (+10%), Nordstrom, Inc. • All regions in the eastern half of the country had their most snow since 2013. Western regions (+9%), Gap Stores (+7%), and Bloomin’ Brands, recorded less snowfall than LY, although Portland, OR was snowiest since 2003. Inc. (-15%). • In Canada, Toronto was wettest in over 55 years with its most snow since 2008. Winnipeg received its most December snow in 55+ years, Ottawa since 2007, and Vancouver since 2008. © 2016 Planalytics, Inc. All Rights Reserved. Proprietary and Confidential.

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January 2017

Issued: January 30, 2017

It Was a Wet - But Not So Wintry - End to the Retail Year, Stifling Seasonal Demand. Warmer than Last Year Conditions in the U.S. and Canada Left Winter Goods on the Shelf. January in the U.S. was warmest since 2011 and wettest since 1997, although snowfall was the least since 2005. Canada trended warmest since 2009. Conditions were wetter than LY and normal, while snowfall totals were below normal.

January 2017 vs. January 2016 Temperature

• Break Out the Towel.

o January was a wet month across North America. Week 1 was wettest in the U.S. since 2007, week 2 since 2006, week 3 since 2010, and week 4 since 2012. During week 2, Sacramento was wettest in 55+ years; the Mountain region since 1993, the East North Central since 2005. In week 4, Los Angeles was wettest in 55+ years; New York City since 1994. o The increased precipitation brought significant improvement to the U.S. drought situation. By the close of the month, the U.S. Drought Monitor showed no "exceptional drought" (the worst categorical ranking of drought) in California for the first time since January 2014. o Week 1 was the snowiest in the U.S. since 2010. The Pacific region was snowiest since 1993, the South Atlantic region since 1996, the East South Central region since 1997, the West South Central region since 2001, and New England region since 2010. Although weeks 2, 3, and 4 had notable precipitation in the U.S., they had limited snowfall due to the warmer temperatures. Week 3 had the least snowfall in the U.S. since 1981, while it was week 4 in Canada that had the least snow since 1981.

• A Warm Up Routine.

o January trended warmer in the U.S., with week 2 warmer than LY, week 3 warmest since 1999, and week 4 warmest since 2012. Week 2 warmth was focused in the Southern Tier, with the West South Central region warmest since 2000 and the East South Central since 2005. o Week 3 brought warmer temperatures across the eastern two-thirds of the U.S. The East North Central and East South Central regions were warmest in 55+ years; the South Atlantic region since 1974, the Mid-Atlantic and West South Central regions since 1999, and the New England region since 2006. Week 4 also saw strong warmth; the New England region was warmest in 55+ years, the East North Central since 1988, and the Mid-Atlantic since 2002. o Canada had its warmest week 3 since 1995. Week 4 was warmest in 55+ years; Toronto, Montreal, Quebec City, Ottawa, and Winnipeg were also warmest in 55+ years.

Hotter

Colder

Mean Temperature Trends for January 2017 City Houston Atlanta Montreal Detroit Denver Portland, OR

Temp vs LY 8.1F 10.4F 2.6C 5.3F -4.2F -10.4F

Temp vs Normal 7.2F 8.4F 4.1C 7.2F -3.4F -8.4F

Precipitation

Wetter

• A Cold Start.

o The coldest conditions of the month were focused in week 1, which was both colder than LY and normal. The Mountain region was coldest since 1982 and the Pacific region since 1993. Although cold overspread much of the country, lingering warmth in week 1 resulted in the New England, Mid-Atlantic, and South Atlantic regions being warmest since 2013. o Canada trended colder than LY in weeks 1 and 2. Week 2 was coldest since 2009.

Weather’s Impact

“The warm temperatures throughout the greater part of the month kept demand soft for need-based winter items while the wet conditions drove consumers into indoor entertainment venues,” said Scott Bernhardt, President of Planalytics.

Temperature Callouts

• The New England region was warmest in 55+ years, the East South Central region since 1973, the South Atlantic region since 1989, and both the Mid-Atlantic and East North Central regions since 2005. o Houston was warmest in 55+ years; Atlanta, Nashville, and Tampa since 1973, and Charlotte and Miami since 1989. A number of cities were warmest since 2005 including Buffalo, Baltimore, Cleveland, Cincinnati, Dallas, Detroit, Indianapolis, New York City, Memphis, Philadelphia, Pittsburgh, and St. Louis. • While the eastern two-thirds of the country was warmer, the Pacific region was coldest since 2007 and the Mountain region since 2012. Portland, OR was coldest since 1978, Seattle since 1984, and both Denver and Los Angeles since 2007. • In Canada, Montreal was warmest since 1989, Ottawa since 2001, and Toronto since 2005. Vancouver was coldest since 1992 and Calgary since 2010.

Precipitation and Snowfall Callouts

Notable Warmest in 55+ Years Warmest since 1973 Warmest since 1989 Warmest since 2005 Coldest since 2007 Coldest since 1978

Drier

Precipitation Trends for January 2017 City Sacramento Los Angeles Salt Lake City Charlotte Tampa Vancouver

Total Precipitation Precipitation vs LY 9.92 in +4.48 in 7.44 in +4.64 in 2.03 in +0.10 in 5.71in +3.43 in 0.74 in -5.44 in 97.79 mm -74.42 mm

Notable Wettest in 55+ Years Wettest since 1994 Wettest since 1995 Wettest since 1997 Driest since 2012 Driest since 2002

Weather-Driven Demand (WDD) WDDs represent the % change in demand of the product / category, based purely on the year-over-year change in weather.

Automotive Wipers Ice Melt Soup Winter Boots Outerwear Snow Removal

+10% +6% -2% -2% -6% -17%

Retail Traffic WDD by Segment

• The Mountain region was wettest since 1992, the Pacific region since 1994, the South Atlantic Estimated impact of weather on foot traffic by retail segment. region since 1997, the West North Central region since 2004, the Mid-Atlantic region since 2006, and the New England region since 2007. Restaurants +1.4% Home Centers -0.3% o Sacramento was wettest in 55+ years, Houston since 1991, San Francisco since 1992, Los Sporting Goods -1.2% Angeles since 1994, Atlanta and Salt Lake City since 1995, Charlotte since 1997, Kansas Outlet Stores -1.4% City since 2004, and Cleveland since 2006. • Although most locations trended wetter than LY, Orlando and Tampa were driest since 2012. • The U.S. had its least snow since 2005. Portland, OR had its most snow since 1979, Oklahoma Weather impacted foot traffic at City since 2009, and Memphis since 2010. Ruby Tuesday, Inc. (+31%), Advanced Auto Parts • In Canada, Toronto was wettest since 2012, although it had its least snow since 2000. Ottawa (+12%), Dollar Tree (+9%), and New York & was wettest since 2010 with the least snow since 2009. Company, Inc. (-7%). © 2016 Planalytics, Inc. All Rights Reserved. Proprietary and Confidential.

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