Shoprite Holdings Limited · JSE:SHP

Shoprite — H1 2012 Earnings Presentation

6 slides from Shoprite's earnings presentation, 2012

1. Slide 1: 53

   53

2. Slide 2: Trading Environment Outlook

   Trading Environment Outlook • 2011 did show some GDP growth of 3.2% and 365,000 jobs were created • 2012–13 will have challenges according to economists: – Lower economic growth and lack of job creaEon will sEfle household spending – Likely recession in Europe to negaEvely affect SA exports (-­‐6%) –

3. Slide 3: Shoprite Group Outlook

   Shoprite Group Outlook • Sales growth was maintained through Jan and Feb • Will con=nue to open new stores: – 40 addi=onal supermarkets commined to June 2012, totalling 82 for the year • Low price percep=on and focus on basic foods makes us resilient in tougher =mes – Mul=ple consumer brands in diffe

4. Slide 4: Shoprite Group Outlook

   Shoprite Group Outlook • Private label par=cipa=on currently below interna=onal levels – opportuni=es to grow margin and customer loyalty • Africa new store development momentum will gather pace – 10 supermarkets opened in the last 6 months and 12 new stores before June 2012 • Opening our first store

5. Slide 5: Checkers Food Services

   Checkers Food Services Maximising our food distribuGon muscle • Market poten=al R20 billion • Currently no-­‐one offers full spectrum • from liquor to non-­‐foods www.checkersfoodservices.co.za 57

6. Slide 6: Multiple brands all align to our strengths

   MulGple brands all align to our strengths 58

Shoprite Holdings — H1 2012 Earnings Presentation on 6ix