Walmart Global eCommerce

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Walmart Global eCommerce Neil Ashe, President and CEO

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One customer, One Walmart

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Global eCommerce - building to win eCommerce Sites and Operations Global Technology Platform New Capabilities: Online, Mobile, Social driving innovation

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Global eCommerce - building to win

Silicon Valley

Bangalore Sao Paulo

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We are already making great progress… New Search Engine

Scan And Go

In-Store Mode

Get On The Shelf

Pay With Cash Smart Pricing

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Same Day Delivery

Customers control the experience

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Online growing exponentially 4 60

billion views per day on Youtube hours of video uploaded every minute or

100 years of video every 10 days

China adds nearly as many Internet users

in 4 years as the entire U.S. population

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Social networking growth off the charts 111

billion Facebook connections

2.7 billion likes every day 400

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million tweets every day billion photos on Instagram

One in five women in U.S. on Pinterest 8

Mobile exploding 6

billion subscribers

87

percent of the world’s population is covered by wireless signals

700 million smartphone users and growing

540 million mobile users on Facebook

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eCommerce projected to reach $1.3 trillion globally $1.3T 1/3rd

of the world’s population is online

$0.7T

37%

of the global online population researches products daily

$0.3T 46% 2005

2010

media to help make purchase decisions

2015

Source: McKinsey & Co. analysis

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of the global online population uses social

Source: Nielsen August 2012 online survey of respondents from 56 countries to provide insight into digital influences on grocery shopping behavior

Global eCommerce vision

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Global eCommerce strategy Excel in the fundamentals of eCommerce

Innovate in new areas

Win in key markets

Unite and expand the Walmart platform to do what no one else can do

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Excel at the fundamentals of eCommerce Know customers by name

Deliver on our fulfillment promise

Wide assortment at best price

Customer experience

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Building next-generation global technology platform Every Product

Every Person

Customer Experiences

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Anytime, Anywhere

Developing local fulfillment networks

same-day delivery home delivery site to store

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Global eCommerce strategy Excel in the fundamentals of eCommerce

Innovate in new areas

Win in key markets

Unite and expand the Walmart platform to do what no one else can do

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Innovating in big data and social Big Data

Use Big Data to inform

decision making 17

Social Analytics

Making better buying, merchandising and operating decisions using signals

Empowering customers through mobile Planning via

Budgeting via

shopping lists

eReceipts

Local store info via mobile

Locate in-store items via

Inventory discovery via

Faster shopping via

local ad & store information

store connect & store maps

endless aisle

scan & go

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Mobile apps extend customer experience What customers think

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Scan and Go video

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Global eCommerce strategy Excel in the fundamentals of eCommerce

Innovate in new areas

Win in key markets

Unite and expand the Walmart platform to do what no one else can do

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We are growing where the world is growing

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In U.S.:

In Brazil:

In UK:

In China:

40+ million monthly visitors

Grew ~10X faster than leader

One of top online grocers

Invest in Yihaodian

Accelerate presence in China with Yihaodian eCommerce market estimated to be US$230B by 2015

Announced plans to increase investment in Yihaodian, one of the fastest growing eCommerce sites in China, to 51% ownership

$230B

Founded in 2008 and already:

31%

same-day delivery of grocery and GM in Shanghai, Beijing, Guangzhou

$60B

provides next-day services to 40 cities plus coverage in many other cities 2010

2015

24+ million registered users Source: McKinsey & Co. analysis

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Global eCommerce strategy Excel in the fundamentals of eCommerce

Innovate in new areas

Win in key markets

Unite and expand the Walmart platform to do what no one else can do

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Unite and expand the Walmart platform Suppliers

Supply Chain

Mobile

Walmart Global eCommerce

Site

Supercenter

Small Format

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Sam’s

Global eCommerce long-term financial goals Grow faster than the market…

...while growing profitability

… and contributing to returns for WMT shareholders

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One customer, One Walmart

Anytime Anywhere Access 27

Walmart GeC leadership team

Neil Ashe

Joel Anderson

Gibu Thomas

Jeremy King

Andreas Schulmeyer

President and CEO Walmart GeC

President and CEO Walmart.com

Sr. Vice President of Mobile and Digital Walmart GeC

Sr. Vice President and CTO Walmart GeC

Sr. Vice President and CFO Walmart GeC

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