Very good question... Even, I didn't agree with OA... I re-read it many times and finally understood why the answer is E.
"Last year, of the reported thefts that occurred in shopping malls in Texas, the percentage that took place in digital electronic stores increased by two percent from the year before."
When I first read the above sentence, I interpreted it as:
Last year, the percentage of thefts that took place in digital electronic stores increased by two percent from the year before.
So, if in the previous year the number of thefts in digital elec stores was 100, then in the last year the number of such thefts is 102.
This interpretation is wrong. Observe the limiting modifier "of the reported thefts that occurred in shopping malls in Texas". The percentage is with respect to the total number of thefts.
The correct interpretation is:
Let us say in year 2012 the number of ALL thefts is 100 and the number of thefts in digital elec stores is 50. Hence, the percentage of thefts that took place in digital elec stores is 50%.
It is told in the passage that this percentage is greater by 2 compared to the previous year. So, if we assume that the previous year, 2011, also had same number of total thefts, then the number of thefts in digital elec stores should be 48.
The argument says that as the digital elec stores would have predicted the number of thefts to be 48, they will have an economic impact caused by the extra 2 thefts. Although, this is based on the assumption that the number of thefts in previous year is same as the last year.
Option E quashes this assumption. It says that the number of thefts in 2012 is lesser than the number of thefts in 2011.
In numerical terms:
If in the year 2011, the number of thefts was 200 and 48% of the thefts occurred in digital elec stores, then the number of thefts in digital elec stores is 96.
But in year 2012, the number of thefts was only 100 and 50% of those thefts occurred in digital elec stores. Hence the number of thefts in digital elec stores is 50.
So, the stores were anticipating 96 thefts but only 50 thefts occurred. Hence there is no economic impact to these stores.