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Jefferies: Signs of private label taking share are typically in categories with smaller price gaps versus big brands like toilet paper/tissue, but less so in categories with significant price gaps like skincare/cosmetics, where people resist trading down

Fitch expects China's 2022 food spending to grow 5.6% year-over-year, as households adapt to zero-Covid lockdowns, consumers resume normal household spending patterns; trends to watch are alternative proteins, low-alcohol beverages, community group buying

GlobalData predicts days of physical wallets are numbered, noting customers increasingly attracted to online payments mainly due to pandemic; by 2030, US$140T expected to be transacted through online wallets, such as digital payment apps

Potential US existing-home sales in August rose 2.1% month-over-month to 5.61 million seasonally adjusted annualized rate; market potential for existing-home sales decreased 12.9% year-over-year: First American

UK retail sales volumes in the year to September fell 20% following an increase of 37% in August, retailers expect sales volumes to decline at a slower rate of 13% in October; decline in retail activity due to higher cost-of-living: CBI

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