After seeing TPW's update, RBL was at about 132% for July, 116% for the sep q (so rule of thumb says 108% for Aug and Sep), ignoring the delivery times reversion. I wonder if RBL's Oct is panning out like TPW's with significant deceleration, after all RBL was benefitting from the stuck at home with stimulus money to spend, and retirees who are bored witless and spending on-line theme (to a lesser extent in the US and Europe than what applies in Aus).
Towards a more stable growth, page-4
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