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  "documentTitle": "Retail Holiday Newsletter 1",
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      "text": "Inventories are above 2009 levels. Retail inventories were below 2009 levels through June, but were 1.2% higher in July and 3.2% higher in August. Still, absolute inventories in August were 7% below the same month in 2008.",
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      "text": "With cautious optimism, Bain is forecasting GAFO sales growth of 3% for the holidays. Although signals are mixed, we are heading into the season with relatively strong momentum versus last year.",
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      "text": "Bain is forecasting holiday GAFO sales growth of 3% for the November-December period, a marked improvement over last year's lackluster holiday performance and slightly above the 10-year average growth.",
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      "text": "1 See Chart A in the Appendix for definitions of GAFO and other sales measures. 2 In January 2010, advance Census Bureau figures pointed to holiday sales growth in 2009 of 1.2%. As more data became available, growth was restated at -0.1%.",
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