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  "documentTitle": "China Shopper 2018 Vol 1",
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  "notes": "The slide discusses the 'two-speed phenomenon' in consumer spending linked to income growth and channel shifts.",
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      "text": "After rapid expansion since 2013, China's O2O market continued to grow by around 30% in 2017, with much of that expansion due to O2O services to homes, such as food and delivery, which grew at an astonishing 76% rate.",
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      "text": "For at-home consumption, hypermarkets continued to lose in popularity, with sales dropping by 2.5% as more consumers abandon their trips to big-box stores in favor of more convenient shopping options. Super- and minimarkets saw their sales grow by 4.8%, partly due to their role in the booming online-to-offline (O2O) delivery services. Traditional groceries continued to lose ground—sales declined by 5.4%. And, in a surprising finding, convenience stores, which posted high growth for the past five years, grew by only about 2%, the victims of expansion economics and competition from O2O delivery. Despite this growth slowdown for at-home consumption, convenience stores have vast opportunities to serve the expanding market for food and beverages sold for out-of-home consumption, which grew by 6.2% in 2017, based on the 10 food and beverage categories we tracked for China’s Tier-1 and Tier-2 cities.",
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      "text": "This two-speed phenomenon across categories can easily be understood by looking at average income growth per capita and assuming a normal distribution of income.",
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      "text": "After rapid expansion since 2013, China’s O2O market continued to grow by around 30% in 2017, with much of that expansion due to O2O services to homes, such as food and delivery, which grew at an astonishing 76% rate, according to iResearch. Competition has increasingly intensified, fueled by mergers, partnerships with e-commerce giants and the entry of DiDi, the car-hailing service platform. The company recently announced its plan to enter the O2O delivery market, launching a pilot program in Wuxi.",
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      "text": "As Shoppers Upgrade, Growth Returns | Bain & Company, Inc. | Kantar Worldpanel",
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