Retail intelligence for leaders making decisions about growth, margins, customers, and stores. Decoding Retail Daily: the developments that matter, in around five minutes. Five Things Friday: what the week's stories mean for retail. Expert interviews: decisions and lessons from the people running global retail. Your Host, Alex Rezvan, explores AI, ecommerce, store operations, and retail media with CEOs, founders, and operators. Follow for your daily briefing, weekly perspective, and deeper conversations.
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Nike Sales Decline and the Prime Day Rush | Jill Dvorak, NRF
Monday, October 12, 2026 • Duration 09:14
Jill Dvorak, SVP Content at NRF, on Prime Day, Walmart's $300m bulky-item hub and the Nike sales decline in China. Is early discounting growing holiday demand or just moving it?
Alex Rezvan, Host of The Retail Podcast, and Jill Dvorak, SVP Content at NRF, cover the week's five US retail stories: the Amazon vs Walmart holiday race, Target's plan for more than 30 new stores in 2026, Mattel taking its toy brands into water parks, and Nike's Greater China revenue falling 22% reported (26% currency-neutral) in Q1 FY27.
00:00 Cold open
00:19 Five Things Friday, US edition
00:57 Walmart puts $300m into a bulky-item fulfilment hub
02:14 Prime Day rivals race to pull holiday spend forward
04:42 Target opens 30 new stores ahead of holiday
05:34 Mattel moves its toy brands into water parks
07:21 Nike restructures again as China sales slide
09:11 Wrap
Sources: JobsOhio / REDI Cincinnati (28 Sep 2026); Target Corporate (5 Mar 2026); NIKE, Inc. Q1 FY27 results (Oct 2026).
ChatGPT Try-On, UK Footfall Down 2.9% and Refresco IPO
Monday, October 12, 2026 • Duration 03:10
ChatGPT virtual try-on puts OpenAI between the shopper and the checkout, while UK footfall fell 2.9% in September and every format went down. Today's briefing also covers Ocado's clean-label aisle, Refresco's possible IPO above $10bn and Seven & i's plan to make Europe a growth pillar for 7-Eleven.
00:00 Intro
00:09 UK footfall falls 2.9% in September
00:48 Ocado launches Simple Ingredients aisle
01:05 Myprotein and Krispy Kreme shake at Boots
01:22 ICSC: US shoppers fear holiday gift costs
01:36 ChatGPT adds virtual try-on
01:51 KKR's Refresco weighs IPO above $10bn
02:07 Swedish online sales up 8% in Q2
02:19 Carrefour and Kruidvat sell crypto gift cards
02:33 Chinese retailers push overseas
02:51 Seven & i targets Europe for 7-Eleven
Sources:
- BRC-Sensormatic Footfall Monitor: Budget must deliver for shoppers as footfall drops https://brc.org.uk/news-and-events/news/corporate-affairs/2026/ungated/budget-must-deliver-for-shoppers-as-footfall-drops/
- Retail Times: Myprotein and Krispy Kreme Protein Milkshake Rolls Into 730 Boots Stores https://retailtimes.co.uk/myprotein-and-krispy-kreme-launch-protein-milkshake-rolling-out-across-730-boots-stores/
- ICSC: ICSC: Nearly Half of US Shoppers Fear Holiday Gift Budget Shortfall https://www.icsc.com/news-and-views/icsc-exchange/icscs-2026-holiday-intentions-survey-finds-consumers-prioritize-holiday-traditions-over-financial-pressures
- Retail Dive: ChatGPT Adds Virtual Try-On for Clothing and Accessories https://www.retaildive.com/news/virtual-try-on-launch-chatgpt/832244/
- ESM Magazine: KKR's Refresco Takes Bank Pitches for Potential IPO Above $10bn https://www.esmmagazine.com/packaging-design/refresco-plots-potential-ipo-at-10bn-plus-valuation-sources-say-323397
Frasers, Lidl, Burberry and Boots: UK Retail Five Things Friday
Friday, October 9, 2026 • Duration 17:15
Lidl adds 43 million visits, Frasers ups its Burberry bet and Boots changes hands. Simone Oloman, Co-host of Five Things Friday UK, explains what this week's moves mean for UK retail.
Alex Rezvan, Host of The Retail Podcast, and Simone Oloman cover five stories. Lidl GB grew sales 10.8% to £13bn. Frasers Group, the retailer Mike Ashley founded, lifted its Burberry position to 6.32% through sold put options. The Weston family's Wittington Investments is buying Boots for $8.9bn (£6.7bn), including debt. Currys is turning its social following into a shop. Gen M has opened a menopause pop-up in Kensington, backed by research finding that 87% of menopausal women feel overlooked by brands.
00:00 Cold open
00:19 Five Things Friday, UK edition
04:58 Frasers lifts Burberry option as luxury push grows
10:43 New owner plans to reinvest in Boots stores
12:38 Lidl adds 43 million visits as grocers consolidate
15:37 Currys turns its social following into a shop
16:35 Gen M opens a menopause pop-up in Kensington
20:11 Wrap
Get Five Things Friday every week: https://theretailpodcast.com/newsletter
Amazon Layoffs, Tesco Profits and Walmart AI Savings
Friday, October 9, 2026 • Duration 04:34
Amazon layoffs hit around 1,000 corporate roles, most of them in its stores division, as Tesco's profits rise and Walmart puts its AI savings back into customer service. Today's briefing tells retail leaders that efficiency is the theme of the season, and the difference lies in where the savings go.
- Talking Retail: Aldi Names First 10 Locations in £900m UK Expansion https://www.talkingretail.com/news/industry-news/aldi-reveals-first-locations-for-new-stores-in-its-900m-expansion-08-10-2026/
- Retail Gazette: Amazon Cuts 1,000 Corporate Retail Jobs After Overhiring https://www.retailgazette.co.uk/blog/2026/10/amazon-cuts-retail-jobs-after-overhiring/
Boots Sold for £6.7bn, Walmart Drone Delivery Expands
Thursday, October 8, 2026 • Duration 05:03
Walmart drone delivery with Wing is expanding to more than 270 stores by next year, and Boots is going private in a £6.7bn deal with the Weston family. Today's briefing also covers a £440m rise in UK retail electricity bills, Amazon's 63% share of German online retail and the ASOS app breach.
00:00 Boots sold to Weston family for £6.7bn
00:42 BRC: £440m rise in retail electricity bills
01:12 Argos marketplace to 130,000 products
01:35 Co-op Wholesale shuts Peckish app
01:56 GenM opens menopause concept store
02:19 Walmart and Wing drone delivery from 270 stores
02:37 Amazon Prime Big Deal Days beats rivals
02:49 Walmart drops personalised pricing patent
03:08 TikTok adds AI agent and one-click checkout
03:22 Lululemon CEO fills two C-suite roles
03:34 Amazon holds 63% of German online retail
03:57 ASOS confirms app breach
04:12 Ikea launches second-hand marketplace
04:23 Colruyt, Aldi and Lidl lobby on Sunday trading
04:40 Jumbo rolls out children's handheld scanner
Sources:
- Retail Gazette: Weston Family Acquires Boots for £6.7bn in UK-Ireland Deal https://www.retailgazette.co.uk/blog/2026/10/boots-sold-to-weston-family/
- Talking Retail: BRC Reports £440m Rise in Retailer Energy Bills; Calls for Budget Action https://www.talkingretail.com/featured/brc-urges-budget-action-as-retailer-energy-costs-rise-400m-08-10-2026/
- Retail Gazette: Argos Expands Trusted Sellers Marketplace to 130,000 Products by Year-End https://www.retailgazette.co.uk/blog/2026/10/argos-marketplace-range-push/
Quick Commerce vs Convenience: 7-Eleven India Lesson
Wednesday, October 7, 2026 • Duration 08:12
Quick commerce now decides who survives in India: 7-Eleven is shutting around 60 stores because convenience without 30-minute delivery is no longer enough.
Jill Dvorak, SVP Content at NRF, joins Alex Rezvan on the UK sales slump, Primark and Morrisons.
What is quick commerce? It is everyday shopping delivered in minutes from stores and warehouses close to the customer. In India the quick commerce business model has changed what shoppers expect from a corner shop. This week's Five Things Friday INTL edition asks what that means for convenience retail everywhere.
In this episode:
1. 7-Eleven India shuts stores without quick commerce. Reliance Retail and 7-Eleven have ended their five-year India deal, and most of the nearly 60 stores are expected to close.
2. UK retail sales slump deepens in September. The CBI retail sales volume balance fell to -55%, down from -48% in August. Online fell to -68% from -43%, the weakest reading since October 2023.
3. Primark launches a post-surgery breast care range and will donate more than £1m to cancer charities across Europe and the US, including £300,000 to Breast Cancer Now.
Walmart is dropping a patent that would have let Scan & Go personalise prices at the point of scan, while ASOS confirms a cyber attack that reached customers through its own app. Today's briefing shows retail leaders that pricing and customer data are now where trust is won or lost.
00:00 Intro
00:06 ASOS confirms cyber attack
00:32 Just Eat robots move to Cambourne
01:02 T.M.Lewin opens two more stores
01:18 Cotswold Outdoor takes retail media in-store
01:31 Walmart drops Scan & Go pricing patent
01:53 Albertsons accuses Kroger of destroying notes
02:10 CarMax puts AI on every store call
02:26 Analysts warm to Target's turnaround
02:50 Giant Company runs GLP-1 store tours
03:02 ASOS app used for extortion message
03:25 Belgium weighs three VAT rates
03:44 Governments plan state-owned supermarkets
Sources:
- InternetRetailing: ASOS Confirms Cyberattack; Customer Personal Data May Have Been Accessed https://internetretailing.net/hackers-target-asos-with-unusual-pop-up-extortion-attempt-2/
- Retail Times: Just Eat and Morrisons Extend Autonomous Delivery to 12,000+ Customers in Cambourne https://retailtimes.co.uk/just-eat-expands-autonomous-delivery-with-morrisons/
- Retail Gazette: T.M.Lewin Opens Two Stores in November, Taking Estate to Seven https://www.retailgazette.co.uk/blog/2026/10/t-m-lewin-high-street-comeback/
- Retail Gazette: Cotswold Outdoor Rolls Out In-Store Advertising Network Across Full Estate https://www.retailgazette.co.uk/blog/2026/10/cotswold-outdoor-expands-retail-media-network-with-in-store-advertising-push/
AI in Retail Won't Be Your Edge, Trust Will | Doug Stephens
Tuesday, October 6, 2026 • Duration 34:11
Doug Stephens, Founder of Retail Prophet, argues that AI in retail will never be a competitive advantage. Customer trust, earned through fairness to shoppers, staff and suppliers, is the edge that lasts.
Alex Rezvan, Host of The Retail Podcast, and Doug cover why only 15% of Americans had confidence in big business in 2025 (Gallup), why Warren Buffett treated trust as hard business capital, what Walmart's $1bn investment in pay and training in February 2015 teaches CEOs under pressure, and how to measure every quarterly decision by what it costs in business trust.
00:00 Cold open
00:34 Introduction
02:24 Why chasing trends leads retailers astray
03:44 No company can thrive in a society that is failing
08:33 Trust is the most valuable capital a business holds
14:30 What Walmart’s turnaround teaches CEOs under pressure
21:56 AI will never be your competitive advantage
26:46 Put a price on the trust you lose
30:29 Being a good business is a superpower
33:49 Wrap
Five Things Friday, our weekly retail briefing: https://theretailpodcast.com/newsletter
TikTok Shop Goes Direct as Lidl Passes £13bn
Tuesday, October 6, 2026 • Duration 04:52
TikTok is keeping checkout and customer data inside the app with Buy Direct, and TikTok Shop's UK sales are heading for close to €5 billion this year. Add retailers' very different rules on AI shopping agents, and today's Decoding Retail shows who is taking control of the sale, alongside Lidl passing £13 billion and Aldi going live on Deliveroo.
Sources:
- Retail Gazette: Lidl pushes annual sales past £13bn and prepares to open more than 50 stores https://www.retailgazette.co.uk/blog/2026/10/lidl-sales-hit-13bn-as-it-gains-ground-on-aldi-with-50-store-push/
- Retail Times: Aldi launches rapid delivery via Deliveroo, starting at eight stores with around 2,000 products https://retailtimes.co.uk/aldis-new-rapid-delivery-service-with-deliveroo-launches-tomorrow-6th-october/
- Talking Retail: AF Blakemore grows its Snappy Shopper estate from 95 to 167 Spar stores in two months https://www.talkingretail.com/featured/af-blakemore-expands-snappy-shopper-partnership-05-10-2026/
- Talking Retail: Convenience sales grew 0.6% against 2.9% inflation. Real volumes are falling. https://www.talkingretail.com/opinion/talking-points/what-symbol-groups-and-suppliers-can-do-for-independents-on-a-0-6-year-viewpoint-riddhi-parekh-05-10-2026/
- Grocery Gazette: Sainsbury's launches a drive for 17,500 Christmas seasonal roles across its estate https://www.grocerygazette.co.uk/2026/10/05/sainsburys-set-to-recruit-17500-christmas-roles/
- PYMNTS: Retailers Are Drawing Lines on AI Agent Access, and the Lines Are Very Different https://www.pymnts.com/news/retail/2026/ai-agents-knock-retailers-decide-how-wide-to-open-the-door/
- PYMNTS: TikTok Launches In-App Checkout and AI Shopping Assistant as First Moves in an Agentic Commerce Stack https://www.pymnts.com/commerce/social-commerce/2026/tiktok-kicks-off-agentic-commerce-push-with-ai-shopping-assistant/
- Modern Retail / Grocery Dive: Albertsons Media Collective Loses Its SVP After One Year https://www.modernretail.co/marketing/brian-monahan-exits-albertsons-media-collective-amid-leadership-shake-up/
Nike Cuts Again, Boots Nears £7bn Sale, Food Prices Peak
Monday, October 5, 2026 • Duration 03:49
What happened to Nike this week is a second round of job cuts and a $2.5 billion cost saving target, as Boots nears a £7bn sale and world food prices hit a near four-year high.
For retail leaders the signal is clear: shoppers are working harder for every basket, and retailers will need to work just as hard to earn it.
00:00 Intro
00:22 US shoppers stretch every dollar
00:42 Nike cuts jobs again as China drags
01:08 IKEA closes three Plan and Order stores
01:30 Reliance and 7-Eleven end India franchise
01:56 Food prices hit a near four-year high
02:29 Weston family closes in on £7bn Boots deal
02:53 Brazil ends sports betting: grocers to gain
03:19 Morrisons pilots multi-temperature lockers
03:46 Costco overtakes H-E-B in ChangeUp ranking
03:55 Co-op appoints Alex Dower as Retail MD
Sources: - US consumer: Bloomberg News via PYMNTS, 4 Oct https://www.pymnts.com/consumer-insights/2026/consumers-tap-reserves-and-charity-to-manage-inflation/ - Nike job cuts: RetailDetail, 2 Oct https://www.retaildetail.eu/news/fashion/nike-continues-to-cut-back-jobs-lost-after-sharp-decline-in-china/ - Nike China and NikeSkims: Inside Retail Asia, 3 Oct https://insideretail.asia/2026/10/03/uphill-climb-why-is-nikes-turnaround-still-struggling/ - IKEA: Retail Dive, 2 Oct https://www.retaildive.com/news/ikea-shutters-three-small-format-plan-and-order-stores/832021/ - Reliance and 7-Eleven: ET Retail, 5 Oct https://retail.economictimes.indiatimes.com/news/food-entertainment/personal-care-pet-supplies-liquor/reliance-retail-7-eleven-end-a-five-year-india-franchise-deal-as-convenience-stores-struggle/134684029 - Food prices: ESM Magazine, 2 Oct https://www.esmmagazine.com/supply-chain/world-food-prices-near-four-year-high-in-september-un-says-322931 - McCormick: ESM Magazine, 2 Oct https://www.esmmagazine.com/a-brands/mccormicks-price-hikes-spice-up-quarterly-results-despite-sluggish-demand-322921 - Boots: Retail Gazette https://www.retailgazette.co.uk/blog/2026/10/weston-family-closes-in-on-7bn-boots-takeover/ - Boots: City AM https://www.cityam.com/billionaire-weston-family-closes-in-on-7bn-boots-takeover/ - Brazil betting: Valor Investe, 2 Oct https://valorinveste.globo.com/mercados/renda-variavel/noticia/2026/10/02/fim-das-bets-deve-ajudar-varejo-e-consumo-veja-quais-acoes-mais-ganham.ghtml - Morrisons lockers: Grocery Gazette, 2 Oct https://www.grocerygazette.co.uk/2026/10/02/morrisons-launches-uk-supermarket-first-grocery-collection-lockers/ - Costco and H-E-B: Supermarket News https://www.supermarketnews.com/grocery-trends-data/costco-overtakes-h-e-b-on-customer-retail-ranking - Costco and H-E-B: The Shelby Report, 29 Sep https://theshelbyreport.com/2026/09/29/costco-unseats-h-e-b-atop-changeups-2nd-experience-report/ - Co-op appointment: Grocery Gazette, 2 Oct https://www.grocerygazette.co.uk/2026/10/02/md-of-co-op-retail/
- PostNord: Swedish E-Commerce Grows 8% Year-on-Year in Q2, All Sectors Up https://news.cision.com/se/postnord-sverige/r/svensk-e-handel-pa-vag-mot-ny-rekordniva,c4398930
- RetailDetail EU: Carrefour and Kruidvat Add Cryptocurrency Gift Cards to Their Shelves https://www.retaildetail.eu/news/general/carrefour-and-kruidvat-are-offering-cryptocurrencies-on-their-shelves/
- Inside Retail Asia: Chinese Retailers Prioritise Store Quality Over Speed as Overseas Push Accelerates https://insideretail.asia/2026/10/12/why-are-chinese-retailers-looking-overseas-for-growth/
- Inside Retail Asia: Seven & i Sets Europe as 7-Eleven's Fourth Major Growth Pillar https://insideretail.asia/2026/10/12/7-eleven-owner-looks-to-europe-for-next-phase-of-global-growth/
- Retail Dive: Amazon Cuts Hundreds From Retail Stores Division in Restructure https://www.retaildive.com/news/amazon-retail-stores-division-layoffs/832501/
- Retail Dive: Walmart AI Savings Reinvested in Customer Experience, U.S. CEO Says https://www.retaildive.com/news/ai-walmart-sparky-CX-investment/832327/
- Retail Dive: Walmart Launches 1-Hour Express Store Pickup and ASL Interpretation Ahead of Holidays https://www.retaildive.com/news/walmart-one-hour-express-store-pickup-asl-service-holiday/832464/
- Retail Dive: Levi's Q3 Profits Propped by Tariff Refunds as Direct-to-Consumer Sales Disappoint https://www.retaildive.com/news/levis-q3-wholesale-tariff-refunds-deliver/832468/
- Modern Retail: Retail Media Leadership Churn Persists as Albertsons Shakeup Puts Sector Under Spotlight https://www.modernretail.co/marketing/big-box-briefing-why-executive-turnover-has-been-a-consistent-theme-in-retail-media/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss
- RetailDetail EU: Tesco Posts Strong H1 Results as Online Sales Drive Group Growth https://www.retaildetail.eu/news/food/online-is-a-key-growth-driver-for-tesco/
- RetailDetail EU: Zalando Opens 140,000 sq m Distribution Centre South of Paris https://www.retaildetail.eu/news/fashion/zalando-sets-up-shop-in-france-with-a-giant-distribution-center/
- Inside Retail Australia: 7-Eleven Withdraws from India as Quick Commerce Undercuts the Format https://insideretail.com.au/business/squeezed-from-both-sides-why-7-eleven-could-not-make-india-work-202610
- Inside Retail Asia: Rapidus Pursues US$15 Billion Domestic Chip Programme in Japan https://insideretail.asia/2026/10/09/why-rapidus-chip-ambitions-matter-for-electronics-supply-chains/
- Inside Retail Australia: Adore Beauty Opens Largest Store Yet at Melbourne Central https://insideretail.com.au/stores/openings-closings/adore-beauty-opens-largest-flagship-yet-at-melbourne-central-202610
- Retail Times: GenM Opens UK's First Menopause Concept Store, Targeting 15.5m Women https://retailtimes.co.uk/genm-unveils-the-worlds-first-menopause-friendly-concept-store-showcasing-the-future-of-inclusive-retail-for-15-5-million-uk-women/
- Grocery Dive: Walmart and Wing Plan Drone Delivery from 270 Stores by 2027 https://www.grocerydive.com/news/walmart-wing-drone-expansion-denver-seattle/832290/
- Supermarket News: Amazon Prime Big Deal Days Tops Walmart and Target Event Results https://www.supermarketnews.com/grocery-trends-data/amazon-s-prime-big-deal-days-shoppers-reaching-for-household-essentials
- Grocery Dive: Walmart Will Not Renew Patent for Personalised Scan-and-Go Pricing https://www.grocerydive.com/news/walmart-defends-patent-dynamic-pricing/832272/
- Retail Dive: TikTok Adds Conversational AI Agent and One-Click Checkout https://www.retaildive.com/news/tiktok-ai-powered-discovery-one-click-checkout/832326/
- Retail Dive: Lululemon CEO Heidi O'Neill Fills Two C-Suite Roles, Hunts for Three More https://www.retaildive.com/news/lululemon-ceo-heidi-oneill-overhauls-c-suite-first-move/832434/
- Ecommerce News Europe: Amazon Controls 63% of German Online Retail, New Study Finds https://ecommercenews.eu/amazon-holds-63-of-german-online-retail/
- RetailDetail EU: ASOS Confirms App Breach; Hackers Staged Public Extortion Attempt https://www.retaildetail.eu/news/fashion/asos-confirms-that-hackers-breached-the-app/
- Retail Insight Network: Ikea Launches Pre-owned Marketplace for UK and Ireland Family Members https://www.retail-insight-network.com/news/ikea-second-hand-marketplace-uk-ireland/
- RetailDetail EU: Colruyt, Aldi and Lidl Join Three Unions in Belgian Sunday Opening Lobby https://www.retaildetail.eu/news/food/analysis-colruyt-aldi-lidl-and-labor-unions-launch-a-lobbying-campaign-over-sunday-openings/
- RetailDetail EU: Jumbo Claims World First With Children's Handheld Scanner Across All Stores https://www.retaildetail.eu/news/food/jumbo-the-worlds-first-supermarket-to-use-a-childrens-handheld-scanner/
08:00 Wrap
Hosts: Alex Rezvan, Host, The Retail Podcast. Jill Dvorak, SVP Content at NRF.
Get Five Things Friday in your inbox every week: https://theretailpodcast.com/newsletter
Sources:
- Economic Times via Retail Insight Network, 5 Oct 2026
- PYMNTS: CarMax Scales AI Voice Agents to Every Inbound Store Call https://www.pymnts.com/news/artificial-intelligence/2026/carmax-lets-ai-take-the-call-not-the-sale/
- Retail Dive: Target's Turnaround Gains Analyst Support Ahead of Critical Q4 https://www.retaildive.com/news/target-retail-holiday-season-performance/831858/
- Grocery Dive: Giant Company Opens GLP-1 Store Tours at Six Locations https://www.grocerydive.com/news/the-giant-company-glp1-tours-weight-loss-grocery-supermarkets/832234/
- RetailDetail EU: Hackers Send Extortion Message to ASOS Customers Via Official App https://www.retaildetail.eu/news/fashion/hackers-hijack-asos-app-to-post-extortion-message/
- RetailDetail EU: Australia, New Zealand and New York Advance Plans for State-Owned Supermarkets https://www.retaildetail.eu/news/food/the-government-as-a-supermarket-owner-nationalization-is-becoming-a-new-trend/
- Retail Dive: GLP-1 Adoption Is Rewriting Consumer Behaviour Across Apparel, Sizing, and Online Shopping https://www.retaildive.com/news/glp1-users-apparel-retailers-rethink-everything-returns-davids-bridal/831835/
- Retail Dive: Gap Launches Conversational Shopping Agents Across Three Banners Simultaneously https://www.retaildive.com/news/gap-ai-assisted-shopping-three-decades-after-website/832070/
- Retail Insight Network: Aldi posts 5% sales growth as operating profit slips https://www.retail-insight-network.com/features/aldi-sales-rise-5-as-operating-profit-slips/
- ESM Magazine: Salling Group acquires Proshop to close the Nordic e-commerce gap https://www.esmmagazine.com/retail/salling-group-to-acquire-online-retailer-proshop-323026
- Ecommerce News Europe: TikTok Shop's UK lead over Europe is widening, not closing https://ecommercenews.eu/tiktok-shop-still-much-bigger-in-the-uk-than-elsewhere-in-europe/
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