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Store brands like Kirkland are winning the war for consumer wallets, squeezing out national brands

From razors to soda, private label keeps eating retail. For many big brands, there’s no point fighting it.

Why it matters

XLP (Consumer Staples) · Why linked: News about private label brands gaining share affects packaged goods and staples retailers broadly. Market context: Bearish for national consumer brand companies benefiting from pricing power as private label erodes their margins.

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