Latest / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Fast Casual Dining Industry
In episode 101 of Stagflation Conversations, Lucas and Luna examine how the fast casual dining sector is being squeezed between rising food costs and cautious consumer spending. With CPI hovering above 3% and real wage growth barely keeping pace, chains like Chipotle and Sweetgreen are adjusting portion sizes, menu prices, and labor models to survive. Lucas breaks down the math behind the 'shrinkflation' hitting burrito bowls and grain salads, while Luna questions whether the value proposition of fast casual still holds when a lunch tab can top $15. They also touch on the surprising…
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