Latest / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Premium Chocolate Market
Episode 47 digs into a surprising casualty of stagflation: premium chocolate. With CPI at 4.2% annually and cocoa prices surging, luxury chocolate makers face a margin squeeze. Lucas and Luna examine how brands like Lindt and smaller craft producers are navigating rising ingredient costs and shifting consumer behavior. They discuss price elasticity in luxury goods, the role of shrinkflation, and whether the 'affordable luxury' tag still holds. Tied to current data—core CPI at 336.1 and PCE at 130.9—this episode offers a concrete case study in how high inflation and slow growth…
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