How Stagflation Is Reshaping the Beer Industry

Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes · Jul 4, 2026 · 7m · transcript

Lucas and Luna examine how stagflation is hitting the beer industry from two sides: rising input costs and shifting consumer demand. With barley prices up 18% year-over-year, aluminum can costs elevated, and brewers grappling with both supply chain pressures and a slowdown in premium craft beer sales, the industry is consolidating. Lucas breaks down how Boston Beer and Molson Coors are responding differently — one leaning into cost-cutting and mainstream brands, the other doubling down on innovation. They also discuss the surprising resilience of private-label beers and regional breweries…