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Latest / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes

How Stagflation Is Reshaping the Pet Industry

Episode 83 of Stagflation Conversations with Fexingo examines how high inflation and slow growth are hitting the $150 billion pet industry. Lucas and Luna look at shifting consumer behavior: pet owners are trading down from premium food brands to private-label kibble, delaying non-essential vet procedures, and cutting back on pet insurance. The hosts ground the discussion in real data, including the latest Core PCE reading of 3.4% and the May CPI at 334. They also explore how big players like Mars and Nestlé are responding, and what the rise of 'pet recessions' says about household…

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