Latest / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Apparel Industry
Episode 132 of Stagflation Conversations explores how rising import costs from China—the highest since 2008—are squeezing apparel retailers and shifting consumer habits. Lucas and Luna examine the margin pressures facing fast-fashion giants versus premium brands, the role of discount stores like Ross and Burlington, and what the 1970s can teach us about trading down. With CPI still elevated at 332.6 and wage growth barely keeping pace, the hosts ask: is a permanent value shift underway? Tied to current data on import prices, unemployment, and Fed whispers.
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