Latest / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Why Corporate Pricing Power Is Fading Under Stagflation
In episode 5 of Stagflation Conversations, Lucas and Luna examine why companies that successfully raised prices during the 2021-2023 inflation cycle are now losing that power. With CPI at 332.4 and consumer sentiment at a record low, firms from consumer staples to tech are seeing margins squeezed. Lucas points to a specific case: a major packaged-foods company that hiked prices 12% year-over-year in early 2025 but posted flat volumes in its latest quarter. Luna brings data showing that the share of companies citing 'pricing power' on earnings calls has dropped from 68% in early 2025…
The skinny
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