Latest / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Grocery Industry
Even as overall inflation shows signs of cooling—CPI dipped to 332.6 in June from 333.98—grocery prices remain stubbornly high. In this episode, Lucas and Luna explore how stagflation is reshaping the grocery retail industry. They break down why food-at-home costs are lagging behind the broader disinflation trend, and how retailers like Walmart and Kroger are responding. Private-label brands are surging as consumers trade down, and supply chain pressures from rising import costs—import prices from China just hit their highest since 2008—are squeezing margins. The hosts also discuss how the…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.