EPISODE · Jun 3, 2026 · 8 MIN
How Stagflation Is Reshaping the Pet Food Industry
from Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes · host Fexingo
Episode 28 of Stagflation Conversations with Fexingo. Lucas and Luna explore how persistent inflation and slow growth are squeezing the pet food industry. With the year-over-year CPI for pet food running at 8.6% — well above overall inflation — households are trading down from premium brands to private-label kibble. Major manufacturers like Nestlé Purina and Mars are seeing volume declines even as revenue rises. Meanwhile, startups focused on fresh and raw diets face a capital crunch. The hosts discuss how the 'humanization of pets' trend is hitting a stagflation wall, and what the shift means for pet nutrition, grocery margins, and the broader consumer economy. Anchored to the latest economic data as of June 3, 2026, including the April CPI print and the surprisingly strong JOLTS job openings figure. #Stagflation #PetFood #Inflation #ConsumerSpending #PrivateLabel #NestléPurina #MarsPetcare #PetEconomy #CPI #JOLTS #Economics #BusinessPodcast #FexingoBusiness #CostOfLiving #SupplyChain #StartupFunding #PetNutrition #TradingDown Keep every episode free: buymeacoffee.com/fexingo
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How Stagflation Is Reshaping the Pet Food Industry
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