How Stagflation Is Reshaping the Premium Chocolate Market

Inflation is running at 4.2%, GDP growth is barely 1.6%, and cocoa futures have more than doubled since early 2025. That combination is forcing premium chocolate makers to make tough choices. Lucas and Luna dig into a specific case: how a century-old Swiss chocolatier, Lindt & Sprüngli, is navigating stagflation by raising prices, shrinking bar sizes, and betting that luxury chocolate behaves more like a luxury good than a grocery staple. They unpack the economics of 'shrinkflation' in the confectionery aisle, why cocoa supply is tightening, and what the data says about whether consumers will keep paying $12 for a bar when their grocery bill is up 20%. Along the way, they connect the dots to the broader stagflation theme — what happens when a 'small luxury' becomes the last thing people give up. #Economics #Stagflation #Inflation #Cocoa #LuxuryGoods #Shrinkflation #Lindt #ConsumerBehavior #SupplyChain #Commodities #PremiumChocolate #SwissChocolate #FexingoBusiness #BusinessPodcast #CPI #RealGDP #PriceElasticity #TreatYourself Keep every episode free: buymeacoffee.com/fexingo