How Stagflation Is Reshaping the Fast Casual Dining Industry

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How Stagflation Is Reshaping the Fast Casual Dining Industry

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In episode 101 of Stagflation Conversations, Lucas and Luna examine how the fast casual dining sector is being squeezed between rising food costs and cautious consumer spending. With CPI hovering above 3% and real wage growth barely keeping pace, chains like Chipotle and Sweetgreen are adjusting portion sizes, menu prices, and labor models to survive. Lucas breaks down the math behind the 'shrinkflation' hitting burrito bowls and grain salads, while Luna questions whether the value proposition of fast casual still holds when a lunch tab can top $15. They also touch on the surprising resilience of QSR value menus and what it means for the broader economy. Data references include recent CPI readings, average hourly earnings at $37.60, and the labor force participation rate hitting a 50-year low outside of COVID. A donation segment reminds listeners that listener support keeps the show ad-free at buymeacoffee.com/fexingo. #StagflationConversations #FastCasualDining #Chipotle #Sweetgreen #Shrinkflation #CPI #Inflation #FoodCosts #LaborMarket #RestaurantIndustry #ConsumerSpending #Economics #BusinessPodcast #FexingoBusiness #Fexingo #Podcast #Earnings #MenuPricing Keep every episode free: buymeacoffee.com/fexingo

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