The unexpected surge in consumer demand as economies started opening back up earlier this year has resulted in tight supply chains, labor shortages, and ultimately higher prices for goods. Operating a two-sided payments ecosystem that takes a cut of all the economic activity occurring on its platform means that whether inflation is transitory or permanent just doesn't matter. Top consumer-focused stocks like Netflix and Chipotle Mexican Grill immediately come to mind, as both have been successful at raising prices for customers while at the same time quickly growing sales and profits.