Three Stocks for a Tougher Economy

The podcast explores potential stock picks that could thrive in a challenging economic environment characterized by rising inflation, fewer interest rate cuts, and slower growth. Sanmeet Deo suggests Planet Fitness as a "trade-down winner," noting its affordability and historical resilience during periods of rising rates. Dan Caplinger proposes Dollar General, highlighting its increasing popularity among budget-conscious shoppers and its ability to manage costs through strategies like shrinkflation. Emily Flippen recommends Rollins, a pest-control business, citing its low debt, pricing power, and potential for market-beating growth through acquisitions. The discussion also touches on key performance indicators for Planet Fitness, such as churn rate and membership mix, and the saturation point for Dollar General's store expansion.