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Source document· March 2, 2026

3 Stocks for a Tougher Economy

View original at finance.yahoo.com
3 Stocks for a Tougher Economy In this podcast, Motley Fool analysts Emily Flippen and Sanmeet Deo and contributor Dan Caplinger talk about stocks they think can outperform in a "worst-case" economic environment of rising inflation, lower-than-expected rate cuts, and slowing economic growth…
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  • Planet Fitness is a good trade down winner if inflation stays sticky and rates stay higher for longer

    80% confidence
  • Rollins has proven pricing power and can typically pass through inflation to end consumers

    80% confidence
  • In 2023-2024 with aggressive rate hikes, Planet Fitness posted about 8.7% and 5% system wide same club sales respectively

    80% confidence
  • Macro reports last week showed the picture is getting murkier with higher interest rates for longer and stickier inflation

    80% confidence
  • Stock Advisor's total average return is 941% compared to 194% for the S&P 500

    80% confidence
  • Dollar General had inventory issues and difficulty getting needed inventory during 2021-2022 inflation

    80% confidence
  • Rollins and Planet Fitness have not seen gains similar to Dollar General's doubling, leaving more money on the table for future appreciation

    80% confidence
  • Dollar General has quietly become one of the most ubiquitous chains in retail with close to 21,000 stores in the US

    80% confidence
  • A $1,000 investment in Nvidia on April 15, 2005 would be worth $1,086,211

    80% confidence
  • Rollins is targeting around 7%-8% organic growth this year with more potential from acquisitions

    80% confidence
  • A $1,000 investment in Netflix on December 17, 2004 would be worth $519,015

    80% confidence
  • In 2018 with late cycle rising rates, Planet Fitness delivered 10.2% system wide same store sales and opened 230 new stores

    80% confidence

Data points we hold from this source

McDonald's Corporation · store count13500 locations
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
We flag conflicts openly ›
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