Jul. 15 at 10:51 PM
Capital Rotation! 3 Resilient Consumer Stocks Standing Strong
As high-beta AI names sell off, smart money is rotating into quality consumer businesses with strong cash flows and solid balance sheets:
$PLNT (Planet Fitness): 2,900+ locations. Q1 revenue hit
$337.2M (+21.9% YoY) with 80%+ gross margins. High-margin franchise model remains a cash machine.
$BBW (Build-A-Bear): Highly overlooked. TTM revenue of ~
$527M, ~36% ROE, and trading at just ~8x earnings with active buybacks.
$TCOM (Trip.com): Q1 revenue hit RMB 16.2B (+17% YoY), with international bookings up 65%. Loaded with ~
$15B in cash.
These aren't hyped-up momentum plays, but highly defensive champions with multiple growth drivers.
