Emily Flippen

Well, our first stock pick for this theoretical but challenging environment already off to a strong start.

Up next, we're going to be passing the mic to Dan to hear about a unique missus that he think could distinguish itself from the pack.

This is Motley Fool Money.

Welcome back to Motley Fool Money.

We're diving into three stock pitches for a, quote, worst-case scenario of economic environment consisting of rising inflation, less rate cuts, and potentially lower economic growth.

A scenario, of course, nobody wants to happen, but it's always nice to be prepared for.

Dan, is there a business that you think is particularly well-positioned to outperform in this type of environment?

I'm always shocked by how pervasive Dollar General is.

You're right, it's changed its tune over the course of the past couple of decades in terms of the value proposition it brings to the communities in which it operates.

But I have to say, I don't typically think about this type of business as a pass-through inflation business.

I'm curious what makes you confident that they'll be able to keep margins high if costs keep rising?

I don't inherently disagree, but just so the listeners are aware about how many locations, 21,000 locations.

If you think about the number of McDonald's in the United States, there's an estimated 13,000 to 14,000 McDonald's in the United States.

So we're talking the order of 5,000 to 8,000 more Dollar General locations.

It's crazy how big this chain already is.

But you're right, Dan.

Clearly, there's a market there.

Up next, we're going to be wrapping up the show with the best pitch.

Oh, I'm sorry.

I mean, my pitch.