Emily Flippen

what they're purchasing in terms of their hypothetical stocking here.

But maybe investors should be just as picky with the business as they put on their shopping list too.

So up next, we're going to be turning to Jason.

He's going to talk to us about the first stock that he's considering and looking at as we head into the end of 2025 and why it could be a winner just beyond the holidays.

So stick with us.

Emily Flippen.

Welcome back to Motley Fool Money.

I'm Emily Flippen, here with Jason Hall and Asit Sharma, talking about our favorite rule-breaking stocks for your holiday shopping list.

We talked about 2025 holiday spending and what it might be telling us about the consumer, but now let's turn that into a concrete stock idea.

Jason, what is the stock you're putting on investors' holiday list this year, and why does it deserve a spot in a portfolio?

Jason Hall.

It kind of reminds me of a hybrid between Dutch Bros and Sprouts Farmers Markets.

Those tickers are BROS and SFM.

It's not exactly a fair comparison, but when you guys talk about the balance sheet and the extension there, it reminds me a little bit of what Dutch Bros is going through, also building out its store count at around that 15% clip, but also with some of the niche that Sprouts Farmers Market has cultivated in terms of a grocer here in the United States.

Now, it's obviously not the same footprint and different competitive positioning, but

This is certainly one that I'm really interested in, Jason.

And Asit, I think you have your work cut out for me, at least, to convince me about your idea.

But up next, we're going to be talking about your own rule-breaking idea for your holiday stock list, as well as how to put them all together in a long-term portfolio.

So stick with us.

Welcome back to Motley Fool Money.