Sanmeet Deo

speaker
295 appearances 5 recordings 1 series first heard Oct 2025 last heard 12 Apr

Sanmeet Deo’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
1 · Apr OctJan 26AprJulnow

Recordings per month over the last 12 months — 5 in all, peaking in Apr 2026 with 1.

Appearances

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And also what the churn and membership rates are at other gyms, LA Fitness and...
lifetime, all those, the customer demographic is different at a lot of these other gyms.
I feel like Planet Fitness has a broader range of demographic.
Quick question.
With 21,000 locations, is there room left for store expansion?
Or is this primarily like a same-store sales growth story where they just need to have more efficiency in their current store base?
course.
Home services, like Dan said, are always in need.
Maintaining a home is an ongoing task.
It doesn't slow down due to inflation, rising rates, or any other macroeconomic factors.
I could see some pullback from customers, maybe save a buck, but you can only do that for so long before the pests start invading your home and making things very problematic.
I like the Rollins pick.
It's very interesting.
I hadn't thought about it, like Dan had said.
Yeah, it's staying warm and getting through it.
But I'm excited to be here and talking about tech earnings.
Yeah.
I mean, I think it's all gas, no brakes for AI spending here because Apple is trying to keep up.
So they just signed with Google to use Gemini in their series.
So I can't imagine that's going to be cheap.
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