Sanmeet Deo
๐ค SpeakerAppearances Over Time
Podcast Appearances
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.