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    3 Stocks With Pricing Power As Inflation Stays Higher For Longer

    Simply Wall St·07/12/2026 05:20:11
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    With inflation running hot and the Federal Reserve turning hawkish again, the gap between stocks that cope well with rising prices and those that struggle can widen quickly. Energy shocks, a tight labor market, and higher-for-longer interest rates are reshaping which companies investors pay attention to. This article looks at 3 stocks that are directly exposed to these inflation trends and the July 2026 policy shift. Each one comes from our Inflation Beneficiary Stocks screener and offers a different angle on how large, financially healthy businesses might respond to this backdrop.

    Luceco (LSE:LUCE)

    Overview: Luceco is a UK based manufacturer of wiring accessories, LED lighting and portable power products, supplying everything from switches and circuit protection to EV chargers for residential, commercial and infrastructure projects across global markets. Its brands, including BG Electrical, Luceco Lighting, Masterplug and DW Windsor, sell through retailers, distributors and professional wholesalers.

    Operations: Luceco generates most of its £271.4 million revenue from Wiring Accessories (£131.4 million), with LED Lighting (£79.3 million) and Portable Power (£60.7 million) also meaningful contributors, and the United Kingdom providing £214.6 million of its sales alongside smaller contributions from Europe, the Americas, the Middle East and Africa, and Asia Pacific.

    Market Cap: £398.2 million

    Investors looking at inflation beneficiaries may find Luceco interesting because it sits at the heart of essential electrification, from wiring and LED lighting to EV chargers, where customers often prioritise reliability over cutting back spending. Management commentary suggests the company has been able to use pricing to offset cost inflation, which can be valuable when energy and wage costs are rising. At the same time, high leverage, an unstable dividend record and recent insider selling mean the story is not risk free, particularly with a CEO transition coming in 2026. The key consideration is how Luceco’s pricing power, margin focus and growth in areas such as EV charging compare with those financial and governance concerns.

    Luceco’s pricing power and essential electrification focus could be masking an underappreciated twist in its story, especially with leverage, dividend uncertainty and a CEO change on the horizon, so it is worth scanning the 3 key rewards and 3 important warning signs

    LSE:LUCE Revenue & Expenses Breakdown as at Jul 2026
    LSE:LUCE Revenue & Expenses Breakdown as at Jul 2026

    SRG Global (ASX:SRG)

    Overview: SRG Global is an Australia based engineering and construction contractor that works across mining, energy, infrastructure and building projects, providing everything from ground engineering and asset maintenance to facades and structural solutions, largely for long term infrastructure and resources clients in Australia and New Zealand.

    Operations: SRG Global generates A$983.7 million of revenue from Maintenance and Industrial Services and A$463.9 million from Engineering and Construction.

    Market Cap: A$2.24b

    SRG Global operates in an inflationary, higher rate setting in which its integrated maintenance and construction work is closely tied to essential infrastructure and resources projects, where contracts often allow cost pass through, and about 80% of earnings are described as annuity style. The company’s strong revenue and earnings growth, solid margins and record work in hand indicate a sizeable pipeline of activity. However, the high P/E and full reliance on external borrowing mean investors need to weigh funding risk and valuation carefully. Heavy exposure to government infrastructure budgets and a relatively new board add further nuance, which makes SRG Global a company that some investors may examine closely to assess whether its inflation resilience and growth outlook adequately balance those risks.

    SRG Global’s record work in hand and annuity style earnings could mean the real story is how growth and valuation interact under higher rates, so it is worth scanning the analyst forecasts for SRG Global to see what the market might be missing next.

    ASX:SRG P/E Ratio as at Jul 2026
    ASX:SRG P/E Ratio as at Jul 2026

    Savaria (TSX:SIS)

    Overview: Savaria is a Canada based company that designs, manufactures, and installs accessibility and patient care equipment, from home and commercial elevators, stairlifts, and wheelchair accessible vehicles to ceiling lifts, medical beds, and pressure management products used in healthcare facilities and home care.

    Operations: Savaria generates CA$723.7 million of revenue from Accessibility including adapted vehicles and CA$205.1 million from Patient Care, with sales spread across Canada, the United States, Europe and the rest of the world.

    Market Cap: CA$2.24b

    Savaria provides exposure to both the aging population and healthcare spending, with products that are often essential rather than discretionary and can carry pricing power when inflation and wage costs are elevated. Earnings grew in the latest reported quarter and analysts expect further growth. The stock is described as trading well below Simply Wall St’s fair value estimate and below their future cash flow value, which may appeal to value focused investors. The catch is a higher P/E than many machinery peers, reliance on external borrowing, and recent insider selling. The key question for investors is whether the company’s growth, margin progress and steady dividend justify accepting those balance sheet and governance risks.

    Savaria’s combination of essential accessibility products, earnings growth and a stock price described as below fair value raises a simple question: what is the market still hesitating about in the analyst forecasts for Savaria?

    SIS Discounted Cash Flow as at Jul 2026
    SIS Discounted Cash Flow as at Jul 2026

    The three stocks here are just a starting point, with the full Inflation Beneficiary Stocks screener surfacing 16 more companies that pair solid financial profiles with equally compelling inflation narratives in the Inflation Beneficiary Stocks screener. Use Simply Wall St to identify and analyze the specific catalysts, pricing power, balance sheet strength and risk markers that matter most, so you can focus on the highest conviction ideas from this broader group.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.