Sep. 29 at 7:53 PM
Wealthy consumers continue to prioritize experiences over material goods, boosting demand for premium travel, hotels, theme parks, live events, and fitness. Full-service airlines like Delta and United outperform low-cost carriers, especially in premium cabins and exotic destinations. High-end hotels remain resilient despite softer tourism, while premium theme parks such as Disney and Comcast properties continue to attract visitors, unlike more economy-sensitive parks like Six Flags.
Live events show strong audience growth and revenue potential, with TKO Group (WWE/UFC) and Liberty Media Formula One benefiting from higher ticket prices and strong hospitality sales. Online casinos are thriving even as traditional casinos struggle, reflecting a shift in consumer entertainment spending. Fitness trends remain strong, with Planet Fitness appealing to younger gym-goers through affordable pricing and programs like summer passes for students.
$DAL $UAL $DIS $CMCSA $TKO