Consumers spending more on experiences
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Katz: Consumers are spending more on experiences than things
Youtube· 2025-12-15 20:28
All right, we just hit on it. Record 122 million people traveling. About a 2% jump from the levels that we saw last year.What does that signify. Does that signify consumers that are willing to spend on travel. Does it signify something else.>> This has been a secular trend, Frank, coming out of CO and it continues all the way through and and frankly we're expecting it into 2026 where consumers are spending more on experiences than they are on things. Uh and that has worked well for the stocks you had up the ...