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Recapping Consumer Takeaways From Airline and Specialty Financials Earnings

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Manage episode 500980227 series 3276203
Content provided by TD Securities and TD Cowen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TD Securities and TD Cowen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Recorded on 08/13/25
This episode features Tom Fitzgerald, TD Cowen's airline analyst, and Moshe Orenbuch, TD Cowen's specialty finance analyst, discussing major takeaways on the health of the consumer and outlook for travel demand as we approach the fall. Topics include the continued strength in premium product demand, divergences in spend by income cohorts and age demographics, the latest color on corporate travel demand, credit card commentary on spending categories, competition across loyalty programs, and an update on aircraft leasing.

https://go.td.com/PodcastDisclosure

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  continue reading

320 episodes

Artwork
iconShare
 
Manage episode 500980227 series 3276203
Content provided by TD Securities and TD Cowen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TD Securities and TD Cowen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Recorded on 08/13/25
This episode features Tom Fitzgerald, TD Cowen's airline analyst, and Moshe Orenbuch, TD Cowen's specialty finance analyst, discussing major takeaways on the health of the consumer and outlook for travel demand as we approach the fall. Topics include the continued strength in premium product demand, divergences in spend by income cohorts and age demographics, the latest color on corporate travel demand, credit card commentary on spending categories, competition across loyalty programs, and an update on aircraft leasing.

https://go.td.com/PodcastDisclosure

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  continue reading

320 episodes

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