Recapping Consumer Takeaways From Airline and Specialty Financials Earnings
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.
TD Cowen Insights · Moshe Orenbuch, Tom Fitzgerald
Audio is streamed directly from the publisher (afp-922680-injected.calisto.simplecastaudio.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
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.