2Q25 Consumer Services PM Chartbook

Written By YipitData for Investors

Access the 2Q25 Consumer Services PM Chartbook

A concise yet comprehensive resource featuring over 45+ slides of charts, tables, and insights on key trends and performance drivers across our Consumer Services tickers. This streamlined resource provides a quick, high-level read while capturing the essential data and bigger-picture insights you need.

Inside the Chartbook:

  • Highlighted trends: Updates on the latest trends across Travel, Ridesharing, Delivery, Leisure & Gambling, Autos, and Real Estate

  • First in Flight: American Airlines launch with weaker 3Q and pricing pressure signals

  • The Rise of Prediction Markets: Kalshi growth, impacts, and state-level adoption dynamics

  • "Click-to-Cancel" Case Study: Planet Fitness cancellation spike and recovery following early CTC rollout.

  • Auto Markets Shift: Tariffs push up vehicle prices; CVNA resilient amid softening demand

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Have questions or trouble downloading? Please email us at insights@yipitdata.com.

 
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2Q25 Software PM Chartbook
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2Q25 Consumer Goods PM Chartbook