3Q25 Consumer Services PM Chartbook

Written By YipitData for Investors

Access the 3Q25 Consumer Services PM Chartbook

A concise yet comprehensive resource featuring over 35+ 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: Latest updates across Travel, Ridesharing, Delivery, Leisure & Gambling, Autos, and Real Estate.

  • Flight Status: AAL domestic trends in line with consensus; 4Q booking curves show improving visibility.

  • Ridesharing Reset: Waymo rebounds post-service suspensions

  • Taking The Over: Kalshi accelerates into Sep-25 with strong seasonal momentum at the start of football season.

  • Losing Muscle: PLNT Black Card churn ticks up in 3Q25, Member growth softens

  • Auto & Housing Shifts: KMX slows on tougher comps; CVNA holds steady; housing affordability remains a challenge

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