3Q25 Consumer Services PM Chartbook

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

Spark team conversations, discover hidden insights, and drive informed decisions.

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