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Recapping Consumer Takeaways From Airline and Specialty Financials Earnings episode artwork

EPISODE · Aug 14, 2025 · 16 MIN

Recapping Consumer Takeaways From Airline and Specialty Financials Earnings

from TD Cowen Insights · host Moshe Orenbuch, Tom Fitzgerald

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.

What this episode covers

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.

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Recapping Consumer Takeaways From Airline and Specialty Financials Earnings

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Frequently Asked Questions

How long is this episode of TD Cowen Insights?

This episode is 16 minutes long.

When was this TD Cowen Insights episode published?

This episode was published on August 14, 2025.

What is this episode about?

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...

Can I download this TD Cowen Insights episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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