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Our take: Travel planning solutions could offer fresh revenue for Uber, but integrating Expedia鈥檚 broad services could also be a distraction at a time when Uber is working to partner with Tesla for its Cybercabs.

On today鈥檚 podcast episode, we discuss what malls are doing well (and why), the reasons folks have been skipping the mall, and why IKEA and Walmart bought one each. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Analysts Emmy Liederman and Rachel Wolff.

Monzo Plus customers get comprehensive travel insurance through Axa. CaixaBank will partner with bsurance to create an embedded and tailored life insurance product, available online at the point of sale. N26 offers travel insurance from Allianz bundled in its premium banking subscription services.

For example, if a user asks about finding the best travel rewards credit card, the chatbot can review recent purchases鈥攕uch as buying a plane ticket鈥攖hen give suggestions based on in-wallet cards. The virtual assistant can also flag when users run low on cash, then provide personalized financing recommendations.

But broadly speaking, demand continues to be patchy, especially as more Chinese consumers prioritize spending on services like travel and dining out over physical goods such as apparel and alcohol.

By the numbers: Compared with 2019, both the total number of trips taken during the weeklong holiday and total spending by tourists were up, by 10.2% and 7.9% respectively, according to China鈥檚 Ministry of Culture and Tourism.

Growth was even across both goods and services (G&S) and travel and entertainment (T&E). We forecast Amex鈥檚 full-year card transaction value will increase 10.4% YoY. Spend was boosted by Gen Z and millennials: Their billed business grew 12% YoY, compared with just 4% for Gen X and flat growth for baby boomers.

I think we're in a spot now, and you see this in the travel industry, where everything has bounced back, and I think it's healthy to have balance, so I think part of what I look forward to this year is less of a tether to growth slowdowns being indicative of something negative, and more so a lift in engagement, a lift in community, a lift in quality, which will bear a lot of great fruit across a variety

Travel media networks from businesses like United Airlines and Expedia also popped up in 2024 as businesses aim to monetize their data. And existing retail media networks have pushed non-endemic advertising to keep growing.