蘑菇AV

This deck provides an overview of the travel sector in ecommerce, including forecasts for sales growth, digital ad spending, and KPIs. It also highlights consumer shopping behaviors, research trends, what鈥檚 changed since last year, and the influence of technology on purchase decisions.鈥�

The news: PayPal will serve as Selfbook鈥檚 commerce partner for its travel and hotel offerings, per a press release. Customers can book travel arrangements directly within the PayPal app. Our take: Consumers want travel features from their banks, which PayPal has taken up as a fintech payment provider.

Travel demand is becoming harder to predict: Consumers are waiting until the last moment to make plans as uncertainty complicates spending decisions.

On today鈥檚 podcast episode, we discuss how anti-US sentiment, live tourism, and tariffs are all shaping people鈥檚 2025 summer travel plans. Join Senior Director of Podcasts and host Marcus Johnson, Vice President of Research Jennifer Pearson and Analyst Rachel Wolff. Listen everywhere and watch on YouTube and Spotify.

The news: Weaker-than-expected travel demand is driving JetBlue Airways to launch cost-cutting measures, including eliminating underperforming routes, ending service in some cities, halting nonessential aircraft refreshes, and restructuring its leadership team, per Bloomberg. Our take: Macro uncertainty is compounding the pressures on already struggling companies鈥攚hether it鈥檚 JetBlue, auto parts maker Marelli, or home furnishings retailer At Home鈥攁s each grapples with weakened demand, rising costs, and limited financial flexibility.

Consumers want to redeem rewards for travel, making a seamless booking interface a smart choice for any bank

The issuer鈥檚 increased acceptance on multiple Caribbean islands dovetails with its cardholders鈥� travel preferences.

Chinese consumers鈥� travel spending softened during a recent holiday: That鈥檚 a clear sign that confidence is strained due to trade tensions with the US.

Consumers are willing to spend on travel鈥攗nder the right circumstances: Cruises, premium travel, and concert tourism are all seeing healthy demand despite industry headwinds.

Tariffs wreak havoc on travel demand: Airlines say demand for domestic travel has fallen off a cliff as more consumers opt to stay home amid uncertainty.

Latin America鈥檚 commerce media ecosystem is rapidly evolving. Financial, travel, and other nonretail players are now looking to monetize their own first-party data鈥攆ollowing the path retailers have already paved.

The news: Apple鈥檚 iOS 26 update will let users store passports as Digital IDs in the Wallet app. Our take: iOS 26鈥檚 integration of digital US passports should draw more attention from users. While this update will not replace physical passports for international travel, it signals a major turning point for digital identity authentication on Apple鈥檚 platform given the scale of identity security a passport exudes.

The news: Gen Z is preparing an ambitious lineup of summer fun鈥攊ncluding domestic and international travel, shopping and dining, and vacation upgrades鈥攖o a degree that outstrips millennials, Gen X, and baby boomers, per a study by Bread Financial. Our take: Gen Zers invest in work/life balance and are willing to spend to maximize their R&R experiences. Brands should meet this generation with luxury-first options and seamless experiences to maximize their return on investment for the younger cohort willing to spend to make a good time a great one.

The news: JP Morgan Chase updated its Sapphire Reserve credit cards with enhanced travel and dining rewards and a hefty $795 annual fee, per a press release. Our take: Winnowing down their elite cardholder population will need to be done with a scalpel instead of a cleaver鈥擟hase and Amex are trying to increase their yearly fees slightly out of range for an upwardly-mobile middle class, with reward points geared toward priorities of the comfortably wealthy.

Screen-fatigued shoppers are rediscovering the thrill of real-world discovery by flipping through catalogs, queuing for pop-ups, and going on retail tourism. Josh Golden, CMO at Quad, shares how Gen Z and millennials are craving these encounters, 鈥渞eturn on touch鈥� as a measurable metric, and how blending physical and digital elements can lift loyalty and sales.

The summer travel season will look very different this year: More trips are planned, but vacations will be shorter and cheaper.

The findings: A new study reveals that subtle changes in older adults' everyday financial behavior, detectable in banking data, can signal cognitive decline and financial vulnerability up to a decade before formal intervention. These changes include reduced spending on hobbies and travel, fewer online logins, and increased fraud reports or PIN reset requests, indicating a rise in financial errors and susceptibility to fraud due to early-stage dementia. Next steps: By identifying these risk factors, banks have an opportunity to not only prevent fraud but also solidify their role as trusted financial partners throughout customers' entire journeys. This also creates pathways to build relationships with their older customers鈥� caretakers or family members when permission is granted, enabling personalized support and long-term financial planning.