As many consumers look forward to summer, investors are turning to travel and live experience stocks as a great way to balance their portfolios for the rest of the year. But which companies are best positioned to capitalize on the demand for experiential spending post-pandemic?
Macquarie Senior US Lifestyle & Payments Analyst Paul Golding joins Yahoo Finance Anchor Julie Hyman in the latest installment of Yahoo Finance. good shopping or goodbye, It helps investors navigate which vacation-adjacent companies are best for their portfolios.
Golding chose Royal Caribbean Cruises (RCL) for his cruise. bargain, He cited the company's best-in-class fleet, its products, the concept that cruises offer the best value for money, and its ability to appeal to a wide range of consumers. Golding believes cruise lines have a huge opportunity to increase profits as ships get bigger and more amenity-rich.
Golding chooses Vail Resorts (MTN) as his hotel Goodbyerecognizes that weather volatility that can lead to increased cancellations and refunds, entry barriers associated with high-priced activities such as skiing, and on-site crowding are impacting the overall customer experience. I am listing it.
Catch up on episodes of good shopping or goodbye here, Or watch this full episode on Yahoo Finance Live
Editor's note: This article was written by Nicholas Jacobino
