Morning Snapshot: 10/26/23

Leisure Spending

Future Spending Intentions

Groceries are in. Electronics, home improvement, and leisure spending are out.

Source: Morgan Stanley

Leisure Spending: Don’t Miss the Trend

While leisure spending has been volatile in recent years, the trend is clear. Leisure spending has recovered after the pandemic and has been tracking on trend.

Source: BLS

Mix Shift

The pandemic drove a big jump in demand for sports equipment and recreational vehicles that is slowly normalizing. Amusement parks and campgrounds is the category that has been slowest to recover post-pandemic.

Source: Morgan Stanley