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15 handpicked stocks

Experience Economy

Companies creating memorable experiences are capturing a growing share of consumer spending. This carefully curated collection includes stocks selected by expert analysts that are positioned to benefit from the shift toward travel, entertainment, and leisure activities.

Author avatar

Han Tan | Market Analyst

Published on June 17

Your Basket's Financial Footprint

The basket's total market cap is $335.96B; its performance appears anchored by a few very large constituents, indicating concentration.

Key Takeaways for Investors:
  • Large-cap dominance generally implies greater stability and lower downside volatility versus high-growth, smaller-cap baskets.
  • Suitable as a core, diversified exposure rather than a speculative or tactical growth holding.
  • Expect steadier, long-term value accumulation rather than rapid, short-term outperformance.
Total Market Cap
  • LYV: $36.87B

  • BKNG: $171.32B

  • EXPE: $27.98B

  • Other

About This Group of Stocks

1

Our Expert Thinking

The world is moving from collecting things to collecting experiences. As disposable incomes rise, more money flows toward memorable activities rather than material goods. These companies are at the forefront of this lasting behavioral shift in how consumers spend.

2

What You Need to Know

This group offers direct exposure to the travel, entertainment, and leisure sectors that benefit from experiential spending. It includes online booking platforms, live event promoters, cruise operators, and specialized activity providers - all connected by the same consumer trend.

3

Why These Stocks

Each company was selected for its leadership position or innovative approach within the experience economy. These businesses aren't just participants - they're facilitators and enablers of how people discover, book, and enjoy meaningful experiences worldwide.

Why You'll Want to Watch These Stocks

🌎

Travel Boom Underway

Post-pandemic travel has roared back with record demand. These companies are positioned at the front of a massive global resurgence in trips, tourism, and adventures.

🎭

FOMO Drives Spending

Fear of missing out is real! Today's consumers prioritize making memories over buying products, creating consistent demand for the services these companies provide.

💰

Experiences Beat Inflation

While inflation affects all purchases, consumers are less price-sensitive when it comes to bucket-list experiences, helping these companies maintain stronger pricing power.

Get the full story on this Basket. Read our detailed article on its risks and potential.

Read Full Insight

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