Leisure, travel, events, and fitness

Public companies

Private, mutual, nonprofit and state

Solutions in this sector

• Youth sports leaguesChildhood
• Public playgrounds and parksChildhood
• Scouting and youth organisationsChildhood
• Children's party industryChildhood
• School and milestone photographyChildhood
• Concerts, festivals, and youth venuesAdolescence
• Bars and nightlifeEarly adulthood
• Gyms and fitness studiosEarly adulthood
• Budget travel and hostelsEarly adulthood
• Wedding industryHousehold formation
• Family travel and theme parksParenthood
• Fitness and wellnessMidlife
• Second homes, timeshares, and vacation rentalsMidlife
• Leisure travel and cruisesLate career
• Golf, hobbies, and leisure industriesRetirement
• Faith communitiesRetirement
• PetsRetirement
• Multigenerational travel and reunionsRetirement
• Memorial services and wakesDeath
• Twelve-step and mutual-aid groupsAcross every phase
• Organised religionAcross every phase
• Self-help, life coaching, and wellnessAcross every phase
• Professional sports and leaguesAcross every phase

Trends reshaping it

• Falling fertility and delayed family formationAlready large; the question is how it resolves, not whether it happens.
• Loneliness and the social recessionAlready large; the question is how it resolves, not whether it happens.
• Sports betting and prediction marketsCompounding now. Evidence is visible in company results and data.
• The attention economy and creator platformsAlready large; the question is how it resolves, not whether it happens.
• Pets as family membersAlready large; the question is how it resolves, not whether it happens.
• Alcohol decline and the sober-curious generationCompounding now. Evidence is visible in company results and data.
• AI-generated content versus creatorsDirection genuinely disputed. Reasonable people expect opposite outcomes.
• Time wealth, the four-day week, and the anti-hustle turnReal but not yet at scale. The effects described are expected rather than observed.
• Pandemic preparedness and biosecurityDirection genuinely disputed. Reasonable people expect opposite outcomes.
• Gulf sovereign capital as global allocatorCompounding now. Evidence is visible in company results and data.
• Experiences over goodsAlready large; the question is how it resolves, not whether it happens.
• Sports as the last live media assetCompounding now. Evidence is visible in company results and data.

Market factors that move it most

• Consumer preference shiftsTier 4
• The K-shaped consumerTier 3
• Restaurant same-store sales and hotel RevPARTier 3
• Box office, concert grosses, and ticket pricesTier 4
• Sports betting handle and casino winTier 4
• Pet spending and vet pricesTier 4
• Marriage and birth countsTier 4