Amplify Travel Tech ETF

AWAY

Capitalización de mercado USD 23.1 M

ETFs like AWAY are riding on "funflation" as consumers keep spending on hobbies, travel, music and leisure despite higher prices.

The U.S. consumer remains resilient enough to support earnings growth, but that resilience is increasingly concentrated. The LSEG U.S. Retail and Restaurant Q2 earnings index, which tracks changes in the growth rate of earnings within the sector, is expected to show a 67.0% growth over last year's levels. Of the 185 retailers tracked by LSEG, the Broadline Retail sector, representing a wide variety of consumer goods, is headed for the highest earnings growth rate in the second quarter, recording a 231.1% surge over last year's level.

The LSEG Retail/Restaurant Index reported Q1 2026 earnings growth of 27.2%. Retail earnings in the first quarter of 2026 received a significant boost from a historic tax refund season, reinforcing consumer spending at a time when the labor market remained resilient. Q2 2026 earnings are currently expected to mark the weakest growth rate of the year, with consensus forecasts calling for a gradual improvement during the second half of the year.

July 4 travel is set to stay strong despite inflation and high gas prices. These ETFs could benefit from holiday spending trends.

KOMP offers a compelling opportunity to participate in the rapid development and gradual implementation of innovative technologies. The fund could benefit from the AI-driven technology advancement, diversifying away from the growing market concerns regarding tech overvaluation. My calculations point to a decent upside potential of up to 27% over the next 12-month horizon.

Cautious consumers, strong goods demand! ETFs to watch this holiday season: likely winners XLY, ONLN, BPAY, CHAT, likely laggards EATZ, AWAY.

Lower gas prices and record travel could lift ETFs like JETS, BEDZ and EATZ during the July 4 holiday rush.

I rate TOUS a buy for long-term investors seeking international diversification and resilience against US market volatility and trade uncertainties. TOUS offers a balanced blend of growth and value, with strong sector and regional diversification, and a solid 28.6% total return since inception. While TOUS underperforms US-focused ETFs like SPY and QQQ, it has outpaced them YTD and provides currency diversification and attractive valuations.

Americans are back to traveling and spending. Discover 4 ETFs poised to benefit from the summer travel surge amid falling gas prices, and record-low airfare.

Total spending would be $27.5 billion this year on Valentine's Day, per NRF. The amount is up from last year's $25.8 billion.