Takeaways from American Express (NYSE:AXP) presentation at Morgan Stanley conference
Event Summary:
- Christophe Le Caillec, CFO of American Express (Amex), attended a conference hosted by Morgan Stanley.
- The discussion covered Amex's performance, strategy, and outlook, with a focus on consumer spending trends, premium card segment growth, technology investments, and credit quality.
Segment Performance:
- Consumer Spending: Amex sees continued strength in consumer spending, particularly among high-income consumers, both in the U.S. (8% growth in Q1) and internationally (13% growth in Q1).
- SME Space: There is softness in the SME space with low single-digit growth.
- Premium Card Segment: Amex has increased...
Morgan Stanleyの会議でのアメリカンエキスプレス(NYSE:AXP)のプレゼンテーションについてのまとめ
イベントの概要:
- アメリカンエキスプレス(Amex)のCFOであるChristophe...