Market Outsiders
Welcome to Market Outsiders — where business news meets real insight, fast. Two days per week, the Management Consulted leadership team breaks down one major story through a business lens, helping you spot what really matters behind the headlines.
Market Outsiders
Amex’s Profit Jump and the Credit Card Strategy Driving It (July 18, 2025)
American Express beat profit expectations on strong spending from its affluent cardholders. But the story goes deeper than the headline number.
In today’s episode, the Market Outsiders team - Jenny Rae and Namaan - break down how AMEX makes money, why its high‑end strategy is paying off, and what rising provisions for credit losses really mean.
They also explore the fierce competition in premium cards, from lounge perks to annual fee shifts, and what these moves signal about consumer behavior and the broader economy.
Tune in for a fast, focused look at the business mechanics behind AMEX’s growth and what to watch next in the credit card market.
Additional Resources:
- AMEX 10-Q earnings report for Q2 2025
- Previous Market Outsiders episode: Chase Sapphire Reserve Fee Hike
- Previous Market Outsiders episode: Capital One / Discover Merger
- JPMorgan Chase vs. Citi Business Breakdown
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