Consumer discretionary stocks have lagged the market for the better part of two years. However, streaming stocks have been somewhat immune to this trend until recently. In 2025, a higher cost of living is motivating consumers to save money wherever they can.
Streaming grew in popularity as consumers were encouraged to cut the cord. But now the need to cut costs is amplifying streaming fatigue. The number of total cancellations isn’t noteworthy yet, but recent data shows a significant rise in cancellations due to excessive advertising and increased password sharing.
