우버·디즈니 실적서 확인된 美 소비 회복력…"여가 지출 지속"

The robust earnings from Uber and Disney demonstrate that US consumer demand remains decouple from traditional macroeconomic pressures like rising fuel prices and geopolitical instability. This trend signals a structural shift toward the Experience Economy, where spending on mobility, travel, and leisure services is prioritized over general goods.