American Express Co at UBS Financial Services Conference Transcript
All right, everybody. Welcome back. We have with us right now. American Express and the CFO, Christophe Le Caillec. Thank you so much, Christophe, for joining us.
Thank you for having me.
Questions & Answers
Absolutely. So there's certainly a lot to double-click on after earnings. But first, I just want to ask how the Amex consumer is doing and what you continue to observe as major drivers of spend acceleration? And just to frame this, you did see billings growth accelerate in the second half of '25 versus the first half. Perhaps talk about the health of the American Express consumer and the sensitivity to spend to factors that may not be relevant outside your cohort like stock market performance.
So it's a pleasure to be back here, especially with the weather in New York. So thank you for having
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