Visa and Mastercard's growth runway in the U.S. may be shortening, Mizuho says
The percentage of consumer spending that Visa (NYSE:V) and Mastercard (NYSE:MA) have been capturing has been trending down ...
Visa, Mastercard's U.S. Growth Potential May Be Limited as Cash-to-Card Shift Slows, Mizuho Says
Visa ( V, Financials) and Mastercard ( MA, Financials) are seeing a slowdown in their share of consumer spending in the U.S.
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Visa and Mastercard's growth runway in the U.S. may be shortening, Mizuho says
measured as the change in Visa's U.S. payment volume as a function of the change in PCE. From the third quarter of calendar year 2019 to the Q3 of calendar 2024, Visa's share of five-year ...