Uber and Lyft have continued to add users despite these roadblocks and have made transportation-sharing the key driver of the US sharing economy. Transportation-sharing is also benefiting from secular growth toward "Transportation as a Service" (TaaS), as some users are moving away from car ownership.

We expect Uber’s ride-sharing sales in the US to decline by 39.8% this year to $17.39 billion (down from $28.88 billion in 2019). Lyft’s sales will decline by 25.0% to $8.97 billion (down from $11.95 billion last year).

Cardholders earn 3 miles for every $1 spent on United purchases and 2 miles for every $1 spent on all other travel—including airfare, trains, local transit, cruise lines, hotels, car rentals, taxicabs, resorts, ride-sharing services, and tolls—as well as dining and streaming services. Customers also earn 1 mile for every $1 spent on all other purchases.

This model has been a great fit for the recipe box industry, but there’s growing consumer thirst for it across many other sectors, from fashion to autos. Sectors that thrive on repeatable business might pique a good amount of interest pitching a subscription service to customers. This model will also furnish them with a great amount of consumer data that they’ve opted in to sharing.

Marketers will build activations around viral commerce, creating content that’s designed for both shopping and sharing. Beauty, fashion, and home goods will be the most successful products for viral commerce, but there is potential for everything from CPG products to electronics to take off.

WatchOS will extend digital car key support to include home, office, and hotel smart keys: Apple will also let users securely store driver’s licenses and state IDs on the Wallet app on their devices.

Connected vehicles are changing the nature of transportation and mobility. Players in the traditional automotive ecosystem—including retailers and marketers—are using the massive amounts of data connected cars produce to enhance brand loyalty, create new revenue streams, and drive business growth.