May 12, 2024

Disney’s Ups and Downs

Disney finally saw a profit in streaming, so why did its stock fall 10%?

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Disney finally saw a profit in streaming, so why did its stock fall 10%? One answer could be theme park jitters. The "evidence of a global moderation from peak post-Covid travel" has raised concerns for Disney, despite the approval of DisneylandForward, robust Halfway to Halloween announcements, and new research showing travel spending in California reaching an all-time high of $150.4 billion in 2023. This week, we dig into all the numbers to determine whether the concern is warranted.

Show Outline

  • 00:00 Intro
  • 00:26 DisneylandForward Approved
  • 05:33 Record Spending on Travel in California
  • 15:10 Disney Stock Dips Despite Profit in Streaming
  • 26:26 Disney Parks Halfway to Halloween Announcements

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