JHVEPhoto In May 2023, I was wondering if wonderland would return to the case of The Walt Disney Company (NYSE:DIS). Margin pressure was widespread, with lower earnings, poor cash flow conversion and high debt levels making me cautious on the stock, with few triggers in sight. By now, the company has returned to (margin) growth, but the company is still performing far below past profitability metrics here. While the risk-reward seems more compelling here than we have seen for a while, amidst reasonable ...

KEY TAKEAWAYSThe Walt Disney Co., which recently warned of slowing demand at its Experiences segment, is spending billions of dollars to expand its theme park attractions and its cruise ship fleet.Among the announcements the entertainment giant reported at its three-day "D23: The Ultimate Disney Fan Event" in Anaheim, Calif.: the largest expansion in the 53-year history of Orlando's Magic Kingdom.Disney announced a $60 billion, 10-year expansion of its theme parks and cruise operations last year. The Walt D ...

ORLANDO, FL - JUNE 1: The corporate for World of Disney is displayed at their store at Disney ... [+] Springs at Walt Disney World on June 1, 2024, in Orlando, Florida. (Photo by Gary Hershorn/Getty Images)Getty ImagesDisney stock currently trades at $86 per share, about 57% below its pre-inflation shock high of about $200 seen on March 8, 2021. The sell-off has been driven by several factors. Disney’s streaming business has been witnessing slowing subscriber growth and mounting competition. The linear TV b ...

Investors are so fixated on a couple of numbers that they're not seeing everything else that's happening.There's no denying that The Walt Disney Company (DIS 0.29%) misfired last quarter. Although its streaming business' swing to its first-ever operating profit is an exciting milestone to be sure, its theme parks are facing a tough battle with inflation -- its own, as well as the price increases crimping consumer spending. Disney stock fell more than 4% on Thursday following that morning's release of the co ...

It hasn't been smooth sailing for Disney shareholders in recent years.With its iconic franchises and well-known characters, Walt Disney (DIS 0.29%) is a company most people are familiar with today. But that doesn't mean it has turned out to be a great investment. In fact, over the past decade the shares have produced a total return of only 14%, seriously lagging the broader S&P 500 by a wide margin. As of this writing, the top media stock trades 57% below its peak price from early 2021.Could Disney be a no- ...

In this articleDISBob Iger, CEO, The Walt Disney Company appears at the Disney Entertainment Showcase at D23: The Ultimate Disney Fan Event in Anaheim, California on August 09, 2024.Araya Doheny | Getty Images Entertainment | Getty ImagesWhen Disney CEO Bob Iger stepped onto the stage at the Honda Center in Anaheim, California on Friday night, the crowd erupted. Some 12,000 Disney fans rose to their feet and cheered, leaving the 73 year-old executive grinning wide as he tried to quiet them back down."I was ...

Despite posting strong results for its fiscal third quarter on Wednesday, Disney’s (DIS)  stock has dropped 5% since its Q3 report and is now 30% below its 52-week highs. Recent market volatility may be playing a part in the post-earnings decline as there were some very positive signs for the iconic media and entertainment company, including its streaming unit turning its first profit.Image Source: Zacks Investment ResearchDisney’s Q3 ResultsDisney stated its strong performance during Q3 was driven by its E ...

On Aug 8, the Walt Disney Company (DIS) reported third-quarter fiscal 2024 adjusted earnings of $1.39 per share, which beat the Zacks Consensus Estimate by 15.8% and increased 35% year over year. Revenues rose 3.7% year over year to $23.15 billion and beat the consensus mark by 1.3%.Disney's Segment BreakdownMedia and Entertainment Distribution revenues, which constitute about 45.7% of revenues, increased 4.5% year over year to $10.58 billion. Segmental operating income increase by 194.36% year over year, r ...

The House of Mouse is returning to form at the box office.Fool.com contributor Parkev Tatevosian explains why Disney (DIS) is one of his top stocks to buy right now. *Stock prices used were the afternoon prices of Aug. 6, 2024. The video was published on Aug. 8, 2024. ...

公司业绩 - 迪士尼(DIS)在财报季中公布了超出预期的营收和调整后每股收益，但股价在公告当日下跌约4% [2] - 迪士尼股价自2021年3月峰值以来已下跌57%，显示出持续的疲软态势 [3] 投资正方观点 - 迪士尼拥有广泛的经济护城河，得益于其无与伦比的知识财产(IP)，包括Pixar、Marvel、Lucasfilm和迪士尼动画，这些内容帮助公司区别于竞争对手并保持相关性 [4][5] - 迪士尼能够通过多种方式变现其IP，包括通过线性网络、流媒体平台、主题公园和消费品销售等，形成所谓的飞轮效应 [6] - 迪士尼的体验部门（包括主题公园和邮轮线）在疫情后强劲复苏，2024财年第三季度营收和息税前利润(EBIT)分别比2019年同期增长28%和29% [7] - 迪士尼的流媒体服务（包括Disney+、Hulu和ESPN+）在第三季度实现了运营利润，比管理层预期的提前了一个季度，预示着该部门收入的增加 [8] 投资反方观点 - 迪士尼的CEO被认为是近年来最优秀的执行官之一，但他被认为在推出Disney+方面行动过晚，Disney+在2019年才上市，而Netflix在2007年就已在美国推出 [10] - 迪士尼的直接面向消费者(DTC)业务可能无法完全替代曾经盈利丰厚的线性网络（如ABC和ESPN），这些网络面临家庭断网的压力，但过去曾是高利润和持续收入的来源 [11] - 迪士尼的主题公园部门开始报告增长放缓，最近一个财季营收仅增长2%，如果经济衰退，该部门将受到严重影响，特别是在消费者支出减弱的情况下 [12] 投资建议 - 迪士尼的正面因素比负面因素更为重要，尽管公司面临媒体行业变革的不确定性，但股价的大幅下跌可能表明市场过度反应，为长期投资者提供了在未来三到五年内获得稳定回报的机会 [13][14]