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@Simonwhite 2 weeks ago

Disney looking stronger lately

Disney looking stronger lately

it was great to see Disney beat expectations recently, especially with the progress they are making in streaming. i am keeping an eye on to see if their theme park numbers can stay this resilient through the end of the year. does anyone else feel more confident about consumer stocks after these results?

@JacobFosterr 2 weeks ago

Definitely encouraging for consumer stocks, but I’d want to see that theme park strength hold up through the rest of the year before getting too bullish.

@Simonwhite 2 weeks ago

that's a good point, the parks are such a huge part of the business. i'm curious to see if disney can maintain those crowds through the holidays.

@ProduceCut309 2 weeks ago

Disney's stronger streaming results are encouraging, and resilient theme park demand could give investors more confidence that the broader consumer picture is holding up.

@Simonwhite 2 weeks ago

the streaming growth at disney is what surprised me most honestly. do you think they've finally figured out the right pricing model?