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<body><p>STORY: Disney reported adjusted earnings-per-share of $1.57 and revenue of $25.2 billion for January through March. Analysts, on average, had expected adjusted EPS of $1.49 and revenue of $24.78 billion, according to LSEG.</p><p>"All three aspects of their business did extraordinary," said Weinand, referring to streaming, theme parks and merchandise. </p><p>"I don't know the last time you've been to a theme park, but it's $300 to get in the door, and it's about $1,000 per person by the time you've left," he said. "Add that to almost every single streaming service is increasing their subscription prices, and people are paying it." </p><p>While most of those consumers are in middle- or upper-income brackets, Weinand said lower-middle class consumers are also spending, but at "entry-level consumer goods stores."</p><p>"That's kind of why I still like a Ross Stores or a TJ Maxx," he said, noting that shares of Ross Stores are "up about 26% this year."</p></body>
Mattel, Inc (NASDAQ:MAT) is expected to see improved growth in 2026, according to Jefferies, which raised its forecasts and price target for the toymaker, citing potential upside from its entertainment-driven product slate. Jefferies has increased its fiscal 2026 sales growth estimate to 6.6%...
Consumer stocks were higher late Wednesday afternoon, with the State Street Consumer Staples Select
Media companies across the board are seeing a fundamental change in how customers watch TV. Disney has found a way to capitalize on it.
Consumer stocks were mixed Wednesday afternoon, with the State Street Consumer Staples Select Sector
Disney's latest quarter was a blowout on most fronts.
Investing.com -- In his maiden earnings call as Chief Executive Officer, Josh D’Amaro signaled a fundamental shift in how the Walt Disney Company values its empire, moving away from siloed units toward a unified, technology-driven ecosystem. The company’s stock rose over 6% after reporting fiscal second-quarter adjusted earnings per share of $1.57, topping the analyst consensus of $1.50, while revenue climbed 7% YoY to $25.17 billion, surpassing estimates of $24.85 billion.
With me today are Josh DAmaro, our Chief Executive Officer; and Hugh Johnston, our Chief Financial Officer. You will notice that we've adjusted our earnings materials to shift our focus more toward the Walt Disney Company as a whole rather than its individual segments.
Moby summary of The Walt Disney Company's Q2 2026 earnings call
Disney's (DIS) second quarter earnings results beat analysts' expectations, driven by booming streaming profit. Bloomberg Intelligence senior media analyst Geetha Ranganathan sits down with Yahoo Finance's Julie Hyman to discuss the next catalysts for Disney's stock.
Private Payrolls Increased More Than Expected
DIS posts higher fiscal Q2 revenues and adjusted EPS, boosted by streaming gains, parks growth and stronger SVOD profitability.
Disney shot down persistent questions about whether it will sell or spin off some of its linear television networks, as NBCUniversal has done and Warner Bros. Discovery was planning to do before agreeing to be acquired by Paramount Skydance.
By Aditya Kalra NEW DELHI, May 6 (Reuters) - India's Zee Entertainment has sued the Reliance-Disney joint venture, the country's biggest entertainment company, alleging it used Zee's copyrighted music
The new chief executive at Disney on Wednesday laid out his long-term vision for the company, centered on using technology to reach consumers and increase profits. In a nearly 3,000-word letter to shareholders accompanying quarterly financial results and comments in a conference call with analysts, Josh D’Amaro emphasized his plans to make Disney+ a digital hub for all the company’s businesses and invest in new technology, particularly around videogames. Theme parks and cruises have overtaken television as Disney’s biggest source of profits, and the company is counting on them to fuel its growth for the rest of this decade and beyond.
Disney's (DIS) second quarter earnings results beat analysts' expectations, driven by booming streaming profit. Yahoo Finance Senior Business Reporter Ines Ferré and Washington Crossing Advisors senior portfolio manager Chad Morganlander chat with Yahoo Finance Senior Reporter Brooke DiPalma about the earnings results and the stock's potential.
News of the day for May 6, 2026
Disney (DIS) delivered earnings and revenue surprises of +5.72% and +0.41%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
US equity futures were higher pre-bell Wednesday as oil prices slipped and a peace agreement between
Disney cleared Q2 estimates early Wednesday, driven by solid revenue growth and a spike in profits for Disney+, Hulu. Disney stock pops.
Disney exceeded most expectations for the second quarter, driven by strength in streaming and its U.S. theme parks that offset fewer visits by international travelers. The Walt Disney Co. had cautioned in February that in the second quarter its Experiences division, which includes its theme parks, would likely see modest operating income growth due in part to a decline in visits from international tourists to the U.S. There’s been a drop in foreign visitors to the U.S. attributed to several factors, including President Donald Trump’s return to the White House, tariffs, an immigration crackdown and repeated jabs about the U.S. possibly trying to acquire Canada and Greenland.
Find insight on Wolters Kluwer, Infineon Technologies, ZZZ and more in the latest Market Talks covering Technology, Media and Telecom.
Walt Disney Co.'s theme parks division reported an increase in revenue and slight boost to operating income in the company's fiscal second quarter earnings released Wednesday.
↗️Advanced Micro Devices (AMD): Shares of the chipmaker soared premarket after it reported stronger sales and logged higher profit. Shares of its peer Super Micro Computer Inc. (SMCI) also jumped premarket.
Shares have tumbled 12% in 2026, dragged down by concerns about slow earnings growth and macro headwinds.
