We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
Apenas manchetes de alto sinal — eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Theme parks have always been a strange place to look for an economic forecast. But for years, what American families decide to do with their summer vacation dollars has told a clearer story about the U.S. economy than most data points coming out of Washington. When that vacation money keeps ...
Disney stock rose sharply yesterday after the company released its fiscal Q2 2026 earnings, wherein, among others, CEO Josh D'Amaro laid out his vision for the entertainment giant. Is DIS stock a buy after the Q2 earnings?
Disney's earnings beat, streaming momentum and parks growth put ETFs with heavy exposure to the company in focus.
Walt Disney (NYSE:DIS) is on the receiving end of a Wall Street pile-on. Three firms raised price targets on Disney stock on May 7, each maintaining bullish ratings after the company’s fiscal Q2 2026 earnings beat. The multi-segment recovery thesis is gaining traction across the analyst community. The catalyst was a clean quarter. Disney delivered ... Disney Just Got a Wall Street Pile-On: Three Firms Hike Price Targets After Q2 Crusher
Revenue in the Entertainment division climbed 10% to $11.7 billion, with its streaming unit reporting an 88% leap in operating income.This was Josh D’Amaro’s first earnings report as CEO, and the market treated it as a coronation.Disney shares
While the S&P 500 notched another record close on Tuesday, 17 NYSE and Nasdaq Composite stocks fell to new 52-week lows. Here’s why the seven highest-priced names deserve a spot on your watchlist.
Disney's new CEO just delivered a blowout quarter. Is the classic entertainment stock finally a buy?
The House of Mouse gave shareholders some of the magic the stock has been lacking.
<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
<body><p>STORY: Walt Disney is kicking off a new era, and Wall Street liked what it heard.</p><p>Shares surged as much as 8.5% in Wednesday trading after the company reported quarterly results that topped analysts' expectations.</p><p>:; Disney</p><p>It was also the first earnings call for new Disney CEO Josh D'Amaro, who took over from longtime chief executive Bob Iger in mid-March.</p><p>D'Amaro used the moment to lay out his vision for the company, vowing to stay focused on creative excellence, grow Disney's streaming business, and keep investing in theme parks and cruise lines.</p><p>At its entertainment division, operating income jumped 6% for the quarter, boosted by higher subscription and ad revenue from streaming services including Disney+. </p><p>:; Disney</p><p>Theme parks told a more mixed story. Guests who did visit spent more — but overall attendance was down, partly due to fewer international tourists. </p><p>Disney noted that it is "not immune" from the impacts of rising gas prices — and that a further increase could lead to more changes in consumer behavior.</p><p>Meanwhile, the company's sports division, home of ESPN, faced pressure from rising programming costs. But executives pushed back on any notion that ESPN is fading — calling it the world's biggest sports media brand and an "important contributor" to the company's portfolio.</p><p>:: Particle6</p><p>Archive</p><p>D'Amaro also addressed AI, saying it presented "meaningful long-term opportunities," including the potential to make production more efficient, but that human creativity would remain at Disney's core.</p></body>
Disney beat expectations, guided for 12% EPS growth, and reported the first double-digit profit margin in direct-to-consumer.
Josh D'Amaro calls domestic park demand healthy while flagging macroeconomic uncertainty
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.
Walt Disney Co (NYSE:DIS, XETRA:WDP) reported stronger-than-expected fiscal second-quarter results on Wednesday, driven by improved profitability at its streaming unit and higher guest spending at its theme parks, sending shares up nearly 8%. The entertainment giant posted revenue of $25.17...
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.
