Oh Disney

[dcmfox]

Good..

www.valuewalk.com/news/disney-...

— Dcmfox (@dcmfox.bsky.social) 2025-09-22T18:07:37.542Z

[Bernardo de La Paz]

1. Maintain perspective

1) Actually more like 3% from Tuesday close (as of about 2:30 pm EDT). Stock went up a bit on Wednesday.

2) DIS stock went down 10% in two days in April (for comparison). 3% over four trading days is not uncommon for stocks.

3) Stock is owned by shareholders, not the company.

4) Revenue is what interests the company much more than stock price. I read on Saturday that Plus subscriptions were down 700 k, out of a subscriber base of 126000 k.

5) Disney is in many businesses and has many revenue streams: parks, merchandise, films, sports, other entertainment.

6) NXST (Nexstar Media Group) down about 0.02% since Tuesday close.

Take-aways:

A) Boycott needs to be wide (all businesses) and deep (high participation) to have an effect.

Politically driven boycotts against Tesla, Bud Light and Cracker Barrel have had an impact, but Disney's audience is much larger, possibly making it better positioned to absorb the fallout.

https://kessler-prod.reta52d8.eas.morningstar.com/news/marketwatch/20250918523/boycott-disney-over-pulling-jimmy-kimmel-why-the-company-will-likely-fare-better-than-tesla-and-bud-light-did (link may disappear any hour due to arrangements between Marketwatch and Morningstar -- MSNBC might continue link)

B) These are early days.

[Frasier Balzov]

2. Disney's revenues are the public's discretionary income.

So Disney stock may be an early barometer of household budgets tightening.

[Bernardo de La Paz]

3. Interesting point

Last edited Mon Sep 22, 2025, 03:52 PM - Edit history (1)

I notice that the stock made a 3 year high in late June but has declined about 8% since then while the overall market was/is making new highs. (DIS now down about 11% from June)

[LetMyPeopleVote]

4. Statement from Disney

Boycotts work

Link to tweet