Exclusive extracts from this 24-page-long report:
- Who is the player?
The Walt Disney Company is a leading global media and entertainment company, with operations spanning cable and broadcast TV, radio networks, parks and resorts, film production and distribution, and product licensing. [...]
- What are the player's strategies?
In 2018 and the following years, Disney will undertake growth investments at Parks and Resorts, and thus expects FY2018 capex to be €1bn above the previous year's level (of €3.27 billion, representing 6.6% of net sales). Specifically, it is adding new attractions at hotels and resorts around the globe: it is building two Star Wars lands in Disneyland and Walt Disney World slated to open in 2019, the Toy Story Lands in Shanghai and Orlando, and it has commissioned three new cruise ships that are slated to be delivered by 2023. […]
- What are the player's strengths and weaknesses?
Horizontal diversification across entertainment
Owns some of the world's most popular trademarks (e.g. Disney, ESPN, Pixar, Marvel, Lucasfilm – Star Wars, etc.) […]
It relies on the US & Canada for the majority of its revenues (76% in 2017)
Slower revenue growth since 2014 […]
- What is the player's financial position?
The financial indicators included in the report include: Consolidated net revenues, Consolidated operating income and margin, Consolidated net profit and margin, Sales by product, Sales by segment, Sales performance by segment, Sales by region, Sales performance by region, Profitability ratios, Liquidity ratios, Solvency ratios and Free cash flow and capital expenditure.