Posted 2/4/2024, 6:24:00 PM
Disney Bets on Streaming While Parks and Media Lift Profits; Dutch Bros Brews Growth With New Shops
- Walt Disney is transitioning to a digital-first company, with streaming investments digging into profits, but new CFO should help guide future growth
- Disney's losses in streaming are narrowing as subscriber growth and prices rise; profitability expected by September
- Media networks and parks/experiences have opportunities for higher margins and revenue
- Dutch Bros' flavorful drinks resonate as it expands; focused on company-owned shops for consistent performance
- Dutch Bros revenue growing over 30% annually; profits starting to follow suit, stock poised to rise further with expansion