Disney Faces Rivals and Activists While Riding High

• Comcast's Universal Orlando teasing a major announcement on Thursday, likely detailing more plans for its Epic Universe theme park opening next year. This could pressure Disney to announce expansion plans.

• Disney's annual shareholder meeting on April 3rd is unlikely to see major fireworks despite activist investors pushing for changes. Disney has momentum lately.

• Disney stock is up 32% in 2023 after 3 disappointing years. It has a promising slate of theatrical releases nearly every month through December.

• Streaming activity for Taylor Swift's recent Disney+ concert film is likely huge. This helps Disney's streaming prospects.

• It's an important time for Disney with a rival's theme park plans and activist investors to fend off. Disney must keep its momentum going.