Surveillance: US July CPI with Dutta
Bloomberg Surveillance
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Disney's Defense of the Parks
I think they're taking the right steps. I've heard you guys speak about the price increase. We just have to. There's a 27% price increase for this subscription only tier at Disney Plus and a 20%. Advertising is not being touched because the RPO is higher with the combination of subscription and advertising. So that should help the bottom line. They did say that costs are ahead of expectations, so they'll have more than $5.5 billion in total cost taken out of the company.
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