

Bloomberg Intelligence: Disney Earnings, Tesla Layoff Fears
Feb 9, 2024
Geetha Ranganathan recaps Disney earnings, Alison Williams discusses UBS earnings, Steve Man talks about Tesla layoff fears, Christopher Ciolino discusses Caterpillar earnings, Deborah Aitken discusses Estee Lauder workforce cuts, and Michael Halen talks about how the Mideast war is affecting McDonald's sales.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 2min
Disney's Strong Theme Park Performance
01:44 • 14min
Timeline for EV Adoption and Overcoming Decision-Making Biases
15:56 • 2min
The Impact of Pop Culture and Charging Infrastructure for Electric Vehicles
17:52 • 8min
Current State of Big Industrial Companies and the Impact of Downturn
25:35 • 2min
McDonald's Earnings and Market Analysis
27:32 • 3min
Franchise Growth and Market Share in the Restaurant Industry
30:46 • 4min
Estee Lauder's Restructuring Plan and Challenges in the Luxury Market
35:11 • 5min
Expectations of Revenue Growth and Restructuring Program for SDA Lauder
39:57 • 2min