Motley Fool Money 1 Business, SO MANY Opinions!
Feb 10, 2022
Bill Mann, a Motley Fool Senior Analyst, dives into the contrasting opinions surrounding The Walt Disney Company, highlighting its robust theme park recovery and the crucial role of Disney+ during tough times. He reflects on CEO Bob Chapek's tenure and the tension between short-term critiques and long-term investment benefits. Asit Sharma introduces an undervalued financial metric for consumer goods and subscription businesses, discussing customer acquisition costs and lifetime value, using examples like Peloton and Chewy to illustrate effective marketing strategies.
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Disney's Theme Park Strength
- Disney's theme park revenue per person increased 40% since 2019.
- This suggests the brand remains strong despite pandemic pressures.
Disney+ Growth and Profitability
- Disney+ reached 130 million subscribers, showing impressive growth.
- However, some analysts question its profitability and long-term value.
Disney+ as a Life Raft
- During the pandemic, Disney+ acted as a life raft for the company.
- It also reinforced Disney's properties and fueled demand for theme parks.