Motley Fool Money Who's Got Pricing Power?
Feb 11, 2022
Bill Shea, a sports business writer from The Athletic, dives into the fascinating world of Super Bowl advertising and how streaming platforms are reshaping ad strategies for major events. He discusses the staggering costs of Super Bowl ads and contrasts traditional approaches with those of new, emerging companies. Alongside hosts Jason Moser and Ron Gross, they analyze pricing power in businesses like Disney and Peloton, and unveil insights on investment opportunities with companies poised for growth, including The Trade Desk.
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Disney's Success
- Disney's park revenue doubled year-over-year, while Disney+ added 12 million subscribers.
- Per capita spending at domestic parks increased 40% versus 2019, even with lower traffic.
Disney's Pricing Power
- Spending per person at domestic Disney parks is up 40% from 2019 levels despite lower attendance.
- This demonstrates Disney's pricing power and ability to monetize their parks effectively.
Peloton's Shake-Up
- Peloton replaced CEO John Foley with Barry McCarthy amidst layoffs and restructuring.
- The company's stock surged on rumors of acquisition interest from Amazon and Nike.