Disney Is Not a Growth Company Anymore, CFRA Says

Bob Iger returns to Disney, focusing on cost-cutting, capital spending reduction, and generating free cash flow. Disney faces challenges in increasing shareholder value through diverse businesses, including potential ESPN spinoffs and streaming expansion. The company plans to acquire Hulu's remaining shares from Comcast. Disney parks show strong international growth, but domestic growth lags. Investors seek value release, with no buybacks and modest dividends. Iger's new strategy involves restructuring and strategic partnerships, aiming for long-term value realization. The company may consider separating businesses to align with investor interests.

What are some of the strategic moves Bob Iger is considering to increase shareholder value?

• Expanding Disney parks in Florida

• Spinning off ESPN and focusing on streaming

• Acquiring new theme parks

• Launching a new line of merchandise

How did Disney's international parks perform compared to domestic parks?

• Both international and domestic parks saw a 94% increase

• Both international and domestic parks saw a 4% increase

• International parks saw a 4% increase, while domestic parks saw a 94% increase

• International parks saw a 94% increase, while domestic parks saw a 4% increase

What is one of the challenges Disney faces in its entertainment sector?

• Competing with Netflix in video streaming

• Expanding its cruise ship operations

• Increasing ticket prices at theme parks

• Reducing the number of film releases

What is a key aspect of Bob Iger's new strategy for Disney?

• Creating new organizational structures and partnerships

• Maintaining the status quo

• Increasing the number of TV channels

• Focusing solely on theme parks

What is suggested as a way for Disney to unlock value for investors?

• Increasing merchandise sales

• Separating and spinning off non-aligned businesses

• Acquiring more media companies

• Building more theme parks