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The Disney (DIS) Renaissance: How The Mouse House is Reinventing Itself

From Struggles to Strength

Disney (DIS - Score: 6/7) faced perfect storms in recent years - streaming losses, park closures, and creative slumps. But under CEO Bob Iger's return, the company is executing a remarkable turnaround. Let's analyze the three pillars of Disney's comeback.

Section 1: Theme Park Dominance

Attendance Records

  • Disney World attendance up 18% year-over-year
  • Average guest spending: $100/day (up from $85 pre-pandemic)

New Attractions Driving Growth

  • Frozen-themed land opening 2026 (estimated $1B revenue boost)
  • Epic Universe partnership with Universal

Section 2: Streaming Profitability

Price Strategy Working

  • Disney+ price hikes didn't cause mass cancellations
  • Ad-supported tier now 30% of subscribers

Bundle Power

  • Hulu/Disney+/ESPN+ package reduces churn rate

Section 3: The Technical Setup

Chart Patterns

  • Completed "cup and handle" formation at $120
  • Volume increasing on up days

Price Targets

  • Short-term: $140 (16% upside)
  • Long-term: $160 if parks/streaming both deliver

How to Trade It:

  • Accumulate below $120
  • Sell 25% at $140
  • Hold core position for dividend growth

"Disney isn't just a stock - it's a cultural institution with pricing power few companies can match."

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