Research
FORUM TRANSCRIPT

Disney – Parks Business Update & Post-coronavirus Recovery Outlook – 19 March 2021

  • Credit
  • Consumer
  • North America
PREMIUM

Specialist

Former Head at Disney Parks, Experiences and Products

Agenda

  • Disney's (NYSE: DIS) parks operating environment – sizing pent-up demand likelihood and 12-18- month recovery prospects
  • Implications of earliest-returning park visitor types for ancillary revenue streams such as food and beverage, merchandise and resort occupancy
  • Longer-term pricing strategy possibilities
  • Outlook for 2021 and beyond – CAPEX programme expectations and potential wildcards

Questions

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