Disney's Franchise Success Continues: Is Revenue Growth More Durable?

Key Takeaways Disney monetizes franchises via streaming, consumer products and Experiences, easing reliance on box office.Four franchise films topped $1B in two years, boosting theaters, Disney adoption and merchandise sales.A strong franchise pipeline and Experiences growth extend IP lifespans and improve revenue visibility.Disney’s (DIS) franchise-driven strategy is increasingly transforming its revenue base into a more stable and diversified growth engine.The company is no longer dependent on box office ...