Why This Analyst Thinks Disney And This Company Are Uniquely Positioned In The Media Space

Benzinga2022-05-31

Traditional media companies are under pressure as ad dollars shift from linear TV to streaming, but Walt Disney Company and Comcast Corporation are relatively better positioned, an analyst at KeyBanc ...

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Comments

cphoebe
2022-05-31
cphoebe
Hmm
TW1
2022-05-31
TW1
Like
- Noobplayer:
  Sure
puaychoo
2022-05-31
puaychoo
Ok
Thomas9413
2022-05-31
Thomas9413
Great
Kaden0204
2022-05-31
Kaden0204
Ok
Demon5ki
2022-05-31
Demon5ki
ok

Leave a comment

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The analyst rates Comcast at a Sector Weight, with a fair value of $42.The Media Thesis: Disney and Comcast's Universal Theme Park attendance are continuing to see improvement in attendance in April, analyst Nispel said, citing KeyBanc's domestic geolocation data. The year-over-year growth relative to 2019, however, is decelerating, particularly for Disney, he added.The analyst noted that California is tracking better than Florida, apparently reflecting the weather and international visitation.Investors have flagged a potential pullback in domestic consumer spending and deceleration in per capita spending, the analyst noted. This risk, according to the analyst, will likely materialize in 2023. 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