$Walt Disney(DIS)$
Disney has to choose and embrace their roots of wholesome family content or instead double down on and fully embrace who they want to be(come). The former is what brought them here, and the latter takes them where their traditional consumer has never been before. There is a clear bifurcation here so choosing one destroys consumer demand in the other.
Put another way, Daniel Tiger's Neighborhood is clearly not Mr. Roger's Neighborhood.
The bottom line, both literally and figuratively, is that Disney stock value will suffer for the long term.
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