Disney's expansion in the cruise ship segment: Potential to double revenue by 2027
Company The Walt Disney Company $DIS plans to significantly expand its cruise fleet and double revenue from this segment by 2027. Cruises are becoming a key part of the company's growth strategy, with the goal of competing with flagship segments such as ESPN.
Key expansion points:
1. Rapid fleet...
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Disney could grow again now. I have a smaller position in the portfolio and have long-term confidence in the company, so we'll see how the company does in 2025.