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Disney’s strong quarter driven by ‘Toy Story 5' and the draw of its US theme parks
The change will place Disney Consumer Products under Disney Entertainment, linking the $63 billion licensing business more closely with content teams, executives said.
- On Wednesday, Disney CEO Josh D'Amaro announced that Consumer Products will shift from Disney Experiences to Disney Entertainment Studios beginning in the first quarter of fiscal 2027, a second major restructuring in six months.
- The restructuring aims to create "cohesion across the entire Disney ecosystem" by linking product monetization directly with the studios that create the company's intellectual property, D'Amaro wrote in a shareholder letter.
- Consumer Products generated $1.1 billion in revenue this quarter—its strongest year-over-year growth in five years—while the division oversaw $63 billion in global retail sales during 2025.
- By placing creators and product teams together, Disney expects to better integrate its intellectual property with retail partners like Lego and Mattel, streamlining how stories reach shelves globally.
- The company is also preparing to turn Disney+ into "a comprehensive membership ecosystem" early next year while deploying its J.A.R.V.I.S. AI tool to more than 2,000 Imagineers for enhanced design processes.
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Disney has stated that the demand for its theme parks and cruises remains strong, despite the high prices of fuels and other macroeconomic pressures. Exclusive material for subscribers. To have full access, access the link of the material and register.
·Rio de Janeiro, Brazil
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(Los Angeles = Yonhap News) Correspondent Kim Kyung-yoon = The Walt Disney Company (hereinafter Disney), buoyed by the box office success of the animated film 'Toy Story 5' and the popularity of its amusement parks...
·Seoul, Korea (the Republic of)
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Coverage Details
Total News Sources45
Leaning Left16Leaning Right6Center18Last UpdatedBias Distribution45% Center
Bias Distribution
- 45% of the sources are Center
45% Center
L 40%
C 45%
15%
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