Josh Brown's Best Stocks in the Market: Disney
Josh Brown, CEO of Ritholtz Wealth Management, joins CNBC's "Halftime Report" to explain why he's adding Disney to his "Best Stocks in the Market"
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
CNBC
41 minutes ago
- CNBC
Here's how China just proved it can shut down auto production around the world
China dominates the world's production and processing of rare earth elements, which are used in all kinds of things: sports equipment, national defense, and each of the roughly 16 million cars sold in the US every year. The Asian country suddenly restricted exports in early April 2025. The move sent shockwaves through the auto industry which can't build cars without these minerals. CNBC Dove in to see how we got here, and how the auto industry might find its way out.
Yahoo
an hour ago
- Yahoo
Disney price target raised to $140 from $120 at Guggenheim
Guggenheim raised the firm's price target on Disney (DIS) to $140 from $120 and keeps a Buy rating on the shares. The firm, which updated its Disney model to better reflect a refined operating expense outlook at Linear Networks, modestly lower theatrical revenue from relative underperformance of recent films, better than previously forecast Sports advertising revenue and 'relatively resilient' attendance and travel trends in the Experiences segment, notes that it lifted its full year segment operating income forecast to $17.7B from $17.6B, which is 'modestly ahead' of consensus $17.65B. With Hulu now fully under Disney control, the firm views the company as 'well positioned to pursue a unified direct-to-consumer strategy' and further lean into bundle packaging to drive incremental revenue, the analyst added. Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See Insiders' Hot Stocks on TipRanks >> Read More on DIS: Disclaimer & DisclosureReport an Issue Is Formula 1 Stock the Netflix of Global Sports? Analysts Scream Yes Optimistic Buy Rating for Disney Amid Mixed Data and Growth Opportunities Positive Outlook for Walt Disney: Buy Rating Justified by Strong Performance in Parks and DTC Segments Anna Wintour Steps Down as Vogue Editor-in-Chief after Decades of Defining Fashion Paramount Could Sway Trump's Skydance Vote with a $20M Settlement Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Insider
8 hours ago
- Business Insider
Disney and Coca-Cola Stock Look to Strike Back with Star Wars Push
Coca-Cola (KO) and Disney (DIS) aren't just celebrating 70 years of partnership, they're reigniting two of the most recognizable brands on Earth at a time when both could use a bit of magic in their stock stories. The launch of Coca-Cola's new Star Wars -themed campaign, 'Refresh Your Galaxy,' isn't just a fizzy nostalgia play. It's a calculated brand offensive with shareholder implications. Confident Investing Starts Here: Brand Equity Goes Galactic At first glance, it's collectible cans and hologram gimmicks. But zoom out. You've got 30 limited-edition Coke designs hitting shelves in global markets from Asia to the Americas. It's not just about fans collecting, it's about reigniting emotional loyalty with one of the most commercially powerful fanbases in history. For Coca-Cola, this kind of cross-generational marketing doesn't just spike short-term sales. It builds long-term equity. We're talking retail uplift, social media engagement, and maybe most importantly: pricing power. Limited edition packaging gives Coke a reason to flex its premium branding muscle in an increasingly competitive beverage landscape. And yes, collectors will buy more than one. Disney's Content Flywheel Gets New Fuel On the other side of the can: Disney (DIS). The House of Mouse is juicing the Star Wars IP across platforms. From cinema ads to in-park exclusives, this campaign is a masterclass in ecosystem monetization. Theme park traffic? Boosted. Coke's exclusive designs are only available at Disney parks in Florida and California. That's incremental spend on-site, plus food, merch, and everything else that comes with a theme park visit. Disney also wins from eyeballs. The ad spot, a crowd of cosplayers using Coke bottles as lightsabers in a theater screening A New Hope, is engineered to go viral. Viral means reach, and reach means more subscriptions, more merch, more ticket sales. The Impact on Disney and Coca-Cola Stock For Coca-Cola, this isn't just brand theater. It's a margin story. Limited editions help drive volume, but more importantly, they support pricing in an inflation-heavy environment where differentiation matters. If the campaign drives even a modest increase in global sales velocity, it could meaningfully impact earnings, particularly in emerging markets where brand-led growth is key. For Disney, the campaign is a reminder that Star Wars remains a crown jewel, and a lever that can pull revenue across theme parks, streaming, merchandise, and more. In a year when Disney's streaming margins are under scrutiny and parks face post-COVID normalization, multi-channel campaigns like this offer synergistic upside. Is Coca-Cola a Good Stock to Buy? According to 16 Wall Street analysts, Coca-Cola is firmly in 'Strong Buy' territory. The consensus includes 15 Buy ratings and one Hold, with zero Sell recommendations in sight. The average 12-month KO price target is $79.53, a healthy 14.2% upside from its current level of $69.64. Why it matters? A global campaign tied to Star Wars nostalgia and AR-driven social engagement doesn't just move hearts, it moves units. If this cross-promotional campaign lands well (and early signs suggest it will), it could drive volume, especially in international markets where brand saturation still has room to grow. Is Disney a Good Stock to Buy? Meanwhile, Disney isn't far behind in analyst confidence. Out of 19 ratings, 15 are Buys, four are Holds, and, again, zero Sells. The average 12-month DIS price target of $125.12 suggests 3% upside from the current price of $121.61. Star Wars continues to be one of Disney's most monetizable IPs, from box office and streaming to parks and now partnerships. The AR campaign with Coca-Cola amplifies that flywheel, driving engagement in a way that touches nearly every corner of Disney's ecosystem, from Disney+ subscribers to theme park foot traffic.
