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DIS LONG

Walt Disney Company (The)

In Progress
Progress to Target
Current
Entry
$103.65
Target
$118.50
Stop Loss
$98.00
Potential
R/R

Investment Thesis

Disney's Experiences division is executing a transformational expansion with $60B in capital deployment over 10 years, evidenced by concrete progress including the Disney Lakeshore Lodge (967 accommodations opening summer 2027), Abu Dhabi theme park advancement, and Storyliving residential communities. Entry at $103.65 offers asymmetric upside as these physical asset investments begin generating returns while trading at a 14x forward multiple—a significant discount to historical averages—with streaming projected to drive majority of operating income growth through fiscal 2028.

Why It May Work

Why It May Not Work

Timeline

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