Trian: "We fear Disney is 'over-earning' in domestic parks t...
Trian: "We fear Disney is 'over-earning' in domestic parks to subsidize streaming losses"
$Disney(DIS.US$ US parks' spend per guest rose 40% in FY19-22, vs. 6% CAGR in 2011-19. "Recurring issues" on staff wages
US parks went from 30% of EBIT in FY19 to 44% in FY22
$Disney(DIS.US$ US parks' spend per guest rose 40% in FY19-22, vs. 6% CAGR in 2011-19. "Recurring issues" on staff wages
US parks went from 30% of EBIT in FY19 to 44% in FY22
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