Disney: Jedis And Avengers To Smash The Consensus In Coming Years
- Disney Studio could soon have eight to nine blockbusters a year vs. four or five currently. The unit is on track to double revenues and earnings in coming years.
- The increasing success of the Studio business will also give a boost to the Consumer Products and Theme Parks units.
- While the consensus expects Disney to grow earnings in the low teens, I believe that growth in the high teens is more likely and that the consensus will keep increasing.