Magic Markets

Magic Markets #139: Disney and Yum! Brands


Listen Later

As the earnings season in the US draws to a close, it's the perfect moment to reflect on two unrelated but undeniably interesting companies that have been on our radar. The ever-evolving nature of the markets teaches us that what made sense a year ago can be dramatically different today.

In this week’s episode of Magic Markets, we’re diving into Disney and Yum! Brands to see how they've fared since our last discussion.

Some of the points we discussed include:

  • Is Disney losing the plot when it comes to new content?
  • Theme parks attendance is down – is this a reflection of consumers under pressure?
  • Disney is cracking down on password sharing – will this result in a better outcome on the bottom line
  • What do LeBron James and a purple tastebud-shaped mascot have in common?
  • Burger King and McDonald’s are making moves on fried chicken. Should KFC be worried?
  • Value meals are great for cash-strapped consumers – but could they spell the end for independent operators?
  • Have we piqued your interest? Are you hungry for more? If so, you can opt in for more insights when you sign up for Magic Markets Premium for just R99/month.

    ...more
    View all episodesView all episodes
    Download on the App Store

    Magic MarketsBy The Finance Ghost and Moe-Knows

    • 5
    • 5
    • 5
    • 5
    • 5

    5

    2 ratings


    More shows like Magic Markets

    View all
    We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

    We Study Billionaires - The Investor’s Podcast Network

    3,388 Listeners

    WorldWide Markets with Simon Brown by JustOneLap.com

    WorldWide Markets with Simon Brown

    19 Listeners

    The Money Show by Radio 702

    The Money Show

    36 Listeners

    Founders by David Senra

    Founders

    2,138 Listeners

    The Gareth Cliff Show by The Real Network

    The Gareth Cliff Show

    69 Listeners

    BizNews Radio by BizNews

    BizNews Radio

    16 Listeners

    Shapiroworld by Strictly Business by Strictly Business

    Shapiroworld by Strictly Business

    0 Listeners

    The 5 o’clock Shadow by Strictly Business by Strictly Business

    The 5 o’clock Shadow by Strictly Business

    0 Listeners

    The Intrinsic Value Podcast - The Investor’s Podcast Network by The Investor's Podcast Network

    The Intrinsic Value Podcast - The Investor’s Podcast Network

    559 Listeners

    Honest Money by Warren Ingram

    Honest Money

    9 Listeners

    MoneywebNOW by Moneyweb Radio

    MoneywebNOW

    7 Listeners

    History of South Africa podcast by Desmond Latham

    History of South Africa podcast

    118 Listeners

    The Morgan Housel Podcast by Morgan Housel

    The Morgan Housel Podcast

    985 Listeners

    Ghost Wrap by The Finance Ghost

    Ghost Wrap

    1 Listeners

    Ghost Stories by The Finance Ghost

    Ghost Stories

    0 Listeners