Apparel, Accessories and Luxury Goods

PRADA

Disney

Conference Minutes

SBDS

01913

CVAC

The following are the minutes of the 4Q25FY earnings call for $Disney(DIS.US) compiled by Dolphin Research. For a review of the earnings report, please refer to the article &#34;Disney: Short-term Pressure but Guidance Unchanged, Can Iger Turn the Tide Before Leaving?&#34;1. Review of Core Financial Information1. DTC Net User Growth Rebounds Beyond Expectations: Streaming user growth continued to rebound in the fourth quarter, with Disney+ adding 4 million net new users (bundled packages) and Hulu adding 8.6 million (driven by the resumption of the Charter partnership and global brand expansion), both exceeding market expectations. The growth was mainly driven by high-quality content...

Solo Brands

Dayforce

Ashland

Citigroup

CureVac BV

Dominion Energy

NextDecade

Ameriprise Financial

PAR Tech

Disney (Minutes): Committed to double-digit percentage growth in earnings next year

Financial Analysis

Hello everyone, I am Dolphin Research! $Disney(DIS.US) released its fiscal year 2025 fourth quarter (CY25Q3) earnings before the U.S. stock market opened on November 12th, Eastern Time. The third-quarter performance slightly missed expectations overall, with revenue under pressure, especially in the theme parks, which contribute the most to earnings, as the delayed competitive impact has become apparent. Although the company's profitability was slightly better and it maintained its relatively positive guidance for 2026 without adjustments, the market seems to lack confidence. Specifically: 1. DTC net user growth rebounded beyond expectations: Fourth-quarter streaming user growth continued to rebound...

Espey Mfg. & Electronics

Disney: Short-term Pressure but Guidance Unchanged, Can Iger Turn the Tide Before Leaving?

Luxury brands adjust strategy in China, closing stores in smaller cities

Prada Launches Limited Edition Indian-Made Sandals to Address Cultural Appropriation

Prada Completes Acquisition of Versace for 1.25 Billion Euros

Italian prosecutors investigate luxury brands' contractors for exploiting immigrant workers

Prada Completes Acquisition of Versace Group

Prada CEO States No Acquisition Plans, Focused on Versace Business for Next Three Years

Prada CEO says Versace acquisition expected to complete by December 2

Prada Buys Property in Milan, Italy

Lorenzo Bertelli to become Versace's executive chairman following Prada's acquisition of Versace

Prada Acquires Italian Property for 600 Million HKD as New Headquarters

Prada Agrees to Acquire Ludo Due S.r.l. Property for 66.6 Million Euros

Luxury Brands Executives Say Sales in China Are Improving

Bernstein Analyst Upgrades Prada Stock to Buy Rating

HTI Adjusts FY2025-2027 Net Profit Forecast for Prada and Adjusts Target Price

Citi Downgrades Prada's Sales Forecast for 2026-2027

Hermes Reports 9.6% Revenue Growth in Q3 with China Sales Reviving

CLSA Maintains Overweight Rating for Prada Group

Huatai Securities Reports on Prada's 25Q3 Performance and Future Prospects

CICC downgrades Prada's profit forecast

Analyst Mr. Huang Recommends Several Consumer Cyclical Stocks, Prada Maintains Strong Buy Rating by DBS