Which Streaming Stock Would Hold Up Better in a Recession: Netflix or Walt Disney?

In a potential recession, Netflix would likely outperform Disney due to its pure-play streaming model. While streaming services are generally resilient during downturns as low-cost leisure activities, Disney's highly profitable experiences segment (theme parks and cruises) would face significant pressure as consumers cut discretionary spending. Both companies have ad-supported tiers that could see slower growth if advertising budgets contract.

08/20/2026, 8:05 PM • The Motley Fool

Hasbro Exec Rolled a "1" on Video Games -- and Lost His Job

Hasbro's Wizards of the Coast President John Hight is departing his role effective September 1, likely due to the cancellation of several planned video games that resulted in a $56 million impairment charge. Despite Hight's successful tenure driving 27% growth at WotC and turning the company profitable, Hasbro is moving forward with new D&D franchise expansions including crossovers with World of Warcraft and Star Wars.

08/15/2026, 7:07 AM • The Motley Fool

Walt Disney vs. Roku: Comparing Revenue Trends for These Entertainment Giants

Disney maintains a larger revenue base ($25.2B in Q2 2026) with a strong 22% operating margin but shows inconsistent growth, while Roku demonstrates steady year-over-year revenue increases of 22% ($1.4B in Q2 2026) despite a lower 11% operating margin. Disney's new CEO Josh D'Amaro is expected to drive more consistent growth, though Roku's trajectory faces uncertainty as it heads toward acquisition by Fox Corporation.

08/14/2026, 3:06 PM • The Motley Fool

Bob Iger Built Disney for Hollywood. Josh D'Amaro Is Building It for Main Street. Does D'Amaro's Vision Makes Disney a Buy Down 49% From Its All-Time High?

Disney's new CEO Josh D'Amaro is shifting focus from content to experiences, prioritizing theme parks and cruise ships over media acquisitions. D'Amaro delivered a strong first full quarter with 7% revenue growth and 15% earnings growth, with the experiences segment now accounting for 54% of operating profit. The company is announcing new theme park and cruise ship plans at D23 this weekend, positioning itself as a potential value buy after a 49% decline from all-time highs.

08/11/2026, 10:07 AM • The Motley Fool

Disney's Valuation Is at Multiyear Lows, and Buybacks Are at a 9-Year High. Is Disney a No-Brainer Value Stock to Buy Now?

Disney's stock has declined 41% over the past five years despite strong operational performance in its experiences and streaming segments. While the company trades at a 33% discount to the S&P 500 and management is aggressively buying back shares ($9 billion planned for fiscal year), analyst Neil Patel argues it's not a no-brainer investment. With expected double-digit earnings growth but limited valuation multiple expansion potential, Disney could realistically deliver only 10-15% annualized returns.

08/10/2026, 5:30 AM • The Motley Fool

Chipotle Mexican Grill vs. Walt Disney: Comparing Revenue Trends Between These Consumer Companies

Chipotle Mexican Grill and Walt Disney show different revenue growth patterns. Chipotle demonstrates consistent quarter-over-quarter revenue growth, reaching $3.3 billion in Q2 2026 with a 9% year-over-year increase, though it faces a short-term headwind from a Salmonella outbreak linked to jalapeño peppers. Disney's larger revenue base of $25.2 billion shows 7% year-over-year growth but exhibits more variable quarterly results due to seasonal fluctuations in its theme park and cruise businesses.

08/08/2026, 7:03 PM • The Motley Fool

Disney World Has More Treats Than Tricks This Season

Disney World's Magic Kingdom launched Mickey's Not-So-Scary Halloween Party on August 7, earlier than usual, with tickets selling out for the first five nights and Halloween itself. The separately ticketed event, priced up to $229, represents a significant revenue opportunity during seasonally slow summer months. CEO Josh D'Amaro's upcoming D23 announcements next weekend could further boost Disney's momentum following a well-received earnings report.

08/08/2026, 8:13 AM • The Motley Fool

Disney Reaffirms Double-Digit Earnings Growth, Targets $9 Billion in Buybacks. Here’s What Investors Need to Know.

Disney delivered strong fiscal Q3 results with 7% revenue growth to $25.2 billion and 23% adjusted net income growth to $3.8 billion, beating earnings estimates. The company reaffirmed double-digit earnings growth guidance for 2026 and 2027, while significantly raising its share buyback target to $9 billion for the fiscal year, signaling management's confidence in the stock's undervaluation.

08/05/2026, 7:30 PM • The Motley Fool

Can Disney Stock Stay Above $100 This Time?

Disney stock surged above $100 following strong fiscal Q3 earnings, with revenue at $25.2B (7% growth) and adjusted earnings beating expectations at $2.06/share (28% growth). Theme park attendance rose 4% and the Experiences segment showed robust profitability. However, this marks the fifth consecutive year Disney has broken $100 only to fall back below it. The company trades at less than 14x forward earnings and projects 12% adjusted earnings growth for fiscal 2027, suggesting potential for sustained gains.

08/05/2026, 2:22 PM • The Motley Fool

With Paramount's Acquisition of Warner Bros. on Hold and Netflix Down 38%, Is Netflix Stock Finally a Buy?

Netflix stock has declined 38% over the last 12 months after the company wisely walked away from a bidding war for Warner Bros. Discovery assets. While the streaming giant met earnings expectations, it failed to provide meaningful revenue guidance improvements. The article suggests Netflix has long-term potential through gaming monetization, video podcasts, and entertainment experiences, but lacks near-term catalysts to reignite investor enthusiasm.

08/01/2026, 10:25 PM • The Motley Fool

Should You Buy Disney Stock Before Aug. 5?

Disney stock has fallen over 15% this year and 45% in five years, struggling with streaming losses, layoffs, and consumer belt-tightening. However, Wall Street analysts remain optimistic with a consensus price target of $128 (vs. current $96), betting on turnaround potential under new CEO Josh D'Amaro. The article suggests Disney is attractively priced for long-term investors but recommends waiting for August 5 earnings results before buying.

07/31/2026, 6:08 AM • The Motley Fool

Disney Reports Earnings Aug. 5. Here's How Much $25,000 Invested Pays Annually.

A $25,000 investment in Disney stock would generate approximately $379 in annual dividend income based on the current $1.50 annualized dividend. Disney stock trades at a modest 14x forward earnings multiple and has been stuck in a trading range for three years, down 51% from its all-time high. However, the company shows improving fundamentals with revenue growth of 7% year-over-year and net income nearly tripling since Q2 2023. Investors will focus on the Aug. 5 earnings report for signs of margin improvement and growth, particularly in park attendance and streaming profitability.

07/31/2026, 4:25 AM • The Motley Fool

If I Were Starting Over With $500 to Invest, I'd Begin by Building a Portfolio Around This Unstoppable Stock

A Motley Fool analyst argues that Alphabet (Google) would be the foundational stock to build a portfolio around if starting with $500 today. Despite recent stock declines following increased AI capital expenditure announcements ($195-205B for 2026), the author views this as a temporary setback. Alphabet's dominance in web search (90%+ market share), Android OS (70% of mobile devices), Gmail, and YouTube, combined with consistent revenue growth since 2012 and strong cloud computing growth (80%+ YoY), positions it as a long-term winner.

07/26/2026, 12:30 PM • The Motley Fool

Should You Avoid Netflix Stock, Even at a 52-Week Low?

Netflix stock has declined 40% over the past year and trades near 52-week lows amid investor concerns about slowing revenue growth and leadership changes. However, the article argues the stock may be undervalued, now trading at 22x earnings and 26x free cash flow compared to historical 47x and 52x multiples. The company has successfully shifted to profitable growth with strong margins and cash generation, suggesting a potential bargain for long-term investors despite near-term headwinds.

07/26/2026, 7:23 AM • The Motley Fool

3 Reasons Disney Stock Can Bounce Back in the Second Half

Despite a 20% decline over the past 12 months, Disney stock may be poised for a recovery. The article counters three bear theses: (1) Disney remains a hit factory with six of seven $1B+ grossing films in 2024-2025 despite Moana's underperformance; (2) theme parks show resilience compared to competitors like Comcast; (3) Disney's fundamentals have improved significantly with double-digit net margins and the stock trading at just 12x forward earnings, suggesting undervaluation.

07/24/2026, 11:18 AM • The Motley Fool