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Disney offered a glimpse of how its franchise is paying off as its proxy battle with activist investors Trian Fund Management and Blackwells Capital intensifies.
In a presentation released this week, the House of Mouse reported a 9.9x return on investment for “Frozen,” a 5.5x ROI for “Toy Story,” a 3.3x ROI for Marvel, and a revealed that they achieved a 2.3x ROI on “Queen of the World”. Star Wars. ”
Disney suggests Marvel and Star Wars have generated $11.6 billion and $13.2 billion, respectively, since their $4 billion acquisitions in 2009 and 2012, according to filings.
Return on investment figures extracted from the company’s data reflect the ratio of revenue to investment for titles released after Disney’s acquisition of the IP.
This revenue reflects 10 years of revenue and projected total revenue sources directly related to theatrical release, including theatrical release, home entertainment, television (paid and free), and consumer products. This does not include derivative revenue sources such as park attractions, nor does it include DTC originals associated with those franchises or consumer product revenue for established franchises. yeah.
The investment reflects the production costs of the film and the printing and advertising associated with the theatrical release of the title. In the case of animated titles, production costs are also included. Does not include additional distribution costs or overheads.
In a timeline highlighting major milestones, Disney cites the releases of Frozen 2, Once Upon a Snowman, and Olaf Presents. Also, “For the First Time in Forever” and “Frozen Ever After” at Walt Disney World, and “Frozen – Live at the Hyperion” at Disneyland. , The World of Frozen at Hong Kong Disneyland, and the opening of Frozen at Tokyo Disneyland.
In the case of Toy Story, the timeline includes four Toy Story movies, “Lightyear,” an NFL altcast release, Space Ranger Spin at Walt Disney World, and Toy Story at WDW and Disneyland. – Includes the opening of Midway Mania and Jesse’s Critter Carousel. Disneyland, Toy Story Land at WDW, Disneyland Paris, Hong Kong Disneyland, Shanghai Disneyland.
Regarding Marvel movies, Disney cites all four “Avengers” movies as well as the opening of Avengers Campus at Disney California Adventure and Walt Disney Studios Park at Disneyland Paris.
When it comes to Star Wars, we have Star Tours, Star Tours: The Adventure Continues, the opening of Galaxy’s Edge, the original, prequel and sequel trilogy The Mandalorian, The Book of Boba… Fett” and “Obi” releases.Wan Kenobi, Andor, Ahsoka, and three untitled films scheduled for release in 2026 and 2027.
Trian Fund Management named co-founder Nelson Peltz and former Disney chief financial officer Jay Laslo, while Blackwells Capital named former Warner Bros. and NBCUniversal executive Jessica Schell and Tribeca Film festival co-founder Craig Hatkoff and TaskRabbit founder Leah Solivan were nominated as candidates. At Disney’s annual shareholder meeting on April 3rd.
Stockholders of record as of the close of business on February 5th will be entitled to vote at the general meeting. Disney has approximately 1.8 billion shares outstanding, according to its latest proxy filing.
Disney stock has increased 20.4% over the past year, 23.6% since the beginning of the year, and 31% over the past six months.
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