Trian Says Focus On Initiatives At Disney Will Include Refining Parks Strategy To Include Tangible Return Targets On The $60B Of Parks Capex; Developing Clear DTC Strategy With Tangible Goals To Achieve Netflix-Like Margins Of 15%-20% By 2027
Portfolio Pulse from Benzinga Newsdesk
Trian Fund Management is focusing on initiatives at Disney, including refining the parks strategy to set tangible return targets on the $60B of parks capital expenditure. Additionally, Trian aims to develop a clear direct-to-consumer (DTC) strategy for Disney, with tangible goals to achieve Netflix-like margins of 15%-20% by 2027.
March 04, 2024 | 8:28 pm
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Trian Fund Management's focus on refining Disney's parks strategy and developing a clear DTC strategy aims to set tangible return targets and achieve Netflix-like margins by 2027.
Trian Fund Management's initiatives at Disney, including setting tangible return targets on parks capex and aiming for high DTC margins, are likely to be viewed positively by investors. These strategies could lead to improved financial performance and efficiency, potentially boosting investor confidence and Disney's stock price in the short term.
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