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Hugh Johnston

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Situations

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Moana flop persists, Japan promo & spin‑off album

51 clusters · 368 sources · last updated

Latest: Disney admits live‑action Moana and Star Wars movie underperformed

Disney’s live‑action *Moana* continues to under‑perform financially, having earned about $186 million worldwide by late July 2026—far below the roughly $600 million needed to break even and leaving an estimated loss exce

[ACTIVE] [BUSINESS] [US]

Disney Q3 2026 earnings and streaming strategy

3 clusters · 27 sources · last updated

Latest: The Walt Disney Company posts strong Q3 2026 earnings driven by Toy Story 5 and parks

Mid‑July 2026 a Wells Fargo note suggested Disney could boost its share price by up to 40 % by exiting direct‑to‑consumer streaming and focusing on licensing, prompting modest stock gains but leaving the stock still far

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