Communications-services rose alongside risk appetite.
Disney rose after reports the entertainment conglomerate was preparing to make sizable layoffs in one of the first significant moves under the new chief executive officer, Josh D'Amaro.
The Justice Department has opened an investigation into whether the National Football League engaged in anticompetitive tactics that harm consumers. The Sports Broadcasting Act grants the league limited antitrust protection to allow the teams to collectively negotiate packages of TV rights, but recent streaming deals have drawn complaints over the NFL's use of those protections.
The Walt Disney Company is a media and entertainment group. Net sales (including intragroup) break down by activity as follows:
- entertainment and audiovisual production (44.1%): TV broadcasting and video streaming (58% of net sales; Disney+, Disney+ Hotstar and Hulu), operation of TV channels and radio stations (22%; ABC Television Network, Disney, Freeform, FX and National Geographic) and other (20%; production and distribution of audiovisual content, film licensing, etc.);
- operation of theme parks and hotel resorts (37.5%): operation, as of 27/09/2025, of 74 theme parks (39 hotels) located in the United States (Walt Disney World, Magic Kingdom, Disney's Hollywood Studios, etc.; 42 theme parks and 21 hotels), France (Disneyland Paris; 9 theme parks and 7 hotels), Hong Kong (Hong Kong Disneyland; 8 theme parks and 3 hotels), China (Shanghai Disney Resort; 8 theme parks and 2 hotels) and Japan (Tokyo Disney Resort; 7 theme parks and 6 hotels). The group is also involved in cruise sales (Disney Cruise Line), travel organization (Disney Vacation Club and Adventures By Disney), design and development of parks and other real estate properties, and sale of consumer products (children's books, toys, game software, films, etc.);
- production and distribution of TV and video streaming programmes focusing on sport (18.4%): ESPN and ESPN+.
Net sales are distributed geographically as follows: the Americas (81%), Europe (11.7%) and Asia/Pacific (7.3%).
This super rating is the result of a weighted average of the rankings based on the following ratings: Valuation (Composite), EPS Revisions (4 months), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Investor
Investor
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Global
Global
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Quality
Quality
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ESG MSCI
ESG MSCI
The MSCI ESG score assesses a company’s environmental, social, and governance practices relative to its industry peers. Companies are rated from CCC (laggard) to AAA (leader). This rating helps investors incorporate sustainability risks and opportunities into their investment decisions.
