5 Dates for Disney Inventory Traders to Circle in November

November is a time to be grateful, and for now Walt Disney (DIS -0.70%) shareholders must be grateful that the inventory has clawed its manner again as much as the triple digits. After a tough correction, buyers are gravitating to the Home of Mouse once more.

The saga will proceed within the month forward. Disney experiences its fiscal fourth-quarter outcomes, however that is not the one factor for buyers to trace in November. Disney will introduce new films. It is going to additionally carry again some standard Florida sights. Let’s take a more in-depth have a look at a number of the dates that would get Disney transferring in November.

Nov. 3

Nighttime spectacles are a staple at Disney World’s theme parks, however one of many extra standard reveals has been lacking because the parks reopened in 2020 following a four-month COVID-19-related closure. Effectively, Fantasmic at Disney’s Hollywood Studios returns on Thursday.

The out of doors amphitheater that is been dormantfor greater than 30 months will spring to life, retelling the story of Mickey Mouse taking up the media large’s iconic villains. This can be a fairly large deal. The recognition of those nightly sights — from parades to fireworks to this distinctive waterfront efficiency — retains company round longer. The extra time they spend within the parks, the extra doubtless they’re to spring for dinner, snacks, and merchandise as a substitute of leaving early to seek out cheaper options offsite. 

Nov. 8

Traders see Disney pull again the curtain on their monetary efficiency each three months, and subsequent week it is time to announce fiscal fourth-quarter outcomes. Analysts see a 31% improve in income, accompanied by an excellent greater leap on the underside line.

Disney is not firing on all cylinders. Its theme parks and Disney+ platform have been large winners, however the identical cannot be mentioned for its film studio. There are of course new considerations that its large media networks enterprise will endure a slowdown in promoting if the worldwide financial system weakens within the coming months. 

Nov. 11

This has been an atypical yr for Disney’s film studio. The identical theatrical large that delivered all six of the best grossing films at U.S. multiplexes in 2019 has simply one of many prime 5 — and two of the highest 10 — in field workplace receipts in 2022. Issues ought to enhance for Disney, beginning subsequent weekend when Black Panther: Wakanda Ceaselessly will likely be an enormous draw.

In contrast to a few of Disney’s much less high-profile releases, this one is getting an unique theatrical run. It will not be the total three months which were frequent up to now, however most followers of the Marvel franchise aren’t going to attend till late December or early January when the superhero movie is lastly out there to stream at no extra price for Disney+ subscribers. 

Nov. 13

There are six parks at Disney World. The 4 conventional theme parks are the important thing drivers right here, however the large Florida resort additionally homes a pair of themed water parks. Blizzard Seashore reopens to company in two weeks. Themed to a snowy oasis — an odd search for a water park in Florida, however that is additionally the purpose — Blizzard Seashore and Storm Lagoon have been treating company to watery enjoyable when they should quiet down in additional than simply their resort swimming pools. 

The opening of Blizzard Beach is not all excellent news. It is going to coincide with the momentary closure of its sister park, Storm Lagoon. Disney has but to have each gated sights open on the identical time since reopening the resort in the summertime of 2020. Whether or not it is a matter of staffing or client demand, the world’s busiest theme park resort is utilizing the guise of refurbishment to maintain one among its two water parks closed.  

Nov. 23

Heading into theaters simply in time for the Thanksgiving vacation season, Disney’s Unusual World is the newest full-length function out of the corporate’s historic animation studio. Unusual World encompasses a household of explorers as they discover an uncharted land. The undertaking is helmed by the group that introduced Disney’s Massive Hero 6 and Raya and the Final Dragon to life.  

Disney’s previous couple of animated options have opened to encouraging critiques however did not ship blockbuster field workplace returns. Disney’s animation studio hasn’t scored a prime 10 movie — when it comes to annual home ticket gross sales — since 2019 when it dominated the native multiplex with Toy Story 4, Frozen II, and the photorealistic computer-animated The Lion King reboot.  

The pandemic clearly did not assist, however the bar is decrease to crack the highest 10 these previous three years. Even the extremely anticipated Lightyear did not crack the chart this yr. Different studios have additionally scored prime 10 annual hits, together with Minions: The Rise of Gru and Sonic the Hedgehog 2 in 2022. Disney is making an attempt to inventory its streaming providers with content material, however ultimately the media stock bellwether goes to want households again within the movie show. 

Rick Munarriz has positions in Walt Disney. The Motley Idiot has positions in and recommends Walt Disney. The Motley Idiot recommends the next choices: lengthy January 2024 $145 calls on Walt Disney and quick January 2024 $155 calls on Walt Disney. The Motley Idiot has a disclosure policy.