We're talking Walt Disney's subscriber troubles on this Consumer Goods edition of Industry Focus.

Greetings Fool's, I am Sean O'Reilly joining you here from Fool Headquarters in Alexandria, Virginia.

It is Tuesday, December 1st, 2015, and joining me to talk all things consumer goods is the man whose picture is next to awesome in the dictionary

Vincent Shen.

What's going on, man?

How are you Sean?

Awesome.

How is your holiday?

So get this, I made the turkey.

You mentioned this on last week's show and now you didn't bring.

You did not bring your apartment down.

Really well.

It was a little drier than I would have liked, but for a first attempt, could not be be happy how big was it? Well so it

was just my wife and our son and I so I think I only got like I got the breast I didn't

get the whole bird and I did not remove organs or things. That's very helpful because the bigger the bird gets, the more time it takes

so the potential for something to go wrong.

Somebody who, they're like, yeah, I cooked an 18-pound bird.

I'm like, that's not not a bird that's a monster. So Vince we've got a

situation brewing on over at Disney that we'd be remiss if we did not discuss

however before we do that we just had that most holy of

holidays black Friday. We got some preliminary results, as I understand it. How did

things go? Yeah, so you know, last week we talked about the run-up, history behind it, what some of the expectations

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