Disney, Starbucks, Costco
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 9 April 2020
⏱️ 17 minutes
🧾️ Download transcript
Summary
Disney+ has more than 50 million subscribers. Starbucks suspends buybacks and updates guidance. Costco’s same-store sales in March rose nearly 10%. Bill Barker analyzes those stories and discusses which categories of retail (e.g., bread makers) are suddenly soaring.
Transcript
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| 0:00.0 | It's Thursday, April 9th. |
| 0:04.0 | Welcome to Market Foolery. |
| 0:05.0 | I'm Chris Hill. |
| 0:06.0 | Joining me today, the one and only Bill Barker. |
| 0:09.0 | Thanks for being here. |
| 0:10.0 | Thanks for having me. |
| 0:12.0 | We're gonna, we got a bunch of news. |
| 0:15.0 | We've got some beverage news, we've got some retail news. |
| 0:18.0 | We're going to start in the world of entertainment. |
| 0:21.0 | Walt Disney came out and said that the number of people subscribing |
| 0:26.7 | to the Disney Plus streaming service has passed the 50 million mark, that is global and we've been talking for a while now about who |
| 0:38.4 | benefits from everyone having to stay indoors and video streaming is obviously a beneficiary. |
| 0:46.5 | The fact that they are able to roll this out into, for example, |
| 0:50.9 | a place like India where 8 million people have signed up obviously helps, but this is |
| 0:57.7 | This is absolutely helping the business because the cruise line the parks are closed for the obvious reasons. |
| 1:05.0 | Yes, yeah, Disney needs a broadly diversified company, maybe feeling at the moment not quite broadly enough because it's |
| 1:14.8 | suffering more from this than a lot. It does have a number of things that you can |
| 1:21.6 | stay home and watch though and thank goodness they got |
| 1:24.7 | Disney Plus out there because not only is it the parks but really for a long time of |
| 1:31.6 | course the story of Disney was a |
| 1:34.4 | ESPN story and ESPN's numbers are |
| 1:37.6 | predictably way down and |
... |
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