Snap, Disney, Chipotle
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 5 February 2020
⏱️ 15 minutes
🧾️ Download transcript
Summary
Disney shows strength across the board in its 1st-quarter results, but Disney+ subscriber numbers are grabbing the headlines. Snap’s stock falls 10% on its first revenue miss in nearly two years. Chipotle posts impressive same-store sales numbers in the 4th quarter, so is that why they’re holding off on breakfast? Abi Malin analyzes those stories and shares her must-have item at Chipotle. Looking to get started investing? Nab a free copy of our Investing Starter Kit! Just click over to www.fool.com/StarterKit and we’ll email it to you.
Transcript
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| 0:00.0 | It's Wednesday, February 5th. |
| 0:04.0 | Welcome to Market Foolery. |
| 0:05.2 | I'm Chris Hill with me in studio today. |
| 0:08.0 | The fabulous, Abby Mallin. |
| 0:09.4 | Thanks for being here. |
| 0:10.2 | Thanks for having me. |
| 0:11.0 | We've got more earnings. I love earnings season so damn much. |
| 0:15.0 | We've got we've got some restaurant earnings. We've got some social media earnings. |
| 0:20.0 | We're going to start with Disney though. |
| 0:22.0 | Looked like another solid quarter. |
| 0:24.0 | The first quarter results, you look at their parks division, you look at products, |
| 0:29.0 | solid growth across the board. |
| 0:31.0 | I know that Disney Plus is getting the headline here but worth remembering this is a diverse |
| 0:36.7 | business with a bunch of segments the stock's down a couple percent but let's |
| 0:41.8 | focus on the first quarter results anything stand out to you |
| 0:44.4 | yeah I mean revenue was up 36 percent year over year to 20.8 billion dollars |
| 0:51.2 | which is massive amounts and a massive increase really. |
| 0:55.9 | I do think it's worth noting that Disney's revenue tends to be a little bit chunky, so |
| 1:01.0 | especially for this most recent quarter, it was pretty influenced by the studio entertainment |
| 1:05.8 | segment, which was driven by Frozen 2 and then the Star Wars movie. |
| 1:09.6 | So Disney does have a little bit of blockbuster lumpiness within their earnings, but you are right. |
| 1:15.0 | It's a super diversified business, lots of growth engines, and lots of positive momentum. |
... |
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