Walt Disney Company (The)
DIS
You’ve read what changed. Here’s whether the market is confirming it.
Jodie situation report
Walt Disney Company (The)'s move is spreading beyond its market group.
The latest filing is mixed. 5 of 7 group members are active now; 1 filing-linked outsider is moving with the group, and 0 of 10 directly disclosed connections are confirming.
- Revenue increased 6.8% versus the comparable filing period.
- Net income decreased 49.9% versus the comparable filing period.
- At least 5 of 7 durable members become active together.
- Capital-flow agreement rises above 55%.
- TSN remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 2 of 7 members or fewer.
Who this business touches
The relationships behind DIS
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
AMZNAmazon.com, Inc.customerNov 13, 2025 ▾
“We have licensed the rights for physical distribution to third parties who generally sell to retailers, such as Walmart and Amazon.”
WMTWalmart Inc.customerNov 13, 2025 ▾
“We have licensed the rights for physical distribution to third parties who generally sell to retailers, such as Walmart and Amazon.”
Depended on by
PRKSUnited Parks & Resorts Inc.competitorMar 3, 2026 ▾
“Principal direct competitors of our theme parks include theme parks operated by The Walt Disney Company, Universal Parks and Resorts, Six Flags Entertainment Corporation, Merlin Entertainments ltd., and Hershey Entertainment and Resorts Company.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 11 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
DIS is currently a Participant in the organic co-movement group REITs - Office & Mortgage. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.