While consumers are clearly feeling the pressure of inflation, demand for Disney's theme parks, movies, and cruise line has been strong. In fact, per-guest revenue in Disney's parks is far greater than in comparable pre-COVID-19 pandemic times, thanks to initiatives that have driven higher in-park spending. Plus, the company is investing $60 billion over a decade in its theme parks and cruise line to ensure they remain full for the foreseeable future.
With Disney also laser-focused on the profitability of Disney+ and its other streaming platforms, Hulu, and ESPN+, this could be a powerful combination of profitable, all-weather revenue streams. In a nutshell, Disney might be the ultimate combination of an in-person experiential stock and a tech-focused growth business.
Disney's amazing stable of intellectual properties (the Marvel Cinematic Universe, Star Wars, ESPN, Pixar, etc.) and its cash-machine theme park business give it a margin of safety that makes it perhaps the safest stock on this list. And it still maintains tremendous profit growth potential as newer areas of its business evolve.