TSX futures drop amid Trump trade developments, upcoming corporate earnings By Investing.com
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 05 2025
0mins
Source: Investing.com
Canadian and U.S. Stock Market Trends: Futures for Canada's main stock exchange dipped as investors assessed President Trump's tariff policies, while U.S. stock futures also fell amid anticipation of corporate earnings and central bank announcements. The Toronto Stock Exchange had a notable rise last week, reflecting similar gains on Wall Street.
Oil Prices and Gold Performance: Oil prices dropped sharply following OPEC+'s decision to increase output, raising concerns over supply and demand. In contrast, gold is expected to outperform silver due to strong central bank demand and economic uncertainties, with gold prices significantly rising this year.
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Analyst Views on DIS
Wall Street analysts forecast DIS stock price to rise
19 Analyst Rating
16 Buy
3 Hold
0 Sell
Strong Buy
Current: 108.120
Low
123.00
Averages
137.29
High
152.00
Current: 108.120
Low
123.00
Averages
137.29
High
152.00
About DIS
The Walt Disney Company is a diversified worldwide entertainment company. The Company's segments include Entertainment, Sports and Experiences. The Entertainment segment generally encompasses its non-sports focused global film and episodic content production and distribution activities. The lines of business within the Entertainment segment along with their business activities include Linear Networks, Direct-to-Consumer, and Content Sales/Licensing. The Sports segment encompasses its sports-focused global television and direct-to-consumer (DTC) video streaming content production and distribution activities. The lines of business within the Sports segment include ESPN and Star. The Experiences segment includes Parks and Experiences and Consumer Products. Parks and Experiences consists of Walt Disney World Resort in Florida, Disneyland Resort in California, Disney Cruise Line, and others. Consumer Products includes licensing of its trade names, characters, visual, literary and other IP.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Leadership Changes Raise Questions: The appointment of Josh D’Amaro as CEO and Dana Walden as President and Chief Creative Officer aims to centralize creative authority and revitalize the content engine, though market reactions have been mixed regarding this strategic shift.
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- Future Outlook and Shareholder Returns: Despite short-term headwinds, Disney reaffirmed its double-digit adjusted EPS growth target for FY2026 and plans to return approximately $9.7 billion to shareholders through $7 billion in stock buybacks and $2.7 billion in dividends, reflecting confidence in its long-term strategy.
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- Disney's SEC Filing: Disney has filed a pricing term sheet for a four-part notes offering amounting to $4 billion.
- Purpose of the Offering: The funds raised from this offering are likely intended to support various corporate initiatives and financial strategies.
See More
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Shift in Popularity: Kids and adults are increasingly engaging with Magic: The Gathering and Dungeons & Dragons, indicating a shift in play preferences.
Impact on Companies: This trend is beneficial for Hasbro, the owner of these games, while posing challenges for Mattel, which owns Barbie and Hot Wheels.
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- New Business Expansion: Netflix plans to open a new experience venue in Las Vegas in 2027, leveraging its intellectual property to create real-world experiences aimed at attracting more consumers and enhancing brand influence, although financial results for this segment have yet to be disclosed.
- Podcast Market Opportunities: Netflix's podcast business generated $1.5 billion in revenue in 2025, with potential for further market expansion through new user acquisition and advertising revenue, especially when compared to YouTube's user base.
- Acquisition and Innovation: Despite facing pressure from an $82 billion acquisition of Warner Bros and pausing stock buybacks to raise capital, Netflix's innovations in experiences and podcasting indicate that the company still possesses long-term growth potential, which could create new millionaires for investors in 2026.
See More
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- Visitor Decline: In 2025, Canadian travelers to the U.S. dropped by 22%, totaling 4 million fewer visitors, contributing to a 5.4% decline in overall foreign travel, highlighting the significant impact of political factors on tourism.
- Changing Travel Preferences: Christine Fiorelli from Fairytale Dreams & Destinations noted a 30% shift in clients opting for Disneyland Paris instead of U.S. Disney parks, reflecting a boycott sentiment despite ongoing affection for Disney.
- Uncertain Market Outlook: While Canada was the top source of visitors to Orlando in 2024 with a record 1.2 million, Visit Orlando has not released 2025 figures, and the upcoming World Cup may influence future travel patterns, yet a 6% drop in foreign visitors is still anticipated.
- Tourism Industry Impact: Bookings for U.S. national parks have plummeted by 42%, with Canadian bookings down 93%, indicating a significant decline in international interest in the U.S., adversely affecting related travel businesses.
See More
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- Iger's Tenure Review: Bob Iger's leadership at Disney saw the company's market cap soar from $56 billion to over $230 billion, and despite challenges in his second term, he implemented $5.5 billion in cost cuts to stabilize the company and achieve streaming profitability, highlighting his contributions to corporate stability.
- New CEO Appointment: Josh D'Amaro has been appointed as the new CEO, succeeding Iger who will retire in March 2026, while Dana Walden has been promoted to Chief Creative Officer, both receiving substantial contracts, indicating a strategic leadership transition at Disney.
- Chipotle's Declining Performance: Chipotle experienced a 3.2% drop in transactions in Q4, primarily due to reduced spending from consumers aged 25-35 and those earning under $100k, although revenue grew 5% year-over-year, operating margins fell to 14.1%, reflecting broader industry challenges.
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