Disney is a business. Here is how it works.
Mouse Money is about the business of Disney, and the lessons it teaches anyone who builds, invests in or runs a company. Behind the castle are ticket prices, hotel rates, streaming subscriptions, debt and some of the most valuable stories ever told. I read the numbers so you don't have to.
Who I am
I'm Katie, a former investment banker and early-stage investor. I spent 12 years in financial services, and I have been going to Walt Disney World almost every year since 1982. Mouse Money is where those two worlds meet: I read Disney's earnings, annual reports and analyst research the way a banker would, then turn them into plain-English lessons about pricing, profit and strategy.
What you get
A free post every week: one chart, one number or one idea from Disney’s business.
A paid deep dive every Sunday: the full analysis, with original charts, models and the data behind them.
The topics: earnings, the parks and hotels, ticket and food pricing, Disney+ and streaming, Marvel, Pixar and the rest of Disney’s IP, cruises and Disney Vacation Club.
Start here
The Price of Skipping the Line: what Disney’s $449 Premier Pass teaches us about willingness to pay.
The Push and the Pull: Who Paid for Disney+?: streaming finally earns a profit, so how does Disney split its cash?
Mouse Money is independent. It is not affiliated with, endorsed by or sponsored by The Walt Disney Company. Nothing here is investment advice.
