ESPN's Streaming Expansion in Focus: Can It Power Disney's DTC Growth?
DIS' ESPN streaming launch and major NFL and WWE deals aim to make live sports the driving force of its DTC growth.
Disney Bets on Sports Streaming: Will ESPN's New DTC Launch Win Big?
DIS' ESPN DTC launch, backed by exclusive sports rights and strong streaming growth, aims to cement its lead in sports streaming.
Amer Sports Q2: Strong Growth In Direct-To-Consumer
Amer Sports, Inc. delivered 22% revenue growth in Q2 FY25, raising full-year guidance and showcasing strong margin improvements. Technical Apparel and Outdoor Performance segments drive growth, with Arc'teryx expanding DTC presence and launching new footwear products. Leadership change at Wilson aims to optimize costs and accelerate DTC growth in the low-margin Ball & Racquet Sports segment.
ODDITY Q2 Earnings & Sales Beat Estimates, DTC Sales Rise Y/Y
ODD delivers 25% y/y sales growth in Q2, with DTC strength, global expansion and new brands boosting full-year goals.
Zero Candida Technologies secures DTC eligibility, expands US investor access
Zero Candida Ltd (TSX-V:ZCT, OTCQB:ZCTFF) announced that its common shares are now eligible for Depository Trust Company (DTC) electronic clearing and settlement services. DTC eligibility allows for electronic clearing and settlement of Zero Candida's common shares in the United States.
DTC Strength vs. Weak In-Store Traffic: lululemon's Balancing Act
LULU's direct-to-consumer growth is powering the brand forward as in-store traffic slows in a softer North American market.
Will Solid DTC Business Demonstrate Levi's Next Leg of Growth?
LEVI's DTC strategy drives Q2 growth, with 50% of revenues now from direct sales and e-commerce surging 13%.
Disney: Disney+ Finally Starting To Shine -But Already Priced In
Disney is a fundamentally strong company with invaluable IPs, but after a recent rebound, I rate it a Hold due to overall limited upside and trading at fair value. Disney+ and DTC have reignited growth, but margins and cash flow still lag top competitors; significant upside exists if DTC margins approach Netflix levels. Risks include high competition, content quality concerns, and discretionary spending sensitivity, but Disney's IP and potential for market consolidation offer a good safety-net.
Disney's DTC Could Be Worth $200 Billion, And That's Just One Piece
Disney's DTC segment is gaining traction, with growing subscribers and improving margins that could justify a $200B valuation by 2030. The rest of Disney's business, including parks and ESPN, remains profitable and holds value despite some slower growth. Conservative assumptions still show a 49% upside over five years, driven by earnings growth and potential multiple expansion.
Moncler: Transforming Into A Luxury Powerhouse
Moncler's strict scarcity and DTC focus drive high margins, brand prestige, and robust cash flow, outperforming many luxury peers. Q1 2025 results confirm the strategy: revenue up 1% at constant currency, with strong DTC growth offsetting deliberate wholesale cuts. Key risks include wholesale reductions, U.S. tariffs, and reliance on outerwear, but management is expanding into lighter apparel and new markets.
New ESPN DTC Streaming Service to Cost $30 a Month
Sports fans will have yet another new way to stream live games later this year, when ESPN launches its direct-to-consumer streaming service around $30 per month for an unlimited plan and $12 a month for a "select" tier.
Levi's Stock Gains Momentum With DTC Turnaround
Levi Strauss & Company's NYSE: LEVI shift to a direct-to-consumer (DTC)-first operating model comes at the right time—and looks like the right move for the company's future.
