Possible scenario
Churn Accelerates
25% Chance
The repeated price increases start to test consumer tolerance, especially among households that already subscribe to Netflix, Hulu, Max or Amazon Prime Video. Disney's pricing power is questioned if cancellations are visible before the next earnings update.
Secondary impacts
- Consumer Services -0.2%
Tickers
- DIS-3.3%
- NFLX+0.5%
- AMZN+0.2%
Portfolio impact
S&P 500-0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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