Jim Cramer Says “Even Disney Seems to Anticipate a Near-Term Soft Spot”

The Walt Disney Company (NYSE:DIS) is one of the stocks Jim Cramer discussed recently. Cramer discussed the company’s earnings and the following market reaction, as he stated:

“Over the past few weeks, it looks like the experiential economy ain’t what it used to be… Finally, for one last example, well, you know what we sold today? We sold Disney. And that’s a stock that I, and I’m going to put this in, sadly own for my Charitable Trust. Disney tumbled nearly 8% today in response to the company’s latest quarter, which they reported before the open. As we told investing club members, we think that’s a pretty extreme reaction to what was overall a decent set of numbers. Disney posted a top-line miss and a bottom-line beat with solid guidance for this year ahead.

But this certainly wasn’t a great quarter by any stretch of imagination. And those who think it is… You gotta be a little more circumspect. While most of the weakness was on the media side of things, their domestic experience business also came up short, that’s parks and cruises. For the year ahead, Disney’s fiscal 2026, management said they expect the experiences division to put up operating income growth in the high single digits, but they also said that it would be ‘weighted to the second half of the year.’ So even Disney seems to anticipate a near-term soft spot.”

Stock market reports printed on a sheet of paper. Photo by RDNE Stock Project on Pexels

The Walt Disney Company (NYSE:DIS) creates and distributes film, television, and streaming content under its major studios and networks. The company also operates theme parks, resorts, live entertainment, merchandise, and licensing of its intellectual property. Some of its major studios and networks include Disney, Marvel, Pixar, Lucasfilm, and ESPN.

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Disclosure: None. This article is originally published at Insider Monkey.