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Introduction

Industry Analysis

Corporate Strategy

ISE 10 - Lucas Demaiziere, Parth Rao, Yibin Tang , Eugenio Tomasino and Cédric De Wulf

Table of content

1. Introduction - Eugenio Tomasino

2. KPI Analysis - Parth Rao

3. P.E.S.T.E.L. analysis - Lucas Demaiziere

4. Porter 5 forces - Yibin Tang

5. Porter Value Chain - Cédric De Wulf

6. SPACE Matrix - Eugenio Tomasino

TABLE OF CONTENTS

INTRODUCTION

Disney is an entertainment company operating all over the world in four business segments:

-Media Networks;

-Parks and Resorts;

-Studio Entertainment;

-Consumer Products & Interactive Media;

The Walt Disney Company was founded in 1923;

The headquarter is at the Walt Disney Studios in Burbank, California;

The company revenue in 2016: $55,632 millions.

EUGENIO TOMASINO

Revenues per business segment

Revenues in 2016 by segment

Source: 2016 Disney Annual Report

EUGENIO TOMASINO

MISSION

MISSION

"The mission of The Walt Disney Company is to be one of the world’s leading producers and providers of entertainment and information. Using our portfolio of brands to differentiate our content, services and consumer products, we seek to develop the most creative, innovative and profitable entertainment experiences and related products in the world"

Source: https://thewaltdisneycompany.com/about/

EUGENIO TOMASINO

KPI Analysis

KPI

ANALYSIS

Rao Parth

ROI

ROI Analysis

10.14%

8.91%

8.27%

8.46%

8%

16.50%

Rao Parth

ROI Analysis

  • Walt Disney is most profitable in the industry as they have the highest ROI 16%
  • Disney & Comcast almost have same EBIT but disney is twice as profitable as Comcast, because Disney have less assets than Comcast.
  • The reason being Comcast have a lot more Intangible Assets and it brings the ROI down.

Rao Parth

ROE

ROE Analysis

18.65%

36.80%

16.37%

17.84%

16.37%

21.30%

Rao Parth

ROE Analysis

  • Viacom is the leader in the industry with 36% ROE
  • Viacom has lower value of Equity than Disney.
  • Viacom is financed by higher level of Debt as evident in the Debt/ Equity ratio.
  • DE ratio Disney = 113%
  • DE Ratio Viacom = 426%

Rao Parth

ROA

ROA Analysis

Rao Parth

ROA Analysis

1.

The ROA of Walt Disney is excellent (10.42)% being in the media/entertainment industry.

2.

Competitive advantage in the industry?

  • The average of the cluster is at 6 % and the competitors as well.
  • Disney's management is allocating its resources better than its competitors.

3.

Disney > Comcast?

Disney has more Net Incom than Comcast

even though

Comcast has almost 2x assets than Disney.

Rao Parth

P.E.S.T.E.L

ANALYSIS

P.E.S.T.E.L

Lucas

POLITICAL

POLITICAL

Negative aspects:

• Censorship (China ban, 1978)

Positive aspects:

• Copyrights (M.Mouse supposed to expire in 1984)

• Subsidies (4BFrench Francs for Disneyland Paris)

Lucas

ECONOMICAL

ECONOMICAL

Positive aspects:

• Emerging markets (Disney Shanghai, 11M visitors)

Negative aspects:

• But slowing growth in these countries

• Exchange rates (2015, CNY -4% in 48h)

Lucas

SOCIO-CULTURAL AND TECHNOLOGICAL

SOCIO-CULTURAL AND TECHNOLOGICAL

Negative aspects:

• Piracy, illegal downloading and streaming

• Addblocking apps

Positive aspects:

• New opportunities:

- 3D, 2017: 1.3B$ income only for 3 movies

- e-sport, LCS broadcasting rights for 1.5B$, E-sport arena

Lucas

ENVIRONMENTAL

ENVIRONMENTAL

Negative aspects:

• The parks produce huge amounts of wastes (15kT/year)

Positive aspects:

• Increasing consideration of environment

• Lots of tools and measures from Disney (D.C.F, oriented contents, plans)

• Key figures:

- Gas emissions reduced by 37%

- 45% of total waste diverted

- Water conservation plans

Lucas

LEGISLATIVE

LEGISLATIVE

Negative aspects:

• Media antitrust enforcement in media industry

• Working law differences

Positive aspects:

• Tax optimization

• Disney parks allowed to use their own security system

Lucas

Porter's 5 forces

SUPPLIERS

INDUSTRY

COMPETITORS

SUBSTITUTES

POTENTIAL

ENTRANTS

PORTER'S5 FORCES

BUYERS

Yibin Tang

POTENTIAL

ENTRANTS

Threat of new entrants---LOW

Unique products

and Customer loyalty

1.

Need a lot of Physical facilities

2.

3.

Switching cost is high,($5.5 Billion) large scale, large place...

Require high technology and design

4.

Yibin Tang

SUPPLIERS

Bargaining power of suppliers---Moderate

Lots of suppliers

1.

Disney is the important customer (importance of volume)

2.

Switching cost is high, large scale, large place...

3.

Little bargaining space with some important suppliers

4.

Yibin Tang

BUYERS

Bergaining Power of Buyers---LOW

Brand identity, combination

and customer loyalty

1.

Differentiation with good quality

2.

Not price sensitivity

Huge amount of buyers

3.

No other good substitute

4.

Yibin Tang

SUBSTITUTES

Threat of substitutes---LOW

High customer loyalty (differentiation)

1.

High entrance barrier

2.

The Brand Combination

3.

Yibin Tang

INDUSTRY

COMPETITORS

Rivalry among competitors---HIGH

Competitor diversity ability is high

1.

Yibin Tang

CONCLUSION

Attractiveness---Moderate Score 4.2

Yibin Tang

PORTER VALUE CHAIN

Cédric De Wulf

Core Competencies

Core Competencies

Training

  • Disney University
  • Celebration City
  • Attitude > Aptitude
  • Incentive Reward Certificate
  • Employees = CAST
  • Chain of Excellence (From top to bottom

R&D

  • First: Storytelling
  • Now: Animate and Design
  • DTSS (Disney Technology Solutions & Services) & AI
  • Outsourcing (Globant)
  • Creativity + Innovations = Profits

Cédric De Wulf

Competitive Advantage

Competitive Advantage

Branding

  • Corporate Franchising & Licensing
  • 7th Most Valuable brand (Forbes)
  • Cross-functional marketing
  • Glocal strategy
  • Special event launches
  • ESPN = Best brand of its breed

Cédric De Wulf

Question?

Question?

What is the strategic posture of Walt Disney Company according to you and why?

Cédric De Wulf

Matrix diagram

SPACE

MATRIX

EUGENIO TOMASINO

SPACE Analysis Factors

SPACE Analysis Factors

EUGENIO TOMASINO

Strategic posture: Agressive

External situation: Attractive industry and moderate stable environment

Internal situation: Strong financial position and competitive advantage

Strategic posture: Agressive

Action evaluation: build new business (Ex. China market strategy) while protect the current position

EUGENIO TOMASINO

References

REFERENCES

P.E.S.T.E.L References

P.E.S.T.E.L References

Priceonomics. (2017). How Mickey Mouse Evades the Public Domain. [online] Available at: https://priceonomics.com/how-mickey-mouse-evades-the-public-domain/ [Accessed 19 Nov. 2017].

économique, A. (2017). POUR FAIRE PAYER TON EUROPARC, ONC' DISNEY TU ES LE ROI DESPICSOU. [online] LExpansion.com. Available at: https://lexpansion.lexpress.fr/actualite-economique/pour-faire-payer-ton-europarc-onc-disney-tu-es-le-roi-despicsou_1328714.html [Accessed 19 Nov. 2017].

The Walt Disney Company. (2017). Environment - Enviromental Impact, News, Conservation Fund - The Walt Disney Company. [online] Available at: https://thewaltdisneycompany.com/environment/ [Accessed 19 Nov. 2017].

Ditm-twdc-us.storage.googleapis.com. (2017). Cite a Website - Cite This For Me. [online] Available at: https://ditm-twdc-us.storage.googleapis.com/envirogoalsandtargets.pdf [Accessed 19 Nov. 2017].

leparisien.fr. (2017). Mickey génère 15 000 t d'ordures par an. [online] Available at: http://www.leparisien.fr/espace-premium/seine-et-marne-77/mickey-genere-15000-t-d-ordures-par-an-21-11-2013-3334609.php [Accessed 19 Nov. 2017].

Justice.gov. (2017). Antitrust Enforcement In The Entertainment And Media Industries. [online] Available at: https://www.justice.gov/atr/speech/antitrust-enforcement-entertainment-and-media-industries [Accessed 19 Nov. 2017].

Ft.com. (2017). Shanghai Disney welcomes 11m visitors in first year. [online] Available at: https://www.ft.com/content/702a44e8-53dd-11e7-9fed-c19e2700005f [Accessed 19 Nov. 2017].

AlloCiné. (2017). Bilan box-office US 2016 : l’incroyable année Disney. [online] Available at: http://www.allocine.fr/diaporamas/cinema/diaporama-18659054/ [Accessed 19 Nov. 2017].

The eSport Academy. (2017). L'eSport en France : retour sur les principales données chiffrées - The eSport Academy. [online] Available at: http://www.theesportacademy.com/lesport-france-retour-principales-donnees-chiffrees/ [Accessed 19 Nov. 2017].

Value Chain References

Value Chain References

  • Coldewey, D. (2017). This facial recognition system tracks how you’re enjoying a movie. [online] TechCrunch. Available at: https://techcrunch.com/2017/07/25/this-facial-recognition-system-tracks-how-youre-enjoying-a-movie/ [Accessed 19 Nov. 2017].
  • Tahiri, A. (2017). 1 Big Advantage That Walt Disney Has Over Its Competitors. [online] The Motley Fool. Available at: https://www.fool.com/investing/general/2014/01/27/1-big-advantage-that-walt-disney-has-over-its-comp.aspx [Accessed 19 Nov. 2017].
  • Slideshare.net. (2017). Walt Disney - An analysis of the strategic challenges. [online] Available at: https://www.slideshare.net/greg1510/walt-disney-an-analysis-of-the-strategic-challenges?next_slideshow=1 [Accessed 19 Nov. 2017].
  • Scribd. (2017). Walt Disney - Strategy Analysis The Walt Disney Company Entertainment Companies. [online] Available at: https://www.scribd.com/doc/63192944/Walt-Disney-Strategy-Analysis [Accessed 19 Nov. 2017Stock Analysis on Net. (2017). Walt Disney Co. (DIS) Profitability. [online] Available at: https://www.stock-analysis-on.net/NYSE/Company/Walt-Disney-Co/Ratios/Profitability [Accessed 20 Nov. 2017].

Porter'5 Forces references

Porter's 5 Forces references

Anon, (2017). [online] Available at: https://www-statista-com.proxy.grenoble-em.com/statistics/236168/attendance-at-the-walt-disney-world-hollywood-studios-florida-theme-park/ [Accessed 19 Nov. 2017].

Google.com.hk. (2017). stitch png - Google Search. [online] Available at: https://www.google.com.hk/search?q=stitch+png&safe=strict&tbm=isch&tbo=u&source=univ&sa=X&ved=0ahUKEwi6wqfJusvXAhUJfFAKHYqeBv4QsAQIKQ&biw=1366&bih=615 [Accessed 19 Nov. 2017].

International Business Times. (2017). Inside Shanghai Disneyland: How Walt Disney’s $5.5 Billion Theme Park Is Taking A Big Risk In China. [online] Available at: http://www.ibtimes.com/inside-shanghai-disneyland-how-walt-disneys-55-billion-theme-park-taking-big-risk-2382418 [Accessed 19 Nov. 2017].

SPACE Matrix

SPACE matrix

http://www.nasdaq.com/symbol/dis/stock-comparison

https://www.forbes.com/pictures/56c5e73ae4b062f6b59a0a29/no-9-nbc/#12be886c1434

The Wallt Group PDF case study

EUGENIO TOMASINO

KPI

Introduction

https://thewaltdisneycompany.com/about/

https://ditm-twdc-us.storage.googleapis.com/2016-Annual-Report.pdf

Markets.ft.com. (2017). Comcast Holdings Corp, CCZ:NYQ financials - FT.com. [online] Available at: https://markets.ft.com/data/equities/tearsheet/financials?s=CCZ:NYQ [Accessed 19 Nov. 2017].

Markets.ft.com. (2017). Time Warner Inc, TWX:NYQ financials - FT.com. [online] Available at: https://markets.ft.com/data/equities/tearsheet/financials?s=TWX:NYQ [Accessed 19 Nov. 2017].

Markets.ft.com. (2017). Viacom Inc, VIAB:NSQ financials - FT.com. [online] Available at: https://markets.ft.com/data/equities/tearsheet/financials?s=VIAB:NSQ [Accessed 19 Nov. 2017].

Markets.ft.com. (2017). Twenty-First Century Fox Inc, FOXA:NSQ financials - FT.com. [online] Available at: https://markets.ft.com/data/equities/tearsheet/financials?s=FOXA:NSQ [Accessed 19 Nov. 2017].

EUGENIO TOMASINO

Introduction

Introduction

https://thewaltdisneycompany.com/about/

https://ditm-twdc-us.storage.googleapis.com/2016-Annual-Report.pdf

EUGENIO TOMASINO

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