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Introduction
Industry Analysis
Corporate Strategy
ISE 10 - Lucas Demaiziere, Parth Rao, Yibin Tang , Eugenio Tomasino and Cédric De Wulf
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
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: $55,632 millions.
EUGENIO TOMASINO
Revenues in 2016 by segment
Source: 2016 Disney Annual Report
EUGENIO TOMASINO
MISSION
"The mission of The Walt Disney Company is to be one of the world’s leading producers and providers of entertainment and information. Using our portfolio of brands to differentiate our content, services and consumer products, we seek to develop the most creative, innovative and profitable entertainment experiences and related products in the world"
Source: https://thewaltdisneycompany.com/about/
EUGENIO TOMASINO
ROI Analysis
10.14%
8.91%
8.27%
8.46%
8%
16.50%
18.65%
36.80%
16.37%
17.84%
16.37%
21.30%
The ROA of Walt Disney is excellent (10.42)% being in the media/entertainment industry.
Competitive advantage in the industry?
Disney > Comcast?
Disney has more Net Incom than Comcast
even though
Comcast has almost 2x assets than Disney.
Lucas
POLITICAL
Negative aspects:
• Censorship (China ban, 1978)
Positive aspects:
• Copyrights (M.Mouse supposed to expire in 1984)
• Subsidies (4BFrench Francs for Disneyland Paris)
Lucas
ECONOMICAL
Positive aspects:
• Emerging markets (Disney Shanghai, 11M visitors)
Negative aspects:
• But slowing growth in these countries
• Exchange rates (2015, CNY -4% in 48h)
Lucas
SOCIO-CULTURAL AND TECHNOLOGICAL
Negative aspects:
• Piracy, illegal downloading and streaming
• Addblocking apps
Positive aspects:
• New opportunities:
- 3D, 2017: 1.3B$ income only for 3 movies
- e-sport, LCS broadcasting rights for 1.5B$, E-sport arena
Lucas
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
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
SUPPLIERS
INDUSTRY
COMPETITORS
SUBSTITUTES
POTENTIAL
ENTRANTS
BUYERS
Yibin Tang
Unique products
and Customer loyalty
Need a lot of Physical facilities
Switching cost is high,($5.5 Billion) large scale, large place...
Require high technology and design
Yibin Tang
Lots of suppliers
Disney is the important customer (importance of volume)
Switching cost is high, large scale, large place...
Little bargaining space with some important suppliers
Yibin Tang
Brand identity, combination
and customer loyalty
Differentiation with good quality
Not price sensitivity
Huge amount of buyers
No other good substitute
Yibin Tang
High customer loyalty (differentiation)
High entrance barrier
The Brand Combination
Yibin Tang
Competitor diversity ability is high
Yibin Tang
Yibin Tang
Cédric De Wulf
Training
R&D
Cédric De Wulf
Branding
Cédric De Wulf
What is the strategic posture of Walt Disney Company according to you and why?
Cédric De Wulf
EUGENIO TOMASINO
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
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].
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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].
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].
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
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
https://thewaltdisneycompany.com/about/
https://ditm-twdc-us.storage.googleapis.com/2016-Annual-Report.pdf
EUGENIO TOMASINO