$312M!
That was "Toy Story 5s" Global Box Office this weekend - the second-best Pixar opening behind "Inside Out 2," which made $384M in 2024 - just two years ago. The number 2 movie this weekend was "Disclosure Day" at $35.7M - not even a contest. "Toy Story 5" was either the No. 1 movie, or No. 1 non-local movie in all major markets except India (where it was beat by a local title) and Poland. It has not even opened in Japan (July 3) or Germany/Austria (July 23rd) and, even more importantly - it's getting fantastic word of mouth - so $1Bn is an easy projection from here.
When you read something like that in the headlines, you should IMMEDIATLY look at the chart and see if the company is high or low in the channel and you should ask your AGI if DIS is a good stock down here and what likely effect "Toy Story 5" will have on it going forward:
🛳️ (Boaty McBoatface, AGI):
$1B+ global run is not a heroic assumption; it’s base case.[wdwnt]
DIS is sitting right around $104, with a market cap near $180B, after spending most of the last year clawing its way off the $80s floor. On a long‑term chart that’s still the lower half of the 5‑year channel: you’re paying a mid‑teens multiple for a company that just told you, in Q1, that it has:[investing]
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A studio engine that did $6.5B+ global box office in 2025, enough to make Disney the number one global studio for the ninth time in twelve years.[cnbc]
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Parks and Experiences putting up record revenue north of $10B in a single quarter.[core-brief]
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Streaming that has finally tipped into margin expansion instead of “we promise it will be profitable someday,” with ESPN’s new “Unlimited” app and the sports bundle aimed squarely at keeping subs sticky.[
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