Great article about a company I really admire! Disney is obviously huge company but you were able to lay out their basic business model really well. I was also surprised to hear how integrated and dependent the different business units are for such a large company.
It would be interesting to hear your thoughts on the future of Disney’s organic vs. inorganic (acquisitions) content generation. I’ve always felt the inorganic model is quite a bit riskier. However given the size of Disney size and its incredible amount of diversified content, perhaps they’re able to make these annual bets on outside ideas without betting the farm yet still being able to realize homeruns.
Thanks for the interesting post and detailed discussion on the benefits of a vertically integrated model. I’d be interested to hear what their competitors are doing and why no one else has moved into or been as successful in the “affordable luxury” jewelry segment. Perhaps it’s their continual design process and the unique charms that build on each other and more or less forces customers to keep buying PANDORA for their jewelry?
Thanks for the interesting post. I’d also be interested in your thoughts on Best Buy and how they’ve been able to survive vs. RadioShack. They both have similar business models that seemed destined to fail to Amazon and WalMart but Best Buy was able to make some changes to keep it alive – shutting underperforming stores, partnering with certain suppliers (Samsung), price matching, etc… Was RadioShack simply too slow or set in their ways to make these changes?