Film studios and consumer products
Toy Story 5 passed $1B at the box office, while Moana and Mandalorian and Grogu fell short of box-office expectations.
The numbers
What it is
Disney's film studios (Pixar, Marvel, Lucasfilm and Walt Disney Pictures) and its consumer products business, which sells merchandise based on its characters. Film revenue depends on box office, home entertainment and licensing.
Why it matters to the stock. Franchise hits feed the parks, streaming and merchandise together. Management blamed a Moana box-office shortfall and a softer ad market for a weaker expected Entertainment result in fiscal Q4 2026.
News
Disney raises fiscal 2026 buyback target to at least $9B from $8B
Disney raised its fiscal 2026 share repurchase target to at least $9B, up from at least $8B.
Toy Story 5 opens to about $160M domestic and $312M global, a franchise record
Pixar's Toy Story 5 opened over the June 19 to 21, 2026 weekend with about $160 million domestically from 4,425 locations, and $312 million worldwide.
Star Wars: The Mandalorian and Grogu opens to about $100M domestic over Memorial Day
The Mandalorian and Grogu, a Lucasfilm release, opened to about $100 million domestically over the four-day Memorial Day weekend and about $163 million worldwide.
The Devil Wears Prada 2 opens with $33M on opening day, tracking near $80M
The Devil Wears Prada 2, released by 20th Century Studios, took in $33 million on its opening day, including $10 million from previews, from about 4,150 locations.
Pixar's original animated film Hoppers opens to $45.3M
Pixar's original animated film Hoppers opened to $45.3 million in its first weekend in early March 2026 and posted a strong second weekend of about $28 million.