- Disney teams up with Formula 1 to launch Mickey & Friends campaign in 2026, tapping into F1’s 820M global fanbase
- F1 targets younger fans as Disney rides 12-month stock surge, driven by streaming and theme park momentum
- A new wave of value and momentum stocks could be setting up for major moves—and Tim Melvin will name them live this Wednesday. Secure access here.
Formula 1 and Walt Disney Co DIS announced on Tuesday a new collaboration with Mickey & Friends that will begin in 2026.
Formula 1 chief commercial officer Emily Prazer said the arrangement fits perfectly with its strategy to step outside the world of sport and into a broader consumer market. In return, it introduced Disney to its 820 million fans worldwide.
Also Read: Disney’s Streaming Gains, Park Strength, Cash Flow Drive Analyst Optimism
In recent years, Formula 1 has seen a massive surge in growth with younger fans. Data shows that over four million children aged 8-12 actively follow the sport across the EU and US, while 54% of followers on TikTok and 40% on Instagram are now under 25 years old.
Walt Disney stock surged over 9% in the last 12 months.
Walt Disney reported fiscal second-quarter revenue growth of 7% to $23.62 billion, beating the analyst consensus of $23.14 billion driven by its Entertainment and Experiences businesses. Adjusted EPS of $1.45 beat the analyst consensus of $1.20.
Entertainment revenue, including traditional TV networks, direct-to-consumer streaming and films, increased by 9% to $10.68 billion.
Sports revenue (mostly comprised of ESPN) rose 5% to $4.53 billion. Experiences revenue (including Disney’s theme parks and consumer products) climbed 6% to $8.89 billion.
For fiscal 2025, Disney projected an adjusted EPS of $5.75, an increase of 16% versus a $5.44 analyst estimate.
The company reiterated double-digit operating income growth for the Entertainment segment in fiscal 2025. Disney maintained its Experience segment to see operating income growth of 6%- 8% in fiscal 2025. The company expects its Sports segment to grow 13% in fiscal 2025.
CEO Bob Iger has said he remains optimistic about the company’s direction and outlook for the remainder of the fiscal year.
Price Actions: DIS stock is down 0.34% at $112.28 premarket at the last check on Tuesday.
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