issue with Disney

is that movie production is becoming less and less costly with AI aided production. Adobe, for example, can easily enter movie production industry with a good story. Another threat is video game playing that consumes a lot of kid's time. Oculas 3D movie is thw direction. There could be a new 3D movie company coming up soon. Disney could use its old strategy of acquiring them, but there will be competing offers from Amazon, Goog and facebook.

I think you are right about their Disney park. They sell emotions and experiences, not product.