The obvious choice is Disney. They’ll make money off the movie, licensing and the parks. This is more of a long tail play for DIS, since the immediate earnings won’t really move the needle. Long term, however, the new Star Wars movies will be extremely lucrative.
Both MAT and HAS have deals in place to market Star Wars related merchandise. Hasbro has the better deal in place; but MAT could use some earnings help, after seeing it stock nearly cut in half the past few years.
The theatres will crush it off ticket sales, namely RGC, AMC and IMAX. A smaller capped theatre company is CKEC, who will also benefit from the bonanza.
EA has an exclusive 10 yr deal with DIS to create games. I bet you didn’t know that. Now you do.
Last but not least is JAKK. They’re a small toy company with a big deal to make small, 18-36 inch, Star Wars figurines. If JAKK is able to execute on this opportunity, the stock could be ripe for a move higher.
All in all, it was a great movie, brilliantly executed.
If you enjoy the content at iBankCoin, please follow us on Twitter
Long DIS, added more on Friday’s pullback.
Long DIS as well. Although Rich Greenfield is a pretty smart guy.
Fly I didn’t think you would have the patience to put up with the crowds.
There wasn’t a crowd where I live.
there likely wasn’t a crowd anywhere post-premiere. i saw it the next night at 9pm, walked up 5 minutes before start time and got comfortable seats next to no one.
friend that owns a bunch of theaters said they just made a ton of room for showings. it’s still breaking record numbers.
KYLO RIN NEEDS TO STOP LISTENING TO DASHBOARD CONFESSIONAL
I’m not living in fear, I just don’t go down to the picture shows too often. But I’m wondering what was security like for opening weekend?
I still have to catch it, waiting for an off time at one of the smaller theaters near me to go see it without feeling packed in like a pleb.
I did catch Sherlock finally, I enjoyed it.
The obvious choice is actually to sell Disney. This will forever be known as the Star Wars top.
I wouldn’t count on the theatres making a lot off of this. Most studio contracts with the theatres give the bulk of the take to the studios for the first few weeks (especially with big blockbusters like this). The theatres’ take doesn’t increase until weeks after the premiere, so they need a movie to have legs to really make a killing.