Episode 111: Disney Consumer Products Moves Under Studios
Disney is moving its Consumer Products division — the world's largest licensor with $63 billion in retail sales in 2025 — from the Experiences segment into Disney Entertainment, sitting under Studios, effective October 2026. The announcement, timed one day before Disney's Q3 earnings report, is the second major division shift from the Experiences portfolio to Entertainment this year, following the Games and Digital Entertainment move in March. For agents, producers, and executives working in franchise IP, the structural realignment has direct implications for how licensing, development, and…
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