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The discussion suggests Disney may be planning to consolidate its various streaming platforms, including Hulu and ESPN, into a single Disney+ offering. This could simplify the customer experience, but raises questions about the value proposition and pricing strategy. There are concerns that Disney+ may become too expensive, pricing out casual viewers in favor of a smaller base of dedicated fans.
Concerns about Price Elasticity
The panelists express doubts about Disney's ability to continue raising prices without losing customers, particularly for Disney+ and the theme parks. They question how much "price elasticity" Disney has before consumers reach their breaking point and refuse to pay the ever-increasing costs.