The Walt Disney Company announced a significant restructuring of its Consumer Products division, with operations moving from Disney Experiences to Disney Entertainment Studios starting in October. This organizational change aims to create better cohesion across the entire Disney ecosystem and strengthen the connection between consumer products and creative teams behind content. The joint memo from both chairmen emphasizes that this evolution reflects how these businesses currently operate today. With approximately two months until the merger, no details have been publicly released regarding the process or potential workforce reductions. Disney Consumer Products licenses intellectual property to major merchandising partners like LEGO, Target, and Old Navy, generating substantial retail sales globally. The division generated $63 billion in retail sales in 2025, making it the highest-earning licensor worldwide according to available data.
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