The Walt Disney Company announced significant organizational changes during its Q3 2026 earnings call. The company plans to move its Consumer Products Division from Disney Experiences to Disney Entertainment, placing it under the Studios umbrella. This strategic shift aims to align merchandise operations more closely with creative and business teams responsible for content development. Lisa Baldzicki will continue serving as President of Disney Consumer Products during this transition period. As the world’s top licensor, the division currently outperforms its nearest competitor by nearly three to one. The restructuring is expected to complete within a few months as Disney implements this new operational model.
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