DIS · News · 20260805N

Consumer Products Restructuring

Walt Disney Co · 2026-08-05 · Importance 31 · Surprise 42

Disney plans to move most of its Consumer Products business from Disney Experiences to Disney Entertainment Studios beginning in October 2026. The reorganization is intended to align merchandise development more closely with creative and intellectual-property teams. Lisa Baldzicki will remain president of Disney Consumer Products during the transition. The division generated approximately $63 billion in retail sales in 2025, although the digest does not report a restructuring charge, headcount reduction, or facility exit.

Key facts

• Disney said it will shift most of its Consumer Products business from Disney Experiences to Disney Entertainment Studios starting in October. source
• Disney Consumer Products licensed IP generated $63 billion in retail sales in 2025, according to the Disney Food Blog item. source
• Lisa Baldzicki will continue as President of Disney Consumer Products during the transition of the division to Disney Entertainment. source