Six Flags Bets on Travis Kelce as Disney Faces a Cable Crisis

Six Flags will attempt to leverage Travis Kelce’s 9% investment into a full branding partnership, leaning into ‘the new world.’ Meanwhile, Disney’s stock dipped 7% after its latest earnings show cable is collapsing faster than expected. Streaming and the parks remain its lifeboat, with both those sectors performing well, underscoring that the company’s future lies in IP that monetizes across screens and physical spaces. Finally, Herschend struck a deal to acquire Silverwood Theme Park. Philip and Scott unpack what these moves say about where the industry is heading—fewer ads, smaller screens, bigger personalities, and more mission-driven ownership. Listen to weekly BONUS episodes on our Patreon.