Disney (NYSE:DIS) and Etsy (NASDAQ:ETSY) may be polar opposites in the consumer world.
Disney is a corporate behemoth, known for its box-office blockbusters, global theme parks, and generations-old intellectual property like Marvel, Star Wars, and the animated characters that make up the core of the Disney brand. Etsy, on the other hand, is the digital equivalent of a flea market, a massive bazaar made up of independent sellers around the world, hawking everything from jewelry to clothing to greeting cards and more.
Both stocks have been winners in recent years, though Etsy has delivered skyrocketing returns thanks to tailwinds from the pandemic, which have sparked a boom in e-commerce. Etsy may have been the winner recently, but which stock is the better buy going forward? Let’s take a look at what each one has to offer.
A new Disney
Over the last year, Disney (NYSE:DIS) has changed dramatically. Following the blowout success of Disney+, which now has close to 100 million subscribers, the company has restructured the business to prioritize streaming, feeding new content from Star Wars, Marvel, Disney, and Pixar to Disney+ and separating its creative and distribution teams to ensure that there aren’t any channel conflicts…