From Theme Park Insider. I would watch the attendance at Disney theme parks. Between a strong and threats of boycotts due to US immigration policies - - it might be a good globalized US brand to keep an eye on.
The Walt Disney Company confirmed that attendance at its US theme parks was down 4 percent in the three month period ending July 2, compared with the same period one year ago. Despite the attendance drop, theme park revenue increased 6 percent, to $4.3 billion, and operating income was up 8 percent, to $994 million, according to the company's most recent earnings report.