Which Streaming Stock Would Hold Up Better in a Recession: Netflix or Walt Disney?

In a potential recession, Netflix would likely outperform Disney due to its pure-play streaming model. While streaming services are generally resilient during downturns as low-cost leisure activities, Disney's highly profitable experiences segment (theme parks and cruises) would face significant pressure as consumers cut discretionary spending. Both companies have ad-supported tiers that could see slower growth if advertising budgets contract.