Disney investors face some significant red flags: The company has a heavy long-term debt load and could suffer in an inflation-induced recession. U.S. Consumer Price Index YoY data by YCharts If folks have to pay more for necessities, it will leave them with fewer dollars to spend on Disney's products and services, a red flag, to be sure. The Walt Disney Company (NYSE: DIS) has had a rough couple of years since the pandemic began.