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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

• Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, on Walt Disney raising prices on several of its streaming subscriptions, with users being notified as early as Wednesday, according to people familiar with the matter.
• Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, on Royal Caribbean Cruises agreeing to buy a 50% stake in Sandals Resorts International for about $3 billion, a deal that will give the cruise operator access to its all-inclusive resorts across the Caribbean.
• Emily Cohn, Bloomberg Consumer Team Leader, on General Mills leaning into new products higher in protein and fiber as the company works to restore sales growth after a wave of earlier price cuts.