Welcome back to The Daily Courant, your afternoon menu of Puck’s best new reporting.

First up today, Julia Alexander breaks down the role that Disney+ and Hulu cancellations played in the resolution of l’affaire Kimmel, with the churn rate rising nearly sixfold in the five days after the host was temporarily shelved. As Julia notes, Disney banks on NFL games, tentpole I.P., Hulu fare, and FX dramas to keep the ecosystem sticky enough to suppress the occasional mass cancellation event. But the question is how quickly it can win customers back before advertisers start to get spooked…

Plus, below the fold: Lauren Sherman weighs in on the most pressing plotlines coming out of Milan Fashion Week, from Demna’s Gucci debut to Dario Vitale’s fresh spin at Versace. Abby Livingston rings up political analyst Jessica Taylor to discuss what off-cycle elections in Virginia and New Jersey could portend for the midterms. And John Ourand chats with analyst Michael Nathanson about the battle between legacy media companies and tech behemoths over sports rights.

Meanwhile, on the pods: Lauren is joined by The New York Times’s Jacob Gallagher on Fashion People to review Milan Fashion Week and what lies ahead in Paris. On The Town, Matt Belloni and Lucas Shaw debate whether One Battle After Another was a flop or a hit. On The Grill Room, Dylan Byers and Skift’s Rafat Ali discuss his $25 million “Bloomberg of travel.” And on The Powers That Be, Peter Hamby and Julia Ioffe chart the ripple effects from Trump’s theatrical U.N. appearance.

HOLLYWOOD

Beyond the shabby politics and Hollywood outrage, Disney’s decision to reinstate its late-night host was also evidence that “churn events” matter more than ever.

FASHION

News and notes on the plots, whispers, key players, and dramatic twists during fashion week in Milan.

WASHINGTON

Political soothsayers see diverging polling in Virginia and New Jersey, the two off-cycle states that Democrats are watching for signs of electoral life heading into the midterms. Jessica Taylor, the peerless Cook Political Report analyst, surveys the shifting 2026 map—and explains how this week’s shutdown blame game could play out in November.

SPORTS

Super-analyst Michael Nathanson offers a candid view of the sports rights dialectic taking place between the legacy media companies, who need these games more than ever, and the hyperscalers with all the money in the universe.

FASHION

Lauren and New York Times reporter Jacob Gallagher reflect on the Milan Fashion Week that was, including debuts at Gucci, Jil Sander, Versace, and Bottega Veneta. They also preview a bit of what’s to come at Paris Fashion Week (mostly Dior and Chanel), and discuss why sneakers are suddenly deeply uncool. Lauren also went to the new exhibit Virgil Abloh: The Codes at the Grand Palais.

HOLLYWOOD

Matt is joined by Bloomberg’s Lucas Shaw to discuss the weekend box office performance of One Battle After Another: Was the film a flop or a hit? With Warner Bros.’ film slate done for the year, Matt and Lucas discuss the studio’s performance and how it could affect chiefs Michael De Luca and Pam Abdy, as well as the studio as a whole, amid a potential sale to David Ellison. They also discuss President Trump’s renewed threats of imposing tariffs on films made outside the United States.

MEDIA

Rafat Ali, founder of Skift, joins Dylan to chart the rise of his B2B media empire—which he’s dubbed “the Bloomberg of travel.” Ali breaks down how Skift has evolved to generate upward of $25 million in revenue with 20 percent profit margins, the secret sauce of hyper-targeted B2B media, the broader challenges and opportunities within a media industry still chasing scale at all costs, and much more.

WASHINGTON

Julia Ioffe joins Peter to unpack Donald Trump’s theatrical visit to the United Nations, where he mocked the organization’s very existence and took an unusually sharp tone against Russia. Julia breaks down Trump’s pivot on Vladimir Putin before turning to explain how the State Department has been strong-armed into executing Trump’s aggressive deportation crusade.

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