With purchasing power decreasing a significant percent, has PRGS and PCGS risen an equivalent percent? If PRGS and PCGS has not risen, the financial performance of the parks is underperforming.
Forward looking statements in repect to Park attendance. With purchasing power falling 20% in the last 3 years, and continuing to decline, does $DIS foresee and state an expectation of a decline in attendance.
I am under presumption Bob's plan encompasses more than the parks (if not, Bob should br thrown our yesterday).
I bet there is some pretty substantial dead weight within $DIS that needs to go. Neither Nelson nor Bob would be doing their job if they didn't cut dead weight.
Only destruction if Peltz can convince a majority of board members. The only way Bob can keep Peltz at bay is to do his job is by keeping his promises.
It is the promise of buybacks and whether Bob will execute his plan of building, expansion, and proper sucession with or without Nelson holding his feet to the fire.
Based on Bob's history, will he execute the plan without someone holding him accountable?