News Bob Iger is back! Chapek is out!!

[Trauma]

Luke and Leia were supposed to be true heroes in the sense of the great hero epics, like the Odyssey.



If Iger is going to repair Disney, he needs to focus on great storytelling, and skilled storytellers.

LOL.

This has about a 0 percent chance of happening.

If he was serious about that a lot more people would have been fired already.

 

[SpectreJordan]

I wouldn't really say that entirely.

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Of this list, Soul, Luca, and Turning Red were huge successes. I still see Turning Red memes from the twitter crowd, that amounts to a lot. It seems that the 3 misses: TS4, Onward, and Lightyear were just such huge on how they missed that they overshadow how well the hits turned out. What Pixar needs to work on is more original stories, less Toy Story sequels, and less stories that feel like they were churned out from a machine (Onward, Lightyear).

I know this post is pretty old now, but I wanted to add to this. I work at one of the resorts & I see kids with Mei Mei plushies/hats all the time. It's definitely a hit with kids; in 10 years we're going to be seeing this young generation tout Turning Red as a classic. I thought it was a nice little movie personally, I didn't love it though.

I also see a decent amount of Lightyear merch too but not as much as Turning Red.

 

[lazyboy97o]

Yeah, people seem to think Florida government was excited about the EPCOT project.

They really weren't.

Walt agreed to top pigs with pigs (Disneyland east) so that he could get what he wanted for EPCOT.

They were happy to give him Reedy Creek to get the only other Disney theme park in the world, located in sunny Florida.

It was not just about giving Disney what they wanted. It created a situation in which Disney financed a scale of development work that the counties absolutely could not handle. Florida as a state didn’t start requiring localities to adopt a building code until after Walt Disney World opened, and one of the codes they could adopt was the EPCOT Building Code. Reedy Creek Improvement District gave Disney control of things that Florida didn’t really care too much about controlling and even today does not care too much about controlling (and that includes private control of nuclear power plants). The area the state did become concerned with (water management) is one we all know the state controls because we see the permit applications on the South Florida Water Management District website.

 

[Sirwalterraleigh]

Lol. Michael wants this thing back on track with his 14+ million shares of stock vested in that share price.

Very charitable…he’s practically UNICEF

 

[montyz81]

LOL.

This has about a 0 percent chance of happening.

If he was serious about that a lot more people would have been fired already.

His two-year contract is still young.

 

[zombiebbq]

Shout out to @lentesta for his guest opinion Essay for the NY Times. Great read Len!

 

[Sirwalterraleigh]

Then why wouldn't Disney be dancing in the streets about this?

(I'm not talking about some automatic trigger, I'm talking about new legislation that would make the counties whole.)

Wdw won’t rub effectively under typically incompetent local Florida dominion. It’s only there because of the RCID dispensation.

And Florida needs to ST!U…half of that under-equipped state was built due to 50 years of tourist draw to the I-4 corridor

The truth should have this day (and every day)

 

[Trauma]

His two-year contract is still young.

Sure but some of his town hall comments should be alarming to shareholders.

 

[Laketravis]

You mad, bro?

LOL! Naw.

 

[GimpYancIent]

LOL.

This has about a 0 percent chance of happening.

If he was serious about that a lot more people would have been fired already.

Patience. Not a good look for the returning CEO to have immediately upon retaking the reigns and during the Holiday Season. 1st Qtr 2023 will be the time frame for the air to clear.

 

[Dranth]

Sure but some of his town hall comments should be alarming to shareholders.

Like?

 

[Trauma]

Like?

His comments can be found online if you would like to read them.

 

[Sirwalterraleigh]

I get it that Disney is a week long vacation and other parks are 2 days max. Blah, blah, blah. I disagree with the whole rhetoric of "selling ride access to people that already bought a rise all day ticket" nonsense. I'm sorry but from day 1 waiting in lines has always been a part of going to ANY PARK in the world.

When I hear these comments I always wonder how do any of manage at other parks when skip the line passes cost more then you ticket?

You can disagree…but you’d be wrong.

Genie is a virtual queue…not a line skip. As Lazy rightly pointed out 1 billion times…

If it were a line skip as uni’s express pass is…then it would be a different product. What you’re buying at wdw is a set aside slot in the queue…not the freedom to jump on hagrids at a whim instead of going to the bathroom up the road. That is freedom and autonomy and has value.

Wdw eliminated tickets and started doing ride all day in the 80’s. So you have paid for access to the rides…but due to lack of proper reinvestment…by ROBERT A IGER…your paid park ticket allows much less than it was intended to do when the attraction capacity was flexible and not overtaxed all day, every day.

And here we are.

You’ll have to suffer “the nonsense”

 

[Sirwalterraleigh]

His comments can be found online if you would like to read them.

…it’s not nice not to share

 

[Dranth]

His comments can be found online if you would like to read them.

I've read them. Not a one seems to be problematic from a stock point of view.

 

[Trauma]

I've read them. Not a one seems to be problematic from a stock point of view.

Well if that’s your assessment then by all means BUY BUY BUY!!

 

[Sirwalterraleigh]

LOL.

This has about a 0 percent chance of happening.

If he was serious about that a lot more people would have been fired already.

There is an extremely solid chance of both park execs and studio bigwigs being “escorted off property”

The deal here is Disney can’t sell “potential” to artificially speculate its stock price for cash return…frankly, the last 5 years have been really bad and they have no smoke to go with their mirrors now.

So they need to make moves to “increase the potential”

The good thing - for we the fans - is that’s only gonna be through investment and creative juice influx.

Both bobs tried “just charge more”…and it obviously isn’t working. They see much worse news coming or they wouldn’t have made this move. It’s damage control.

I think the house of cards in the dwarf building collapsed and they’re trying to keep it as quiet as possible.

More to follow

 

[Trauma]

There is an extremely solid chance of both park execs and studio bigwigs being “escorted off property”

The deal here is Disney can’t sell “potential” to artificially speculate its stock price for cash return…frankly, the last 5 years have been really bad and they have no smoke to go with their mirrors now.

So they need to make moves to “increase the potential”

The good thing - for we the fans - is that’s only gonna be through investment and creative juice influx.

Both bobs tried “just charge more”…and it obviously isn’t working. They see much worse news coming or they wouldn’t have made this move. It’s damage control.

I think the house of cards in the dwarf building collapsed and they’re trying to keep it as quiet as possible.

More to follow

Well I agree with you here, but the parks are far from
the only problem.

I would love to hear your thoughts on changes that might come to the movie studios and D+.

 

[SpectreJordan]

I agree. Strange World will flop hard as the marketing has been abysmal, and it looks average at best.

It's the next Frozen II or Ralph Breaks the Internet in terms of quality, as I don't think it will be great like Zootopia or Wreck-it-Ralph.

Original films typically need to be great to draw an audience although I disagree with you that Turning Red was awful; I thought it was definitely above average, but given the better Encanto did mediocre in theaters, I doubt it could have topped $200M. That being said, double-dipping still is a better financial move than leaving money on the table.

Disney needs quality, not quantity. That's the fundamental problem right now. Andor is ironically the best thing to come out of the company all year.

Encanto's box office got screwed over by everyone realizing it'd be on D+ shortly. Disney needs to make sure their animated movies don't hit D+ shortly after release or they're going to keep performing poorly. Families are clearly waiting it out. I'd say a 5 month minimum is needed before they hit D+.

I also thought the marketing for it wasn't too interesting, which is a shame since it was a good movie. Disney needs to do some restructuring of the animation department's marketing teams.

 

[roj2323]

Encanto's box office got screwed over by everyone realizing it'd be on D+ shortly. Disney needs to make sure their animated movies don't hit D+ shortly after release or they're going to keep performing poorly. Families are clearly waiting it out. I'd say a 5 month minimum is needed before they hit D+.

I also thought the marketing for it wasn't too interesting, which is a shame since it was a good movie. Disney needs to do some restructuring of the animation department's marketing teams.

The problem is every parent realizes it's much easier to deal with the kids when it's at home. Taking kids, especially multiple kids to a movie theater is a huge PITA.

Long term I can see the traditional movie theater model dying all together as there's really no real advantage to the big screen model other than it being a big screen and Large format TV's are only getting more affordable.