News Josh D’Amaro Named Next CEO of The Walt Disney Company

[jpinkc]

If they wanted to shake things up, make Joe Rhode, Tony Baxter, this will set people off hell John Lasseter (yes the hugging bandit), with someone like Frank Wells or Roy O Disney. Proof is in the pudding that seems to be when Disney gets it more right than wrong. To me at least. Maybe then we will see creative growth again. I like some IP attractions but the original stuff just hits for longer to me. Maybe I am a Moron.

 

[Serpico Jones]

 

[Sirwalterraleigh]

Yeah I suppose that's nothing more than wishful thinking based on a few elements I can't ignore - I mean, if I were CEO (which for obvious reasons I'm not) I'd be considering these things:

WDW is the flagship

It is their primary cash cow as it stands now…diluting the return with underutilized resources won’t help that

WDW has more available land to develop and existing infrastructure to tap

True…but it’s irrelevant because they don’t have new customer demand to move the needle at all.

WDW can draw from cruise crowd

Dcl is still dinky in the grand scheme of things. It will never support a park and the overhead

WDW isn't taking visitors hostage at MCO

The data (it came up on another thread) actually supports the opposite. More people fly into Florida every year and LESS of a share end up on I-4

WDW could revitalize several attractive perks at minimal cost, some at substantial cost

They’re in a feedback loop from cuts. We can blame chapek…but they did nothing to reverse that trend the last 3 years

WDW could easily establish a restore-value path

It would require spending to increase the offerings and basically freezing prices for about 5 years to let the world catch up.

Think that will play?

I've already got $60B that could be re-alocated with the possibility of obtaining even more but I need additional ROI to the tune of billions a year to justify that - thus the need to "go big"

It seems to make sense. Think it’ll happen?

I mentioned a 5th and maybe even a 6th gate at WDW. But I also mentioned a third park - as in a new, possibly mid-America theme park similar to but on a larger scale than Uni's current Frisco project - which in of itself is a stab at WDW's toddler market.

That will be park cannibalization. Which is why they won’t build any in wdw. I think Comcast will likely learn that lesson and be done as well.

The profits are in theme parks and cruise ships. Start a theme park war and build more ships that float out of Orlando, take prisoners tourists hostage at MCO, contain them within the parks and cruises, return them safely to MCO.

There has to be more people with the money to buy it. The economic data predicts there Will be less…not more.

(Offered from the perspective of someone who took an Uber straight to Universal and didn't spend a dime at WDW the last three times I was in Orlando).

And that is telling

 

[Laketravis]

It is their primary cash cow as it stands now…diluting the return with underutilized resources won’t help that....

And I would see that as the single largest issue - the demand curve is headed in the wrong direction.

Need to create new reasons to drink milk.

 

[Sirwalterraleigh]

Correct…and if your money comes from parks only…guess what the move will be?

 

[Serpico Jones]

 

[Sirwalterraleigh]

And I would see that as the single largest issue - the demand curve is headed in the wrong direction.

Need to create new reasons to drink milk.

…a lil cocaine in there might do it

 

[jpinkc]

The NEW Disney Dark Age begins.............. I hope the Parks can still float the boat.

 

[Laketravis]

That's exactly the kind of perception that spins out of control..........and is extremely difficult to reverse.

If not impossible.

 

[HauntedPirate]

Correct…and if your money comes from parks only…guess what the move will be?

 

[Serpico Jones]

YouTube, TikTok and Netflix are putting Hollywood out of business.

 

[Sirwalterraleigh]

The NEW Disney Dark Age begins.............. I hope the Parks can still float the boat.

We’ve been in it for about 9 years…

The reality the management at the top misread their market basically across the board.

What’s left in good shape? Not much

And the delightful history of forums tells us that Bobby will be TRASHED for it for the next umpteen years now after being defended as it unfolded by the same people.

Here we go

 

[Sirwalterraleigh]

YouTube, TikTok and Netflix are putting Hollywood out of business.

They certainly are not making $50 a month sub fees with ads appear to be “attractive”…which all the streaming champions don’t seem to get

 

[Sirwalterraleigh]

A dance at a political rally?

 

[Sirwalterraleigh]

That's exactly the kind of perception that spins out of control..........and is extremely difficult to reverse.

If not impossible.

Indeed

 

[denyuntilcaught]

The NEW Disney Dark Age begins.............. I hope the Parks can still float the boat.

A bit dramatic, IMO.

I'm happy with the Josh pick with the Dana balance, considering the internal pool. Not sure if this has been called out in the 18 pages of drama, but the difference between Josh's decisions as head of DPEP versus Josh as CEO is the same as making decisions you make when you try to appeal to your manager - especially when a promo is in sight - versus when you actually get the promo. While his comments re: AI make me a bit queasy, Vaughn's comments about Josh being a champion of WDI give me some hope and without him having to appeal to Iger's IP mandate we may see some originality in the future.

Just my two cents on the matter.

 

[Sirwalterraleigh]

If they wanted to shake things up, make Joe Rhode, Tony Baxter, this will set people off hell John Lasseter (yes the hugging bandit), with someone like Frank Wells or Roy O Disney. Proof is in the pudding that seems to be when Disney gets it more right than wrong. To me at least. Maybe then we will see creative growth again. I like some IP attractions but the original stuff just hits for longer to me. Maybe I am a Moron.

Joe rhode is the LAST thing they need

 

[CoastalElite64]

How is merch and IP licensing allocated? All of that wouldn't exist without the movies.

 

[Lilofan]

Don't worry, Iger will be telling Josh what to do and Josh will do it.

In the ABC interview with David Muir with Bob / Josh even Josh said he has a lot of weight on his shoulders and called Iger intimidating. Your post is spot on.

 

[SamusAranX]

So what does that translate to for parks that aren't awful?

Are you calling epic awful? That’s….a take