Recent content by brianstl

Who could book at current resorts wouldn't change if DVC was sold.

How Disney responds to what is happening now will tell us actually who Chapek is as the CEO. I know the fun thing is to blame Chapek for everything wrong, but what we are seeing at this moment is still Iger's WDW. A ship as large as TWDC doesn't turn quickly. Yes, Chapek ran the parks, but...

Chapek's current total compensation package paid him more than $33 million less than Iger made as CEO the year before.

I think there was a price shock that hit travelers domestically over the summer that caused many people to decide to delay travel another year. Prices for everything were crazy for a few months. It wasn't just a DIsney thing. Rental cars, airfare and hotels across the country were charging...

He is already making more than two thirds less than Iger was.

He has took direct shots at the contracts of highest levels of executives at Disney. He says he wants to restructure both the length and compensation structure of the contracts of top Disney executives.

Disney+ didn't rake in cash, it lost money. It will most likely continue lose money for the next couple of years

My guess is the big savings on these cuts will come on the management side. Chapek has signaled that he thinks Disney's management is bloated and in some cases over compensated across the company's divisions.

Chapek's compensation is $33 million less than Iger's was when he was in that position.

I mean if you want to treat a cartoon character like she is a representation of real women, the fact she is in a sexual relationship of some sort with a rabbit should bother you far more than her . Being bothered by either is crazy since they are cartoon characters.

Thank you, Len.

They will if they get to sell the new Disneyland site, a future Poly tower and if Disney has stockpiled a bunch of points at existing resorts with buybacks over the last year.

In Chapek's defense.......... Disney's revenue streams have been hammered for almost two years, his predecessor saddled the company with over $50 billion in debt and the company's credit rating has been downgraded making future borrowing more expensive. He needs to find ways to generate cash...

DVC/DVD/DVMC currently pays Disney Resorts for the services you described. If, they were sold I would expect the same arrangement to remain in place.

You just sign a services contract with Disney Resorts which is exactly what happens now with the separate Disney subsidiaries.