Armchair speculation here:
Next 5 years: Finish up existing projects. A few new small inexpensive projects annonced at D23 for US parks. Financially make up for the year that was lost to Covid.
2026 - 2030: Finish making Disney Studios (Paris) into a second gate. DHS expansion, a couple E...
Two thoughts: The real estate directly adjacent to Disneyland (or Toy Story) property is in short supply. Get what you can, it gives more options for whatever Imagineers can come up with. Tear down, repurpose, whatever part of Gardenwalk deemed necessary. Two, Parking for Disneyland Springs (my...
No questioning the validity of what is written there. But how do shell companies work and why couldn't that third offer be a Disney shell company? Does Disney have shell companies? They definitely had them in the past. Think Walt and purchasing property in Florida. And now? I have no idea, but...
Some stocks are about being the prettiest girl at the dance like Tesla in the auto sector. Amazon was losing money for years yet their stock kept going up.
If the analysts at the major brokerages think Disney is going to lose 5 billion this quarter (making these values up) and they only l lose...
Hey Sir Walter!
My understanding is WDW is at 25% capacity. And I believe Florida is greenlighting higher caps? (Things change daily, I'm certain of very little these days, but the last I heard).
At current levels, Disney must be getting enough people in the Parks to keep the portion of...
It's almost November. Anyone have any new insight to when or if WDW might start selling APs again?
I get why Disneyland isn't selling them - the politics of opening the park.
And my hunch that OLC isn't selling them in Tokyo is no one is traveling internationally, so OLC wants the locals to...
Disney is a much different beast than Sony. Disney's different segments compliment each other. If Disney were making computer chips in a different division, yeah, it would make sense to separate that.
I don't see Sony Entertainment complimenting Sony Electronics. Bust 'em up. It makes sense...
Any reason not to retheme Electric Umbrella to Starbucks? More $$$ spent will make Bob happy (believing Starbucks brings in a lot more than EU).
Uh, never pondered what the Disney - Starbucks breakdown on profits might be (who gets what percent of profit)? Anyone know?
So if Apple bought Disney and sold off ABC, cable networks, etc., you are saying Apple has no interest in the other three segments? You don't think Disney+, Hulu fits in their wheel house? And when Parks are profitable, why not have those?
Iger himself said that if Jobs had stayed alive there...
I know you are an knowledgeable person, your intellect shows in your posts. I am curious to your take on my concerns: If these next few earnings calls are not well received by Wall St, the stock price could spiral over the next 9 to 12 months. If that happens like when it was around 80 a few...
ppete1975, thank you! I knew football paid for a lot of the other sports programs like volleyball, lacrosse, etc. But I hadn't given any thought to the prolonged effect on colleges programs if there wasn't a college football season this year. It very well could be very damaging. Thank you. Oh...
Help me. I'm sincerely curious how you arrived at this. This isn't a question of my agreement or disagreement, I just want to know how you came up with that figure
Thanks.