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Directives of the New Bob were the same.as the Last Bob were the same ss the First Bob.

It's a JoBox. A large tool box, a common fixture on construction sites

I'm involved in a $1B factory project that broke ground just before pandemic. Construction timeline only inflated by 6 months including a 5 week complete site shutdown. Tron construction is taking 2x as long as is standard

The increased sales were in home based sales as AFH (Away From Home) TP plummeted with closure of offices

They cannot. Although an additional facility is being retrofitted in Duluth MN and is taking well over 2 years to come online.

Spot on. There is no excess production capacity.

A division that creates just ideas is a cost center or simply R&D. In today's corporate environment, simple R&D, for sake of creating ideas, is not desirable as pure R&D is a negative on the quarterly P&L statement. WDI needs to offset cost with some tangible revenue.

If this guy can negotiate this package, why the hell cannot negotiate similarly beneficial agreements for Disney?

That rate of loss.was.in the plan?

Step 1. Stop losing at a $6B YoY rate. The boat has a hole in it. Slow the leak.

Netflix was Blockbuster by Mail.

Streaming cannot demand the price per eyeball as can theaters. Customers do not want to pay the cost per viewable channel that bundles commanded. The COGS of streaming needs to drop significantly if margin is to remain desireable.

Will parking fees be folded into upcoming biannual ticket/lodging prices increases?

22% is enough to keep a planned trip from cancelling

What is unsustainable?

How was the quality of dining today versus 1994?

Yes, but WDW is a subset of the greater DIS. The CEO of GM does not insist on being the face of Chevrolet for example.

If a company seeks to achieve a cultural change within the organization then promotes an internal candidate from within, their will be no cultural shift as the new leader/cultural change agent is a product of the original system.

Since official inflation has been rather minimal until recently, the absence of wage increases over the last 20 years should be OK then.

What is needed as a DIS CEO is someone that does not insist on being the face of WDW but the leader of the multi faceted conglomerate that is DIS. Stop trying to be Walt.