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  1. Bender123

    News Chapek FIRED, Iger New CEO

    Thirty cents is trash compared to the -55% the stock is worth compared to a year ago. Shareholders, hopefully, arent that shortsighted as to back off a demand for change in leadership because they got back 30 cents after losing almost $110 per share.
  2. Bender123

    News Bob Iger is back! Chapek is out!!

    Good job not reading the requirements, not my fault, yours. The fact remains that I can do five people in a room at Poly, Contemporary and a few others, but a room is flying over $1000 a night. Lets give you the benefit of the doubt and plan two rooms...Are you seriously going to be able to...
  3. Bender123

    News Bob Iger is back! Chapek is out!!

    When I checked a comp for this year on the same week, it was around $890 average per night. This was a while back when I started planning, it looks sold out right now, though.
  4. Bender123

    News Bob Iger is back! Chapek is out!!

    Congrats on picking the dead time of the year and not going for 5 adults (Wife and I, 21, 18,18)...Im working around college schedules, soooooo, is it my fever dream, or yours? (Honestly shocked the cabins are that cheap)...
  5. Bender123

    News Bob Iger is back! Chapek is out!!

    To some level, WDW onsite hotels justified the prices with convenience...Magical Express, Extra Magic Hours, Top notch service, theming, park transportation, early fastpass window, early dining reservation, etc... In the past five years, we have lost all of those...while the price keeps going...
  6. Bender123

    News Bob Iger is back! Chapek is out!!

    Content isn't the issue...Good content or content that is in line with the history of the IP they bought is the issue. SWGE is cool, but they dropped that money to not have any legacy characters? The most common phrase I overhear is "Where is Darth Vader/Luke/etc...". They went all in on the...
  7. Bender123

    News Bob Iger is back! Chapek is out!!

    He is a businessman...despite his "awwww shucks" look, he is a straight up numbers guy. I just get the feeling that he is either the most incompetent creative leader in Disney History or has absolutely no control over the creatives and let them take over with their politics and values. Its...
  8. Bender123

    News Bob Iger is back! Chapek is out!!

    Bob had some great moves in buying Marvel, Star Wars and Fox...He just seems completely incapable of actually using the tools he has. Im not really sure why you buy a studio, like Lucasfilm, and then almost completely ignore the content and history you bought, to keep subbing in your "new" version.
  9. Bender123

    News Tom Staggs - Kevin Mayer have returned

    They are POC now and one of them is LGBTQIA+, FOR THE FIRST TIME EVER!!!
  10. Bender123

    News Chapek FIRED, Iger New CEO

    It also doesnt mention that the Capital Spending Budget went over by a drunken night out buying these ships and new Island...These were all planned purchases that got top line sign off. The issue isnt what was spent, its that they cant depend on the profits that they assumed would float them...
  11. Bender123

    News Chapek FIRED, Iger New CEO

    And the news just keeps going downhill...Wall St Journal turned on Bob, now Hollywood Reporter. https://www.hollywoodreporter.com/business/business-news/unpacking-bob-igers-bad-pr-week-1235544279/ And the Cruise line lost another $325M in the past year. Beyond this, massive losers in the...
  12. Bender123

    News Chapek FIRED, Iger New CEO

    Sports center used to be daily viewing for me...now, I rarely look at ESPN. The last 15 years of politics and over seriousness of ESPN made me hate watching something I used to find as a pleasant escape.
  13. Bender123

    News Chapek FIRED, Iger New CEO

    Short term gains, but long term pains...they made their bed
  14. Bender123

    News Chapek FIRED, Iger New CEO

    I think the issue with Disney is more the "nickle and Dime" experiences have taken leadership over the day to day core business. Things that were low cost to Disney and maintained satisfaction (Magical Express, Fastpass, Extra Magic Hours) are now either exclusive for premium guests or extra...
  15. Bender123

    News Chapek FIRED, Iger New CEO

    Whats a "Moonknight"? Oh wow...I havent seen Baghdad Bob in forever.
  16. Bender123

    News Chapek FIRED, Iger New CEO

    Again...its a question of at what point will people see where the cost isnt worth it. I really dont know that answer, but its hard to justify an increase in cost when the shows have been called disappointing by the CEO...
  17. Bender123

    News Chapek FIRED, Iger New CEO

    At some point you need other areas to pick up the slack to carry a loss leader...If Marvel, Lucasfilms or the Parks were going full speed, a loss in a growth division wouldnt be as impactful. The problem now is they dont have that $1 Billion BO from two movies, surefire growth flowing into the...
  18. Bender123

    News Chapek FIRED, Iger New CEO

    Well...Even Bob says its not making money, but he sure as heckfire hopes it does next year. Lost 1.1 Billion, flat US subscriber numbers and insanely expensive shows. The only way this gets better is to either increase revenue or decrease costs in some way. Good shows would generate new subs...
  19. Bender123

    News Chapek FIRED, Iger New CEO

    Willey Nelson levels of high...Until they can show a win, its hard to see it leveling off. The next hammer falls with the Hulu payment...
  20. Bender123

    News Chapek FIRED, Iger New CEO

    https://www.google.com/search?client=firefox-b-1-d&q=ab+inbev+stock Wow...down 12% since April...obviously doing very very well. Look at Indy 5 go... https://fortune.com/2023/07/19/disney-indiana-jones-dial-destiny-box-office-bomb-lucasfilm/ Wow...look at Little Mermaid swim...
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