2023 Walt Disney Company Annual Meeting Of Shareholders

Vclguy90

Well-Known Member
Um. That call was a trainwreck and did more damage for Disney than good. I hope Iger can reclaim the shareholders because they seem fed up and unless his agenda does a 180, that stock and company is going in the 🗑️.

I've been a proponent of Iger but I think he made a huge mistake by coming back. I truly think a leashed version of Eisner would've been a better choice to come back as a CEO interim 👀. Come for me.
 
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asianway

Well-Known Member
And live entertainment. Disneyland has actually cut down and they still have way more live entertainment.

Dapper Dans
Bootsrappers
Disneyland Band
Pearly Band
New Orleans Jazz Band
Strawhatters
Coke Corner Piano
Golden Horseshoe Puano
Tales of the Lion King
Fantasyland Royal Theatre

Compared to -

Dapper Dans
WDW Philharmonic
Casey Corner Piano
Castle Show
This is a good time to post this for the youngins out there
 

MisterPenguin

President of Animal Kingdom
Premium Member
Um. That call was a trainwreck and did more damage for Disney than good. I hope Iger can reclaim the shareholders because they seem fed up and unless his agenda does a 180, that stock and company is going in the 🗑️.

I've been a proponent of Iger but I think he made a huge mistake by coming back. I truly think a leashed version of Eisner would've been a better choice to come back as a CEO interim 👀. Come for me.
Two malcontents who get in the ask-a-question queue isn't indicative of the general Disney audience or its investors. Even if there were 10 malcontents, it is statistically meaningless compared to the millions others out there.

And if everyone was so dead-set against Iger, how did he get Peltz to back down? How did the board get overwhelming support for its proposals? And how did the three from-the-peoples proposals get so thoroughly voted down? Why did the stock price barely move?

You're seeing things that aren't there.
 

truecoat

Well-Known Member
We joke about a 5th gate knowing it's not happening.

But the dumber parts of the internet are echo-chambering that Iger hinted that a 5th Gate was indeed coming when he announced $17B will be invested in WDW over 10 years.

🙄

There was a guy on the WDW side that would run numbers all the time. He once had numbers on why WDW needed a 5th park and needed to start building it soon or the parks would become unbearable. Reservations might have alleviated some of this but his posts (can't remember his name) were always good.
 

MisterPenguin

President of Animal Kingdom
Premium Member
There was a guy on the WDW side that would run numbers all the time. He once had numbers on why WDW needed a 5th park and needed to start building it soon or the parks would become unbearable. Reservations might have alleviated some of this but his posts (can't remember his name) were always good.
The other three parks that are not MK have plenty of opportunity to add a lot more capacity and peel off some of the MK crowd.

Now DHS sometimes hits its reservation limit by adding SWL and TSL. It has as much extra land as the size of its parking lot to grow.

There is no need for a 5th gate and all its costly infrastructure redundancies at this time. They can grow the parks they have.
 
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Andrew25

Well-Known Member
Spring Break and MK wait times are manageable compared to the rest... almost like all they need to do is build rides at the other 3 WDW parks to alleviate some of the capacity issues.

MK has more than 2.3x the hourly ride capacity than DHS
1.6x more than Epcot (and this includes stuff like Awesome Planet)
2.8x Animal Kingdom

You don't need to build dozens of rides, but just enough high-capacity attractions to alleviate some of the E-tickets.
 

Disstevefan1

Well-Known Member
Spring Break and MK wait times are manageable compared to the rest... almost like all they need to do is build rides at the other 3 WDW parks to alleviate some of the capacity issues.

MK has more than 2.3x the hourly ride capacity than DHS
1.6x more than Epcot (and this includes stuff like Awesome Planet)
2.8x Animal Kingdom

You don't need to build dozens of rides, but just enough high-capacity attractions to alleviate some of the E-tickets.
If Disney would spend the $$$$ to actually build attractions, this would solve a lot of problems.

As was posted over and over in various threads, there is not enough attractions to absorb the MOBS.

Also, look what happens when they try to spend money, look at EPCOT two additional attractions (if we are counting the Moana walk through as an attraction) and the Rat. Guardians does not count as it replaced Ellen.

And look at how long this cr@p is taking to complete.

We lost the WDW RR for so long to finally gain TRON (I am very happy we have TRON!) so, the super MOBBED MK gained one, ONE minute attraction that took very long to complete. I know, I know, bla, bla pandemic, bla.

They do need to add attractions and in a timely manner too.

This message brough to you by Captain Obvious.
 

doctornick

Well-Known Member
I think there’s an argument for a fifth gate… eventually. But right now investment would be much more beneficial for WDW if it were used to increase the number and variety of attractions at the non MK parks.
 

Andrew25

Well-Known Member
Let's think this through. A new 5th gate at WDW will have to compete with the other WDW parks, the 3 Universal parks, Legoland (if you have children), and the Busch/SeaWorld parks.

This would offer a theoretical 11 gates to choose from... not including the 4 major water parks in Orlando.

The typical Orlando vacation is 4-5ish days. Will people really skip a day or two at Universal? Or will they just skip a Disney park?

Honestly, as long as you build new rides with IPs (let's face it they aren't building original rides for a long time), I don't think people care for where it is as long as it's good quality. Maximizing space at the current parks is cheaper and more profitable to run than having to go and build the infrastructure to support an additional theme park.
 

Vclguy90

Well-Known Member
Two malcontents who get in the ask-a-question queue isn't indicative of the general Disney audience or its investors. Even if there were 10 malcontents, it is statistically meaningless compared to the millions others out there.

And if everyone was so dead-set against Iger, how did he get Peltz to back down? How did the board get overwhelming support for its proposals? And how did the three from-the-peoples proposals get so thoroughly voted down? Why did the stock price barely move?

You're seeing things that aren't there.
Why are you in denial and pretending as if that call wasn't indicative of a more serious situation? You should review recent articles about the company and you will see a pattern of shareholder and consumer dissatisfaction. Marvel, Lucasfilm, Pixar, Disney, and Parks are extremely distasted by everyone and it was vocalized. It's ok, Iger can have a bad call, it isn't the end of the world; though it was inevitable. But nothing is good in this company we all support. Each subsidiary's potential is losing momentum because of their cousin subsidiary failing because Iger is trying to please a small majority of people to send a certain message for whatever the hell reason that is unbeknownst to me; it seems super anti-Disney, in my opinion. It's causing them to rob Peter to pay Paul and that's why you have things like this major EPCOT reimagining getting stunted early. The creativity of this company is stunted and it's ruining their reputation.
 

Elijah Abrams

Well-Known Member
In the Parks
Yes
Two malcontents who get in the ask-a-question queue isn't indicative of the general Disney audience or its investors. Even if there were 10 malcontents, it is statistically meaningless compared to the millions others out there.

And if everyone was so dead-set against Iger, how did he get Peltz to back down? How did the board get overwhelming support for its proposals? And how did the three from-the-peoples proposals get so thoroughly voted down? Why did the stock price barely move?

You're seeing things that aren't there.
Peltz is still praising Iger for laying off the 7000 people at the company, pondering on giving up Hulu or not, and giving ESPN its whole unit of Disney.
 

Disstevefan1

Well-Known Member
I think there’s an argument for a fifth gate… eventually. But right now investment would be much more beneficial for WDW if it were used to increase the number and variety of attractions at the non MK parks.
If we are dreaming about a Fifth gate,

I want a Villans Park, ALL COASTERS!

Disney purchase off the shelf coasters and their creative folks theme the cr@p out of them.

Just my dream.
 

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