Disney’s Q2 FY22 Earnings Results Webcast

[HauntedPirate]

$lappie would be a great leader for The Gap... Didn't another similarly foul P&R guy end up there?

 

[Sirwalterraleigh]

Still rather have them make me more money than send it back ….. as saying we’ve done all we could with your $$$ and you can have it back

Maybe in a decade or so the $$$ sent back will be more attractive ….. for now grow $ into $$ then $$$…etc….sustainable as always, right?

Let me be clear: I totally agree with your assessment. That’s sound economics. What it’s not is riverboat gambling…which is what all our stock wonk “experts” around here want. Laughably saying Disney is a “buy” at $160

 

[Lilofan]

$lappie would be a great leader for The Gap... Didn't another similarly foul P&R guy end up there?

Pressler and made a few millions as CEO at Gap for several years and left with a little nest egg when forced out.

 

[GhostHost1000]

My guess (and that’s all it is), is we are seeing a rush of guests back to the parks since Covid. Many having saved up for this trip not traveling much if any for 2 years, but with all the price hikes, genie+, etc challenges….we will see attendance go down eventually. Of course that would be after the overseas guest come back as well which will also help make the parks look like they are awesome and making a ton of money…I just think eventually guests are going to hit a limit on spending, return trips, and frustration on what it takes to plan a day at Disney anymore

 

[Anteater]

My guess (and that’s all it is), is we are seeing a rush of guests back to the parks since Covid. Many having saved up for this trip not traveling much if any for 2 years, but with all the price hikes, genie+, etc challenges….we will see attendance go down eventually. Of course that would be after the overseas guest come back as well which will also help make the parks look like they are awesome and making a ton of money…I just think eventually guests are going to hit a limit on spending, return trips, and frustration on what it takes to plan a day at Disney anymore

I've been watching for this tipping point for more than 5 years now. I'm amazed that we still haven't hit it...

 

[Lilofan]

I've been watching for this tipping point for more than 5 years now. I'm amazed that we still haven't hit it...

Some keep thinking the sky will fall and some are disappointed it hasn't.

 

[Dad 2 M & M]

Let me be clear: I totally agree with your assessment. That’s sound economics. What it’s not is riverboat gambling…which is what all our stock wonk “experts” around here want. Laughably saying Disney is a “buy” at $160

Definitely have plenty of them wonkers round here….some must be approaching majority shareholder status….

 

[CastAStone]

Bob Chapek would fit in extremely well as a CEO of most large American businesses. Disney is a poor fit because it’s creatively driven and because it’s built on product quality, which is foreign to most companies.

 

[VJ]

Disney has detailed and granular access to what people are watching down to the minute.

Any show that gets a second season is a popular show.

what if it's renewed before the first season premieres?

 

[denyuntilcaught]

what if it's renewed before the first season premieres?

Then either 1) early-out buzz is indicative of a solid first season run and thus warranting a second season renewal or 2) the production costs were better spread out over multiple seasons. The latter happens more often then you'd think.

 

[MisterPenguin]

what if it's renewed before the first season premieres?

Reaction of focus groups.