Hugh Johnston, Senior Executive Vice President & Chief Financial Officer, The Walt Disney Company will participate in a question-and-answer session at the Morgan Stanley Technology, Media & Telecom Conference on Monday, March 2, 2026 at approximately 4:05 p.m. ET/ 1:05 p.m. PT.
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Hugh Johnston to Participate in the Morgan Stanley Technology, Media & Telecom Conference
- Thread starter DCBaker
- Start date
Here is the link to listen to the Q&A: Hugh Johnston at the Morgan Stanley Technology, Media & Telecom Conference
Disney Parks Demand Outpacing Supply, CFO Says, With Decades of Growth Still Ahead
Disney Parks Demand Outpacing Supply, CFO Says, With Decades of Growth Still Ahead
Disney Parks Demand Outpacing Supply, CFO Says, With Decades of Growth Still Ahead
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Sirwalterraleigh
Premium Member
You cannot believe a single word this clown says at this point
The opposite of everything he says happens
The opposite of everything he says happens
Stripes
Premium Member
Can you give me an example of a forecast Johnston gave that turned out to be incorrect?
ToTBellHop
Well-Known Member
He predicted last week’s storm would miss us. We got 18 inches of snow and 3 consecutive snow days! Do you know what 3 consecutive days with children is like? I’ll be forwarding my therapy bills to him.
This sounds a lot like…
Forecasts are just that, forecasts.
Who is to say what the metrics are? Does it only consider domestic parks? Or are international parks considered? Does the cruise line factor in heavily into his assessment?
We can only go by what our eyes tell us, because we have no way of ever independently verifying any of the claims that he is making, and over the past two years, at least in Florida, his assessment doesn’t carry water.
GhostHost1000
Premium Member
If demand was outpacing supply why have they been ripping and replacing so many attractions and offering so many discounts? Is their management and forecasting really that bad? 
He wouldn’t possibly say that to make things seem better than they really are right?
He wouldn’t possibly say that to make things seem better than they really are right?
Here’s a better one, if demand was outpacing supply why are they offering significant discounts and promotions? Why are they pulling every lever necessary to increase demand?If demand was outpacing supply why have they been ripping and replacing so many attractions and offering so many discounts? Is their management and forecasting really that bad?
He wouldn’t possibly say that to make things seem better than they really are right?
That’s not the way how supplying demand works, that’s not how they did it in the late 2010s when they’re actually was significant demand that was outpacing supply.
This is just pure corporate BS given to an audience that doesn’t know any better and will just take it at face value.
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At least he didn’t charge you by the inch.
Sirwalterraleigh
Premium Member
Yes…
Have HUGE Johnson explain how they are 5-7 million visitors in Orlando below their (assumed) peak?
Use small words
Then correlate that to how he gets “demand is outpacing supply”?
…really…small…words…
Sirwalterraleigh
Premium Member
aladdin2007
Well-Known Member
He also noted that the entire existing leadership team is staying in place - something he described as unusual for a CEO succession.
Great!! if true....
Great!! if true....
Chi84
Premium Member
Why do you think it might not be true?He also noted that the entire existing leadership team is staying in place - something he described as unusual for a CEO succession.
Great!! if true....
Yes…
Have HUGE Johnson explain how they are 5-7 million visitors in Orlando below their (assumed) peak?
Use small words
Then correlate that to how he gets “demand is outpacing supply”?
…really…small…words…