rael ramone
Well-Known Member
I know, but there is a difference between saying the stock market is over-inflating things and then saying Disney is walking back expectations because they have no confidence in their product.
Either the market is not over-inflating things and Disney has no confidence in their product OR the market is over-inflating things and TWDC has an entirely "accurate" expectation.
Instead we've somehow set a narrative that if the movie over-performs Disney has no confidence in their products and if it underperforms Disney is going to fail as a company. It's a weird lose-lose scenario that does not make sense. The same logic has been retroactively applied to Frozen's performance.
It's not unusual for a stock to exceed 'guidance' (their own prediction of how they will do), break records in the process, and then divebombs because earnings missed the analysts expectations.
I do believe that 'TFA best box office evah' thoughts are baked into the price.
But in the end does it have the rewatchability (in the more expensive 3D format) then films like Avatar and Jurassic World do.
Anything less then 'best evah' will shave points off of $DIS. But not a 'look out below' issue, since I don't recall any of the principal actors ever putting on Elephant Headgear on Saturday morning at 11:55am in Tuscaloosa...