OK, now that we're finished with that ... let's welcome everyone back from the official start of summer for most of the USA (it started for most Floridians back in March, but what's a few months with global warming?)
I have seen an amazing amount of misstatements, mischaracterizations, obfuscations and general confusion, so I hope this helps clear things up regarding Disney in China. There's been a fair amount of trolling too, but that's to be expected. I thought I'd use numerals and a Top 10, in homage to David Letterman, to help clarify points.
Here goes:
1.) There seems to be mass confusion that somehow an insignificant 'wittle Spirit such as myself is the cause of all this Shanghai talk. That it isn't very important. That it pales in comparison to say the next 31 films Marvel will release or that DCA and Pandora are far more important to P&R and TWDC as a whole than Shanghai Disneyland Resort is.
I am not the one who never misses a chance to tell Wall Street analysts and reporters how important Shanghai Disney is to growing the Disney BRAND in mainland China. I am not the one who never fails to tout how important this is to my legacy when talking to reporters and analysts. I am not the one who crows how it will positively affect P&R results in fiscal year 2016.
That would be Robert A. Iger. ... If you need evidence on this, then I am sure it will take
@ParentsOf4 about 10 seconds to dig it up for you.
So, let's not make it out to be a Spirited issue. China is HUGE for the future of TWDC, regardless of who is or who isn't talking about it.
2.) Bob Iger and Tom Staggs went to China to not be seen, heard or quoted. You would have to be an idiot or a troll to believe this. They planned this trip to be Disney's coming out party in the Mainland and were sent home with a tail between their legs (and not a Pandoran blue one, either).
They went to Shanghai to be on hand and officiate at the topping off ceremony of Storybook Castle and the opening of the Disney Store. They weren't allowed to do either. They were sent packing; hence, Bob appearing disheveled at DL after jetting in from the PRC ... and appearing to be wearing the same pants and jacket as he did in that Disney Store photo that wasn't supposed to be released. (I'm not sure on this and would need style expert
@TP2000 to check on it.)
Disney planned to spread photos and video and quotes throughout the WESTERN media. What did you get? A Disney Parks Blog post allegedly written by Thomas Smith that was actually written by the evil, vile, Godless, pinko Commies in China (to be clear, I love 'em and can't wait to work over there again!)
Once more, the press was supposed to be in the WEST. Stuff that the CCP could have easily censored in China if they had issues with it. No, they had issues with Bob and Tom and Disney and its plans, so they didn't allow any media. (It just boggles the mind that people like Ben Fritz and Brooks Barnes can simply ignore this, yet they do.)
Much like no one commented on having a ground-breaking ceremony in the ballroom of a Communist-owned hotel many miles away from the SDL site. Again, they broke 'ground' by shoveling sand in boxes that was brought into a ballroom ... and no one thought to ask 'why?'
With a forum with many who lean right, it amazes me that having Communists dictate the words of the head of the Walt Disney Company -- the largest American ... the largest entertainment and media company in the world -- gets a 'So, what? No biggee' Just the cost of doing business in China.' reaction from folks. Really? Is that what y'all think?
3.) Bob isn't shy and like any/every media mogul, he loves the spotlight (unless he's being interviewed by Chinese TV ... then, he appears as if someone is pointing a gun at his head). He didn't go over to steal the spotlight or be disrespectful to anyone. He went over to introduce his BRAND to the local masses in JOINT ceremonies with local officials. That was not allowed.
Again, look at the man's history if you think Bob doesn't want the spotlight. This isn't matter of opinion either. This, once more, is moving into the realm of debating facts.
Who used the word ''launch'' to describe the events last week in Shanghai with regard to the Disney BRAND? Who said, this was the 'beginning of the campaign' for SDL? It wasn't the Spirit. Those were the words Bob Iger used repeatedly in conference calls and interviews with reporters and analysts, during which he announced that he and Tom would be heading to Shanghai shortly. Do you think he told them that so they would expect absolutely nothing coming from Disney?
4.) As of yet, the media hasn't questioned Bob on where the $800 million capital influx went or what it was/is being spent on or whether he asked his wife to remove the 'Disney CEO Fumbles Entry to China' Op-Ed in the HuffPo. Again, these issues may not be important to you, but as a First Amendment proponent and Disney shareholder, those issues are concerns of mine.
I do know Bob asked Willow (with Zenia all up in this) to silence the writer. I know that Disney has made no public accounting of where the $800 million went. I'm sure $800 million doesn't mean much to you, but I didn't get to be a Faux Top One Percenter by letting huge sums of money go ... go ... into the Fairy Money Cloud?
For those who would like to state that we have no official release from Disney as to what is going into SDL (in fact, the world only has the planning menu that I put out on this site and, as
@wdwmagic will attest to, was borrowed by every blogger, site owner and Disney Twit out there) what we do have is a timeline (and construction photos and video). The infusion was added at a particular point in time and earmarked for additional attractions and expanded capacity. Yet, sticking to the facts only, we have satellite imagery verifying nothing being built that wasn't on the 2013 planning menu. Nothing post Iger's announcement.
And, you don't think that's odd?
Let's turn things around and imagine that $800 million had been earmarked for the MK. Now, 14 months later with no announcements and no construction, you wouldn't find it odd in the least? You wouldn't be questioning where that money was going? C'mon, be honest ...
Don't worry, they get shorter now ...
5.) Way too many posts here focus on small items, like a Bob Iger picture in Shanghai without discussing the context and why it is important. Been down this road for over a year since I told you how bizarre things had gotten and are in Disney's relationship with 'Shendi'.
It isn't the photo that matters. It's the fact that Shendi is dictating that Bob and Company can't publicize their (and by their, I mean, Disney's) resort to westerners.
You can take a thousand and one pics of Bob touring the site and if the Great Firewall doesn't want them seen in China, which would still be odd considering this is a joint venture that is huge in nature, they wouldn't be. This is the CCP not allowing Disney to run its own PR operations in the USA.
Again, you think that isn't a wee bit odd? Tell me, how many times are we going to have people (people who have never even visited China, let alone worked there and lived there and some of us even did both in a media capacity) say that Bob and Tom's ghostly profile was out of deference to their partners at Shendi? For the uninformed or under informed, the Chinese love ceremony. They even like sharing the spotlight with their international partners. It's validating, reassuring, and, ultimately, declares their importance on the world stage. And, yeah, America still has a certain prestige over there. This is such a profound departure from what normally occurs in these partnerships ... I'm not sure how to put this ... it puts cracks in the very foundation of how these relationships have traditionally worked.
In deference to San Andreas opening this week (I like the Rock, but love California, so I don't want to see it destroyed even in the movies) it isn't just big, but seismically so.
6.) No, this isn't just about a theme park or a retail outlet. This is about Disney entering the Chinese Mainland. And how well Disney does or doesn't do will ripple through every facet of TWDC for years to come. Yes, it means that much. This is all about the BRAND ... about the BRAND ... not a park.
There is no Disney Channel. There is no affinity for the BRAND. Most people don't know the majority of Disney IP. Some don't know any ... even those cartoon mice. That's why getting that IP out there is so vital and its absence is so worrisome.
7.) Perhaps this should be higher, but while Disney is a minority owner (43 to 57%) in SDL, they have majority control of the management (70 to 30%) according to the contract details that they released to the media. That would mean, or should mean, that Disney should be making most of the decisions and it would certainly make one believe they are not impotent and making very few decisions.
Yet, by allowing all of these open questions, which are serious and deep whether or not anyone in journalism ever has what it takes to truly look into them, they make it seem as if they have almost no power at all.
What's that about having to negotiate day-of to have Mickey and Minnie at the Disney Store launch? .... That will have to wait a bit ...
8.) The situation in Shanghai is incredibly different from EVERY international resort Disney has opened. Indeed, they have more control in Tokyo where they don't own ANY of the resort, than they do in Shanghai due to contractual covenants. In Shanghai, the CCP is just taking control and doing what it wants regardless of the contract ... and, you can see why Disney would not want that narrative shared in western media.
In Paris, Disney has had effective control of management for years dating to the original creation of Euro Disney SCA. After the recent restructuring, Disney has in effect total majority ownership and, beyond having to adhere to French laws about issues such as labor, can do what it wants in running it. That's why money has been pouring into the resort and will continue to do so. Unlike in Shanghai, you can see where that money is going.
In Hong Kong, Disney largely had its way in both the original negotiations, which were almost entirely held when HK was still a British colony, and in the early days of running the resort. It's only been in the last 5-6 years that the government has become quite pushy (Yes, they made Disney pay the entire $900-million plus expansion costs themselves) due to Disney cutting vast swaths of the park menu out after signing the contracts. In other words, Disney didn't deliver what it said it would and the SAR and, now the CCP as well, finally took note. But no one stops Bob Iger or Tom Staggs from having photo opps at HKDL.
9.) No, the government isn't going to take the resort over and steal it from Disney. That isn't what this is about. But it is about control. And if you see Disney announcing still more money is headed to Shanghai, then the logical conclusion is the entry fee to the Mainland just went up. Bottom line, it's about the cost of bringing Disney IP over to the mainland. And that cost just seems to keep getting higher and higher and higher ...
Let's not even begin to open the discussion of even if SDL is a huge success, how little of the returns will reverberate in Burbank, which makes it rather odd that Bob and Tom are talking as if 2016 is going to show any Shanghai returns (beyond the buildout costs falling away, which
@ParentsOf4 can explain as I think he got an A in Economics 101 when I only got a B -- really, that was my grade, but I hated 8:15 a.m. classes!)
10.) While I have every intention of continuing the discussion, I'm done arguing facts. If you want to argue that Bob didn't want to be seen or that SDL really isn't important to Disney in the big picture or the like, then have at it (so long as it isn't against forum rules) but don't expect me to engage you. I'm done arguing facts. If you aren't interested in the discussion, and you're taking part, then you are trolling and I won't play anymore.