Andrew25
Well-Known Member
2021/2022 saw increased attendance (obviously) from the decline in 2020. 2023 is expected to be a down year, so time for your "undesirable attendance mix" to be a bit more desirable.
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News Bob Iger is back! Chapek is out!!
- Thread starter Disney4family
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2021/2022 saw increased attendance (obviously) from the decline in 2020. 2023 is expected to be a down year, so time for your "undesirable attendance mix" to be a bit more desirable.
GhostHost1000
Premium Member
i personally think after the post covid return to disney surge and many repeat guests experiencing the changes... they aren't as eager to repeat those future trips
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Andrew25
Well-Known Member
Correct, which is why lots of us have been asking about Disney's response for Epic Universe. The package of brand new hotels (being built at a ridiculous speed) and attractions based on Nintendo will give Universal the advantage of the next few years.
A Moana interactive area and a reskin of Splash won't move the needle much.
GhostHost1000
Premium Member
But people go nuts for annual pass holder magnets and new popcorn buckets lol
Sirwalterraleigh
Premium Member
I’ll remind: repeat, middle/upper middle class business is a requirement of Disney parks to be sustainable/profitable…
Bob spent 15 Years telling the brokers that was flexible…amongst other stupidly…it never was.
I’m glad he’s back to see the end of an era of Economic malfeasance/stupidity that he rode like a toy horse.
Popcorn time
Bob spent 15 Years telling the brokers that was flexible…amongst other stupidly…it never was.
I’m glad he’s back to see the end of an era of Economic malfeasance/stupidity that he rode like a toy horse.
Popcorn time
Rickcat96
Well-Known Member
If only there was an "Amen" choice on the like button.
We do know that Iger is sensitive to poor guest satisfaction surveys (GSATs) as that hurts "the brand." Iger has stated several times how important "the brand" is.
"The brand" is what draws people to Disney products and the source of continuing profits. Of course, the product needs to be good to excellent, but the brand also papers over those product only fair to middling.
"The brand" is what draws people to Disney products and the source of continuing profits. Of course, the product needs to be good to excellent, but the brand also papers over those product only fair to middling.
Sirwalterraleigh
Premium Member
I think I took the GSATs to get into law school once
You are correct on iger’s stance on “the brand”…I think his realization these last few years is he was probably wrong.
The label get attention…but it can’t sub for mediocre product. They’re seeing that in near every unit except raw park attendance (to date)
What’s ironic is he’s reaffirming a prior CEOs mantra…and modern Wall Street finds that loathsome and wants blood
orky8
Well-Known Member
Iger destroyed the "brand" by erasing all meaning from it. Disney is nothing more than a holding company for collecting IP and bland, mediocre product with various IP slapped on it - there is no more brand. The line between Comcast and Disney is almost indecipherable at this point to the casual observer and so too is the brand.
Slpy3270
Well-Known Member
Iger making more moves: Nike's Mark Parker is replacing Susan Arnold as chairman, who is leaving after her 15-year tenure expires.
www.cnbc.com
They also told Trian to eat mud.
Disney and activist investor Nelson Peltz gear up for a proxy fight
Disney also said Nike Executive Chairman Mark Parker would become the next chairman of its board.
They also told Trian to eat mud.
Sirwalterraleigh
Premium Member
I had no idea Sue was going too?!?Iger making more moves: Nike's Mark Parker is replacing Susan Arnold as chairman, who is leaving after her 15-year tenure expires.
Disney and activist investor Nelson Peltz gear up for a proxy fight
Disney also said Nike Executive Chairman Mark Parker would become the next chairman of its board.
They also told Trian to eat mud.
“First rule of assassination: kill the assassin”
- James T Kirk
Disney Analyst
Well-Known Member
I can see the Swoosh logo next to Mickey Ears.
Tha Realest
Well-Known Member
Utilizing cheap Chinese labor is a core Disney competency, so this makes a lot of senseIger making more moves: Nike's Mark Parker is replacing Susan Arnold as chairman, who is leaving after her 15-year tenure expires.
Disney and activist investor Nelson Peltz gear up for a proxy fight
Disney also said Nike Executive Chairman Mark Parker would become the next chairman of its board.
They also told Trian to eat mud.
So is approx 70% of our country meds coming from there. Not just Disney.
Sirwalterraleigh
Premium Member
Someone please explain to me how the head of a huge company that is notorious for sweatshop products is qualified to run the Disney board?!?
…wait…scatch that
…wait…scatch that
Sirwalterraleigh
Premium Member
That makes it ok…I bet?
Slpy3270
Well-Known Member
Shareholder meeting will be very interesting.
Considering Iger is pretty well-liked by investors I kinda find it difficult to see how Peltz succeeds here.
Sirwalterraleigh
Premium Member
Ahhh…Iger is trying to get the ducks in a row to fight off a proxy fight…
Shame on me for not reading the tea leaves there
Shame on me for not reading the tea leaves there