News Bob Iger is back! Chapek is out!!

Vegas Disney Fan

Vegas Disney Fan

Well-Known Member
Finally caught up, I’ve read several posts asking if Iger will remove reservations, G+, etc and my answer is I certainly hope so. I’ve also seen several responses asking how he’d control attendance and make up the lost revenue if he did and I think the answer to both is simple… raise prices again.

I would rather pay $200 upfront for a ticket than pay $150 for a ticket and then be asked to pay $20 each to get on the good rides. The airline model needs to end immediately, Disney should not be the Spirit airlines of the theme park industry!

I have no problem with Disney raising prices to lower demand but if they do they better offer a premium product that’s worth the premium price, the nickel and diming for a constantly diminishing product is far worse than an expensive upfront cost.
 
B

BobPar

Active Member
flynnibus said:
NASDAQ - YTD -26%
S&P - YTD -16%
WarnerBros - YTD -72%
Netflix YTD -48%
Comcast YTD -32%

You act like Disney tanked in a vacuum... during what is shaping up to be the next big recession and the larger markets have been brutalized all year.
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The stock underperformed under Iger’s watch during a record decade long bull run. Ive never understood Wall St love affair with him personally.
 
Disney Analyst

Disney Analyst

Well-Known Member
Vegas Disney Fan said:
Finally caught up, I’ve read several posts asking if Iger will remove reservations, G+, etc and my answer is I certainly hope so. I’ve also seen several responses asking how he’d control attendance and make up the lost revenue if he did and I think the answer to both is simple… raise prices again.

I would rather pay $200 upfront for a ticket than pay $150 for a ticket and then be asked to pay $20 each to get on the good rides. The airline model needs to end immediately, Disney should not be the Spirit airlines of the theme park industry!

I have no problem with Disney raising prices to lower demand but if they do they better offer a premium product that’s worth the premium price, the nickel and diming for a constantly diminishing product is far worse than an expensive upfront cost.
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I don't see any possible path where Iger removes Genie+ or Reservations.

I could see him trying to add more value for what we pay for, raise Genie+ costs and lower availability... maybe he reopens Park Hopping fully...

But... I think those two items are here to stay.

We will see.
 
Smiley/OCD

Smiley/OCD

Well-Known Member
jpinkc said:
The only thing I can say, is Thank God the Curly Howard (look it up kids he would have done a better job) look alike is gone. Iger, ugh I just dont know what to say about. Is he good for Business arguably. But is he good for Fans..... not much better than Curly. If Iger can walk back any of this stuff Genie+, any of the price increases, that I think most agree seem very Greedy on the part of Disney, then its a win. But that actually happening I think is a pipe dream. If anything Iger is there to make Wall Street happy and nothing else. He is there to trot out and do a better PR Job for the next 2 years (if they open Tron by then) while they look for the next Curly 2.0, to make sure that only people of means can attend his run down and dirty parks. Disney needs a Walt 2.0 but that will never happen with Bean Counters of today. Disneyland was made for families to come and have fun together. WOW has that ideal ever fallen!!

More to my point
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He kept thinking but nothing happened…
 
Bastet

Bastet

Active Member
I think the board became aware (finally) that the public perception of the 'Disney' brand is not a good one at this time and that Chapek had to go. I also think that Iger isn't so much a saviour, as a caretaker who can hopefully stop the rot and begin to repair the damage as his public reputation with the brand is a hell of a lot better than Chapek. Also Iger was available on very short notice.....
 
J

jpeden

Well-Known Member
In the Parks
No
EPCOT-O.G. said:
D'Amaro likely has an existing relationship with Iger.

This all leaves me wonder what role Kareem Daniel has going forward, especially given his close proximity to Chapek and the very person that micromanaged the budgetary power away from the other executives.
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Considering that one of the largest complaints was Chapek's centralization of budgetary authority and it apparently rolled up to Daniel, I can't imagine he's long for the C-Suite IF Iger is going to be tasked with and/or has the free reign to start rolling back Chapek modifications to Disney's operating structure. That being said, I will be very interested to see if Iger brings back Zenia or any of his other top lieutenants, as that will tell you a lot about the direction he's been tasked to take.

The real key will be if Iger rolls that back, he will most likely start rolling back other centralization plans/activities, and we will see what happens when D'Amaro has free reign over parks, like Chapek did when he was President of DPEP. D'Amaro is an interesting figure. As stated earlier he was extremely well-liked as President of DL and WDW, but has suddenly gotten a bad image (and it was very interesting that @Disney Analyst noted he was against monetizing FP+, which if true shows he does somewhat care about the guest experience and the effect that would have on CM's). If he has free reign to run DPEP the way he thinks it should be run within the confines of Iger's mandates from the Board, it could be a very positive thing. Or, I could be 100% wrong about this -who knows.

In regards to how quickly this happens, I have seen it happen in large organizations a lot (and it's happened in mine) where someone is removed quickly, and you don't have a choice but to find someone that understands how the organization runs and can function on day one with no on-the-job training. There's really only one person that fit that bill, and it was Iger (and to an extent, Eisner - but he's so far removed from how the company operates now it would have been hard for him to get into the weeds on day one without time). I do think that if the cast reaction is in anyway accurate, that is a good thing, if not for nothing but morale for Disney's employees.

The reality is, Iger is better than Chapek, and right now I'll take the "just okay/somewhat bad" over the awful that was Bald Bob and his reign of terror as CEO of TWDC.
 
Disney Analyst

Disney Analyst

Well-Known Member
jpeden said:
Considering that one of the largest complaints was Chapek's centralization of budgetary authority and it apparently rolled up to Daniel, I can't imagine he's long for the C-Suite IF Iger is going to be tasked with and/or has the free reign to start rolling back Chapek modifications to Disney's operating structure. That being said, I will be very interested to see if Iger brings back Zenia or any of his other top lieutenants, as that will tell you a lot about the direction he's been tasked to take.

The real key will be if Iger rolls that back, he will most likely start rolling back other centralization plans/activities, and we will see what happens when D'Amaro has free reign over parks, like Chapek did when he was President of DPEP. D'Amaro is an interesting figure. As stated earlier he was extremely well-liked as President of DL and WDW, but has suddenly gotten a bad image (and it was very interesting that @Disney Analyst noted he was against monetizing FP+, which if true shows he does somewhat care about the guest experience and the effect that would have on CM's). If he has free reign to run DPEP the way he thinks it should be run within the confines of Iger's mandates from the Board, it could be a very positive thing. Or, I could be 100% wrong about this -who knows.

The reality is, Iger is better than Chapek, and right now I'll take the "just okay/somewhat bad" over the awful that was Bald Bob and his reign of terror as CEO of TWDC.
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And just to clarify, just musings I've seen online by people who seemed to know D'Amaro's thought process re: paid FP.

In the end, I do believe that it was inevitable to become an up-charged experience.
 
flynnibus

flynnibus

Premium Member
Disney Analyst said:
I don't see any possible path where Iger removes Genie+ or Reservations.

I could see him trying to add more value for what we pay for, raise Genie+ costs and lower availability... maybe he reopens Park Hopping fully...

But... I think those two items are here to stay.

We will see.
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Imagine a world where you try to appease both crowds with token measures...

Genie+ is now free!!
(but here is a new paid premium offer in addition....)

Iger gets to appease the masses that FP is now free again.. while still not giving up the revenue upsell available.
 
L

Lilofan

Well-Known Member
jpeden said:
Considering that one of the largest complaints was Chapek's centralization of budgetary authority and it apparently rolled up to Daniel, I can't imagine he's long for the C-Suite IF Iger is going to be tasked with and/or has the free reign to start rolling back Chapek modifications to Disney's operating structure. That being said, I will be very interested to see if Iger brings back Zenia or any of his other top lieutenants, as that will tell you a lot about the direction he's been tasked to take.

The real key will be if Iger rolls that back, he will most likely start rolling back other centralization plans/activities, and we will see what happens when D'Amaro has free reign over parks, like Chapek did when he was President of DPEP. D'Amaro is an interesting figure. As stated earlier he was extremely well-liked as President of DL and WDW, but has suddenly gotten a bad image (and it was very interesting that @Disney Analyst noted he was against monetizing FP+, which if true shows he does somewhat care about the guest experience and the effect that would have on CM's). If he has free reign to run DPEP the way he thinks it should be run within the confines of Iger's mandates from the Board, it could be a very positive thing. Or, I could be 100% wrong about this -who knows.

The reality is, Iger is better than Chapek, and right now I'll take the "just okay/somewhat bad" over the awful that was Bald Bob and his reign of terror as CEO of TWDC.
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If Iger rolls back the changes that made Daniel rise up to his current exec position , I'd expect Daniel leaving to " pursue other interests or spend more time with the family".
 
Rutt

Rutt

Well-Known Member
BobPar said:
Not in a free version. I cant see them passing up that revenue stream. Fix system maybe include every ride & finally start adding capacity
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I don't see the attendance improving until it does. Or at least something similar to the Universal one where you pay one price for the day kinda thing.

Start with bringing back the Magic Express though and I may come back ;)
 

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