News Bob Iger is back! Chapek is out!!

[Sirwalterraleigh]

Value and price of what?

Everything. From the toy isle all the way up to movie production.

Disney stuff was never labeled “cheap”. It is supposed to have quality for the price. Value…in other words

 

[ToTBellHop]

Wow…they fired Daniel at warp speed

 

[Sirwalterraleigh]

View attachment 680116

Agreed…

They “shot the hostage”.
(That’s a metaphor…calm down, people)

 

[BobPar]

You mean the egomaniac that is on pace to bankrupt Twitter in 45 days? And is erratic as almost anyone we’ve seen?

The sponsorship model is also broken…but that’s due to technology as much as anything. What’s in it for companies to pay fees for signage that people have been trained to tune out in the cyber/digital world for 25 years?

I agree the sponsorship definitely is old school but i think certain companies sitting on cash ie Apple possibly looking for a boost may be intrigued.... Not to argue or debate this with you as well but its funny how all of a sudden Elon is a bad guy/ego maniac etc Not saying i was a huge fan either way but i watched people on these boards and all over social media drool over this guy like they did w pretty boy Josh & now he is the devil.. but im trying to stay away from turning this political.... Plenty of other electric carmakers we can use instead if elon is bad man now

 

[Sirwalterraleigh]

I agree the sponsorship definitely is old school but i think certain companies sitting on cash ie Apple possibly looking for a boost may be intrigued.... Not to argue or debate this with you as well but its funny how all of a sudden Elon is a bad guy/ego maniac etc Not saying i was a huge fan either way but i watched people on these boards and all over social media drool over this guy like they did w pretty boy Josh & now he is the devil.. but im trying to stay away from turning this political.... Plenty of other electric carmakers we can use instead if elon is bad man now

I think Elon is what he is. And always has been.

Not saying anything has changed. It’s a pattern and it’s highs and lows

 

[Mark Dunne]

Is it out of the question to get say a real “partner” to help burden the bill these parks need? Tesla with say a speedway update and maybe promote them with Tron and an updated Space Mountain? Also Apple as much as i love the company and stock has been kinda in a rut maybe revisit that & see if they be on board with some cash infusion to finish the SE refurb and possibly love elsewhere. Not sure what other brands may or may not be on board and make sense but its something they should look at if the goal is to truly make things better and expand and do it quicker than Disneys pace

Well said, I've been saying that tesla should be more involved, but Mr musk may be a big issue for Disney and hard to work with, but i think magical express will return in some form, and Tron will be given an end of this year deadline to finish, also MP will go ahead in Epcot, and Play pavilion will be back on track, speculate to accumulate . wait and see

 

[Sirwalterraleigh]

October 29th - November 1st

Ok…so in the fall of 2021 the northeast - primary feeder region for wdw - was still resisting travel to a certain extent. Not like 2020…but it was still lagging. The delta was was in late summer and the omicron around December/January too.

I think you need to temper what you believe is coming Your way. As Vegas says: the sure way to kill a trip to assume it’s gonna be light and realize you were unprepared for it.

 

[Mark Dunne]

I agree the sponsorship definitely is old school but i think certain companies sitting on cash ie Apple possibly looking for a boost may be intrigued.... Not to argue or debate this with you as well but its funny how all of a sudden Elon is a bad guy/ego maniac etc Not saying i was a huge fan either way but i watched people on these boards and all over social media drool over this guy like they did w pretty boy Josh & now he is the devil.. but im trying to stay away from turning this political.... Plenty of other electric carmakers we can use instead if elon is bad man now

Apple should be in DS with Disney only phone covers watch straps special mac book covers and screen savers that you can only get there, i think it would make sense, plus apple to look at the play pavilion see what they and imaginers can come up with , for me its a win win.i never understood why apple isn't in Disney springs.

 

[montyz81]

This is good news, but IMO things like ; free fast passes, magical express, Dailey reservations, etc will not change. I’m not sure the park goer is going to benefit from this much.

 

[Sirwalterraleigh]

Well said, I've been saying that tesla should be more involved, but Mr musk may be a big issue for Disney and hard to work with, but i think magical express will return in some form, and Tron will be given an end of this year deadline to finish, also MP will go ahead in Epcot, and Play pavilion will be back on track, speculate to accumulate . wait and see

I could see magical express being reinstituted as a really easy PR olive branch.

1. It’s not that Expensive for them
2. Recession
3. It does what it originally did: keeps you off kirkman. That is much more important now than it was when it first was designed. It’s a real threat now and wasn’t then.

 

[Sirwalterraleigh]

Apple should be in DS with Disney only phone covers watch straps special mac book covers and screen savers that you can only get there, i think it would make sense, plus apple to look at the play pavilion see what they and imaginers can come up with , for me its a win win.i never understood why apple isn't in Disney springs.

They don’t do specialized merch much anymore…they just don’t want to limit scale when it can be shipped by bezos’s robots and drones en masse 24 hours a day.

 

[CastAStone]

I could see magical express being reinstituted as a really easy PR olive branch.

1. It’s not that Expensive for them
2. Recession
3. It does what it originally did: keeps you off kirkman. That is much more important now than it was when it first was designed. It’s a real threat now and wasn’t then.

I think they’ve torched that bridge with Mears. I’d see them rolling back ILL before bringing back DME.

 

[JusticeDisney]

And yet people sure acted that way.


Like who?


Absolutely not. Despite having been disbanded, Iger never actually pivoted away from Strategic Planning and just promoted the likes of Staggs. Tom Staggs was one of the most uncredited shapers of The Walt Disney Company as it existed at the end of Eisner’s tenure and into Iger’s tenure.


Time has already told. The events already transpired.


This comment just makes Cramer look clueless. Parks wasn’t Chapek’s area of expertise. He had absolutely no park experience prior to getting the top job at the parks. If Iger had gotten his way the parks wouldn’t be a thing for Cramer to talk about and there’s no evidence he truly sees them as an area of potential growth.

You clearly misunderstood my post. We were talking about what may or may not happen going forward. Unless you have a crystal ball or some sort of magical powers…..

 

[Nubs70]

Just a wild thought,

DIS is a multi division business conglomerate.

Why does the CEO always need to be the face of a single division?

 

[Sirwalterraleigh]

I think they’ve torched that bridge with Mears. I’d see them rolling back ILL before bringing back DME.

It would cost them more - sure - but it never cost them that much to begin. I know Iger was around/involved…but I bet he didn’t really love that move. Chapek also boned the spin - which was his speciality. He basically said “you do it” and blamed Uber.

Somewhere in revenue…I’d be shocked if there wasn’t a correlation between a decline in on property room sales tracking and magical express pushing people off property. Maybe not huge…but money is money and it hurts ancillary sale streams.

They’re never really “full”…and you can’t blame Covid anymore. I do hear a grumble from the ghosts of work past still occasionally.

 

[Mark Dunne]

Bob Chapek out at Disney, Bob Iger returns to lead the company as CEO

Iger, who spent more than four decades at the Company, including 15 years as its CEO, has agreed to serve as Disney’s CEO for two years.

www.wdwmagic.com

Great stuff, I think magical express return in some way , listen the trouble in the parks and latest fights etc, are major concerns for Disney , I think the price hikes will drop down, and bring harmony back , cheapek was far to cold in his decisions, and left thousands angry, when you do that you change the fans, then they turn to castmebers in there frustration , dropping ME was a disaster for them, especially as bright line was cancelled through Disney , welcome back Bob

 

[Sirwalterraleigh]

You clearly misunderstood my post. We were talking about what may or may not happen going forward. Unless you have a crystal ball or some sort of magical powers…..

we have 18 years of documented pattern from someone who got WAY too much credit for running a mediocre parks operation to act like there’s a clean slate now.
So we all should be very reserved in our optimism/praise until we see some evidence of change.

He mostly packed parks/raised prices and overloaded dvc in Orlando.

But I do like the springs restaurants -
So at least there’s that

 

[JusticeDisney]

we have 18 years of documented pattern from someone who got WAY too much credit for running a mediocre parks operation to act like there’s a clean slate now.
So we all should be very reserved in our optimism/praise until we see some evidence of change.

He mostly packed parks/raised prices and overloaded dvc in Orlando.

But I do like the springs restaurants -
So at least there’s that

Oh, I agree with all of that. I still think he’s a huge upgrade from Chapek, though. Then again, I also don’t believe WDW is even remotely as bad as so many people here seem to think it is, so there’s that too, lol!

 

[Sirwalterraleigh]

Just a wild thought,

DIS is a multi division business conglomerate.

Why does the CEO always need to be the face of a single division?

The ceo of one of the 3 biggest media companies in the free world is the face of ALL divisions

At the end of the day…that’s why chapek got canned

 

[dreday3]

I'd like to see what Kramerica Industries can do with the brand.

Perhaps they would bring in Art Vandelay as a consultant.