News Bob Iger is back! Chapek is out!!

[Sirwalterraleigh]

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!

It was 100% the right move to fire Slaphead…I’ve been calling for it since day one and it happened. It’s a relief.

However this is just the shock moment…it can’t fall into another 10 years of Iger and the Hollywood reporters love affair with him…

As a shareholder, longtime fan, high spending patron and - much to everyone’s chagrin - a historian/expert on this company (I know…but sadly you know it’s true…)…I EXPECT them to do what the presser says and find the right management to take over and evolve the longterm strategy.

That’s what they said…now JUST DO IT, Nike!

no need for ego stroking “will he or won’t he?” With an old man…again

 

[JD80]

Don't care for any of that. Not into Star Wars at all and don't like cartoons.

Chapek was right!!

 

[MrPromey]

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.

Why does Apple need to be doing this?

As an Apple customer, I think it would be cool. It would add a coolness factor for Disney, too and having an onsite Genius Bar to handle cracked screens and such would be a plus for Disney and traveling guests but what's in it for Apple that they don't already have?

I'm pretty sure Disney has the available retails space to rent out so they're not the ones you really need to convince for this kind of thing and if Apple thinks it'll benifit them, I'm pretty sure they'll be there.

 

[jpeden]

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

Mears is a business, and if they can lock in and guarantee an income stream from a stable source like TWDC, I promise they'll build that bridge back no matter how bad it was burned. You don't turn down guaranteed revenue in the hospitality and tourism industry, especially when you're facing a recession.

 

[MrPromey]

.... no need for ego stroking “will he or won’t he?” With an old man…again

The ghost of Bob Dole has an important message for you.

 

[JD80]

Mears would take Disney's money in a heartbeat if the contract was right. Needs to be the right combination of money and length.

 

[Br0ckford]

Perhaps they would bring in Art Vandelay as a consultant.

And he'd be great with the latex imports and exports

 

[Casper Gutman]

Chapek was awful.

In a year or so, I think a lot of us are going to wish Chapek was back.

“This is not going to go the way you think.”

 

[GimpYancIent]

Chapek was awful.

In a year or so, I think a lot of us are going to wish Chapek was back.

“This is not going to go the way you think.”

Second chances do not come very often B.I. has been handed a second chance. Clearly, he has a greater level of intellect, style and craftiness than B.C. now to show it and not squander this opportunity.

 

[Trauma]

Chapek was awful.

In a year or so, I think a lot of us are going to wish Chapek was back.

“This is not going to go the way you think.”

Woke up. Opened this thread and read this.

Cheerful start to my day. I’m going back to bed.

 

[Nubs70]

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

So to follow up,

Can one expect either ceo to spend any significant time solely to P&R?

 

[Casper Gutman]

Second chances do not come very often B.I. has been handed a second chance. Clearly, he has a greater level of intellect, style and craftiness than B.C. now to show it and not squander this opportunity.

“Second chance” implies that someone thinks they made mistakes with their first chance. Iger doesn’t. The parks are what he wants them to be. I suspect his main focus will be on digesting Fox, which means more belt-tightening.

Of course, this could be even more ominous if he starts selling components of the company or even the company itself. I don’t think he will, but Iger’s focus has always been mergers and acquisitions and the board is panicky…

 

[MaximumEd]

So to follow up,

Can one expect either ceo to spend any significant time solely to P&R?

Sure, by cutting expenses and raising prices. Second verse same as the first.

 

[dreday3]

In the end, I'm ambivalent about this change. From reading everyone here and other places, it seems his focus will be mostly on Disney + and the like, with not much focus on the parks.

Since my main interest in Disney is the Disney Parks, I'm out of luck with any significant changes for the better.

 

[CaptainAmerica]

3. It does what it originally did: keeps you off kirkman.

Does it? Uber and Lyft popped the bubble long before DME was shut down. I still think there's value to bringing it back as a PR thing, but I don't think there's much concrete return in terms of "captive guests."

 

[matt9112]

I agree, 100%. I think the biggest rollback we will see will be the dismantlement of Lightening Lanes. I could see Iger easily folding them in with the price of Genie+ so they can still make their money, and vistors feel like one price tag is being cut.

I feel genie + prices would have to increase to lower demand though.

 

[GimpYancIent]

“Second chance” implies that someone thinks they made mistakes with their first chance. Iger doesn’t. The parks are what he wants them to be. I suspect his main focus will be on digesting Fox, which means more belt-tightening.

Of course, this could be even more ominous if he starts selling components of the company or even the company itself. I don’t think he will, but Iger focus has always been mergers and acquisitions…

Yes, his track record clearly leans toward mergers / acquisitions and getting bigger. Selling off components has not been his history, but, if there are two duplicate components, he can either merge them into one more efficient component or sell off the less productive / profitable one. The whole restructuring commentary makes things interesting to see how TWDC will look, keep in mind he ran the place then stepped aside reflected / analyzed and now steps back in.

 

[Grumpy4196]

IF Josh's hands were really tied under Chapek and if all Iger does is let him actually run the parks then it is a win in my book. Alot of IFs I know.

 

[pdude81]

I dared to get into it with a pack of trolls on the Strange World thread. They then decided to get together and inform me that I am “humorless” for reasons I still don’t understand. Then, to prove them wrong on the humorless thing, I posted a bunch of review clips from my plays. Then, once they were proved wrong that I am “humorless”, I was informed that I am pathetic and sad and a victim, none of which is true. But whatever.

If you should come upon a being you think is a troll, don't feed it. Certainly not after midnight

 

[Sirwalterraleigh]

Does it? Uber and Lyft popped the bubble long before DME was shut down. I still think there's value to bringing it back as a PR thing, but I don't think there's much concrete return in terms of "captive guests."

Nothing is “stopping” Anyone…but the theory behind it is less rental cars - less bleed for grocery runs, less off property meals, etc.

Numbers do back that up. People would also be somewhat less inclined to go to the other parks. Not talking one timers…that wouldn’t change…but “semi frequent” people would be more inclined to stay in the bubble

I’ve talked to a decent number of dvc that venture off more since the end of express. I bet that correlates.