News Bob Iger is back! Chapek is out!!

[kingdead]

Well as a rebel who was traumatized when I was orphaned, I can't get into it either.

As a space wizard I'm offended by the depictions.

 

[Sirwalterraleigh]

ESPN is def gone and Hulu next.....they will move all content from Hulu to D+

Maybe…

But while Disney will have Control of Hulu…that doesn’t necessarily mean they can fold it at will.

 

[Sirwalterraleigh]

I never understood why anyone would want to be away from home/family's home for Christmas. I like the WDW Disney parade show on Christmas morning, but besides that, plenty of better times to go.

Ummm…because everyone is on vacation?

I'm going next week, after Thanksgiving obviously, and it is usually less crowded.

…ummm…it usually is…but I wouldn’t bet the farm on any “lower crowds”

 

[Sir_Cliff]

Welcome to Whose Wall Street Is It Anyway? Where the rules are made up and (small) profits don't matter!

This is actually very accurate and something that has been kind of lost in all this: Disney was doing exactly what investors wanted them to, until investors suddenly changed their mind a few months ago. Does anyone really believe share prices represent the actual value of companies?

This is where I also don't quite get the notion that Iger set the scene for disaster and Chapek is reaping the whirlwind. Disney at present is not a disaster: it is still a massively profitable company.

 

[Horizons '83]

Ummm…because everyone is on vacation?


…ummm…it usually is…but I wouldn’t bet the farm on any “lower crowds”

Just took a quick look at the Touring Plans crowd calendar and the soonest they are prediction an overall crowd of 3 or less in August 29, 2023. It will be crowded for some time unless something dramatically changes that.

 

[TwilightZone]

Additions announced under Iger:
DCA 2.0
Cars
NFL
Frozen Epcot
Pandora
Guardians makeover at DCA
Nightime fun at AK / ROL
TSL
SWGE
MMRR
RAT
Spiderman (DCA)
Gaurdians Epcot
Epcot Spine/Entrance/Moana
TRON
Shanghai Disneyland
Complete purchase of Parc Disneyland Paris
Parc Disneyland 2.0 makeover
SDL zootopia
HKDL frozen
Loads of DVC

Acquisition of Hollywood:
Pixar
Marvel
Lucasfilm
21 Century Fox


Additions announced under Chapek:
Genie +
Park Reservation system
End of APs
Blue sky concepts at D23
Meet and greets at D23
Previous announced E-ticket for DCA given the green light.. I guess
Splash Mountain to Tiana

I'm sure there many more for Bob 1 and maybe a few for Bob 2. Which one will be remembered??? lol

DCA 2.0 - great
Cars - also great
NFL - nope
Frozen Epcot - okay
Pandora - great
Guardians makeover at DCA - good-ish, still heartbroken, but seems fun.
Nightime fun at AK / ROL - great
TSL - good, but needs more
SWGE - needs rework
MMRR - good, but should have been located somewhere else
RAT - great
Spiderman (DCA) - no
Gaurdians Epcot - mixed feelings
Epcot Spine/Entrance/Moana - entrance good, moana not good
TRON - good except the construction
Shanghai Disneyland - great
Complete purchase of Parc Disneyland Paris - tbd
Parc Disneyland 2.0 makeover - tbd
SDL zootopia - tbd
HKDL frozen - tbd
Loads of DVC - meh

Acquisition of Hollywood:
Pixar - great
Marvel - great
Lucasfilm - started bad, but ramping up to be better
21 Century Fox - needs more love!

Additions announced under Chapek:
Genie + - heard mixed reception honestly, but the start was so bad might overshadow its future
Park Reservation system - bad
End of APs - bad
Blue sky concepts at D23 - mostly bad
Meet and greets at D23 - that's fine
Previous announced E-ticket for DCA given the green light.. I guess - okay
Splash Mountain to Tiana - didn't bob 1 do this? Anyways good concept, hoping for good execution as well

 

[Tha Realest]

It will be crowded for some time unless something dramatically changes that.

JPMorgan Forecasts ‘Mild Recession’ In 2023— Here’s What Major Financial Institutions Predicted This Week

 

[CaptainAmerica]

This is actually very accurate and something that has been kind of lost in all this: Disney was doing exactly what investors wanted them to, until investors suddenly changed their mind a few months ago.

Chapek's fate was sealed with the April 19 Netflix earnings release.

Does anyone really believe share prices represent the actual value of companies?

I mean, yes. It represents the present value of estimated future cash flows.

The problem, of course, is estimating future cash flows.

 

[Br0ckford]

Just took a quick look at the Touring Plans crowd calendar and the soonest they are prediction an overall crowd of 3 or less in August 29, 2023. It will be crowded for some time unless something dramatically changes that.

I'm going next week and just assuming it will be the same as when we went in June.

 

[DCLcruiser]

How long ago was your last trip?

2019

 

[TwilightZone]

Posted today in a group of former Disney Store cast members of a “Disney Store shop in shop”. Really hope this is something that is reconsidered.
View attachment 680139
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I really do wonder what they were thinking. I mean, has Chappie never entered a target? What a sad thought, to never enter target.

 

[DCLcruiser]

Ummm…because everyone is on vacation?


…ummm…it usually is…but I wouldn’t bet the farm on any “lower crowds”

It's Christmas. Never gone away for Christmas. Can't imagine being at the parks.

I'll let you know how it goes.

 

[CaptainAmerica]

I really do wonder what they were thinking. I mean, has Chappie never entered a target? What a sad thought, to never enter target.

I'm asking this sincerely.

Why the hell should Disney care if some Target in Poughkeepsie is a craphole? Should Nike care? Or Samsung? Or P&G?

It's Christmas. Never gone away for Christmas. Can't imagine being at the parks.

I'll let you know how it goes.

I lived in Florida for three years and literally moved away because Christmas in Florida is butt. If you're from the Northeast, Christmas anywhere else is depressing.

 

[DCLcruiser]

And that's not even counting the shared experience of certain groups. With half of my family being Puerto Rican, I and much of my family loves My Big Fat Greek Wedding. Despite not being Greek, the aspects of the experience easily translate into Latin, Italian, Asian, Middle-Eastern, any culture that's come to America (or Canada). Just sub-in Vicks for Windex, Angel for Nicholas, and swap flags on the invites. Many people can see themselves in the work by seeing parallels to their own lives, the shared experiences we have.



Many are saying Andor is the best Star Wars work since Empire and I haven't seen anyone who didn't fall in love with the bundle of joy that was Ms. Marvel.



I was very fortunate. 15 years ago, my uncle told me to definitely sign up for a special offer Amazon was doing that got you free Prime for life. I didn't know why I'd ever need to buy something and if it was, shipping would be a paltry few bucks. But it's definitely reaped benefits now.



I would think people of those ages would be kept by nostalgia with backlog of shows and films they grew up on. We'd spoken earlier about the surprise of how many older single subscribers they picked up.



Archer?

Also, did anyone specifically pay separately for Hulu and D+? Although I suppose the bundle wasn't available in all countries.

Archer - Not into adult cartoons (besides MCU).

I bought the D23 special D+ 3 year subscription when I had FiOS. Then I canceled FiOS (cable) and went to YoutubeTV, then I switched to Hulu w/ Live TV. Now we have Hulu w/ Live TV, and D+, which gives us a credit against the bundle.

 

[Lilofan]

I'm asking this sincerely.

Why the hell should Disney care if some Target in Poughkeepsie is a craphole? Should Nike care? Or Samsung? Or P&G?


I lived in Florida for three years and literally moved away because Christmas in Florida is butt. If you're from the Northeast, Christmas anywhere else is depressing.

St Augustine FL is wonderful during Christmas minus the winter wear.

 

[SteamboatJoe]

I'm asking this sincerely.

Why the hell should Disney care if some Target in Poughkeepsie is a craphole? Should Nike care? Or Samsung? Or P&G?


I lived in Florida for three years and literally moved away because Christmas in Florida is butt. If you're from the Northeast, Christmas anywhere else is depressing.

Disney's core business is high quality entertainment and experiences. Fair or not, people simply expect more out of them and Disney use to relish and rise to that challenge more often than not. We are just doing what everyone else does or is allowed to get away with is not an excuse, especially when you are doing less than you used to but charging more for it. It's, to use an Iger term, brand retreat.

 

[Sirwalterraleigh]

It's Christmas. Never gone away for Christmas. Can't imagine being at the parks.

I'll let you know how it goes.

I get that…I’m just saying why it’s crowded. That is the traditionally most crowded 2 weeks of the year.

 

[Sirwalterraleigh]

Disney's core business is high quality entertainment and experiences. Fair or not, people simply expect more out of them and Disney use to relish and rise to that challenge more often than not. We are just doing what everyone else does or is allowed to get away with is not an excuse, especially when you are doing less than you used to but charging more for it. It's, to use an Iger term, brand retreat.

They also have made MORE money off that rep. Much more.

Cap and Supe were in the same Econ class…I think

 

[SteamboatJoe]

They also have made MORE money off that rep. Much more.

Cap and Supe were in the same Econ class…I think

I can't remember if I posted it here or in the other thread....dance with the one who brought you and don't bite the hand that feeds. Its not that hard.

 

[CaptainAmerica]

Disney's core business is high quality entertainment and experiences. Fair or not, people simply expect more out of them and Disney use to relish and rise to that challenge more often than not. We are just doing what everyone else does or is allowed to get away with is not an excuse, especially when you are doing less than you used to but charging more for it. It's, to use an Iger term, brand retreat.

Exactly zero people have ever walked down a messy aisle at Target and gotten mad at Disney, LEGO, or Hanes. They get mad at Target. Disney is not responsible, in reality or in the minds of shoppers, for the condition of Disney merchandise displays inside a Target. This is only even a discussion because the photos were taken by disgruntled laid off Disney Store employees who posted it to a niche community who pays way too much attention to this stuff Online.