News Bob Iger is back! Chapek is out!!

[hopemax]

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.

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

Some of us have spent several Christmases at WDW because their parents' home is 15 miles away, and their Mom was a CM, and working, so why not head to the park too.

 

[Br0ckford]

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.

Actually, until Sunday evening I blamed Chapek for everything.

 

[mightynine]

Maybe…

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

I still maintain there will be a hulu box on D+ the second they can put it on there, just like STAR internationally.

 

[DCLcruiser]

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

I'll be there soon! Night of Lights tickets already purchased.

 

[jaxonp]

Every audit of "ask all the assistants the same questions and see which ones give the most accurate results" come out in Google's favor. They have better voice recognition and better search.

Yea but actually how do they all do controlling smart devices… google and Apple only work with about half the devices made… guess who works with nearly everything including Google and Apple made products???

 

[Sir_Cliff]

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

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

I would genuinely be curious to know how closely the rises and falls in share prices map changes in estimated future cash flows.

 

[hopemax]

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.

My uncle's job included traveling around the country to make sure the stores that sold his company's products were being properly displayed, expiration dates were properly rotated, priced, etc. So while it would be fair to say that most people wouldn't blame Target, there are those that would know that in addition to the store needing to do things properly, it's also the responsibility of the product owner to make sure the retail outlets are doing what they expect. Disney is supposed to be this great attention to detail company, if my uncle's company cared enough to check, why shouldn't Disney be expected to?

 

[SteamboatJoe]

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.

Clearly more than zero by evidence of your example and the response it got. Maybe not mad but sadly reminded of what was lost. I think about it every time I see one of these displays, even when they aren't a mess. We all thought no one outside these boards noticed the decline in the parks, then main stream articles about it appeared.

 

[CaptainAmerica]

My uncle's job included traveling around the country to make sure the stores that sold his company's products were being properly displayed, expiration dates were properly rotated, priced, etc. So while it would be fair to say that most people wouldn't blame Target, there are those that would know that in addition to the store needing to do things properly, it's also the responsibility of the product owner to make sure the retail outlets are doing what they expect. Disney is supposed to be this great attention to detail company, if my uncle's company cared enough to check, why shouldn't Disney be expected to?

I didn't say it was acceptable, I said people aren't going to blame Disney for it. And yes, Disney should audit the displays and hold Target accountable and we have no reason to believe they don't.

Again, this is a screenshot posted by laid off employees who are salty and out to prove a point. It is not evidence that closing the Disney Stores was a bad idea.

 

[Dranth]

Actually, until Sunday evening I blamed Chapek for everything.

Why stop now? The Chick-fil-A down the street had a long line last night and the first thing I did was blame Chapek. He earned it.

 

[flynnibus]

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?

Because they are representing the brand. This is more than just a simple retailer carrying their product. Companies also often pay for how their product is presented/promoted in the store. So if the retailer is failing to meet the standards or their obligations, then yes, they should care.

Additionally, this isn't just a normal situation, but a co-branded offer where Disney was using this specifically as a unique partnership. So yeah, it's relevant to Disney... just not really in a CEO discussion... and certainly not in a discussion about them trying to retort by getting back into B&M retail

 

[el_super]

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

Eh it's all relative. People liked the Disney Store and are probably nostalgic now, but they apparently didn't like shopping at the mall all that much.

 

[erasure fan1]

Disney completely abandoned any interest in the video game industry, ignoring a massive entertainment medium that constantly increases in popularity.

That's a big one for sure. An industry that as a whole is bigger than music and movies combined. And he decided, well we can't put a video game on D+ so who cares! And now the only way to get back in, is to go on a spending spree and buy up some studios. Disney has the largest back catalog of IPs that would work great in the video game space. It's a real shame they abandoned it. All they can do is farm it out now, and they've done a poor job with that.

 

[Raidermatt]

…I figured something like this was coming. But it’s off because it doesn’t look at the whole tenure in totality in the context of what Disney was before he arrived and what it was when he left.

Quite simply: it was 5x the company it was when he left and an international corporation. I can’t take anyone seriously who believes that to be easy to steward and instead chooses the worst moments.

If your point is Frank wells was key…then I’ll grant that. But there’s no way you can separate the two completely. And I’m sure Frank wells would disagree with your assessment.

Of course Frank Wells was key. They were co-leaders for the first ten years, Wells had just as much power as Eisner, and in some ways he had more. He was the choice to run the company and he was put in a position where he could essentially do so, while Eisner could be satisfied with the title and running the studio. Things generally went well, at least from an external pov. Then Wells died and things deteriorated, and it wasn't just a few things. There was the Ovitz/Pressler debacle. Katzenberg bolted and animation imploded. Relationships with Pixar, the Muppets and others soured.

I am looking at the totality of the regime, and I am evaluating it based on the context of what was going on during the various points in that regime. Without that it's just a surface level analysis.

 

[Disney Analyst]

I hope not.

 

[flynnibus]

I hope not.

Fanboi dreams.

 

[kingdead]

Fanboi dreams.

Better get that iPhone or you'll be condemned to the 200 minute line!

 

[SteamboatJoe]

Eh it's all relative. People liked the Disney Store and are probably nostalgic now, but they apparently didn't like shopping at the mall all that much.

I admit the decline of malls was a problem and there needed to be some exclusivity to brand. I still think they coud work in locations that have staying power where the ambiance and experience is part of the offering.

 

[Sirwalterraleigh]

Of course Frank Wells was key. They were co-leaders for the first ten years, Wells had just as much power as Eisner, and in some ways he had more. He was the choice to run the company and he was put in a position where he could essentially do so, while Eisner could be satisfied with the title and running the studio. Things generally went well, at least from an external pov. Then Wells died and things deteriorated, and it wasn't just a few things. There was the Ovitz/Pressler debacle. Katzenberg bolted and animation imploded. Relationships with Pixar, the Muppets and others soured.

I am looking at the totality of the regime, and I am evaluating it based on the context of what was going on during the various points in that regime. Without that it's just a surface level analysis.

You didn’t see my question in another response?

How old are you? Yes…that matters here.

 

[Andrew C]

I still think they coud work in locations that have staying power where the ambiance and experience is part of offering.

In the DFW area, I know they closed all the stores except the generic outlet store in an outlet mall, if that tells you anything about what they determined is worth keeping open...