JoeCamel
Well-Known Member
It's so last century?
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News Bob Iger is back! Chapek is out!!
- Thread starter Disney4family
- Start date
Nubs70
Well-Known Member
The increased sales were in home based sales as AFH (Away From Home) TP plummeted with closure of offices
bcoachable
Well-Known Member
We keep kicking around names of companies we are familiar with… I’ve always thought the Diz, when finally dissolved, will end up being broken apart and sold to interested investment companies of foreign origin…
Robbiem
Well-Known Member
Does anyone really go to a movie anymore because its made by a certain studio? Maybe for a niche like pixar but I can’t see people going to see a 20th Century movie over a Paramount one
There are so many companies at the start of most movies that the ‘studio’ is just one of a long list.
Elijah Abrams
Well-Known Member
- In the Parks
- Yes
20th Century Fox was more recognizable than 20th Century Studios. Just putting it out.
Slpy3270
Well-Known Member
Looks like Iger found something to cut....something no one will miss.
Nate Silver and FiveThirtyEight Are on ABC’s Chopping Block
In this week’s edition of Confider, we report how ABC News is considering offloading the star data journalist and his famed website.
www.thedailybeast.com
Fido Chuckwagon
Well-Known Member
This isn’t actually accurate. Many things caused the great tp shortage of ‘20, but one of the factors was that everyone stayed home instead of going to the office, and thus switched from using insustrial-grade commercial toilet paper (larger rolls, etc), to consumer-grade toilet paper. So TP companies on the one hand completely sold out of their consumer-grade product and on the other hand couldn’t move their commercial-grade stuff. They simply didn’t have the correct supply chains to get the toilet paper that was normally going to offices to supermarket shelves instead. It was supply chain snarl ups. They didn’t make a huge profit because of it. A similar thing happened with a lot of food supply chains when suddenly Americans who eat a decent percentage of their meals from restaurants were all eating all of their food from grocery stores at home. The food producers did not make a huge profit when milk, eggs, chicken, and beef started flying off of supermarket shelves. They lost money.
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CaptainAmerica
Premium Member
I have a rumbly in my tumbly.
Jrb1979
Well-Known Member
Somebody had too much dolewhip and churros
Elijah Abrams
Well-Known Member
- In the Parks
- Yes
Iger is being weighed down by his Fox buyout.
www.thewrap.com
Did Disney Buy a Dud With Fox? The $71 Billion Deal Is Weighing Bob Iger Down
The box-office success of "Avatar: The Way of Water" may disguise the problems the Hollywood megadeal brought
www.thewrap.com
"Activist investor Nelson Peltz's hedge fund Trian Fund Management wrote to Walt Disney Co (DIS.N) shareholders on Thursday to make the case for replacing the media and entertainment conglomerate's board director Michael Froman.
Trian, which owns a roughly $1 billion stake in the home of Mickey Mouse, has asked Disney shareholders to drop Froman — a former U.S. Trade Representative — from the company's 12-member board and elect Peltz instead.
Trian did not spell out in the letter why it had picked Froman to target among the Disney directors, but suggested that Peltz was more qualified to serve.
"Shareholders need someone in the boardroom who is experienced enough, committed enough and objective enough to insist that Disney live up to its full potential," the letter said.
Disney and Froman did not immediately respond to requests for comment."
Full article below.
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www.reuters.com
Trian, which owns a roughly $1 billion stake in the home of Mickey Mouse, has asked Disney shareholders to drop Froman — a former U.S. Trade Representative — from the company's 12-member board and elect Peltz instead.
Trian did not spell out in the letter why it had picked Froman to target among the Disney directors, but suggested that Peltz was more qualified to serve.
"Shareholders need someone in the boardroom who is experienced enough, committed enough and objective enough to insist that Disney live up to its full potential," the letter said.
Disney and Froman did not immediately respond to requests for comment."
Full article below.
Peltz's Trian seeks to rally Disney shareholders against board director Froman
Activist investor Nelson Peltz's hedge fund Trian Fund Management wrote to Walt Disney Co shareholders on Thursday to make the case for replacing the media and entertainment conglomerate's board director Michael Froman.
www.reuters.com
Ayla
Well-Known Member
That guy sure thinks highly of himself."Activist investor Nelson Peltz's hedge fund Trian Fund Management wrote to Walt Disney Co (DIS.N) shareholders on Thursday to make the case for replacing the media and entertainment conglomerate's board director Michael Froman.
Trian, which owns a roughly $1 billion stake in the home of Mickey Mouse, has asked Disney shareholders to drop Froman — a former U.S. Trade Representative — from the company's 12-member board and elect Peltz instead.
Trian did not spell out in the letter why it had picked Froman to target among the Disney directors, but suggested that Peltz was more qualified to serve.
"Shareholders need someone in the boardroom who is experienced enough, committed enough and objective enough to insist that Disney live up to its full potential," the letter said.
Disney and Froman did not immediately respond to requests for comment."
Full article below.
Peltz's Trian seeks to rally Disney shareholders against board director Froman
Activist investor Nelson Peltz's hedge fund Trian Fund Management wrote to Walt Disney Co shareholders on Thursday to make the case for replacing the media and entertainment conglomerate's board director Michael Froman.
Disney needs to tell the pesky fly to buzz off.
Any article that begins by calling the buyout $71B is flawed from the beginning.Iger is being weighed down by his Fox buyout.
Did Disney Buy a Dud With Fox? The $71 Billion Deal Is Weighing Bob Iger Down
The box-office success of "Avatar: The Way of Water" may disguise the problems the Hollywood megadeal brought
Is $71B burdensome? Yeah. That's why Disney sold off or wrote off $20B worth of old Fox. The final buyout cost was $51B. And at the time it happened, Wall Street analysts were perfectly fine with that level of debt for Disney. The author scoffed at the idea that it wasn't a full $71B and didn't even bother to look at Disney's balance sheet to see what the current debt was... or its profits.
How can one opine on the financial status of a company and not once glance at any financial statements? Incredible.
The new 20th Century studios are providing Disney with a lot of benefits... like Avatar: Way of Water. The author points out the failures (most of which were in the Fox pipeline before the purchase) and there certainly have been failures under Disney's watch. But then again, Disney's own live action studios keeps pumping out failures, too.
He does point out a few successes, at the same time leaving out the 16 Oscar noms accrued to Disney due to the purchase. Really? His bio is how he's a media analyst expert but he doesn't mention the prestige of all the awards 20th Century is now bringing to Disney?
The whole article is dumb and I am now dumber for having read it (thanks, free trial! -- It's behind a paywall.)
"Activist investor Nelson Peltz's hedge fund Trian Fund Management wrote to Walt Disney Co (DIS.N) shareholders on Thursday to make the case for replacing the media and entertainment conglomerate's board director Michael Froman.
Trian, which owns a roughly $1 billion stake in the home of Mickey Mouse, has asked Disney shareholders to drop Froman — a former U.S. Trade Representative — from the company's 12-member board and elect Peltz instead.
Trian did not spell out in the letter why it had picked Froman to target among the Disney directors, but suggested that Peltz was more qualified to serve.
"Shareholders need someone in the boardroom who is experienced enough, committed enough and objective enough to insist that Disney live up to its full potential," the letter said.
Disney and Froman did not immediately respond to requests for comment."
Full article below.
Peltz's Trian seeks to rally Disney shareholders against board director Froman
Activist investor Nelson Peltz's hedge fund Trian Fund Management wrote to Walt Disney Co shareholders on Thursday to make the case for replacing the media and entertainment conglomerate's board director Michael Froman.
This is hysterical:
He has said that these companies on average outperformed the broader stock market index during his time as a director on their boards.
Previously, Peltz boasted how he brought value to each board he's been on. Then was publicly laughed at because he's on the board of MSG and they lost a lot of value. And so now, he's boasting how he brings value to a board **on average.**
What a jerk.
Disney Analyst
Well-Known Member
This Fox stuff is very intriguing. Why does everyone suddenly care, why is this narrative being spun? Is this all because Peltz brought it forward so aggressively?
Pretty much.
It's his big point for "Iger doesn't know what he's doing in buying out another studio."
The same Iger who bought Pixar, LucasFilm, and Marvel.
Peltz is pretty dumb.
Here is Disney’s response to the latest materials issued by the Trian Group.
thewaltdisneycompany.com
The Walt Disney Company Underscores Board Strength And Focus On Value Creation, Sends Letter To Shareholders - The Walt Disney Company
BURBANK, Calif., February 2, 2023 – The Walt Disney Company Board of Directors (NYSE:DIS) today responded to materials issued by the Trian …Read More
thewaltdisneycompany.com
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bcoachable
Well-Known Member
Anyone else think Peltz is making the play to get on the board just so he won’t have to make park reservations or use G+ to get on rides??
Disney Analyst
Well-Known Member
Here is Disney’s response to the latest materials issued by the Trian Group.
The Walt Disney Company Underscores Board Strength And Focus On Value Creation, Sends Letter To Shareholders - The Walt Disney Company
BURBANK, Calif., February 2, 2023 – The Walt Disney Company Board of Directors (NYSE:DIS) today responded to materials issued by the Trian …Read More
So wait, Trian can just send out their own proxy stuff? I am going to get this in the mail and can rip it up?!
How exciting.
JoeCamel
Well-Known Member
With the stock up another 3% today could it be Peltz is just bringing the drama to goose it before he gets out? I wouldn't expect his threat to the board to be met with glee by investors but there you have it. Maybe they think Peltz will get a dividend back but fail to understand where the money would come from?