News Bob Iger talks about attendance declines, ticket pricing, the feud with Ron DeSantis, and his huge optimism for Disney Parks and Resorts

Splash4eva

Well-Known Member
My hunch is that’s the only thing they’ll want…and they’ll never admit it.

The answers to your questions are “yes” and “yes”

The buyer…apple, Amazon, meta and google being the logical flyer options…will hold more and more leverage because all of iger’s initiatives are failing now.

They’re gonna be sold. It’s inevitable. Maybe 1 year, 5, 20…it’s coming.

The question is will they break themselves up before or after?
Hard to say

A tech company won’t want to run parks…they’ll sub it and collects no overhead fees.

All of Wall Street knows this…I’m not using the force here
we joke and kid about how "bad" Disney is but in reality they have a great product if put in the right hand/hands which i agree with you eventually you will see happen
 

Br0ckford

Well-Known Member
& Iger ride off into the sunset as the "Hero" who saved Disney ;)
You can't be the fall guy if you leave before the fall
Think About It GIF by Identity
 

Smugpugmug

Well-Known Member
Iger is like a politician in many ways. Telling us what we should think and feel when they have no idea how the common person lives

It’ll be interesting to see how much backlash he gets, especially as he stated how Disney (chapek) didn’t handle the thing well with Florida
I'm seeing Iger get a lot of backlash on Twitter right now from people from all sides. It feels like 2018 again.
 

jpeden

Well-Known Member
In the Parks
No
My hunch is that’s the only thing they’ll want…and they’ll never admit it.

The answers to your questions are “yes” and “yes”

The buyer…apple, Amazon, meta and google being the logical flyer options…will hold more and more leverage because all of iger’s initiatives are failing now.

They’re gonna be sold. It’s inevitable. Maybe 1 year, 5, 20…it’s coming.

The question is will they break themselves up before or after?
Hard to say

A tech company won’t want to run parks…they’ll sub it and collects no overhead fees.

All of Wall Street knows this…I’m not using the force here

Maybe someone should see if the OLC is interested in a Florida based acquisition.

I don’t think they’ll ever sell Disneyland but who knows?
 

Splash4eva

Well-Known Member
I feel the only thing worse then Disney parks run by Iger right now is then being spun off and being sold.

Six Flags Magic Kingdom over Florida
I can see your concern but sold to the right people these parks literally have Endless possibilities and in reality they wouldnt have to do much to right this ship and my guess would be a new company will not take 4+ years to build a glorified queue or a cloned roller coaster…
 

Willmark

Well-Known Member
I'm seeing Iger get a lot of backlash on Twitter right now from people from all sides. It feels like 2018 again.
Outside of the bubble here (not saying you) there are vastly different opinions of Disney. I have a feeling it would likely be shocking to some folks in this site just how Disney is viewed and how much their trust factor has fallen in 2 short years.

Suffice to say, Disney very much has a problem on their hands. Some of their own making, some not.

YMMV.
 

Smugpugmug

Well-Known Member
Outside of the bubble here (not saying you) there are vastly different opinions of Disney. I have a feeling it would likely be shocking to some folks in this site just how Disney is viewed and how much their trust factor has fallen in 2 short years.

Suffice to say, Disney very much has a problem on their hands. Some of their own making, some not.

YMMV.
Oh I'm aware. I'm just noticing that the more "pro Disney/Iger" people are starting to become jaded towards the company.
 

MagicHappens1971

Well-Known Member
Man, that interview was not his best work. He's very good at PR but it was a bad look to talk about how Disney pricing and attendance is fine while at Billionaire Summer Camp in Sun Valley, ID.

And he's getting rightfully rolled this morning on his comments about the actors and writers being unreasonable. I saw a stat where the average hollywood writer makes $69,150 a year. Iger makes $74,175, a DAY.

But the writers and actors are the unreasonable ones.
Yeah in truth, I didn’t see that part of the interview, I did afterwards and should have revised my post.
 

Lilofan

Well-Known Member
is it possible they left Iger in charge to potentially orchestrate a deal whether it be a merger/sale etc knowing they have dug a hole way too deep already?
Watching the CNBC interview Iger in so few words has not ruled out selling the company, parts of the company and or outside part owners investing in TWDC. The words " cost structure reflective of business " is a loaded statement. Disney will continue to be lean and mean when anything that involves spending money and the unfortunate part is offerings to the guest experience will eventually be eliminated , streamlined , etc to include continual relook at staffing needs. Iger legacy is maybe he's a deal maker .
 

EPCOT-O.G.

Well-Known Member
Notice how NO ONE in a nametag has said a word about the box office for months? A Disney hallmark has always been pumping the tires of films to draw attention to the entire house.

There must be a standing hush order?

Cultural zeitgeist doesn’t get the cash it used to - interest rates must be too high?
Bob’s been more publicly complimentary of The Super Mario Bros Movie than Pixar’s last few films.
 

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