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Lilofan

Well-Known Member
Inflation has decreased the purchasing power of the median guest demographic.
Tell that to the booming cruise industry. The many that continue to cruise and the number of ships being built ( DCL will have 6 ships ) and sailing of a number of cruise lines aren’t buying it.
 
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Lilofan

Well-Known Member
Under DE corporate law the best answer is probably both—each executive and director is supposed to be looking out for shareholders’ interests and one of those interests is making sure that there is a qualified successor ready to be CEO when the time is right.
Disney CEO job, toughest job to fill or job hardly no one wants? Where is that long list of external candidates ? This doesn’t count of some external candidates that got ticked off left Disney to go to greener pastures only to be fired in 3 months ( Mayer at Tik Tok ).
 

Lilofan

Well-Known Member



Numbers don't lie.
This doesn’t bode well for the few that say that it’s the economy / inflation etc. The cruise line industry is booming.
 

Lilofan

Well-Known Member
Lol what a joke. Disney is no different than every other park. They are built for crowds. Attendance and rooms empty is not a good thing no matter how much the dusters want to sell it.
The dusters are selling it and where is the outrage when Iger gets questioned during shareholder meetings which any shareholder can attend? Nothing but crickets.
 

C33Mom

Well-Known Member
Disney CEO job, toughest job to fill or job hardly no one wants? Where is that long list of external candidates ? This doesn’t count of some external candidates that got ticked off left Disney to go to greener pastures only to be fired in 3 months ( Mayer at Tik Tok ).
I’m sure plenty of people want that job — but as a global diversified conglomerate that’s value is tied to its family-friendly brand and consumer trust but also a dozen other industry and macro trends, it’s really hard to find someone with the qualifications to handle all the key elements of the role and the charisma and judgment to be the CEO. More germane to this thread, I don’t think either Bob really understands or cares about the importance of the parks experience for building lifelong loyalty. Bob and Josh should be forced to spend a whole day in each park at least once a quarter (in disguise without enough money for LL access)— might help them understand why folks here are fed up.

The main theme here seems to be complaining about price, but I think that treating the U.S. parks as a cash cow without providing a vacation experience that consistently meets or exceeds the expectations of those shelling out money (especially those who can remember more than 5 years back) is actually the bigger problem for the whole company (or at least the Disney brand…probably not going to impact the sports gamblers who watch ESPN too much, lol).
 

Lilofan

Well-Known Member
Florida has record visitors in 2023 and it’s on track to be beaten in 2024

Are we under the impression that people are not traveling in the summer when it’s easiest?

Wdw and universal both suffered in attendance. You do the math.

Weather sucks…it sucks everywhere. There are parts of the country that has tornados, torrential rain AND 100 degrees in the same month.

Florida sucks a tad more.

Tell yourself what you want…but bad weather is becoming a frequent excuse for bad park management
With Florida and Texas as the most popular states for people to move to and settle perhaps some tie those recird visitors keep coming and staying with friends and family.
 

Lilofan

Well-Known Member
I’m sure plenty of people want that job — but as a global diversified conglomerate that’s value is tied to its family-friendly brand and consumer trust but also a dozen other industry and macro trends, it’s really hard to find someone with the qualifications to handle all the key elements of the role and the charisma and judgment to be the CEO. More germane to this thread, I don’t think either Bob really understands or cares about the importance of the parks experience for building lifelong loyalty. Bob and Josh should be forced to spend a whole day in each park at least once a quarter (in disguise without enough money for LL access)— might help them understand why folks here are fed up.

The main theme here seems to be complaining about price, but I think that treating the U.S. parks as a cash cow without providing a vacation experience that consistently meets or exceeds the expectations of those shelling out money (especially those who can remember more than 5 years back) is actually the bigger problem for the whole company (or at least the Disney brand…probably not going to impact the sports gamblers who watch ESPN too much, lol).
Josh was the VP of AK then moved up the food chain to be President of DL then later to Chairman. He spent time with his boots on the ground. What productive time is debatable but rose up to be Chairnan .
 

GhostHost1000

Premium Member
The dusters are selling it and where is the outrage when Iger gets questioned during shareholder meetings which any shareholder can attend? Nothing but crickets.
We on these forums understand the park business better than those shareholder callers. They just want money, they have no clue what’s going on in the parks other than what Bob wants them to believe
 
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davis_unoxx

Well-Known Member
Original Poster
This doesn’t bode well for the few that say that it’s the economy / inflation etc. The cruise line industry is booming.
Exactly! And I personally feel that in the past the people that went on a cruise, were a lot of the same demographics going to Disney World. Look up Royal Caribbean stock price, all time highs. It’s gone up a crazy amount in the last year!

Cruises are doing well, you’d think Disney World would be doing well as well with the same leisure crowd and all the recent additions the last few years. But it’s a mixture of a few things why attendance is down substantially, which makes it even harder for Disney to recover due to them damaging their reputation on multiple fronts.
 

Tha Realest

Well-Known Member
Is it Iger’s job to find a successor or is it the Board made up of several outside execs?
It is the board’s job, but that was one of the principal tasks he was to take on when they brought him back almost two years ago.


Successor transition is also generally a core expectation of any CEO.
 

Sirwalterraleigh

Premium Member
Under DE corporate law the best answer is probably both—each executive and director is supposed to be looking out for shareholders’ interests and one of those interests is making sure that there is a qualified successor ready to be CEO when the time is right.
Funny how that doesn’t apply in Burbank…and hasn’t for 30 years
 

Sirwalterraleigh

Premium Member



Numbers don't lie.
Come now…you know numbers are only “real” when they can be twisted to cover for our lord and saviour Robert Iger…


Cruises are booming

So it’s not people aren’t traveling.
 

Lilofan

Well-Known Member
We on these forums understand the park business better than those shareholder callers. They just want money, they have no clue what’s going on in the parks other than what Bob wants them to believe
Whatever Disney is selling some shareholders are buying. When Chapek met with shareholders in meetings meetings, sun and fun was at the most luxurious resort at WDW- Four Seasons.
 

davis_unoxx

Well-Known Member
Original Poster
Come now…you know numbers are only “real” when they can be twisted to cover for our lord and saviour Robert Iger…


Cruises are booming

So it’s not people aren’t traveling.


Yep exactly! I really don’t get why people are lying on this board saying travel is down, when it’s not! More people taking vacations than ever, and Soarin’ is a 5 minute wait and real hotel occupancy is in the 60s maybe lower…
 

Sirwalterraleigh

Premium Member
I’m sure plenty of people want that job — but as a global diversified conglomerate that’s value is tied to its family-friendly brand and consumer trust but also a dozen other industry and macro trends, it’s really hard to find someone with the qualifications to handle all the key elements of the role and the charisma and judgment to be the CEO. More germane to this thread, I don’t think either Bob really understands or cares about the importance of the parks experience for building lifelong loyalty. Bob and Josh should be forced to spend a whole day in each park at least once a quarter (in disguise without enough money for LL access)— might help them understand why folks here are fed up.

The main theme here seems to be complaining about price, but I think that treating the U.S. parks as a cash cow without providing a vacation experience that consistently meets or exceeds the expectations of those shelling out money (especially those who can remember more than 5 years back) is actually the bigger problem for the whole company (or at least the Disney brand…probably not going to impact the sports gamblers who watch ESPN too much, lol).
Bob Iger was never the successor…or textbook “qualified” before he took over.

He was a compromise after a bloody, public internal power struggle.

The “there’s nobody that can do it” is a myth…written by Bob Iger and his puppets at THR and cnbc

If he sunk his boat tomorrow…would they dismantle TWDC and sell off the parks for scrap? No…they’d just get serious and find someone

No huge public company should be this hostage to the cult of personality

Especially not this pathetic one.
 
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Lilofan

Well-Known Member
Bob Iger was never the successor…or textbook “qualified” before he took over.

He was a compromise after a bloody, public internal power struggle.

The “there nobody that can do it” is a myth…written by Bob Iger and his puppets at THR and cnbc

If he sunk his boat tomorrow…would they dismantle TWDC and sell off the parks for scrap? No…they’d just get serious and find someone

No huge public company should be this hostage to the cult of personality

Especially not this pathetic one.
Iger who may not have been first choice had to fill Eisner position due to the fact that Roy Disney and Stanley Gold to convince the shareholders to help them get rid of Eisner in the Save Disney campaign which was mission accomplished.
 

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