News Christine McCarthy to step down from her role as Chief Financial Officer

Sirwalterraleigh

Sirwalterraleigh

Premium Member
Cliff said:
Giving customers products and services that they WANT...makes companies rich and makes stocks rize.

Giving customers products and services that they DON'T want makes companies poor and lowers stock values.

I suspect that Peltz FULLY understands this simple concept and will push Disney to give their customers what "they" want instead of Disney pushing what "Disney" want's their customers to have.

Happy customers = Happy investors
Unhappy customers = Unhappy investors.

I'm rooting for Peltz on this because I think he understands what Disney's business "should" be....unlike the current CEO and his Board today.
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Peltz is a raider…not a saviour.

If we’re gonna call Iger the failing liar he is…cause he is…then I’ll be fair.

Peltz went on squawk box last year and said all the right things…but he’s lying.

Raiders want easy cash…not the longterm process of “building value”.

Take parks for example…he used the old Roy standby of “reinvesting in parks for growth”

Well in Orlando…there’s one path to that: spend tens of billions on additions while at the same time maintain or even LOWER the prices - cause the bobs outpriced their market and they need to let it catch back up. That is what has happened on cycles in the past…several times…but the blue ocean doesn’t believe it anymore.


Peltz has zero design for that. It’s a 1980’s Disney fanboy fantasy.
 
C

Cliff

Well-Known Member
Sirwalterraleigh said:
Peltz is a raider…not a saviour.

If we’re gonna call Iger the failing liar he is…cause he is…then I’ll be fair.

Peltz went on squawk box last year and said all the right things…but he’s lying.

Raiders want easy cash…not the longterm process of “building value”.

Take parks for example…he used the old Roy standby of “reinvesting in parks for growth”

Well in Orlando…there’s one path to that: spend tens of billions on additions while at the same time maintain or even LOWER the prices - cause the bobs outpriced their market and they need to let it catch back up. That is what has happened on cycles in the past…several times…but the blue ocean doesn’t believe it anymore.


Peltz has zero design for that. It’s a 1980’s Disney fanboy fantasy.
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Ok...what examples can you give that you think Peltz might do to Disney? How will he destroy the company, or cause more damage to it's fan base...that will drive the companies stock UP and make it more profitable?

In other words...in what ways could Peltz screw up Disney that would make us buy MORE movie tickets, MORE Disney Plus subs, MORE theme park tickets, MORE cruise ship tickets and would cause us to buy MORE merchandise?

What is Peltz's plan to ruin the Disney brand that will double his stock value and get the dividends he is asking for?

Lastly...Peltz does not do anything by himself. Peltz has an army of financial and marketing experts and analysts in his company that advise him on how to turn around companies. What past companies has Peltz crushed and killed?

Do you really thik that Peltz is saying: "I"m going to screw the fans so hard that I will FORCE them against their will to buy MORE Disney stuff and make me richer!" No....Peltz is going to do thinks that will make us "WANT" to spend more money on Disney....that's how Peltz and investors make more money. (Unlike what Disney does today)
 
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Jrb1979

Jrb1979

Well-Known Member
Cliff said:
Ok...what examples can you give that you think Peltz might do to Disney? How will he destroy the company, or cause more damage to it's fan base...that will drive the companies stock UP and make it more profitable?

In other words...in what ways could Peltz screw up Disney that would make us buy MORE movie tickets, MORE Disney Plus subs, MORE theme park tickets, MORE cruise ship tickets and would cause us to buy MORE merchandise?

What is Peltz's plan to ruin the Disney brand that will double his stock value and get the dividends he is asking for?

Lastly...Peltz does not do anything by himself. Peltz has an army of financial and marketing experts and analysts in his company that advise him on how to turn around companies. What past companies has Peltz crushed and killed?
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For a parks fan since his goal is make Disney more profitable, he would cut a lot of investment into the parks. That costs money and Wall Street doesn't like that. Look at the stock market reaction to investing into the parks.
 
Dranth

Dranth

Well-Known Member
Cliff said:
Ok...what examples can you give that you think Peltz might do to Disney? How will he destroy the company, or cause more damage to it's fan base...that will drive the companies stock UP and make it more profitable?

In other words...in what ways could Peltz screw up Disney that would make us buy MORE movie tickets, MORE Disney Plus subs, MORE theme park tickets, MORE cruise ship tickets and would cause us to buy MORE merchandise?

What is Peltz's plan to ruin the Disney brand that will double his stock value and get the dividends he is asking for?

Lastly...Peltz does not do anything by himself. Peltz has an army of financial and marketing experts and analysts in his company that advise him on how to turn around companies. What past companies has Peltz crushed and killed?

Do you really thik that Peltz is saying: "I"m going to screw the fans so hard that I will FORCE them against their will to buy MORE Disney stuff and make me richer!" No....Peltz is going to do thinks that will make us "WANT" to spend more money on Disney....that's how Peltz and investors make more money. (Unlike what Disney does today)
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Cut staff, cut pay, cut quality on all food ingredients, cut the number of buses that serve the resort, start charging for the bus services, cut most park expansion, discontinue most boats, etc.

Basically he'll do anything and everything to drive costs down so the stock goes up before selling the pieces of the company off to the highest bidder leaving a small core company that is a shadow of its former self that needs to start building back from scratch. At least if he follows what he helped implement elsewhere.

Look, even if you want to ignore what he has done elsewhere just remember this is the guy that thought Chapek was awesome so it's safe to assume he would want to implement Chapek-esk policies. With that in mind, how on Earth could anyone trust what this guy says/wants?
 
C

Cliff

Well-Known Member
Jrb1979 said:
For a parks fan since his goal is make Disney more profitable, he would cut a lot of investment into the parks. That costs money and Wall Street doesn't like that. Look at the stock market reaction to investing into the parks.
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Peltz want's us to buy MORE theme park tickets and buy MORE food and MORE parks merch. This is how "Peltz" makes MORE money. "Destroying" Disney's theme parks and upsetting customers will NOT make us buy "more" theme park tickets and "more" food and "more" merch! Peltz want's to "attract" (key word) more people to the parks and theaters....not deter them!

Ford Motors CANNOT say: "Let's make our customers really mad and let's fire all our factory workers and make the JUNKIEST trucks and cars that NOBODY want's to buy.....AND...make ZILLIONS in profit by doing that...muhahaha!"

No investors of any company tries to make money and RAISE stock value that way.
 
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G

gavvy

Member
I assume he will want to split the company up load the parts with more debt to release shareholder value then cash in and leave a happy man, not caring what happens to the parts. Short term gains to get value, he am sure has no interest in the long term value of the company or of the people who buys its services
 
Sirwalterraleigh

Sirwalterraleigh

Premium Member
Cliff said:
Ok...what examples can you give that you think Peltz might do to Disney? How will he destroy the company, or cause more damage to it's fan base...that will drive the companies stock UP and make it more profitable?

In other words...in what ways could Peltz screw up Disney that would make us buy MORE movie tickets, MORE Disney Plus subs, MORE theme park tickets, MORE cruise ship tickets and would cause us to buy MORE merchandise?

What is Peltz's plan to ruin the Disney brand that will double his stock value and get the dividends he is asking for?

Lastly...Peltz does not do anything by himself. Peltz has an army of financial and marketing experts and analysts in his company that advise him on how to turn around companies. What past companies has Peltz crushed and killed?

Do you really thik that Peltz is saying: "I"m going to screw the fans so hard that I will FORCE them against their will to buy MORE Disney stuff and make me richer!" No....Peltz is going to do thinks that will make us "WANT" to spend more money on Disney....that's how Peltz and investors make more money. (Unlike what Disney does today)
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The most like path is sell every inch of it for maximum cash.

I’d LOVE to be wrong…but we live on this planet.


This was always the danger with “Apple Bob”…
If you start to run in the “tech and finance” world…you can no longer say “well we have to spend because art is expensive…”

Now it’s starting to emerge from the “fog of war”
 
Sirwalterraleigh

Sirwalterraleigh

Premium Member
gavvy said:
I assume he will want to split the company up load the parts with more debt to release shareholder value then cash in and leave a happy man, not caring what happens to the parts. Short term gains to get value, he am sure has no interest in the long term value of the company or of the people who buys its services
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…that’s what mitt Romney did to toys r us…

And hasn’t the world kinda sucked since we lost our toy store?
 
Sirwalterraleigh

Sirwalterraleigh

Premium Member
Cliff said:
Peltz want's us to buy MORE theme park tickets and buy MORE food and MORE parks merch. This is how "Peltz" makes MORE money. "Destroying" Disney's theme parks and upsetting customers will NOT make us buy "more" theme park tickets and "more" food and "more" merch! Peltz want's to "attract" (key word) more people to the parks and theaters....not deter them!

Ford Motors CANNOT say: "Let's make our customers really mad and let's fire all our factory workers and make the JUNKIEST trucks and cars that NOBODY want's to buy.....AND...make ZILLIONS in profit by doing that...muhahaha!"

No investors of any company tries to make money and RAISE stock value that way.
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You might be the first example of “uh oh…wait…things can change if the management fails?!?😱”

…but don’t feel bad. You will be far from the last.

Letting Iger run a company simply because his ego wanted to was always gonna end in disaster.

And the thing is - we all KNEW. The Eisner lesson went the same way but there was market ability for damage control then. How about now?
The key lesson humans never learn is each occurrence gets WORSE and harder to fix.
 
C

Cliff

Well-Known Member
It's very possible that Disney WILL need to be broken apart and sold off seperatly. Iger himself hinted at this. It seems to me that Disney has gotten so bloated and heavy that it's knees abd ankles are buckling under all that weight.

How much can the theme parks subsidize the rest of the company? Honestly?...Japan has proven that another company "can" operate Disney parks better than Disney can. It's often said that Oriental Land manages Tokyo Disneyland and Disney Seas...."better" then Disney can. It's even said that their two Japan parks are THE best in the world.

So...."can" a Disney Parks buyer manage them better then Disney itself...YES!

IT seems to me that Disney's slide starts back to the day they spent 70 Billion for Fox. (OVER SPENT) That's when I started to notice the avalanche start.

Maybe Disney would be healthier if it broke itself up Maybe the parks would not have that burden of trying to carry the whole company it their backs anymore.
 
Sirwalterraleigh

Sirwalterraleigh

Premium Member
Cliff said:
It's very possible that Disney WILL need to be broken apart and sold off seperatly. Iger himself hinted at this. It seems to me that Disney has gotten so bloated and heavy that it's knees abd ankles are buckling under all that weight.

How much can the theme parks subsidize the rest of the company? Honestly?...Japan has proven that another company "can" operate Disney parks better than Disney can. It's often said that Oriental Land manages Tokyo Disneyland and Disney Seas...."better" then Disney can. It's even said that their two Japan parks are THE best in the world.

So...."can" a Disney Parks buyer manage them better then Disney itself...YES!

IT seems to me that Disney's slide starts back to the day they spent 70 Billion for Fox. (OVER SPENT) That's when I started to notice the avalanche start.

Maybe Disney would be healthier if it broke itself up Maybe the parks would not have that burden of trying to carry the whole company it their backs anymore.
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All valid points

The question is: where do you “shave” and maintain any identity to push their brand the way they have for forty years?

The elephant in the room is that the stream is NOT the way…and they know it.

So Bob is pushing snakeoil there…which is probably why he’s trying to hedge on the networks?

Movie wise…they have to just be run better. Make movies fans want and stop trying to make volumes of stuff for cheap cash…they’ll never sustain that…as we now see.

Parks…the problem is OLC is unique…as Disney once was…
They don’t have to answer to a public market. They run them on their terms.
Tough to find in the west now
 
Tha Realest

Tha Realest

Well-Known Member
It’s really funny how all the “Peltz is the boogeyman and here’s the terrible things he’d do if he gets control” are basically the same things Iger has already done and intends to do (halt Parks investment, streamline media channels, sell off various assets).
 
el_super

el_super

Well-Known Member
EPCOT-O.G. said:
It’s really funny how all the “Peltz is the boogeyman and here’s the terrible things he’d do if he gets control” are basically the same things Iger has already done and intends to do (halt Parks investment, streamline media channels, sell off various assets).
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Didn't Iger just promise 60 billion to park investment?

I'm sure that really set Peltz off.
 
flynnibus

flynnibus

Premium Member
Cliff said:
Ok...what examples can you give that you think Peltz might do to Disney? How will he destroy the company, or cause more damage to it's fan base...that will drive the companies stock UP and make it more profitable?
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You are naive about Peltz. He's not in it to make Disney a better company, he's in it because he sees an opportunity to take assets at one cost, and sell the at a higher cost. He's not emotionally entrenched in any of the businesses he invests in. He sees opportunities, restructures, repackages, reboots, and then SELLS to make a profit.
 

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