News Cost Cutting Measures Coming Early 2025

[monothingie]

I know we'd all like the circus to start and Disney to announce they're canning Cars and they brought back my dog from the farm upstate, but realistically they're gonna cut costs by like, switching food suppliers, cutting on custodial staff, cut hours for some attractions, shops and dining, etc etc. Nothing flashy that'll make us go into a frenzy but maybe stuff that'll harm a "good show" depending how far they go.

 

[Sirwalterraleigh]

You’re on a roll tonight. Maybe go out and shovel the driveway to get some of that extra energy out.

…Josh Allen has got me psyched now

Gonna shovel the street

 

[Dranth]

It’s both. The company made as much revenue in 2024 as TWDC, yet it also made its owners far, far more money over the last five years.

Don't get me wrong, Tesla has done some great things but as they currently stand, they are not a great company. Their stock price is held up almost entirely by investor wish casting and is not grounded in any reality. Almost half its current value came post 11/5/24 despite reports of shrinking sales, having to cut pricing, losing market share all over the world, increasing competition and the overall market for EVs being in decline.

Not that any of that matters for folks who own the stock. For them it is great. Ride it out and cash in, but it reminds me of Disney being up at $200 a share despite all the obvious problems. Eventually the bubble bursts, just don't be the one holding the bag when it does.

 

["El Gran Magnifico"]

…Josh Allen has got me psyched now

Gonna shovel the street

Wanted a Bills / Lions final. Not getting that now. So I'm in on the Bills.

 

[Sirwalterraleigh]

Wanted a Bills / Lions final. Not getting that now. So I'm in on the Bills.

100% agree

 

[Sirwalterraleigh]

Don't get me wrong, Tesla has done some great things but as they currently stand, they are not a great company. Their stock price is held up almost entirely by investor wish casting and is not grounded in any reality. Almost half its current value came post 11/5/24 despite reports of shrinking sales, having to cut pricing, losing market share all over the world, increasing competition and the overall market for EVs being in decline.

Not that any of that matters for folks who own the stock. For them it is great. Ride it out and cash in, but it reminds me of Disney being up at $200 a share despite all the obvious problems. Eventually the bubble bursts, just don't be the one holding the bag when it does.

The problem is that Disneys “bubble” burst…but almost no one else’s did

They are vastly underperforming this - admittedly bonkers - market

 

[Chi84]

Agree with Brian. In 10 pages of this thread, there have been, like, two messages about speculation or news of the actual cuts, and the rest is the doom schlock that you guys post in every other thread, lol

The doom schlock is strong in this thread

 

[Dranth]

Understanding that a particular stock has massively underperformed the market for going on 4 seems to be a very difficult concept…

For who?

You seem to be the only one bringing it up so I am not sure where you are going with this.

 

[Sirwalterraleigh]

For who?

You seem to be the only one bringing it up so I am not sure where you are going with this.

I’m watching you play ping pong about market performance

Disney is not performing well…any argument that starts with that premise makes no sense

 

[larryz]

I swear I feel like I've fallen into an alternate dimension whenever people start acting like dinosaurs aren't a huge thing. I see those things everywhere.



Dinosaur was the fifth highest grossing film of 2000 (highest grossing animated film) and fourth highest home video seller of 2001. Adjusted for inflation it made over 600 million.

It didn't have a lasting impact, but it was absolutely not a bomb.

Uh, did you WATCH that bomb?

 

[Tha Realest]

I know we'd all like the circus to start and Disney to announce they're canning Cars and they brought back my dog from the farm upstate, but realistically they're gonna cut costs by like, switching food suppliers,

I think McCarthy already said they were doing it during an investor call in 2021/22?

cutting on custodial staff,

Many/most? Rooms at WDW still do not receive daily housekeeping

cut hours for some attractions,

Already been happening

shops and dining, etc etc. Nothing flashy that'll make us go into a frenzy but maybe stuff that'll harm a "good show" depending how far they go.

 

[larryz]

... switching food suppliers, cutting on custodial staff...

A clear lack of creativity. The smart money is on combining food service and custodial staff to reduce overall headcount.

After all, with the trends we've seen reported, the end result is the same either way.

 

[Dranth]

I’m watching you play ping pong about market performance

Disney is not performing well…and argument that starts with that premise makes no sense

Saying another stock is overvalued compared to its fundamentals is not saying Disney is doing great. Pointing out the disconnect between stock price and company performance is not saying Disney is doing great.

Could you please point out where in this conversation I said Disney was performing well?

 

[Tha Realest]

Don't get me wrong, Tesla has done some great things but as they currently stand, they are not a great company. Their stock price is held up almost entirely by investor wish casting and is not grounded in any reality. Almost half its current value came post 11/5/24 despite reports of shrinking sales, having to cut pricing, losing market share all over the world, increasing competition and the overall market for EVs being in decline.

Not that any of that matters for folks who own the stock. For them it is great. Ride it out and cash in, but it reminds me of Disney being up at $200 a share despite all the obvious problems. Eventually the bubble bursts, just don't be the one holding the bag when it does.

I get a lot of people don’t like the guy. There are many aspects of him I do not care for. But, more than anyone, he helped cracked the code in terms of delivering to the marketplace reliable electronic vehicles. If you care about environmentalism or moving away from the combustible engine, you had to admire what they’ve managed to do as a company. Either way, your original post mentioned the business making money - whether it’s revenues for the company, or a great ROI for investors, it unquestionably did both.

 

[C33Mom]

HS cut some costs this morning. First thing in the morning Rise, Slinky, and RnRC all had delayed openings.

Any other frequent delayed openings (or sites that track it)? Would love some tips as I attempt to fish for multiple experience passes.

Would I prefer to see the parks firing on all cylinders? Yes, but in the meantime I’ll be squeezing lemons into lemonade.

Agree with Brian. In 10 pages of this thread, there have been, like, two messages about speculation or news of the actual cuts, and the rest is the doom schlock that you guys post in every other thread, lol

If you mute just a handful of accounts on this board it cuts the doom and gloom clutter by more than 50%.

 

[Trauma]

So I’ll give my thoughts on this. I don’t think Disney is going to cancel these projects. Universal is going to wipe the floor with them if they do.

I just priced out a trip at the Grand Helios with express pass etc and it’s still half the price of a Disney trip.

I have to wait and see how good Epic is but what if it’s amazing ? Who is going to pay double to go to Disney?

 

[Dranth]

I get a lot of people don’t like the guy. There are many aspects of him I do not care for. But, more than anyone, he helped cracked the code in terms of delivering to the marketplace reliable electronic vehicles. If you care about environmentalism or moving away from the combustible engine, you had to admire what they’ve managed to do as a company.

100%

Either way, your original post mentioned the business making money - whether it’s revenues for the company, or a great ROI for investors, it unquestionably did both.

True, it did, but to be fair, my original statement mentioned Elon, not Tesla and he has much more of a mixed record outside of Tesla.

 

["El Gran Magnifico"]

doom schlock

Is that a new Mel Brooks movie?

 

[Sirwalterraleigh]

Saying another stock is overvalued compared to its fundamentals is not saying Disney is doing great. Pointing out the disconnect between stock price and company performance is not saying Disney is doing great.

Could you please point out where in this conversation I said Disney was performing well?

Sure…maybe you can interpret this one for me:

Hardly, unlike Elon, their business actually makes money.

Now I get you say “Elon” and not tesla…

But the reality is anyone who has invested money in Disney since 8/7/2015 and held it…will have made nothing other than a rather pathetic dividend…sometimes

Math is a real killer when we put on our rose colored fan glasses

 

[Chi84]

Is that a new Mel Brooks movie?

I can’t take credit for the term but it’s just so perfect!