News Disney’s Q1 FY25 Earnings Results Webcast

M

MR.Dis

Well-Known Member
The overall profit was solid...there are storm warnings coming. The movie division was very strong. We have the Captain American movie coming and comments on social media are not positive, this could end up being a major disappointment. Let us not forget the Snow White movie which they have already delayed. Look for this to be a short release to theaters so they can have major write offs later this year. For the money machine to continue, they need some of their other releases to hit home runs. We shall see.
 
JD80

JD80

Premium Member
Jrb1979 said:
It becoming even more apparent that they really don't understand the parks at all. They were built for large crowds, full resorts which include the value ones, and people eating table service.
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With 2023 data, parks are on par with crowds and hotel occupancy of 2012/2014 ish. I don't think we'll ever see peak attendance that we saw in 2019. 2019 was 60.1M, we're at almost 50.1M now.

2012 was 50.5M
2015 was 56M
2018/19 was 60+M
 
HauntedPirate

HauntedPirate

Park nostalgist
Premium Member
Mr. Sullivan said:
They did this for almost the entirety of the 70s and 80s and then again in the 2000s. The parks have historically been their ATM when their other divisions began to suffer decreases. Just because you didn’t notice it doesn’t mean that hasn’t always been their method.
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You didn't notice because they made sure you didn't notice. Their focus wasn't on maximum revenue extraction.
 
JD80

JD80

Premium Member
lentesta said:
As part of my upcoming manifesto, I note that Value Resort and table service meal prices have been flat or down since 2018, adjusted for inflation.

That would indicate that Disney's hit their limits there, and can only increase prices in line with inflation. It also exposes Food & Bev to swings in commodity prices. I learned more about the lamb market than expected.

This is one of the reasons why Yield Management is moving to dynamic ticket and hotel prices.
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JD80

JD80

Premium Member
Jrb1979 said:
Its not the lack of investments that's the problem. It's the way they look at the parks that's the problem. The whole idea of pushing guests to their tipping point is awful. It leaves a bad taste in your mouth with this whole thought process of squeezing every last dollar out of each guest that visits.

Yes Disney has been more than just parks but they never treated the parks as the ATM like they do now. There were price increases but they never were in your face about it.
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Not sure what reality you're living in my friend.
 
Jrb1979

Jrb1979

Well-Known Member
Mr. Sullivan said:
They did this for almost the entirety of the 70s and 80s and then again in the 2000s. The parks have historically been their ATM when their other divisions began to suffer decreases. Just because you didn’t notice it doesn’t mean that hasn’t always been their method.
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The difference was they were better at hiding it due to the perks they gave to guests. Now they have taken away almost all the perks and whatever perks left you get the privilege to pay for them.
 
Fox&Hound

Fox&Hound

Well-Known Member
MR.Dis said:
The overall profit was solid...there are storm warnings coming. The movie division was very strong. We have the Captain American movie coming and comments on social media are not positive, this could end up being a major disappointment. Let us not forget the Snow White movie which they have already delayed. Look for this to be a short release to theaters so they can have major write offs later this year. For the money machine to continue, they need some of their other releases to hit home runs. We shall see.
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Yeah the new Captain American does not look great, which is weird cause the teaser trailer looked promising. I don't have much hope for Elio either, but I imagine live-action Lilo and Stitch and Zootopia 2 will be major hits for the studio.
 
MisterPenguin

MisterPenguin

President of Animal Kingdom
Premium Member
BagOfGroceries said:
I will say, any falloff for today can be disguised by other various stock drops that have occured.
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The funny thing is that with the recent DeepSeek and tariff shenanigans, a lot of the market went down, especially tech. All during that... DIS went up a few points.

A good portion of Wall Street is not, to use an economics moniker, a rational actor.

And when an irrational reactor trying to game second by second price changes is telling you something is good or bad when only a few days ago, they said the opposite, then.... perhaps we shouldn't be listening to them.

The top ten percent of the market are speculators trying to game the system and chasing each other around while milking anyone else trying to beat the market who don't have their own nanosecond, down the block, hook-up to the trading floor.
 
T

Trauma

Well-Known Member
MisterPenguin said:
Hey, y'all remember the good old days when every Wall Streeter was saying ESPN is going to drag Disney under and Disney should sell it?

Fun times.
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You are commenting on a post pointing out the stock price hasn’t gone up in 10 years. That’s not a success story.

Luckily for me I don’t invest in terribly managed companies. I feel sorry for those that did invest in Disney though.
 
Tha Realest

Tha Realest

Well-Known Member
Trauma said:
You are commenting on a post pointing out the stock price hasn’t gone up in 10 years. That’s not a success story.

Luckily for me I don’t invest in terribly managed companies. I feel sorry for those that did invest in Disney though.
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Not sure who he was trying to own here.

If someone heeded the warnings on DIS ten years ago and instead plunked $10,000 in an average performing S&P stock, today they’d have $34,848.

If they instead invested $10,000 in DIS, they’ve have…a little over $10,000?

So…owned?
 

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