Disney is a struggling company. I don’t see an end in sight.

[Lilofan]

At the parks? Because they say they do?
I think this is kind of like how Apple says the same Thing about how inclusive they are.

We accept and include and appreciate all people…as long as they are wealthy.

A Disney vacation is beyond the reach of a large percentage of the American population.
Apple makes what…40+% gross margins on $1200 iPhones? About a decade ago, Apple was making somewhere around 90 percent of the entire worlds smart phone profit...Even with a small fraction of global production.

Does that sound like inclusion?

Many travel and many go on vacation. Disney is a vacation. Travel is in a distant place where one can enjoy and appreciate great food languages and culture. That is not Disney.

 

[CinematicFusion]

Disney at 81.60 this morning. Down 2 dollars.
Sing it with me….

 

[John park hopper]

81.58

 

[CinematicFusion]

81.58

81.18

 

[WoundedDreamer]

It really is like everything is exploding. The only holdout right now are the parks. Everything else is on fire. Right now Disney's box office performance is doing poorly, Disney+ is burning cash, there's the Hollywood strikes, Disney+ is losing subscribers, and their linear channels are falling in profitability. Now add this Charter feud to the mix... The parks better keep going strong.

 

[Disstevefan1]

It really is like everything is exploding. The only holdout right now are the parks. Everything else is on fire. Right now Disney's box office performance is doing poorly, Disney+ is burning cash, there's the Hollywood strikes, Disney+ is losing subscribers, and their linear channels are falling in profitability. Now add this Charter feud to the mix... The parks better keep going strong.

Everything you said is true.

And speaking of the parks.

Will the final nail in the coffin be…… EPIC Universe?

 

[CinematicFusion]

How Much Is ESPN Worth? Not Enough to Make Disney Stock a Buy, This Analyst Says.​

KeyBanc’s Nispel did the math and puts ESPN’s value at about $30 billion currently but he compared it to a “Melting Iceberg”, as he argued ESPN is set to struggle with an eventual transition to being primarily a streaming service.

“We don’t believe it is likely Apple will acquire the business when valuations may be coming down in the future,” KeyBanc’s Nispel wrote.

 

[WaltsTreasureChest]

Taking away ESPN from boardwalk is a BIG sign that Disney will sell ESPN

 

[Disstevefan1]

 

[CinematicFusion]

View attachment 741127

Now under 81

 

[Disstevefan1]

Now under 81

 

[Vegas Disney Fan]

Is the stock price always this disconnected to revenue and profit?

Disney revenue is nearly double what it was the last time the stock was this low, and they’re making billions in profit… it just seems odd there’s no correlation.

 

[Andrew25]

Is the stock price always this disconnected to revenue and profit?

Disney revenue is nearly double what it was the last time the stock was this low, and they’re making billions in profit… it just seems odd there’s no correlation.

First time looking at stocks? lol

 

[Vegas Disney Fan]

First time looking at stocks? lol

I’ve never paid much attention, I let a financial advisor handle my IRA. I feel comfortable in safe investments like CDs, not day trading.

 

[networkpro]

Is the stock price always this disconnected to revenue and profit?

Disney revenue is nearly double what it was the last time the stock was this low, and they’re making billions in profit… it just seems odd there’s no correlation.

You have to factor in exactly how much of the price is Good Will and not Book Value.

 

[networkpro]

I’ve never paid much attention, I let a financial advisor handle my IRA. I feel comfortable in safe investments like CDs, not day trading.

If you look at the numbers for the linear networking revenue streams for DIS, you can understand that while they are still making a bunch of money, its still in a downward trajectory as in loosing 16.7% of customers over the past three years. While advertising revenue is good, its also decreasing.

 

[CinematicFusion]

Ryan Long comedy: When Snow White's Lead Actress is Tanking the Franchise

https://x.com/barry100ca/status/1697621897846935791?s=46&t=aSimYbl0eXsGgDcn9B8tbw

 

[TsWade2]

 

[John park hopper]

$80.90 ==will it continue into the 70's

 

[flynnibus]

Is the stock price always this disconnected to revenue and profit?

Disney revenue is nearly double what it was the last time the stock was this low, and they’re making billions in profit… it just seems odd there’s no correlation.

Stock prices are about what what people think the future is… and less about what they’ve already done