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

[Disstevefan1]

That's my point. It's not about him zir. It’s about the PAYING CUSTOMERS and what they want. Sorry, he ze doesn't fit the roll. I'm sure he ze is a nice guy. Same with all the guys that didn't get selected to play Gaston. None of Disney's CUSTOMERS had a problem with the old policies. Maybe some of the Cast Members did. It's a DISNEY THEME PARK, not a shop at the local mall. Around half of their potential CUSTOMERS today have big problems with their current direction. That's a problem whether they admit it or not. I'm sure cast members would love to wear their pajamas to work. But not every decision that employees like is good for the BUSINESS. Disney does not seem very focused on what the CUSTOMERS want right now. As it was said earlier, It's almost as if they are trying to give the middle finger to the core Star Wars and Marvel fans for some reason. It makes absolutely no sense.

FIFY

 

[Chi84]

FIFY

How witty!

 

[CinematicFusion]

Elemental looks like a tank job from Pixar… no one wanted to see it

 

[BlakeW39]

Elemental looks like a tank job from Pixar… no one wanted to see it

I thought Elemental would flop but I didn't anticipate it would flop worse than any other film in the brand's history. I also didn't think TLM would do SO badly... I mean I knew it would not do as well as Aladdin, BATB, etc... but I thought it was firmly in ~700mil range. But now it's struggling to break even..wild times to be a Disney fan to be honest

 

[CinematicFusion]

I thought Elemental would flop but I didn't anticipate it would flop worse than any other film in the brand's history. I also didn't think TLM would do SO badly... I mean I knew it would not do as well as Aladdin, BATB, etc... but I thought it was firmly in ~700mil range. But now it's struggling to break even..wild times to be a Disney fan to be honest

For all his problems, Pixar and Disney Animation are still looking to fill the creative hole left behind after John Lasseter’s exit.
No one has been able to capture the magic in a bottle he had while with Pixar.
Pixar brand needs help.
Here comes Toy Story 5.

 

[MisterPenguin]

For all his problems, Pixar and Disney Animation are still looking to fill the creative hole left behind after John Lasseter’s exit.
No one has been able to capture the magic in a bottle he had while with Pixar.
Pixar brand needs help.
Here comes Toy Story 5.

You're over emphasizing Lasseter's creative role. He should be credited with the *process* of creation at Pixar, in which each product receives continual feedback from the whole studio.

Lasseter then brought that process to Disney Animation Studios, which brought about the new golden age of DAS films... all without Lasseter's 'creative' input on each project.

He gets credit for his part, but not for writing, producing, and directing each film of Pixar or DAS.

 

[TP2000]

Elemental looks like a tank job from Pixar… no one wanted to see it

Is this also why Disney's stock tanked this week, after Elemental's release?

Or is there some other bad news from some other Disney division this week?

Dow Jones is only down 0.3% the past five days, but Disney stock is now down 6.0% the past five days at today's closing bell. Why?

 

[CinematicFusion]

Is this also why Disney's stock tanked this week, after Elemental's release?

Or is there some other bad news from some other Disney division this week?

Dow Jones is only down 0.3% the past five days, but Disney stock is now down 6.0% the past five days at today's closing bell. Why?

View attachment 725652

Wall Street has soured on Disney/Pixar. Animation brand is taking a backseat to illumination. Disney needs to pony up 15 billion to buy Hulu, Marvel/Star Wars tent poles struggling. Little Mermaid will end its run breaking even… a title many penciled in making 1.2 billion at box office.

Disney needs some hits and good word of mouth.
Word of mouth on street for Disney films aren’t good.

Will Indy, Haunted Mansion turn it around?

Wish isn’t released until November.

 

[CinematicFusion]

You're over emphasizing Lasseter's creative role. He should be credited with the *process* of creation at Pixar, in which each product receives continual feedback from the whole studio.

Lasseter then brought that process to Disney Animation Studios, which brought about the new golden age of DAS films... all without Lasseter's 'creative' input on each project.

He gets credit for his part, but not for writing, producing, and directing each film of Pixar or DAS.

Proof is in the quality of films that have come out since he left. Pixar misses that magic Lasseter brought to the table, that secret sauce of being a great executive producer steering the creative process in the right direction. He had a pulse on what audiences wanted to see.
That is long gone.
The movies after he left have not created the buzz, enjoyment, and must watch appeal for audiences.
Onward
Soul
Luca
Turning Red
Lightyear

That’s not a very strong list of success. I enjoyed Soul, rest of the films are average at best.

Elemental might be good but the run of average films before it tarnished Pixar brand and no one went to see the film.

What does Pixar represent to the general audience now?

 

[GimpYancIent]

Wall Street has soured on Disney/Pixar. Animation brand is taking a backseat to illumination. Disney needs to pony up 15 billion to buy Hulu, Marvel/Star Wars tent poles struggling. Little Mermaid will end its run breaking even… a title many penciled in making 1.2 billion at box office.

Disney needs some hits and good word of mouth.
Word of mouth on street for Disney films aren’t good.

Will Indy, Haunted Mansion turn it around?

Wish isn’t released until November.

Indy is not a live action remake nor an animated feature. As an action-adventure series and being the last one for Harrison Ford it has potential with a good record of success for the series behind it.

 

[CinematicFusion]

Indy is not a live action remake nor an animated feature. As an action-adventure series and being the last one for Harrison Ford it has potential with a good record of success for the series behind it.

Hope so, no reason for it not to make 800 million and at least break even.
Can’t believe Disney spent over 300
Million to make it.

 

[MisterPenguin]

Wall Street has soured on Disney/Pixar.

That's a big leap to throw in Pixar as to Wall Street's dumping of DIS.

We know what Wall Street wants: Dividends. It was the heart of the Peltz attempted take-over. Not "make Pixar better."

Disney needs to pony up 15 billion to buy Hulu,

$9B. Where are you getting the $15B figure from?

Marvel/Star Wars tent poles struggling.

Except for Solo, all the Star War movies made big bank.

The Star Wars TV series each keep popping up in the Top Ten list of streaming series, and they get good to excellent ratings from critics and audience.

Except for Quantumania and Eternals, all the MCU films make bank.

Wish isn’t released until November.

Until November!?!?!

DAS films have come out about once a year. Last one was in November. Next one in November. Perfectly ordinary and absolutely nothing to fret over.

Proof is in the quality of films that have come out since he left. Pixar misses that magic Lasseter brought to the table, that secret sauce of being a great executive producer steering the creative process in the right direction. He had a pulse on what audiences wanted to see.
That is long gone.
The movies after he left have not created the buzz, enjoyment, and must watch appeal for audiences.
Onward
Soul
Luca
Turning Red
Lightyear

That’s not a very strong list of success. I enjoyed Soul, rest of the films are average at best.

Elemental might be good but the run of average films before it tarnished Pixar brand and no one went to see the film.

What does Pixar represent to the general audience now?

You're back to Pixar.

Soul, Luca, and Turning Red have received very good to excellent ratings from audiences and critics and have taken their turn in the Top Ten streaming lists.

 

[CinematicFusion]

That's a big leap to throw in Pixar as to Wall Street's dumping of DIS.

We know what Wall Street wants: Dividends. It was the heart of the Peltz attempted take-over. Not "make Pixar better."


$9B. Where are you getting the $15B figure from?


Except for Solo, all the Star War movies made big bank.

The Star Wars TV series each keep popping up in the Top Ten list of streaming series, and they get good to excellent ratings from critics and audience.

Except for Quantumania and Eternals, all the MCU films make bank.



Until November!?!?!

DAS films have come out about once a year. Last one was in November. Next one in November. Perfectly ordinary and absolutely nothing to fret over.




You're back to Pixar.

Soul, Luca, and Turning Red have received very good to excellent ratings from audiences and critics and have taken their turn in the Top Ten streaming lists.

Disney stock was at 197.00 March 2021. Disney today is at 88.00. A 55% drop from the highs. That is a crazy drop… so yes, it’s not a leap that Wall Street has soured on Disney.
Soul, Luca, Turning Red didn’t move the needle for mass audience like Toy Story, Cars, Inside out. That’s reflected in the audience not caring to see Elemental. Something has changed with Pixar. Everyone is taking notice:
1. Variety: After ‘Elemental’ Bombs, Can Pixar Restore Its Box Office Touch?
2. Atlantic: Pixar’s Talking Blobs Are Becoming More and More Unsatisfying
The fantastical world of Elemental masks a lack of imagination from the once-inventive studio.

Not sure what changes to make Pixar relevant again? Toy Story, inside out sequel? No secret Illumination has skipped over Pixar with fun enjoyable family features. Mario being the latest. Minions in 2022 did great numbers.

 

[flynnibus]

Disney stock was at 197.00 March 2021. Disney today is at 88.00. A 55% drop from the highs. That is a crazy drop…

That peek was also a crazy runup and not indicative of the normal valuation of the company.

One might say… the hype train simply was put away.

Company p/e ratio is still strong

 

[CinematicFusion]

That peek was also a crazy runup and not indicative of the normal valuation of the company.

One might say… the hype train simply was put away.

Company p/e ratio is still strong

View attachment 726055

as you can see the uptrend was still intact in 2021, starting in 2011, it’s now broken that trend as is lower then 2015 prices.
Not a great look at all.

 

[flynnibus]

as you can see the uptrend was still intact in 2021, starting in 2011, it’s now broken that trend as is lower then 2015 prices.
Not a great look at all.

No, the PRICE trend was intact - the P/E ratio during that run up was actually lower than it actually is now! Meaning the price is still inflated vs it's historical valuation.

Before 2013, the stock traded way lower absolute price wise, and went through a runnup including a bonkers period in 2019. You see in the post lockdown period the stock goes absolutely bonkers and WAY out of the normal patterns. And that's the point... all these comparisons pointing to the peak are failing to note the context that the peak was completely abnormal itself.

When all these people are trying to paint the company as financially unhealthy, or bad stock metrics... all they keep doing is pointing at the absolute stock price... and comparing it to where it's been -- which is not how health or investors view a company.

 

[TP2000]

Wall Street has soured on Disney/Pixar.... Little Mermaid will end its run breaking even… a title many penciled in making 1.2 billion at box office.

You're kidding??? Really? Yikes.

That would explain the hubris behind the $250 Million production budget, but still. This isn't sustainable for Burbank.

 

[CinematicFusion]

No, the PRICE trend was intact - the P/E ratio during that run up was actually lower than it actually is now! Meaning the price is still inflated vs it's historical valuation.

Before 2013, the stock traded way lower absolute price wise, and went through a runnup including a bonkers period in 2019. You see in the post lockdown period the stock goes absolutely bonkers and WAY out of the normal patterns. And that's the point... all these comparisons pointing to the peak are failing to note the context that the peak was completely abnormal itself.

When all these people are trying to paint the company as financially unhealthy, or bad stock metrics... all they keep doing is pointing at the absolute stock price... and comparing it to where it's been -- which is not how health or investors view a company.

Maybe this news will bring in Disney+ viewers.

 

[Disney Irish]

Proof is in the quality of films that have come out since he left. Pixar misses that magic Lasseter brought to the table, that secret sauce of being a great executive producer steering the creative process in the right direction. He had a pulse on what audiences wanted to see.

Tell that to Luck, which he produced with his "magic", as it got absolutely shredded by both critics and audiences.

So guess his pulse on the audience has flatlined....

 

[CinematicFusion]

Tell that to Luck, which he produced with his "magic", as it got absolutely shredded by both critics and audiences.

So guess his pulse on the audience has flatlined....

Alright… but no one… and I mean zero people have stepped up to replace what he once was.
So we can agree that everyone at Pixar sucks as much as he does now.
That isn’t helping Pixar.