Iger rumored to extend his term as CEO

[SorcererMC]

The BoD, more than Bob, is concerned about continuity

This is spot on^. They want certainty while the climate is jittery/uncertain. Changing CEOs at this juncture would probably exacerbate or spotlight their problems, while quick solutions are lacking. Iger is more or less a 'sure thing' to get them through any turbulence over the next year or two.

 

[LAKid53]

This is spot on^. They want certainty while the climate is jittery/uncertain. Changing CEOs at this juncture would probably exacerbate or spotlight their problems, while quick solutions are lacking. Iger is more or less a 'sure thing' to get them through any turbulence over the next year or two.

Yeah, BoDs are uncomfortable with uncertainty and disruption, all which can be a byproduct of change at the CEO level. I would imagine, except for unusual circumstances, we will see very few changes in CEOs in some of the Fortune 100 over the next 18 months

Bob missed that big meeting last week. It was noted in the press and an item on the ticker on CNBC. I wonder what was so pressing that he missed THAT meeting.....

 

[HMF]

TWDC has become way to complex for only two leaders. IMO.

There's your problem.

 

[HMF]

Thank you for finally explaining this. In all honesty, I'm surprised that Pixar is even a topic of debate for some Disney purists. Unlike Marvel and Lucasfilm, Pixar is made up of nothing but pure, unbridled, Disney DNA. Also unlike Marvel and Lucasfilm, Pixar's entire history and is inseperably tied to Disney as can be seen in your comment.

Lucasfilm at least had a history with Disney. Marvel, I still do not understand the acquisition to this day.

 

[Filby61]

Lucasfilm at least had a history with Disney. Marvel, I still do not understand the acquisition to this day.

It's all about consumer brand marketing: Iger & Co. made it clear that the Marvel acquisition was to enable Disney to dominate the lucrative boy demographic. Hence the promotion up the ladder of their #1 brand marketeer, former Disney Consumer Products guru Bob Chapek. One of his first acts? Reskin DLR's Tower of Terror -- a cheapie-Chappie marketing move to advertise a Marvel brand.

 

[PB Watermelon]

No, and I wouldn't have expected him to say something like that to fans who are strangers. Yeah, Jobs could be an SOB. But so was Gates before Melinda. We just need to remember the road Pixar took to reach Disney. I wonder if George ever thinks about what might have been if he hadn't let that part of the company go....

Strange Magic - Episode IV?

 

[alphac2005]

Is it true Sheryl Sandberg and Bob Chapek might be the only options right now? WSJ also mentioned Steve Burke, but I can't imagine he would come back especially while Comcast is printing money.

Talked to a friend in politics recently and Sandberg is coming up in political circles for a 2020 run, so I wouldn't focus on her.

 

[LAKid53]

Talked to a friend in politics recently and Sandberg is coming up in political circles for a 2020 run, so I wouldn't focus on her.

Ok.......interesting.

 

[doctornick]

If I had to really boil it down, the core of Disney to me is "family fun with an artistic and moral benefit." I think that standard still stands.

Agreed. While it's blatantly clear that Pixar and Disney Animation are carrying on the movie legacy quite nicely, I also think that the films that have come from Lucasfilm and (especially) Marvel actually are very much consistent with the adventure type products that Disney made in years past (e.g. Davy Crockett, Zorro).

Also, there's a pretty strong argument that superheroes are basically the male equivalent of princesses in terms of youth fantasy. I know that Disney has tried to use "pirates" in that fashion, but there's something a bit off considering that pirates aren't good or virtuous, but superheroes works very well in that fashion.

 

[L.C. Clench]

Marvel was also a bargain buy. They've spent almost as much on MDE as they did on Marvel and it doesn't take a rocket scientist to figure out which one was the better investment.

 

[Bandini]

Personally, the only thing I really care about is the parks. IMO, WDW has been neglected over the past 10 years. It's depressing and disappointing. I just wish someone who really appreciated the parks was in charge. However with Iger at the helm, I think it's a pipe dream.

 

[PB Watermelon]

Personally, the only thing I really care about is the parks. IMO, WDW has been neglected over the past 10 years. It's depressing and disappointing. I just wish someone who really appreciated the parks was in charge. However with Iger at the helm, I think it's a pipe dream.

Animal Kingdom overhaul/expansion, Hollywood Studios overhaul/expansion, Magic Kingdom expansion...only thing left is Epcot, which needs some TLC...when Star Wars and Toy Story open, with Animal Kingdom taking a bigger footprint (especially at night), Epcot's going to get hurt and they'll have to address bringing it back up to speed. It's not a pipe dream, the expansions are in progress.

 

[P_Radden]

Animal Kingdom overhaul/expansion, Hollywood Studios overhaul/expansion, Magic Kingdom expansion...only thing left is Epcot, which needs some TLC...when Star Wars and Toy Story open, with Animal Kingdom taking a bigger footprint (especially at night), Epcot's going to get hurt and they'll have to address bringing it back up to speed. It's not a pipe dream, the expansions are in progress.

But what did they expand or build between 2006 and 2012? Epcot should have gotten love YEARS ago, and I'm not talking about FEA

 

[PB Watermelon]

But what did they expand or build between 2006 and 2012? Epcot should have gotten love YEARS ago, and I'm not talking about FEA

Expedition Everest, Pirates make-over, Spaceship Earth make-over, Hall of Presidents make-over with President Obama, Monsters, Inc. Laugh Floor Comedy Club, stupid Mickey arm and wand removed from Spaceship Earth, Toy Story Midway Mania, Star Tours 2.0, New Fantasyland, Sum of All Thrills at Innoventions, Space Mountain refurb...various hotels. Meanwhile, on the West Coast, they spent a fortune fixing Eisner's failed California Adventure.

 

[P_Radden]

Expedition Everest, Pirates make-over, Spaceship Earth make-over, Hall of Presidents make-over with President Obama, Monsters, Inc. Laugh Floor Comedy Club, stupid Mickey arm and wand removed from Spaceship Earth, Toy Story Midway Mania, Star Tours 2.0, New Fantasyland, Sum of All Thrills at Innoventions, Space Mountain refurb...various hotels. Meanwhile, on the West Coast...

I don't think you understand. My statement was meant to imply that between Expedition Everest and New Fantasy Land Expansion they didn't do squat other than some attraction & hotel refurbishments. No major investments, expansions or E-Tickets with the exception of TSMM. All that other stuff you mention is peanuts. They wasted years when they could have been fleshing out countries in WS or expanding DHS sooner, could have brought back WoL etc..

 

[PB Watermelon]

I don't think you understand. My statement was meant to imply that between Expedition Everest and New Fantasy Land Expansion they didn't do squat other than some attraction & hotel refurbishments. No major investments, expansions or E-Tickets with the exception of TSMM. All that other stuff you mention is peanuts.

They were spending billions fixing California Adventure. Priorities.

 

[Laketravis]

Yup. The 80's and 90's proved to be a tough act to follow as far as the parks are concerned.

 

[P_Radden]

They were spending billions fixing California Adventure. Priorities.

And that is the problem. The P&R umbrella.

 

[PB Watermelon]

And that is the problem. The P&R umbrella.

Santa Claus can only bring so many toys at a time. Now it's WDW's turn.

 

[LAKid53]

They were spending billions fixing California Adventure. Priorities.

All while letting WDW decline. Both parks needed attention. But in the analysis to determine which park to start with, why would you ignore the park that has significantly higher attendance figures? And greater numbers of foreign visitors than the other park? You'd get a faster return on your capital investment. But I get it...DLR is in your back yard and the locals are very vocal about that park. WDW has a completely different demographic.