Lightning Lane at Walt Disney World

[GhostHost1000]

When it’s all said and done, D+ is going to be what fractured the company.

D+ with a side of G+

 

[JD80]

You guys know they made many billions in profit last year.

 

[monothingie]

You guys know they made many billions in profit last year.

Strictly looking at post Pandemic vs pre Pandemic.

Disney's net profit was around $4B for 3/2022-3/2023. In FY2019 it was over $10B.
EPS is more than half what is in 2019.

No bueno for a company the size of TWDC.

Important to note also that most of this was the result of Parks. Specifically the American Parks. More specifically the Florida Parks.

 

[Sirwalterraleigh]

Totally agree & understand about the board but at some point enough is enough & someone has to stop the bleeding and say this company is so far off course it needs a new captain.... do they really feel Disney+ is going to be the savior to bail them out?

There will be a price point where he will “retire”…someone will call and tell him so

I think it’s a lot closer than people think?

 

[Splash4eva]

There will be a price point where he will “retire”…someone will call and tell him so

I think it’s a lot closer than people think?

stock is actually up today surprisingly but i do agree the magic number may be about 15% away

 

[JD80]

Strictly looking at post Pandemic vs pre Pandemic.

Disney's net profit was around $4B for 3/2022-3/2023. In FY2019 it was over $10B.
EPS is more than half what is in 2019.

No bueno for a company the size of TWDC.

Important to note also that most of this was the result of Parks. Specifically the American Parks. More specifically the Florida Parks.

Cool let me know when you get hired as CEO of something.

 

[Sirwalterraleigh]

stock is actually up today surprisingly but i do agree the magic number may be about 15% away

Computers do the trading now…usually stocks are up the day before a Holiday tomorrow.

DIS has been losing $8 one week, gaining $6 the next for awhile

It’s actually on an “Up”…as it stands

 

[monothingie]

Cool let me know when you get hired as CEO of something.

 

[Splash4eva]

Cool let me know when you get hired as CEO of something.

so are you implying the company is in a great position and on the right course?

 

[Sirwalterraleigh]

Strictly looking at post Pandemic vs pre Pandemic.

Disney's net profit was around $4B for 3/2022-3/2023. In FY2019 it was over $10B.
EPS is more than half what is in 2019.

No bueno for a company the size of TWDC.

Important to note also that most of this was the result of Parks. Specifically the American Parks. More specifically the Florida Parks.

Not only that…but the market was totally juiced with government paper in 2022

Disney brought In little of it

 

[Splash4eva]

Not only that…but the market was totally juiced with government paper in 2022

Disney brought In little of it

not to mention the biggest bull market prior where it underperformed as well

 

[monothingie]

so are you implying the company is in a great position and on the right course?

 

[solidyne]

D+ with a side of G+

Boy, I miss the days of A+. I'd settle now for an A- or even a B+.

 

[JD80]

so are you implying the company is in a great position and on the right course?

Not at all, but it's not on track to go bankrupt either like others were mentioning.

 

[jmp85]

DIS reported a negative cash flow of 170M for the most recent 6 months ending. They've been running cash flow negative for the last good bit. Yes, this is due to capital investments in Parks and DIS+, but I don't see how they can afford to cut those investments significantly. The parks are what's generating cash right now. When it comes to streaming, this is the same problem Netflix has; yes, GAAP income, but how they plan to get off the treadmill of investing in the platform (to maintain subscribers), I don't know. Not to mention all these losses the studio is racking up right now: TLM, Indiana Jones, etc. They've got a real mess on their hands.

 

[HauntedPirate]

When the wait for Rise is 60 minutes at 3:30pm EDT during the week of the July 4th holiday (and Slinky is currently down), FoP is 55 minute (with Everest down), Rat is 70 minutes, and 7DMT is 80 minutes, what does that tell you about how many people are in the parks?

 

[GhostHost1000]

When the wait for Rise is 60 minutes at 3:30pm EDT during the week of the July 4th holiday (and Slinky is currently down), FoP is 55 minute (with Everest down), Rat is 70 minutes, and 7DMT is 80 minutes, what does that tell you about how many people are in the parks?

I saw someone post a wait time at Rat of 10 earlier today but not sure if it just came back online or what

 

[jpeden]

When the wait for Rise is 60 minutes at 3:30pm EDT during the week of the July 4th holiday (and Slinky is currently down), FoP is 55 minute (with Everest down), Rat is 70 minutes, and 7DMT is 80 minutes, what does that tell you about how many people are in the parks?

Even SDMT and PPF were only 80 with Space Mountain down around 12ish with everything else being 35 minutes or less.

 

[Tha Realest]

Even SDMT and PPF were only 80 with Space Mountain down around 12ish with everything else being 35 minutes or less.

And those are with Splash gone too.

 

[Fido Chuckwagon]

Last year was $29.

No, it was $35.