I said IF... "...If Disney only wants to invest in solidly Blue states, that will pose some challenges." I never said they did, just opined that if it became a desire, it would be difficult.
Quite literally, nobody has even suggested Disney wants to do that. What has been suggested and discussed is how Disney could react to a state becoming hostile beyond a breaking point to the company. Disney wanting to operate in a state that is not actively hostile to them isn't some stretch of imagination and doesn't matter if it's Red, Blue, Purple, or Chartreuse for that matter.
just that if the state puts a gun to their head and makes it bad enough that they don’t want to do business there anymore that’s part of the business that could be moved. WDW is virtually impossible to move.
I think a more likely move would be to replace the state leadership. Not some nefarious action to literally replace them overnight, but an active campaign to support and help replacements in government while hurting the chances of the current state government to get reelected.
The fight today is a skirmish. It's not the war. All of the actions we see Disney taking, even the federal lawsuit, are measured responses to the threat the new RCID board poses. Just like the development agreement and covenants were a measured response to the district being dissolved or a new board taking control of it.
Disney has the resources of a multi national mega corporation and multiple media outlets that can be leveraged directly against a political figure to show them in a bad light. That can be leveraged indirectly though pacs and supporting outside organizations to support a candidate. For that matter, they can do research and searches to find candidates. None of that is guarantee that their choice will win, but it's one huge thumb on the scale pushing an outcome.
Compared to the cost of trying to move out of FL, the cost to change who is governing the state is probably cheap. Who knows, maybe it's $17B over 10 years.
I don't think Disney is ready for that type of action yet. But, if all else fails and that is all they are left with, that's what I would expect.
Clearly, some of us would prefer they just jumped to the end and did this now. Disney however is not in any rush and seems to be content to mitigate each individual issue as it arises instead.