News The Walt Disney Company Annual Meeting Of Shareholders 2025

Moth

Well-Known Member
Q: Whadabout Figment?!

A: Iger.. lots of questions about him. We know he's popular. I will ask our studio creatives to make a Fignment content.
lookee-there-what-that.jpg

IT'S OUR SALVATION BOYS!
 

MisterPenguin

President of Animal Kingdom
Premium Member
WRT to a Figment movie or short... remember: Iger at a stockholder meeting surprisingly announced a change in the name of DHS sort of off the cuff. Which never happened.

So... this off the cuff announcement about Figment....
 

MisterPenguin

President of Animal Kingdom
Premium Member
Congratulations to Bob Iger for essentially doing the best tap dance he could to make it look like everything is great and going just fine.

Sooner or later the market response to all these bad decisions will become impossible to ignore.
So, this has been going on for the past 3, or 5, or 10 years.

When do you think this implosion will happen? 3 years from now? 5? 10?
 

britain

Well-Known Member
So, this has been going on for the past 3, or 5, or 10 years.

When do you think this implosion will happen? 3 years from now? 5? 10?

It has been happening for 10 years now, but the pandemic provided a lot of cover.

Disney is simply becoming a non 'hot' stock. Its growth is sluggish compared to the S&P 500. At some point major investors will demand better.

They're probably just waiting to see who the new CEO will be before they get really grumpy.
 

hopemax

Well-Known Member
I think Disney's going to get bailed out of their bad decisions by much grander bad decisions. There are announcements today, that I don't think that bodes well for WDW in particular. The international projects may become much more important.
 

britain

Well-Known Member
I predict that if they go through with the removal of RoA for Cars at MK, it will be one of those rare DCA 1.0 moments when EVERYONE who goes there will say, "Well, this was a stupid change." Even if the ride itself is a popular hit, the removal of what guests have been trained to expect from a castle park for 70+ years will make a dent in the heart of even the most insensitive park goer.

It will give the average joes their own little "But I liked the Animation Tour" or "But I liked Horizons" moment. It wouldn't be as much of a nostalgic-breaking earthquake as tearing down the Haunted Mansion, but it will, like DCA 1.0, be noted by average people (and pop culture).

(Of course, unlike DCA, it won't be skewered by the Simpsons. It will probably be South Park or something like that.)

And when that happens, that's when narratives really start to shift. DCA 1.0 was one of the straws that broke Eisner. If RoA is replaced with Cars, it will either increase the demands to replace Iger (who honestly could still be in when it opens) or it will make the new CEO do a lot of "My predecessor did things that we're not going to do anymore."
 

Register on WDWMAGIC. This sidebar will go away, and you'll see fewer ads.

Back
Top Bottom