News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026

[Stripes]

The new attractions themselves look great. The problem is moving away from each park having a different theme to all becoming very similar.

I think Animal Kingdom will keep a relatively cohesive theme.

Every studio park around the world is evolving out of the studio theme.

 

[TsWade2]

I know you guys are not fans of Nelson Peltz, neither am I, but what he said about James Gorman finding a respectable CEO of Disney gives me hope: https://www.reuters.com/business/me...-gorman-will-find-respectable-ceo-2024-11-13/ And no, Andrew WIlson won't be chosen anyway. So let's be positive and hopeful instead of being negative and fear mongering. Thank you.

 

[Jrb1979]

I think Animal Kingdom will keep a relatively cohesive theme.

Every studio park around the world is evolving out of the studio theme.

Agreed. I will say I do get why they are doing what they doing. The guests that make up the majority of attendance doesn't really are about park them. They just want their IP

 

[Sirwalterraleigh]

I mean the difference is shocking in terms of what was announced at D23 2024 vs the Chapek-era D23 announcements.

There’s not a single parks project that I’m not excited for. I definitely could not say the same during the Chapek era where there was multiple projects that left a lot to be desired, IMO.

Yeah…you kinda are going for the bait on this one too.

It’s Iger for Iger’s purposes

All that stuff you just listed was the same motive…even when “retired” - because he controls the board and was engineering palace intrigue

Eventually the fog will lift on this guy

 

[LSLS]

I mean the difference is shocking in terms of what was announced at D23 2024 vs the Chapek-era D23 announcements.

There’s not a single parks project that I’m not excited for. I definitely could not say the same during the Chapek era where there was multiple projects that left a lot to be desired, IMO.

The lack of investment/jacking prices/taking things away predated chapek, he just was way more brazen about it.

 

[Stripes]

The lack of investment/jacking prices/taking things away predated chapek, he just was way more brazen about it.

The Staggs/Bruce Vaughn era projects were of much higher quality.

 

[Sirwalterraleigh]

The lack of investment/jacking prices/taking things away predated chapek, he just was way more brazen about it.

…let the record show

 

[Serpico Jones]

 

[HauntedPirate]

New yacht, or does Willow wants to redecorate the house? Ohhh… “investing” in the soccer team they own. Blah.

 

[Sirwalterraleigh]

New yacht, or does Willow wants to redecorate the house? Ohhh… “investing” in the soccer team they own. Blah.

…you try refinishing the decks on a 167 footer on a budget, Sunny Jim

Real world problems

 

[Sirwalterraleigh]

The Staggs/Bruce Vaughn era projects were of much higher quality.

The ones with insane timelines and huge budgets that don’t particularly age well?

 

[Disney Analyst]

Seems investors are happy today. It was 102 yesterday when I checked, sitting around 109 right now.

 

[Sirwalterraleigh]

Seems investors are happy today. It was 102 yesterday when I checked, sitting around 109 right now.

Ride the wave…

And sell

None of Disneys financials have a brighter outlook. Which is why they’ve underperformed for the last few years. All the mistake are still there.

Some…like parks…are gonna intensify.

I will say…I have a funny feeling that wdw is gonna get a bump next year…but they were already gonna have an awful year so it mitigates the damage a little

 

[Disney Analyst]

Ride the wave…

And sell

None of Disneys financials have a brighter outlook. Which is why they’ve underperformed for the last few years. All the mistake are still there.

Some…like parks…are gonna intensify.

I will say…I have a funny feeling that wdw is gonna get a bump next year…but they were already gonna have an awful year so it mitigates the damage a little

I'm getting the same sense. I think WDW will only benefit from EU opening.

 

[Jrb1979]

I'm getting the same sense. I think WDW will only benefit from EU opening.

IMO MK will get a bump but not so sure about the other parks. Especially with how Universal is releasing Epic tickets

 

[Andrew C]

Cashing out on that election bump!

 

[Disney Analyst]

IMO MK will get a bump but not so sure about the other parks. Especially with how Universal is releasing Epic tickets

As long as money and attendance is up, it won't matter.

 

[Sirwalterraleigh]

I'm getting the same sense. I think WDW will only benefit from EU opening.

I think it’s more politics that will dictate some increased traffic…but yes…there is always a slice taken out of increased competitor traffic as well

 

[TsWade2]

The Staggs/Bruce Vaughn era projects were of much higher quality.

I appreciate your support of Tom Staggs, but sadly, I don't think he's going to be chosen. I don't know who Bruce Vaughn is, is he good? Is he one of the outside candidates?

 

[Stripes]

I appreciate your support of Tom Staggs, but sadly, I don't think he's going to be chosen. I don't know who Bruce Vaughn is, is he good? Is he one of the outside candidates?

Bruce was CCO of Imagineering from 2007-2016, which I consider to be one of the greatest eras for WDI. He’s now back at WDI as President and CCO.

He’s definitely not a CEO contender.