News Walt Disney Company plans to spend $17 billion at Walt Disney World over the next ten years

[JD80]

I still see Iger has cast a spell over many people.

You know you look just as idiotic saying this as the people who praise Iger for everything (no on here is praising Iger for everything).

 

[SamusAranX]

You know you look just as idiotic saying this as the people who praise Iger for everything (no on here is praising Iger for everything).

I am not saying Iger has never done any good...the problem is he has fallen into the same "traps" that Chapek got raked over the coals for. And now some are trying to excuse Disney's mediocre stock performance and concerning parks situation(s); but when it happened with Chappie they wanted him out. Ding dong, the witch was dead? No. I give credit for him solving the initial "brand withdrawals" of the mid 2000's, but his currency is running short. Edit: @Sirwalterraleigh help me out, your way with words is better

 

[Sirwalterraleigh]

That’s not what ‘stagnant’ means

And anyone who sees their investment double and calls it ‘a brief pop’… I don’t think is actually active in the market

It’s been overvalued for a decade…as has rhe market as a whole. Water eventually finds its level

 

[Sirwalterraleigh]

You know you look just as idiotic saying this as the people who praise Iger for everything (no on here is praising Iger for everything).

The snake oil doesn’t taste as sweet as it once did

 

[Sirwalterraleigh]

It’s not exceptionally crowded here @HauntedPirate @GhostHost1000

…the quarterlies might suck

 

[GhostHost1000]

It’s not exceptionally crowded here @HauntedPirate @GhostHost1000

…the quarterlies might suck

I’ve been at AK this morning. Pouring rain now but no one needed genie+. Crowds seemed light

 

[Epcot82Guy]

The snake oil doesn’t taste as sweet as it once did

We'll put some green "Heart of Tefiti" apple foam on top. That always fixes it. (With a 20% upcharge, of course.)

 

[GhostHost1000]

It’s not exceptionally crowded here @HauntedPirate @GhostHost1000

…the quarterlies might suck

Yeah but just wait until word gets out D’Amaro is welcoming everyone on the resort tv now. People will be coming like crazy. Lol

 

[Sirwalterraleigh]

I’ve been at AK this morning. Pouring rain now but no one needed genie+. Crowds seemed light

Totally not raining at magic kingdom at all

 

[Sirwalterraleigh]

Yeah but just wait until word gets out D’Amaro is welcoming everyone on the resort tv now. People will be coming like crazy. Lol

…winner

I love how it’s like a creepy pop up in the corner of the screen

 

[GhostHost1000]

…winner

I love how it’s like a creepy pop up in the corner of the screen

I’m surprised he doesn’t say goodnight or is the alarm on the hello Disney thing in his bathrobe or something

 

[Sirwalterraleigh]

I’m surprised he doesn’t say goodnight or is the alarm on the hello Disney thing in his bathrobe or something

A tight bathrobe?

 

[HauntedPirate]

Yeah but just wait until word gets out D’Amaro is welcoming everyone on the resort tv now. People will be coming like crazy. Lol

Whoo boy, the amount of inappropriate comments I could make responding to this one post would likely get my comment deleted and me put in time out.

So they are now trying to leverage Josh's charm with CMs on the general public? Not exactly a dumb move. But it's not going to move the needle on spending in the swamps over the next decade.

 

[flynnibus]

the problem is he has fallen into the same "traps" that Chapek got raked over the coals for

What are those? Be specific

 

[bcoachable]

Hiring outside experts, pay them for a job and when job is ended get them off the payroll. Keep the operation lean and efficient. Disney is not the only player in the game.

Already in place…. To an extent

 

[SamusAranX]

What are those? Be specific

Thinking they can shift the deck chairs rather than actually invest in increased capacity at the parks via Genie+, refurbs instead of brand new attractions, etc.
Failing to increase value or bring back perks that made staying onsite worth it
Layoffs (something Chapek got slammed for).
Continuing the devaluation of some IP's (Star Wars)
Couple I can think off my head.

Let's make a couple things clear that i do not think:

1. This isn't the downfall of Disney; they will be sticking around but it's worth debating if they will be the powerhouse they have been the past 5+ years
2. I don't care about politics and the "fight" disney is in.

But to truly turn things around from being "stuck in the mud", i don't think Iger is the guy. Feel free to disagree.

 

[flynnibus]

Thinking they can shift the deck chairs rather than actually invest in increased capacity at the parks via Genie+, refurbs instead of brand new attractions, etc.
Failing to increase value or bring back perks that made staying onsite worth it

Man everyone here is talking about big picture industry stuff and you’re going with ‘bob hasn’t added any new attractions’ in his first six months… while under intense market pressure…???

Srsly?

I can’t take you seriously after that

 

[SamusAranX]

Man everyone here is talking about big picture industry stuff and you’re going with ‘bob hasn’t added any new attractions’ in his first six months… while under intense market pressure…???

Srsly?

I can’t take you seriously after that

Iger was here before Chapek. My whole point was Iger hasn't shown anything to me in the OVERALL latter years of his WHOLE, combined tenure to justify that he can necessarily move the needle out of a rut ACROSS the board (parks, movies, streaming, etc.). I am not just talking about his return for six months. these have been multiyear issues under his tenure.

As a guy who loves the parks, that of course has been my main focus; the past decade of not enough investment and wringing out every penny while not maintaining value.

Why ask for my reasons and opinion only to belittle it and "crunch" it down to a nice little sound bite that doesn't represent my full opinion? I listed multiple reasons. So likewise: "I can't take you seriously after that"

 

[Trauma]

The next few earnings calls are going to be fun !

I’m going to be floating in the pool, pour myself a drink.

Tune into the call, have the penguin tell me what song is playing.

Then smile away as I listen to Iger try to re arrange the deck chairs on the Titanic.

 

[Nubs70]

One modification Josh would be more like General Armitage HUX.

Upon consideration, yes. A better org chart analysis.