STAR TREK. OR, BETTER YET, JUST BUY VIACOM/CBS ALREADY!WHILE WE'RE YELLING, WHAT OTHER INTELLECTUAL PROPERTY CAN WE PURCHASE AND DESTROY THROUGH NON-STOP MARKETING EFFORTS AND DIVERGENCE FROM CANON?
WHILE WE'RE YELLING, WHAT OTHER INTELLECTUAL PROPERTY CAN WE PURCHASE AND DESTROY THROUGH NON-STOP MARKETING EFFORTS AND DIVERGENCE FROM CANON?
I have a strong feeling that at this particular point in time Chapek doesn't spend any more time thinking about WDW than it takes to butter his morning toast. Today's 3 priorities are 1. streaming , 2 streaming , 3. streaming. That's where the real money will be made if they pull it off successfully. Almost any of the tech giants and several oversea's corporations could make a legitimate bid to buy Disney if they wanted to. ( 250 Billion valuation isn't what it used to be - I think Apple has that much cash on hand). The Wall Street masters don't really care how much money you make today - they care how much you will make tomorrow. Everything is about growth. Building new parks will get you some growth in the future but building the largest streaming platform will increase your stock price by a much larger amount.
If I remember correctly - the land Universal just bought was land they owned back in the day and then when they got sold to GE ( who never had any idea what to do with the parks) and then to Vivaldi ( I think - but some European company) where the land was sold as part of the typical asset liquidation to reduce the costs of the thing you just purchased. So in a sense they have just come back to where they wanted to be.
Revenge spending usually doesn't turn out to be as satisfactory as intended. However, if that is what they are doing, then they will deserve whatever the results are. Still doesn't mean that Disney needs to react to it.
I do believe that Disney will take a wait and see approach. That seems to be their business model along with most publicly traded companies. If Universal does happen to move the needle by taking guests away from Disney that is when I think Disney will respond. The problem is it will already be too late as everyone has seen over the past 20 years when Disney says they are going to build a new attraction it usually takes 5 years so they can spread the capital out.
Yes, I agree completely. I’m not the target for those things, but there seems to be no shortage of potential customers for “exclusive” experiences.
New Fantasyland, Pandora, Toy Story Land, Galaxy's Edge, EPCOT transformation (including lots of things they haven't shared with us yet); TRON coaster, Guardians and Ratatouille rides, Mickey's and Minnie's... Universal had a long way to go to catch up. With all these, they'll have further to go.
Not necessarily, but you left your comment open-ended, and nothing you've posted previously indicated that you would ever care to put the priorities of the owners over that of you, personally, as a guest. Beyond that, the reality is that despite your bravado in claiming otherwise, he actually knows how to run the company far better than you do. He's actually done it, and in doing it all indicators that matter have been and continue to ratify his decisions. I'm safe with my reply on that count as well.
