DIS Shareholders and Stock Info ONLY

I don't think Chapek is going to last long in his role. It is only a matter of time before he gets fired himself.
 
You all may find this ammusing - I was reading this CNBC article while the video about it played. The next video that autoplayed was Maria B. interviewing Bob 1.0...and I'm like wait is she back on CNBC? Then I see that it is from 2013! Why the heck is a 9 year old interview popping up like that? Lots of talk about the cash cow cable business...oh how times change.

https://www.cnbc.com/2022/06/09/disney-fires-tv-content-chief-peter-rice-source-says.html

Direct link to the video:
https://www.cnbc.com/video/2013/03/12/disneys-iger-on-star-wars-franchise.html
 
Last edited:
wabbott said:
https://www.ft.com/content/d223505d...traffic/partner/feed_headline/us_yahoo/auddev

Opinion

Disney: something rotten in the House of Mouse
Shares are down more than a third and chief executive Bob Chapek has got caught in the war on woke
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Darn paywalls - anything we haven't heard before in this one?

Did they really try to blame woke for the share drop? As I have pointed out many times before, all media shares are down the same or worse. There has been no impact from the Florida controversy...yet.
 
Looks like everyone that can fog a mirror has opined on what DIS needs to do to improve their bottom line, or what they did wrong/right over the past few years.

I have a question for everyone. Does the prospect of $5 gasoline deter your future plans for visiting WDW or DLR? What about more expensive plane tickets? It is reasonable to assume that at the margin, park attendance will suffer. I want to hear from fellow diehards - are you rethinking future plans because of travel costs?
 
wabbott said:
Does the prospect of $5 gasoline deter your future plans for visiting WDW or DLR? What about more expensive plane tickets?
Click to expand...
I don't think it will have any effect. Yes, I live right next door to WDW so it certainly doesn't impact me. But before I moved here 8+ years ago, the cost of gas or flights wasn't a deciding factor when planning a visit.
 
wabbott said:
Looks like everyone that can fog a mirror has opined on what DIS needs to do to improve their bottom line, or what they did wrong/right over the past few years.

I have a question for everyone. Does the prospect of $5 gasoline deter your future plans for visiting WDW or DLR? What about more expensive plane tickets? It is reasonable to assume that at the margin, park attendance will suffer. I want to hear from fellow diehards - are you rethinking future plans because of travel costs?
Click to expand...
Still planning on driving from Mass next Feb. Even with the gas prices high. We have 4 people going in a Honda CRV which easily gets 25-29 mpg.

2500 miles RT. Low average is 25 mpg. So 100 gallons. We have done this trip at $2.... $3.... even at the current $5 per gallon it will still be cheaper than flying. But who knows where this will go.
 
wabbott said:
I have a question for everyone. Does the prospect of $5 gasoline deter your future plans for visiting WDW or DLR? What about more expensive plane tickets? It is reasonable to assume that at the margin, park attendance will suffer. I want to hear from fellow diehards - are you rethinking future plans because of travel costs?
Click to expand...
The cost to travel to Disney from the Northeast is certainly a contributing factor. And it could be the final straw. We are already less than impressed with the current state of WDW and the hassle of dealing with the TSA and cramped seating has already made air travel a headache. I'm not sure how much more we are willing to pay for the "privilege" of a Disney vacation.
 
I have three trips planned this year - all by car (Atlanta) - Not really changing anything for me.
 
RivShore said:
Not much new other than the morale comments:
https://nypost.com/2022/06/10/disney-morale-terrible-after-ceo-bob-chapek-fires-peter-rice/

More bad Netflix commentary:
https://nypost.com/2022/06/10/netflix-shares-slide-after-goldman-sachs-grim-streaming-outlook/
Click to expand...
Disney is in the same boat as Netflix. IMO streaming will never be a high profit thing. The majority of people subscribe for new content not the back catalogue. It costs money for quality content. You can really only raise the price so much.
 
wabbott said:
Looks like everyone that can fog a mirror has opined on what DIS needs to do to improve their bottom line, or what they did wrong/right over the past few years.

I have a question for everyone. Does the prospect of $5 gasoline deter your future plans for visiting WDW or DLR? What about more expensive plane tickets? It is reasonable to assume that at the margin, park attendance will suffer. I want to hear from fellow diehards - are you rethinking future plans because of travel costs?
Click to expand...
Gas is already over $5 were I am in NY so there is no prospect there, sadly.

I think people will be rethinking a lot the rest of this year.

Stock down to $99 today.
 
The travel cost of a trip won't be the biggest factor, but the overall high rate of inflation and it's impact on people's regular household budgets will make the most difference. I remember when the mortgage/banking crisis hit we enjoyed low crowd parks and awesome resort rate deals for several years. It's not the cost for us, but the value for the money. Our trip last month staying at AKL Savana view cost 2x what we spent in 2020 for AKL CL. We're only planning on going back for a one night stay in September for the Halloween party to use a Boo Bash credit, then head over to Universal for the rest of the week. It will be a more easygoing trip without hassles of park reservations, hopping rules, and the dreadful MDE. We'll wait until EPCOT isn't a construction zone and other experiences improve before we go to Disney again.
 
Jrb1979 said:
Disney is in the same boat as Netflix. IMO streaming will never be a high profit thing. The majority of people subscribe for new content not the back catalogue. It costs money for quality content. You can really only raise the price so much.
Click to expand...
It doesn't need to be a super high profit thing for Disney, it just needs to slowly replace the cord cutting impacts.

And I see one big difference with D+ from most of the other streamers - kids - the largest treasure trove of children's programming resides on D+. I know from experience kids will watch Disney stuff over and over again, no need for constant new content like a Netflix requires. Again from experience we spent way more than the ~$90 a year D+ costs on DVD's for 15 plus years as our kids slowly aged out of Disney. No reason every family with younger kids won't be doing the same with D+ instead of DVD's.
 
RivShore said:
It doesn't need to be a super high profit thing for Disney, it just needs to slowly replace the cord cutting impacts.

And I see one big difference with D+ from most of the other streamers - kids - the largest treasure trove of children's programming resides on D+. I know from experience kids will watch Disney stuff over and over again, no need for constant new content like a Netflix requires. Again from experience we spent way more than the ~$90 a year D+ costs on DVD's for 15 plus years as our kids slowly aged out of Disney. No reason every family with younger kids won't be doing the same with D+ instead of DVD's.
Click to expand...
I disagree. For those who are hardcore Disney fans it makes sense. My kid who is 2 loves her YouTube kid videos.
 
99cent store...errr...sorry $99 stock and Bob Chapek now going off with their heads with anyone in arms reach of his position. Recession basically here but no one actually saying it yet. All is well huh.
 
TheDailyMoo said:
99cent store...errr...sorry $99 stock and Bob Chapek now going off with their heads with anyone in arms reach of his position. Recession basically here but no one actually saying it yet. All is well huh.
Click to expand...

They could have buffered themselves better had they not tried to grow profits so quickly the past 10 years or so. With Disney now positioned as a truly luxury item it will be one of the first to go during inflation and a recession
 
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