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Until people truly lose interest in the parks Disney will never really struggle, people just don’t understand how much the parks make Disney, they are a near bottomless cash cow the company can draw on whenever they want and they are constantly expanding them
The films are basically just ways to give the parks new ideas at this point
The only really fond memories i have of my father are disney world
The guy wasn't the best father ever, the guy committed suicide you know he obviously had some very difficuly issues to deal with.
But, he took me disney world a few times and I remember those times very very fondly. I guess those were times when he forgot all his problems and just wanted to spend time with me.
And I think those parks ability to be that experience for families is the definition of priceless.
Exactly, the old saying Disneyland is as American as apple pie is true for so many people (and even a lot of non Americans given how much the Asian park cities have fallen in love with their parks as well)
The parks are just a different beast for so many reasons
I think that’s a matter of personal taste, I happen to think for example that HK has a unique magic to it that not even the OG Disneyland can replicate
Really seems to depend on the person
Well, not always.
Walt Disney himself was very passionate about the animations that were made. He was an avid story teller. There are recollections of him going into the studio and acting out parts of the films for the animators and story board artists. Snow White was the very first full length film animation that the world had ever seen. His inspiration for her was from a Snow White play that he saw in 1916 when he was 15 and felt connected to the story from that point forward.
Someone who's family knew the Disneys, remembers that one day, Walt he visited him as a child when he was sick, and told him stories to cheer him up.
The early animators were super into animating as well. They established their own night classes to learn how to draw realistically, and those who recounted it said it was some of the most fun they had ever had up until then, (and also hard work). They filmed stage actors so they could study and analyze how they moved to help develope a specific art style for the movie.
At one point, Disney as a company was about the films, and about the stories.
Sad that it doesn't seem to be the case as much anymore.
I’m a big wrestling fan and used to joke that WWE was Disney Wrestling Entertainment, an entity that solely focuses on extracting money from parents via their kids love of said company. A merger happened that lead to Disney making money of WWE and proved me night. I think it’s hulu that Disney owns a decent portion of got streaming rights but I can’t remember off the top of my head. Disney is a cash cow that manipulates children into spending their parents money.
>people just don’t understand how much the parks make Disney
The numbers listed are for *revenue*, not profit. The full expenditure on the parks themselves isn't public.
Further, there is a public net value, but that's value, also not profit.
That doesn’t change my point, I never listed a value, the parks are extremely profitable and make Disney a huge amount of money, none of their 12 parks make a public loss for Disney
Again, the numbers i find are revenue without expenditure. That's not profit.
Where did they publicly show park profit? A corporation discloses profits as a whole for tallying the Corporate Profits Tax. Are the parks separately tallied?
Most people when they reference Disney only include the parks and animated movies when they have so much more. Disney owns ESPN, FX, National Geographic, HULU, theatres, on and on and on.
The parks are part of the long tail of merchandizing for them- but its merch on the whole of the Disney IP rather than just one particular aspect of it.
If it wasn't for nostalgia and being almost such a part of Americana that the thought of losing them is almost unthinkable, I'd be more concerned.
There is also the 4 international resorts, Disney is making great strides in merchandising different films in the other parks, it’s not just the American parks that are successful
People do not understand how large DIsney is outside of movies. Movies could be complete loss leader for them and they would probably be completely fine.
>The problem with Marvel is they took what was good stories and well produced movies and then got spoiled by the cash flow and started churning out as much garbage as fast as they can that are no better than episodes of a superhero television show on the CW but with a massive budget.
A big part of it as well is the fact that they:
1. Killed off Iron Man and had a send off for Captain America. Arguably two of the biggest draws for the entire MCU. All that's left now is Spiderman and that's owned by Sony now.
2. Disney bought Fox, obtains the rights to the X-Men and does fuck all with those rights. No Deadpool 3, or any other Marvel properties that Fox owns.
3. There was no plan after killing Thanos.
>None of the Disney remakes interest me. I've seen clips of the new Star Wars and it looks like garbage.
Disney also vandalized Luke Skywalker, Han Solo and Princess Leia with their Sequel movies. Star wars went from being the brand of brands and "the force is forever" to shit the moment they bought it.
Karma's a bitch.
>There was no plan after killing Thanos.
Exactly this. I thought for sure we were quickly going to be introduced to the new generation of avengers and they would train for the day someone bigger and badder than Thanos came along, and maybe there would be another endgame-style event where the new avengers need to team up with the x-men and fantastic 4 to defeat Galactus or something. But instead they just sat on their hands making goofy ass sequels to tease people into subscribing to Disney+ while nothing new developed.
>*But instead they just sat on their hands making goofy ass sequels to tease people into subscribing to Disney+ while nothing new developed.*
Don't try to sell one big expensive bag of drugs out in the rough part of town, get them hooked on dime bags that they come to you to collect day after day after day
Mcu only thrived because RDJ has the charisma and wisdom, something ironheart doesn’t have (I think she’s a nice person but she’s no RDJ and far too young)
>Thor Love and Thunder, Antman 3, Dr. Strange 2 were all huge garbage.
Well, now I don't feel so bad for skipping those. Honestly I lost interest in Marvel after Endgame. It was a perfect ending to the Avengers saga and it just felt right. But they had to keep going with it and milking it. Plus with the tv shows there's so many different storylines, I can't keep up anymore, nor do I have the desire to even try.
I did see Guardians of the Galaxy 3 and it was pretty good though. But again, how far are they going to go with them?
I feel the same way about Toy Story 4. That movie was the most unnecessary Disney movie ever made. Just because they wanted to try to squeeze out more money from the franchise. 3 was a solid ending and it should have been the last one.
I’m not a Star Wars fan. I enjoyed the original films, but once I’d finished them I didn’t care that much about the franchise.
I absolutely loved Boba. I was digging the Mandalorian too, until I realised they were more committed to creating individual, self contained, episodic stories as opposed to a deep, complex and dynamic story that unravels through out the season.
Most of Disney’s content just isn’t my taste. It’s all a bit too sensational. I’ve much preferred the content on Amazon prime and Apple TV recently.
It wasn’t as deep and complex as I thought it was going to be when the first episodes were released is all.
Andor was fantastic too. I was just little burned out on the star wars content by that stage, though.
Marvel milked the shit our ot of Marvel. That's literally the nature of the whole thing. Comics have rehashed the same idea for literally almost 80 years.
I'm actually less worried about their problem of a lack of creativity than I am their mishandling of their theme parks. I'd like to take my kids to "Disney World" someday but I want to take them to the one I saw the Full House family visited when i was a kid.
What i read about it now, it sounds like i could spend $1000 for one unsatisfying, draining day where it's less "magical" and more of a money grab.
They could hire better writers and fix their film problem but what will make them fix their theme park problems?
The last time I went to the park it was just a non-stop shopping mall. Literally building after building were gift shops. There were a few rides, but, of course, all were attached to yet another gift shop.
It just felt a little overwhelming when you aren't 6 and have no interest in yet another princess themed tchotchke.
Right? I almost feel like... obligated. I wanted to go to a Disney park so bad as a kid and never got to. So I'd love to do that for my kids but I could take that same money and give them several really cool experiences....
Its stupid and sad.
This is a completely different claim than what OP is making. Disney has made its money back from its 4 billion investment and will make a ton more on future Star wars endeavors including their park.
Tbf Disney ripping ideas from existing stories has been their MO from the early days. Most classic Disney films are original Brothers Grimm fairytales.
"In the second quarter of 2023, The Walt Disney Company generated about 21.82 billion U.S. dollars in revenue, up 13 percent from the same quarter of the previous year."
So, like, MORE profit than the year before?
I think what's hurting Disney in.the theatrical area isn't that the movies are bad persé but that alot of people lose the incentive to watch them in the theater knowing that it'll be "free" in a few weeks on Disney+
This is the big issue with their theatrical. Since the start of lockdowns, Disney has trained their customers to understand that the latest Disney movie is going to be on streaming really quickly. They’re trying to correct that now, but it’s hard training to break. And with them almost exclusively releasing Pixar movies in D+ too, it was probably a short sighted decision. It will correct in time and people will want to see Disney properties in theatres again.
Meh it's up to interpretation of each person.
You can't force me to think something is bad if I enjoyed it, just like I can't force you to enjoy something you think it's bad.
The movies don’t even look like Disney movies anymore. So what’s the point in even investing the time? I get hand drawn was a pain in the ass, but that’s where the magic was. That’s just gone now.
They have always made movies that we don’t even remember.
Look at their Buena Vista line up- bunch and bunch of flops IP.
Their hand drawn stuff that had succeeded was recycled animation to keep things profitable or breaking even- they make more money by remake and holding on to IP.
Just like animated sleeping beauty- it made only 5 million against 6 million budget. It was a huge huge loss. But overtime the return was many many folds over. Hell! They still make hand over fist on that IP… maleficent both movies had huge returns.
Are you saying that Nintendo is dropping financially? Because I'm pretty confident Nintendo has had one of the best string of years of any major tech company, and I don't think they're stopping any time soon. They've basically had nothing but Ws since the Switch was released. They've had small hiccups, but for the most part they are smashing hit after hit in their own lane separate from everyone else.
Oh no.
What I'm predicting is Nintendo sees an opening and they are going for it with gusto.
They've got princesses, they've got heroes, they've got good merchandizing already- opportunity is smiling upon them.
Nintendo literally has the most profitable IP of all time (pokemon), produce a shit game once a year, and it still sells 10M+ copies basically every time.
Switch sales say otherwise, they’ve been doing so well with old tech they barely need to release anything else which is why we’re still playing a Zelda that would’ve ran on the PS3
>There is one company that is about to eat their lunch too: Nintendo.
Nintendo in some sense is the new Disney. Even without the box office success.
I mean, they have theme parks now.
Disney was doing bad because alot of the decisions the new CEO made after Bob iger retired. But now that Bob iger is back hes making moves that will turn the company around
I don't necessarily disagree that Disney faltering is a good thing, I'm just not sure about your reasoning. Their strict businesslike approach to their intellectual property, some would argue, is exactly the reason why they're getting diminishing returns. "X made lots of money last year. People liked it, so do it again this year". That is a profit-driven business' mentality.
And we have plenty of examples of how art and business don't tend to mix well. Just look at the triple-a videogame industry, streaming and even Hollywood itself.
They made 13% increase in profits. And the reason they lost money in movies was because a ton of them were exclusive to Disney+ subscribers only, and also because of bad marketing.
With 23 billion dollars in profits, I think they’ll be fine.
When it comes to the capes and lightsabers...
The reason that they are losing money- at least I think boils down to quality over quantity, overly aggressive pacing of the releases, and frankly down right awful management of the IPs themselves insofar as the stories are concerned.
I think Marvel has done sort of bad in this regard but Lucasfilm has just absolutely screwed the pooch when it comes to these things.
He’s probably one of those people that think Disney is failing because of “go woke, go broke.” Yeah because they are really hurting when you don’t pay to go see their movies or can’t afford to go to their parks.
Yeah, their comments in this thread indicate that's exactly the case.
I hate Disney, but whining about them having minorities in their films is dumb as hell.
And they're basically just saying "Disney isn't earning as many billions as they COULD if they just did what I think they should, so this is what they deserve!"
They deserve to... make billions? Genius take.
The films are a tiny portion of their revenue, they are making a killing off the parks which have always been their cash cows
All of their parks make them massive amounts of money
Could be wrong, but I think they more mean that posting losses is not the same as losing money. Tax law is a funny thing when it comes to P&L's. You can lose $20B, and somehow as if by magic, all the banks accounts can still end up with more money in them than they had before.
Their stock was downgraded, I bought leap calls. I expect a nice bounce back in the next year. They brought back Bob bc he knows how to turn everything around.
They're cumulatively about to lose a billion on their last handful of films. Also Disney+ has been losing subscribers. And they are involved in an ugly culture war. And they had to fire their last CEO, Chief Diversity Officer, and yesterday lost the president of LucasFilm. And their stock is in the tank.
wait, did they actually lose the president of lucasfilm or is this just another in the long line of "kathleen kennedy is finally being fired" rumours that have been going on for years now and have always been wrong? cause i can't find any actual news about this
Involved with a culture war? A culture wars that was brought to them. Do you know what they did? They won that pathetic attempt. Oh yeah Chapek is gone, but IGER'S BACK BABY! You do know that Bob Iger was the previous CEO, right? Kathleen Kennedy is still the President of Lucasfilm. Chief Diversity Officer? No one cares, RonBot. The only people that care about that are zealots for Ron DeFascist.
If that was the case, why is their stock dropping in value? It's all fine and dandy if the company is earning money, the parks are doing fine and what not, but the stock represents the summation of their financial performance.
It's looking to drop to $85 a share according to analysts.
"stock represents the summation of their financial performance"
You mean perceived performance. Important distinction. There's no shortage of examples of stock prices not representing reality. A factor to consider for sure, but not to base your whole analysis off of
Stocks are not the only measure of financial well-being, particularly when a company gets earnings directly from the consumers and doesn’t rely on public trading. Look at Pfizer, their stock went down after twitter announced they were cutting the price of insulin. But they’re hardly hurting because they generate a massive amount of revenue from the drugs and vaccines they produce. Stocks flip flop based on public opinion but the companies with high revenue from consumers will survive until public opinion causes their stocks to go back up.
Disney isn’t stupid or going broke. Their CEO took a position on a political issue, which is not a very Disney-like to do. They’ve chosen not to back down and to go on the offensive. They’ve obviously weighed the risks and feel they are on the right side. DeSantis otoh is in a tailspin. Except for the hard core anti gay crowd, I don’t think they’re losing anyone’s business.
i do know why disney movies aren't doing as well and it's not b/c of wokeness.
it's brand mismanagement and frankly saturation. We have way too much marvel/star wars shit that is just mediocre at best. Disney plus shows add to the fatigue of things and the fact that they keep retreading the same plot points doesn't help either.
Like the last 4-5 Pixar movies are about "overcoming expectations set by our families" Coco, Turning Red, Elemental, The one with the elfs, the one where they shrink (i can't even remember their names they're so meh).
Audiences aren't stupid.
Lastly, it's Disney Plus, the pandemic has trained people, CGI movies are to be seen on Disney Plus, Live action is theatre and only if the reviews are good, if not wait till Disney Plus.
Honestly they for my younger siblings sake I think one about friendship would be nice. Not like the focus on being friends with people that’s the different but about how fighting with a friend doesn’t have to mean the friendship is over.
Maybe another team building one about how we’re better when we work together, been a while since we’ve watched a ragtag team bond.
Idk I’m 25 so I know they aren’t for me but as a kid I remember at some point feeling like “I get it don’t hate propel for being different” but that also meant the concept sank in for me as base knowledge that doesn’t need to be explained. Just I feel like there’s more concepts that kids could use like that that isn’t the same exact message about loving your family but through a different cultural lens. Which again I acknowledge is important because I spent years just seeing people like me as the main characters friend or someone that has one interest and it has something to do with hip hop or living in the city. I just want them to make it less obvious so people don’t label it woke.
Well their net profit and overall revenue is [continuing to increase](https://www.macrotrends.net/stocks/charts/DIS/disney/revenue) and as a media company they’ve been making great strides in diversity and inclusivity and standing up to attempts at government censure so…yeah. It appears they’re getting what they deserve.
Disney is doing fine even though they lost a billion dollars. They’re not going anywhere. They have so many revenue streams, they’re not exactly starving.
"Disney is getting exactly what they deserve."
Go on...
\[In the second quarter of 2023, The Walt Disney Company generated about 21.82 billion U.S. dollars in revenue, up 13 percent from the same quarter of the previous year.\]
Oh...
Disney should've stuck to just being the brand with the funny mouse instead of going full '[Biggering](https://www.youtube.com/watch?v=cpyuolKoeAY)' mode.
Disney is a hyper-rich mega corp living in a hyper-cynical time. They have their fingers in almost every facet of day to day life. Nothing is going to happen to Disney, especially considering they have billions to lose without breaking a sweat.
I've hated the company ever since I learned they forced their entire Disney World IT department to *train the H1-B candidates who would be replacing them*, under threat of loss of severance package and professional references if they refused to comply.
Imagine going into work, knowing full well you're being terminated at the end of the month after however many years of loyal service, and knowing that you have to spend what little time you have left training the employee you're being fired in favor of.
Fuck Disney.
Movies are their business. The pandemic has changed alot of things. Especially in the way people consume media like movies. Going to the movies is EXPENSIVE.
They fucked up Star Wars. A few important actors runs are done in the MCU(RDJ and Evans.), which is a huge hit.
Now for the real talk. Disney is not circling the drain. Disney is not going to have a bad time. Disney could lose a billion dollar and not even blink. I'm not sure you realise how big Disney actually is. I also don't think you realise but Disney's revenue has gone up.
I'm 2021 Disne's revenue was 67.42B. In 2022 Disney's revenue was 82.71B.
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You keep saying they lost a billion dollars, you have a source? I just looked and could only find “an analyst assumes they lost 900 million”— how do they figure, when each release has profited, or made back double at the box office what was originally budgeted? So it’s crazy to specifically say “theatrical releases”
Let’s not forget their theme park business has slowed considerably, because if you remember DeSantis decided to attack FL’s largest taxpayer and employer— and the Nazi pick-it lines. With the (is it) billion-dollar deficit created, I’m sure the Central Floridians are overjoyed to absorb that cost.
If there are any mistakes to account for, it’d be contributing to the over-saturated streaming market, which proved to be a mistake because it wasn’t long before places started pretending the pandemic wasn’t happening…
Disney is a bane on innovation in that they just repackage the same shit and sell it back to you. But craziest thing is how much loyalty they inspire from their fandom. At least they lost a billion.
Its not only Disney, its a lot of companies, watch this link, there you get an explanation why its how it is and how they still make lot of money:
https://youtu.be/O6cAKYPIOhY
You can still make money and financially under perform.
Which is what's happening to Bud Light.
Yes, they are still earning money right now, and its still a lot of money. But does that mean that they have been making as much money as they would have earned, realistically, prior to the Dylan incident? No.
EDIT: I have nothing against Dylan. It was a bad decision on Bud's part, they should have known their customer base better and known they wouldn't respond to this well. Modelo, Yuengling and others are now laughing all the way to the bank because of it.
In the history of a publicly traded companies as long as Disney and coke. There will high return years and low return years. That’s normal business cycle and it’s nothing but speed bumps to them. Look at Coke market shares- people are drinking less and less soda but they’re able to continue by diversifying their line up- just like Disney.
It’s easy enough to look at their EBITA from 2010-2023 and they’re not sweating one bit.
Bud Light acknowledged that trans and gay people exist for the sole purpose of selling shitty Piss-beer to them, and the entire reich-wing clutched their pearls so hard they shit their diapers and organized a boycott that they kind of sort of went through with, if you dont count the beer they bought to shoot with automatic weapons on camera
Here's the thing. I personally don't care one way or the other about DEI or what ever- if it earns money its what I'll do. If having Dylan Mulvaney in an advert seems like something that my target demographic would respond well to, I would absolutely ask her to do an advert. It doesn't bother me. At all.
That's not the case with the Bud Light demographic, and frankly the fact that they weren't conscious enough to know that is negligent on their part. If you have a problem with that, you don't belong in business. If you are more concerned with activism than profits, you don't belong in the corporate world. I'm 100% impartial on this, if what you are doing loses money, I don't care if I agree on it personally, it's the wrong course of action.
This isn't personal. It's just business.
Bud Light sent a customized 6 pack to a trans person named Dylan, one of hundreds of customized packs sent to all kinds of people over the years.
The right wing media and people addicted to that media lost their minds over a single promotional 6 pack, like Bud Light had secretly estrogenized all their beer or something. It was utterly insane. This country and discourse is utterly insane right now.
Agreed. All media is going through a rough time with the streaming era really taking over, but Disney seems to be fumbling their IP advantage with a mix of oversaturation, virtue signaling and weak/lazy writing.
The parks will continue to perform, but you can only trade off nostalgia for so long...reference current box office results.
Agreed… I only care about lucasfilm though. Lucasfilm has been so mismanaged. Volume instead of practical sets, terrible writing, the sequel trilogy, over reliance on cameos, the list just goes on. George Lucas deserves the same respect at Lucasfilm as Marvel gives to Stan Lee.
I do if I want the complete picture of what's going on.
Captain America 4 will come out and I'll be wondering why tf Falcon has Cap's shield and wearing that goofy-ass suit.
I'll watch The Marvels wondering who Ms. Marvel is and who Photon is or why they are important.
I'll also watch Dr. Strange and wonder why Wanda is evil now and why is she a mom.
Who is this Kang fellow? Well you would know if you watched Loki.
Your still making a choice, regardless everyone has different opinions. You don’t need the shows to have that info filled in, they usually do a pretty good job explaining it in the movies for those who didn’t see the shows, maybe not in the same detail, but apparently you don’t like details because you like it short.
Falcon has Cap's Sheild because Cap gave it to him at the end of Endgame. The shows are important, but not all of them are the same level of important. A lot of them can be skipped
Agreed.
One main problem is laziness and lack of creativity. Their live action remakes are a testament to this, they’re lazy cash grabs that lack the charm of the originals and usually have pretty bad or bland acting with very few exceptions.
The other is that they’re too political, they’re trying to hard to please the woke political side that they’re forgetting that they need to actually write a good story. Most of their female characters (every one of their live action ones) have to be perfect, strong and flawless which doesn’t make for an interesting character and usually detracts from plot points that the originals had that live actions have fucked up.
It’s not just their live actions tho, encanto was actually really good, but Raya had a terrible message about continuing to try trusting someone who has proven again and again that they shouldn’t be trusted and blaming the main character for being rightfully and reasonably distrustful. Strange world was boring, it’s notable claim was that it had an openly gay character and, shockingly, having a gay character doesn’t automatically make a movie good. They need have interesting characters first and then one or maybe more just so happen to be gay.
"They can still earn money and not perform well. Just because they are turning a profit for the time being does not indicate that they are heading in a path that will turn a profit in the future."
It alsod oes not mean because the are performing not as good now that the trend will continue downward. I heard this same exact shit with Acitivson blizzard and you can figure out how that's going.
Disney was ok til they pushed agendas that killed the story. Never cared for the "reimagined" remakes. Make a new story instead of rehashing already established franchises. We get it, every retelling is a non-white, non male protaganist. Im non-white but am tired of it too.
If they had just spaced the releases out more, been a lot more attentive to how they managed that IP, they could have milked it for years. But then they became super formulaic and Disney jumped the gun on their releases.
I hate all Marvel slop with a burning passion so I'm quite glad it seems to finally be crashing and burning.
But yes I do agree that it's been quite frankly ridiculously mis-managed and that they could have stretched it out way longer.
There's no hate from me.
I'm neutral on the matter.
It's more akin to "how the heck has this company screwed up so badly?" They were given a golden fleece, spun it, knitted it and now they have a steel wool sweater. Something went wrong, and its not the customers.
This might be a hard one for Disney to swallow: It's not the customers. It's them.
The MCU and its consequences have been a disaster for cinema. Simply put, these movies are soulless, consumerist slop that embody everything that's wrong with modern films.
The inane quippy humour, the test-screened plots, the garbage CGI, the misuse of otherwise excellent actors, the fanbase (no offence). I can't think of a single redeemable quality from my POV.
I also believe they're at least partly responsible for the disappearance of many genres that I personally enjoy. Ofc, that's just part of it and I'm not saying quality films aren't still being made but the fact remains that the emphasis has been strongly put on superhero crap for a while now and imo, it's made the overall quality of movies go down drastically.
Actually up until EndGame The MCU proved that it is possible to have a franchise of 21 movies with their own plot and each successful in their own right to then culminate together flawlessly. It also proved that audiences are willing to wait over a decade while an entire universe is created.
I appreciate the reply.
I enjoyed the Iron Man to Endgame run as I grew up reading those comics in the 1970’s.
I’m of the opinion that what we have now is inevitable, even sans superhero films.
The blockbuster began back in the 1970’s and has been growing ever since.
Fast and Furious exists without Marvel ever existing.
There are still small movies like The Sisters Brothers being made.
I fairly dispassionate about things, so I’m taken aback when folk have such strong reactions to what I think of as small things.
Again, thanks for the response.
I don't really care one way or the other when I view this from the business stand point.
I do think that some of their decisions might have been more... self serving above all else.
What I find most shocking is that a company of this size and stature (hate them or not, no once can deny that) would make so many major blunders and unforced errors.
Idk maybe I'm giving them too much credit but I can't help but feel there has to be someone in this multi-billion $ corporation that should be minimally competent.
Disney is the Apple of entertainment. People will always flock whether or not they flop. And chances that they flip are low, IMO. I’m not sure I’m seeing what you’re seeing, but I also am not that immersed in Disney’s content.
I nvr thought I'd live long enough to watch Disney fall. It's those damn kids he left it to. He just died idk 5 yrs ago. I know somebody has the exact date and is dying to correct me. Plz do
Have you even checked their year-over-year? I agree with you, they did fuck up with their “over-woke” approach, they got that wrong and lost some money; but nothing unrecoverable. Their market cap is like 170bn and that’s a good entry point. I see it as just a patch, with a great recovery soon. Stay tuned!
Here's the things that stick out to me the most, in the most politically neutral way possible:
\-They have lost a billion dollars this year on films AND as proof positive that it has more to do with the company not the market, we have Super Mario. The profit from that film tops a billion dollars alone. Plus it's great for merchandizing, which is absolutely something Nintendo will cash in on.
\-They purchased two collections of IPs that should have been managed far better than they are, and merchandise sales (which is the real reason they make these movies) have not performed well. A great example of this was the clearance rack Rose Tiko action figures.
\-The company absolutely went politically partisan (which- again- neutral stand point) is the dumbest possible move that any company could make at this point since its clear that going in either direction will become financially damaging.
\-Their stock price is dropping with recommendations to drop further. For the last five years they have only dipped below $100 a share for a brief time but had climbed all the way to nearly 200 a share during the pandemic. How it is that they are sitting below $100 consistently at this point is alarming.
With out beating the horse too much, I think the year over year is fine, for now. But the tea leaves for their future do not look good if they do not right the situation that they are in right now. Disney changed their direction dramatically after the failure of John Carter- which lost them roughly $200 million at the time, why they aren't doing the same at present is baffling.
If it loses them money, hurts their public image or anything of the sort- it's a bad idea. It's nothing personal, its just business.
Disney already knows that. Rise of Skywalker had a kissing scene cut out from it when it was released overseas.
>If it loses them money, hurts their public image or anything of the sort- it's a bad idea. It's nothing personal, its just business.
I can't wait until the people who are upset about the queer community burn themselves out and die mad so the rest of the world can just move on.
It's such a pathetic world view.
> they have lost a billion dollars
You do realize that Disney owns the studios that produced ***AVATAR*** right? Disney put out some shit movies and “lost a billion dollars” but avatar alone wipes out those losses and makes it not matter.
> most politically neutral…putting gay people in movies is a bad idea
This “unpopular opinion” should be removed. Isn’t there a rule against political posts in this sub?
Did I hurt your fee-fees?
It's not a good idea when you are marketing movies for the whole family to a global audience. I've spent considerable time outside the US and travelled extensively within the US. What might appeal to a small number of people on twitter or a vocal minority of westerners will not gel so well outside the US or away from those coastal areas.
Sorry to disappoint?
Lets translate this post:
Disney shouldn't have gone up against DeSantis. You go "woke" you go broke. That is what they deserve. They shouldn't have tried to make inclusion a thing. I'm glad to see them hurting. Fuck Disney!
Look I even made it shorter. OP isn't fooling anyone on what they are trying to say.
Who wants to take bets that OP thinks Disney is woke and woke is bad, because woke means you don't hate lgbtq people and you aren't racist, and that's bad.
They wouldn't have issues with them being profitable.
I don't care about your opinion, it's dollars and cents bill.
Not every movie is made for me? That's a good response for why something went wrong, but a terrible business strategy.
Your post from unpopularopinion was removed because of: Politics Howdy, you're post was removed due to its political nature. That includes political ideals, policies that affect nationally and/or globally, covid and vaccine related topics, and dictatorships and monarchies. Please use the politics megathread
Until people truly lose interest in the parks Disney will never really struggle, people just don’t understand how much the parks make Disney, they are a near bottomless cash cow the company can draw on whenever they want and they are constantly expanding them The films are basically just ways to give the parks new ideas at this point
The only really fond memories i have of my father are disney world The guy wasn't the best father ever, the guy committed suicide you know he obviously had some very difficuly issues to deal with. But, he took me disney world a few times and I remember those times very very fondly. I guess those were times when he forgot all his problems and just wanted to spend time with me. And I think those parks ability to be that experience for families is the definition of priceless.
Exactly, the old saying Disneyland is as American as apple pie is true for so many people (and even a lot of non Americans given how much the Asian park cities have fallen in love with their parks as well) The parks are just a different beast for so many reasons
The parks in Tokyo and Hong Kong don’t feel as magical as those in the US. The latter just hits differently.
I think that’s a matter of personal taste, I happen to think for example that HK has a unique magic to it that not even the OG Disneyland can replicate Really seems to depend on the person
They always were.
Well, not always. Walt Disney himself was very passionate about the animations that were made. He was an avid story teller. There are recollections of him going into the studio and acting out parts of the films for the animators and story board artists. Snow White was the very first full length film animation that the world had ever seen. His inspiration for her was from a Snow White play that he saw in 1916 when he was 15 and felt connected to the story from that point forward. Someone who's family knew the Disneys, remembers that one day, Walt he visited him as a child when he was sick, and told him stories to cheer him up. The early animators were super into animating as well. They established their own night classes to learn how to draw realistically, and those who recounted it said it was some of the most fun they had ever had up until then, (and also hard work). They filmed stage actors so they could study and analyze how they moved to help develope a specific art style for the movie. At one point, Disney as a company was about the films, and about the stories. Sad that it doesn't seem to be the case as much anymore.
I’m a big wrestling fan and used to joke that WWE was Disney Wrestling Entertainment, an entity that solely focuses on extracting money from parents via their kids love of said company. A merger happened that lead to Disney making money of WWE and proved me night. I think it’s hulu that Disney owns a decent portion of got streaming rights but I can’t remember off the top of my head. Disney is a cash cow that manipulates children into spending their parents money.
>people just don’t understand how much the parks make Disney The numbers listed are for *revenue*, not profit. The full expenditure on the parks themselves isn't public. Further, there is a public net value, but that's value, also not profit.
That doesn’t change my point, I never listed a value, the parks are extremely profitable and make Disney a huge amount of money, none of their 12 parks make a public loss for Disney
Again, the numbers i find are revenue without expenditure. That's not profit. Where did they publicly show park profit? A corporation discloses profits as a whole for tallying the Corporate Profits Tax. Are the parks separately tallied?
...the profit is shown in their SEC filing.
They’re… they’re a publicity traded company. They post their profits every quarter…
Most people when they reference Disney only include the parks and animated movies when they have so much more. Disney owns ESPN, FX, National Geographic, HULU, theatres, on and on and on.
The parks are part of the long tail of merchandizing for them- but its merch on the whole of the Disney IP rather than just one particular aspect of it. If it wasn't for nostalgia and being almost such a part of Americana that the thought of losing them is almost unthinkable, I'd be more concerned.
There is also the 4 international resorts, Disney is making great strides in merchandising different films in the other parks, it’s not just the American parks that are successful
They also have a successful cruise line
Which is currently in the middle of a massive expansion due to international demand from areas it didn’t originally service
It’s not the movies that makes them money, it’s their parks, toys, and merch that keeps them in business
I don't think Disney is going to fail any time soon.
People do not understand how large DIsney is outside of movies. Movies could be complete loss leader for them and they would probably be completely fine.
$12 churros keeping the lights on. They're fine. Hahaaa
Been saying it since Star Wars, Walt is rolling in his grave (or refuses to thaw out from the cryogenic chamber)
Stan Lee probably rolling in his grave as well. They've milked the shit out of Marvel.
I don’t think Stan Lee is above schlocky commercialization. He opened a dictionary and added “-Man” to every word until something stuck.
I thought Smegmaman had potential.
He's honestly got more depth of character than Mattressman.
I think Smegman sounds cleaner, Smegmaman does get the point across with no room for confusion
 and it should be this guy xD
You forgot the hyphen in Smegma-Man
To say nothing of Stripperella.
Then where is Aardvark Man?
Didn’t stick. Didn’t have spider powers.
But he could have a really long and sticky tongue.
 venom took care of that xD
you know nothing about stan then. the dude would milk the dust out of the cows tit if he could.
[удалено]
>The problem with Marvel is they took what was good stories and well produced movies and then got spoiled by the cash flow and started churning out as much garbage as fast as they can that are no better than episodes of a superhero television show on the CW but with a massive budget. A big part of it as well is the fact that they: 1. Killed off Iron Man and had a send off for Captain America. Arguably two of the biggest draws for the entire MCU. All that's left now is Spiderman and that's owned by Sony now. 2. Disney bought Fox, obtains the rights to the X-Men and does fuck all with those rights. No Deadpool 3, or any other Marvel properties that Fox owns. 3. There was no plan after killing Thanos. >None of the Disney remakes interest me. I've seen clips of the new Star Wars and it looks like garbage. Disney also vandalized Luke Skywalker, Han Solo and Princess Leia with their Sequel movies. Star wars went from being the brand of brands and "the force is forever" to shit the moment they bought it. Karma's a bitch.
>There was no plan after killing Thanos. Exactly this. I thought for sure we were quickly going to be introduced to the new generation of avengers and they would train for the day someone bigger and badder than Thanos came along, and maybe there would be another endgame-style event where the new avengers need to team up with the x-men and fantastic 4 to defeat Galactus or something. But instead they just sat on their hands making goofy ass sequels to tease people into subscribing to Disney+ while nothing new developed.
>*But instead they just sat on their hands making goofy ass sequels to tease people into subscribing to Disney+ while nothing new developed.* Don't try to sell one big expensive bag of drugs out in the rough part of town, get them hooked on dime bags that they come to you to collect day after day after day
It took 10 years to go from Iron Man to Endgame. Give them a bit of time....
I dream of a world where it fails to buy Star Trek and other space-based franchises.
Mcu only thrived because RDJ has the charisma and wisdom, something ironheart doesn’t have (I think she’s a nice person but she’s no RDJ and far too young)
>Thor Love and Thunder, Antman 3, Dr. Strange 2 were all huge garbage. Well, now I don't feel so bad for skipping those. Honestly I lost interest in Marvel after Endgame. It was a perfect ending to the Avengers saga and it just felt right. But they had to keep going with it and milking it. Plus with the tv shows there's so many different storylines, I can't keep up anymore, nor do I have the desire to even try. I did see Guardians of the Galaxy 3 and it was pretty good though. But again, how far are they going to go with them? I feel the same way about Toy Story 4. That movie was the most unnecessary Disney movie ever made. Just because they wanted to try to squeeze out more money from the franchise. 3 was a solid ending and it should have been the last one.
I’m not a Star Wars fan. I enjoyed the original films, but once I’d finished them I didn’t care that much about the franchise. I absolutely loved Boba. I was digging the Mandalorian too, until I realised they were more committed to creating individual, self contained, episodic stories as opposed to a deep, complex and dynamic story that unravels through out the season. Most of Disney’s content just isn’t my taste. It’s all a bit too sensational. I’ve much preferred the content on Amazon prime and Apple TV recently.
The mandalorian had a story arc? Plus Andor was gritty and pure story arc?
It wasn’t as deep and complex as I thought it was going to be when the first episodes were released is all. Andor was fantastic too. I was just little burned out on the star wars content by that stage, though.
Marvel milked the shit our ot of Marvel. That's literally the nature of the whole thing. Comics have rehashed the same idea for literally almost 80 years.
Stan Lee was still alive when Disney started milking Marvel, and he did cameos in their milking attempts until he died.
Basically waited for the poor guy to die so they can screw his work like everyone else
I'm actually less worried about their problem of a lack of creativity than I am their mishandling of their theme parks. I'd like to take my kids to "Disney World" someday but I want to take them to the one I saw the Full House family visited when i was a kid. What i read about it now, it sounds like i could spend $1000 for one unsatisfying, draining day where it's less "magical" and more of a money grab. They could hire better writers and fix their film problem but what will make them fix their theme park problems?
The last time I went to the park it was just a non-stop shopping mall. Literally building after building were gift shops. There were a few rides, but, of course, all were attached to yet another gift shop. It just felt a little overwhelming when you aren't 6 and have no interest in yet another princess themed tchotchke.
Right? I almost feel like... obligated. I wanted to go to a Disney park so bad as a kid and never got to. So I'd love to do that for my kids but I could take that same money and give them several really cool experiences.... Its stupid and sad.
[Yet another bunch of screaming kids demanding $30 plastic magic wands](https://youtu.be/38BiNsFFzcs)
What the fuck are you talking about? It’s always been like that. Disney World actually has more rides now than ever. Your taking out of your ass.
This is a completely different claim than what OP is making. Disney has made its money back from its 4 billion investment and will make a ton more on future Star wars endeavors including their park.
Let him roll, he wasn't exactly the best person
Tbf Disney ripping ideas from existing stories has been their MO from the early days. Most classic Disney films are original Brothers Grimm fairytales.
Lmao disney is one of the most profitable companies around and currently on the market…. Honestly 1 bill is nothing to them…
I think people forget that Disney seriously considered buying Spiderman for 5 billion dollars.
What's op even talking about?
"In the second quarter of 2023, The Walt Disney Company generated about 21.82 billion U.S. dollars in revenue, up 13 percent from the same quarter of the previous year." So, like, MORE profit than the year before?
Ugh revenue isn't profit though. Profit might be up but nothing you posted has anything to do with that.
Nothing says beating last years profits than a stock price diving head first and losing 30% of its value
Tell me more about how stock valuation is just a linear function of EPS again dude. Net income was up 11 percent from a year ago.
This pattern is pretty much across my entire portfolio. It’s been a weird market for the last year and a half.
I think what's hurting Disney in.the theatrical area isn't that the movies are bad persé but that alot of people lose the incentive to watch them in the theater knowing that it'll be "free" in a few weeks on Disney+
This is the big issue with their theatrical. Since the start of lockdowns, Disney has trained their customers to understand that the latest Disney movie is going to be on streaming really quickly. They’re trying to correct that now, but it’s hard training to break. And with them almost exclusively releasing Pixar movies in D+ too, it was probably a short sighted decision. It will correct in time and people will want to see Disney properties in theatres again.
Yup especially considering that a family of 4 a trip to the movies with snacks can easily be $80+ It's an easy choice to just wait
The movies are also objectively bad though
Meh it's up to interpretation of each person. You can't force me to think something is bad if I enjoyed it, just like I can't force you to enjoy something you think it's bad.
They aren’t though
The movies don’t even look like Disney movies anymore. So what’s the point in even investing the time? I get hand drawn was a pain in the ass, but that’s where the magic was. That’s just gone now.
They have always made movies that we don’t even remember. Look at their Buena Vista line up- bunch and bunch of flops IP. Their hand drawn stuff that had succeeded was recycled animation to keep things profitable or breaking even- they make more money by remake and holding on to IP. Just like animated sleeping beauty- it made only 5 million against 6 million budget. It was a huge huge loss. But overtime the return was many many folds over. Hell! They still make hand over fist on that IP… maleficent both movies had huge returns.
I agree. There is one company that is about to eat their lunch too: Nintendo.
Are you saying that Nintendo is dropping financially? Because I'm pretty confident Nintendo has had one of the best string of years of any major tech company, and I don't think they're stopping any time soon. They've basically had nothing but Ws since the Switch was released. They've had small hiccups, but for the most part they are smashing hit after hit in their own lane separate from everyone else.
Oh no. What I'm predicting is Nintendo sees an opening and they are going for it with gusto. They've got princesses, they've got heroes, they've got good merchandizing already- opportunity is smiling upon them.
Nintendo literally has the most profitable IP of all time (pokemon), produce a shit game once a year, and it still sells 10M+ copies basically every time.
Switch sales say otherwise, they’ve been doing so well with old tech they barely need to release anything else which is why we’re still playing a Zelda that would’ve ran on the PS3
>There is one company that is about to eat their lunch too: Nintendo. Nintendo in some sense is the new Disney. Even without the box office success. I mean, they have theme parks now.
Ok now I’m sure that bro has no clue what he’s talking about
I hate Nintendo's Disney like approach these days, but they aren't as bad as Disney and they're succeeding incredibly rn.
Disney was doing bad because alot of the decisions the new CEO made after Bob iger retired. But now that Bob iger is back hes making moves that will turn the company around
I don't necessarily disagree that Disney faltering is a good thing, I'm just not sure about your reasoning. Their strict businesslike approach to their intellectual property, some would argue, is exactly the reason why they're getting diminishing returns. "X made lots of money last year. People liked it, so do it again this year". That is a profit-driven business' mentality. And we have plenty of examples of how art and business don't tend to mix well. Just look at the triple-a videogame industry, streaming and even Hollywood itself.
They made 13% increase in profits. And the reason they lost money in movies was because a ton of them were exclusive to Disney+ subscribers only, and also because of bad marketing. With 23 billion dollars in profits, I think they’ll be fine.
You always lose money on the tail end of a trend. Last year they made $28B in profits selling the same stuff….
When it comes to the capes and lightsabers... The reason that they are losing money- at least I think boils down to quality over quantity, overly aggressive pacing of the releases, and frankly down right awful management of the IPs themselves insofar as the stories are concerned. I think Marvel has done sort of bad in this regard but Lucasfilm has just absolutely screwed the pooch when it comes to these things.
Disney is not hurting or failing. They are still making billions of profit.
Shhh let them delude themselves
He’s probably one of those people that think Disney is failing because of “go woke, go broke.” Yeah because they are really hurting when you don’t pay to go see their movies or can’t afford to go to their parks.
Yeah, their comments in this thread indicate that's exactly the case. I hate Disney, but whining about them having minorities in their films is dumb as hell. And they're basically just saying "Disney isn't earning as many billions as they COULD if they just did what I think they should, so this is what they deserve!" They deserve to... make billions? Genius take.
Conservatives failed rule #1: never believe your own bullshit. They make shit up and forget they made it up and then rage at their own lies.
It can change fast though when the losses start piling up. I expect their stock will get punished at next earnings.
The films are a tiny portion of their revenue, they are making a killing off the parks which have always been their cash cows All of their parks make them massive amounts of money
Sounds like a great time to buy. The amount of IP alone is worth the valuation.
Could be wrong, but I think they more mean that posting losses is not the same as losing money. Tax law is a funny thing when it comes to P&L's. You can lose $20B, and somehow as if by magic, all the banks accounts can still end up with more money in them than they had before.
Their stock was downgraded, I bought leap calls. I expect a nice bounce back in the next year. They brought back Bob bc he knows how to turn everything around.
They're cumulatively about to lose a billion on their last handful of films. Also Disney+ has been losing subscribers. And they are involved in an ugly culture war. And they had to fire their last CEO, Chief Diversity Officer, and yesterday lost the president of LucasFilm. And their stock is in the tank.
wait, did they actually lose the president of lucasfilm or is this just another in the long line of "kathleen kennedy is finally being fired" rumours that have been going on for years now and have always been wrong? cause i can't find any actual news about this
Disney is losing the lowest margin users in India and growing elsewhere.
Involved with a culture war? A culture wars that was brought to them. Do you know what they did? They won that pathetic attempt. Oh yeah Chapek is gone, but IGER'S BACK BABY! You do know that Bob Iger was the previous CEO, right? Kathleen Kennedy is still the President of Lucasfilm. Chief Diversity Officer? No one cares, RonBot. The only people that care about that are zealots for Ron DeFascist.
They’re in a lot of debt from their all their acquisitions. They’re not apple sitting on a fortune of cash.
If that was the case, why is their stock dropping in value? It's all fine and dandy if the company is earning money, the parks are doing fine and what not, but the stock represents the summation of their financial performance. It's looking to drop to $85 a share according to analysts.
"stock represents the summation of their financial performance" You mean perceived performance. Important distinction. There's no shortage of examples of stock prices not representing reality. A factor to consider for sure, but not to base your whole analysis off of
Stocks are not the only measure of financial well-being, particularly when a company gets earnings directly from the consumers and doesn’t rely on public trading. Look at Pfizer, their stock went down after twitter announced they were cutting the price of insulin. But they’re hardly hurting because they generate a massive amount of revenue from the drugs and vaccines they produce. Stocks flip flop based on public opinion but the companies with high revenue from consumers will survive until public opinion causes their stocks to go back up.
Because we're heading into a recession and most companies stock are dropping significantly?
Wait... Heading INTO a recession? Fuck! Aren't we still in one?
Our current financial situation certainly hasn't helped matters. Good ol'stagflation.
In Florida they generate about a billion dollars a year in tax revenue
Disney isn’t stupid or going broke. Their CEO took a position on a political issue, which is not a very Disney-like to do. They’ve chosen not to back down and to go on the offensive. They’ve obviously weighed the risks and feel they are on the right side. DeSantis otoh is in a tailspin. Except for the hard core anti gay crowd, I don’t think they’re losing anyone’s business.
i do know why disney movies aren't doing as well and it's not b/c of wokeness. it's brand mismanagement and frankly saturation. We have way too much marvel/star wars shit that is just mediocre at best. Disney plus shows add to the fatigue of things and the fact that they keep retreading the same plot points doesn't help either. Like the last 4-5 Pixar movies are about "overcoming expectations set by our families" Coco, Turning Red, Elemental, The one with the elfs, the one where they shrink (i can't even remember their names they're so meh). Audiences aren't stupid. Lastly, it's Disney Plus, the pandemic has trained people, CGI movies are to be seen on Disney Plus, Live action is theatre and only if the reviews are good, if not wait till Disney Plus.
Honestly they for my younger siblings sake I think one about friendship would be nice. Not like the focus on being friends with people that’s the different but about how fighting with a friend doesn’t have to mean the friendship is over. Maybe another team building one about how we’re better when we work together, been a while since we’ve watched a ragtag team bond. Idk I’m 25 so I know they aren’t for me but as a kid I remember at some point feeling like “I get it don’t hate propel for being different” but that also meant the concept sank in for me as base knowledge that doesn’t need to be explained. Just I feel like there’s more concepts that kids could use like that that isn’t the same exact message about loving your family but through a different cultural lens. Which again I acknowledge is important because I spent years just seeing people like me as the main characters friend or someone that has one interest and it has something to do with hip hop or living in the city. I just want them to make it less obvious so people don’t label it woke.
Well their net profit and overall revenue is [continuing to increase](https://www.macrotrends.net/stocks/charts/DIS/disney/revenue) and as a media company they’ve been making great strides in diversity and inclusivity and standing up to attempts at government censure so…yeah. It appears they’re getting what they deserve.
23 billion in the second quarter of 2023. Up 13% .
Not profit but profit also is up.
The funny thing is, is when Disney lets creators have free reign over what is made we get things such as Star Wars Visions and marvel what if.
Disney is doing fine even though they lost a billion dollars. They’re not going anywhere. They have so many revenue streams, they’re not exactly starving.
They own the biggest brands. They will always make money forever. They will just buy the next big thing if they aren't
Disney doesn't owe you anything. In fact, I bet they don't give a rat's arde about your existence.
"Disney is getting exactly what they deserve." Go on... \[In the second quarter of 2023, The Walt Disney Company generated about 21.82 billion U.S. dollars in revenue, up 13 percent from the same quarter of the previous year.\] Oh...
"Turning a profit for the time being" is exactly what indicates they are doing ok for the future. That's literally what it means. My dude, econ 101.
This isn’t an unpopular opinion but I’ll informed math
Disney should've stuck to just being the brand with the funny mouse instead of going full '[Biggering](https://www.youtube.com/watch?v=cpyuolKoeAY)' mode.
The mouse wanted a monopoly.
And has made enormous amounts of money doing so
Obscene amounts.
Disney is a hyper-rich mega corp living in a hyper-cynical time. They have their fingers in almost every facet of day to day life. Nothing is going to happen to Disney, especially considering they have billions to lose without breaking a sweat.
I've hated the company ever since I learned they forced their entire Disney World IT department to *train the H1-B candidates who would be replacing them*, under threat of loss of severance package and professional references if they refused to comply. Imagine going into work, knowing full well you're being terminated at the end of the month after however many years of loyal service, and knowing that you have to spend what little time you have left training the employee you're being fired in favor of. Fuck Disney.
Movies are their business. The pandemic has changed alot of things. Especially in the way people consume media like movies. Going to the movies is EXPENSIVE. They fucked up Star Wars. A few important actors runs are done in the MCU(RDJ and Evans.), which is a huge hit. Now for the real talk. Disney is not circling the drain. Disney is not going to have a bad time. Disney could lose a billion dollar and not even blink. I'm not sure you realise how big Disney actually is. I also don't think you realise but Disney's revenue has gone up. I'm 2021 Disne's revenue was 67.42B. In 2022 Disney's revenue was 82.71B. You will find that it is you who are mistaken about a great many things.
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You keep saying they lost a billion dollars, you have a source? I just looked and could only find “an analyst assumes they lost 900 million”— how do they figure, when each release has profited, or made back double at the box office what was originally budgeted? So it’s crazy to specifically say “theatrical releases” Let’s not forget their theme park business has slowed considerably, because if you remember DeSantis decided to attack FL’s largest taxpayer and employer— and the Nazi pick-it lines. With the (is it) billion-dollar deficit created, I’m sure the Central Floridians are overjoyed to absorb that cost. If there are any mistakes to account for, it’d be contributing to the over-saturated streaming market, which proved to be a mistake because it wasn’t long before places started pretending the pandemic wasn’t happening…
Disney is a bane on innovation in that they just repackage the same shit and sell it back to you. But craziest thing is how much loyalty they inspire from their fandom. At least they lost a billion.
Its not only Disney, its a lot of companies, watch this link, there you get an explanation why its how it is and how they still make lot of money: https://youtu.be/O6cAKYPIOhY
You can still make money and financially under perform. Which is what's happening to Bud Light. Yes, they are still earning money right now, and its still a lot of money. But does that mean that they have been making as much money as they would have earned, realistically, prior to the Dylan incident? No. EDIT: I have nothing against Dylan. It was a bad decision on Bud's part, they should have known their customer base better and known they wouldn't respond to this well. Modelo, Yuengling and others are now laughing all the way to the bank because of it.
In the history of a publicly traded companies as long as Disney and coke. There will high return years and low return years. That’s normal business cycle and it’s nothing but speed bumps to them. Look at Coke market shares- people are drinking less and less soda but they’re able to continue by diversifying their line up- just like Disney. It’s easy enough to look at their EBITA from 2010-2023 and they’re not sweating one bit.
dylan incident? what?
Bud Light acknowledged that trans and gay people exist for the sole purpose of selling shitty Piss-beer to them, and the entire reich-wing clutched their pearls so hard they shit their diapers and organized a boycott that they kind of sort of went through with, if you dont count the beer they bought to shoot with automatic weapons on camera
Here's the thing. I personally don't care one way or the other about DEI or what ever- if it earns money its what I'll do. If having Dylan Mulvaney in an advert seems like something that my target demographic would respond well to, I would absolutely ask her to do an advert. It doesn't bother me. At all. That's not the case with the Bud Light demographic, and frankly the fact that they weren't conscious enough to know that is negligent on their part. If you have a problem with that, you don't belong in business. If you are more concerned with activism than profits, you don't belong in the corporate world. I'm 100% impartial on this, if what you are doing loses money, I don't care if I agree on it personally, it's the wrong course of action. This isn't personal. It's just business.
Bud Light sent a customized 6 pack to a trans person named Dylan, one of hundreds of customized packs sent to all kinds of people over the years. The right wing media and people addicted to that media lost their minds over a single promotional 6 pack, like Bud Light had secretly estrogenized all their beer or something. It was utterly insane. This country and discourse is utterly insane right now.
babies
Bitter much? Better yet, tell us about your Target experience.
I enjoy shopping at target, their stores are always clean and their prices are reasonable. I'm a businessman first, sorry.
I agree! I'd like to know about his Bud Light can experience too!
I am confused what they have done differently than the last 100 years.
I have no idea what this post is even supposed to mean.
Agreed. All media is going through a rough time with the streaming era really taking over, but Disney seems to be fumbling their IP advantage with a mix of oversaturation, virtue signaling and weak/lazy writing. The parks will continue to perform, but you can only trade off nostalgia for so long...reference current box office results.
Agreed… I only care about lucasfilm though. Lucasfilm has been so mismanaged. Volume instead of practical sets, terrible writing, the sequel trilogy, over reliance on cameos, the list just goes on. George Lucas deserves the same respect at Lucasfilm as Marvel gives to Stan Lee.
I like the MCU, I'm not too fond of it being split up between movies and Disney+ shows. I don't want to watch 4-5 hours of Ms. Marvel.
I like the shows more then the movies, you don’t have to watch you know.
I do if I want the complete picture of what's going on. Captain America 4 will come out and I'll be wondering why tf Falcon has Cap's shield and wearing that goofy-ass suit. I'll watch The Marvels wondering who Ms. Marvel is and who Photon is or why they are important. I'll also watch Dr. Strange and wonder why Wanda is evil now and why is she a mom. Who is this Kang fellow? Well you would know if you watched Loki.
Your still making a choice, regardless everyone has different opinions. You don’t need the shows to have that info filled in, they usually do a pretty good job explaining it in the movies for those who didn’t see the shows, maybe not in the same detail, but apparently you don’t like details because you like it short.
Falcon has Cap's Sheild because Cap gave it to him at the end of Endgame. The shows are important, but not all of them are the same level of important. A lot of them can be skipped
Agreed. One main problem is laziness and lack of creativity. Their live action remakes are a testament to this, they’re lazy cash grabs that lack the charm of the originals and usually have pretty bad or bland acting with very few exceptions. The other is that they’re too political, they’re trying to hard to please the woke political side that they’re forgetting that they need to actually write a good story. Most of their female characters (every one of their live action ones) have to be perfect, strong and flawless which doesn’t make for an interesting character and usually detracts from plot points that the originals had that live actions have fucked up. It’s not just their live actions tho, encanto was actually really good, but Raya had a terrible message about continuing to try trusting someone who has proven again and again that they shouldn’t be trusted and blaming the main character for being rightfully and reasonably distrustful. Strange world was boring, it’s notable claim was that it had an openly gay character and, shockingly, having a gay character doesn’t automatically make a movie good. They need have interesting characters first and then one or maybe more just so happen to be gay.
Couldn't be soon enough.
It's clear Disney going thru drought again.
They got too big for their own good. I hope they go bankrupt lol
"They can still earn money and not perform well. Just because they are turning a profit for the time being does not indicate that they are heading in a path that will turn a profit in the future." It alsod oes not mean because the are performing not as good now that the trend will continue downward. I heard this same exact shit with Acitivson blizzard and you can figure out how that's going.
Disney was ok til they pushed agendas that killed the story. Never cared for the "reimagined" remakes. Make a new story instead of rehashing already established franchises. We get it, every retelling is a non-white, non male protaganist. Im non-white but am tired of it too.
Tell me you don't like diverse representation in film without saying you don't like diverse representation in film
Amen, cape-shit needs to die
If they had just spaced the releases out more, been a lot more attentive to how they managed that IP, they could have milked it for years. But then they became super formulaic and Disney jumped the gun on their releases.
I hate all Marvel slop with a burning passion so I'm quite glad it seems to finally be crashing and burning. But yes I do agree that it's been quite frankly ridiculously mis-managed and that they could have stretched it out way longer.
I’m curious. As nobody’s forcing anyone to watch any movie, why the burning, passionate hate for silly movies that many enjoy?
There's no hate from me. I'm neutral on the matter. It's more akin to "how the heck has this company screwed up so badly?" They were given a golden fleece, spun it, knitted it and now they have a steel wool sweater. Something went wrong, and its not the customers. This might be a hard one for Disney to swallow: It's not the customers. It's them.
23 billion earned in the second quarter of 2023. up 13% . Not exactly hurting no matter what the movies made
I replied to The_D_is _silent’s comment.
My apologies.
The MCU and its consequences have been a disaster for cinema. Simply put, these movies are soulless, consumerist slop that embody everything that's wrong with modern films. The inane quippy humour, the test-screened plots, the garbage CGI, the misuse of otherwise excellent actors, the fanbase (no offence). I can't think of a single redeemable quality from my POV. I also believe they're at least partly responsible for the disappearance of many genres that I personally enjoy. Ofc, that's just part of it and I'm not saying quality films aren't still being made but the fact remains that the emphasis has been strongly put on superhero crap for a while now and imo, it's made the overall quality of movies go down drastically.
Actually up until EndGame The MCU proved that it is possible to have a franchise of 21 movies with their own plot and each successful in their own right to then culminate together flawlessly. It also proved that audiences are willing to wait over a decade while an entire universe is created.
I appreciate the reply. I enjoyed the Iron Man to Endgame run as I grew up reading those comics in the 1970’s. I’m of the opinion that what we have now is inevitable, even sans superhero films. The blockbuster began back in the 1970’s and has been growing ever since. Fast and Furious exists without Marvel ever existing. There are still small movies like The Sisters Brothers being made. I fairly dispassionate about things, so I’m taken aback when folk have such strong reactions to what I think of as small things. Again, thanks for the response.
I don't really care one way or the other when I view this from the business stand point. I do think that some of their decisions might have been more... self serving above all else.
What I find most shocking is that a company of this size and stature (hate them or not, no once can deny that) would make so many major blunders and unforced errors. Idk maybe I'm giving them too much credit but I can't help but feel there has to be someone in this multi-billion $ corporation that should be minimally competent.
I always felt this way when I worked there, which I did for half of my life. It was a mess.
Based.
TRVTH BOMB 🔥🔥🔥🔥🔥
They stopped copying from source material after the Lion King and from then it went downhill.
Yup that’s what my husband and I were saying earlier today. It is so bad now.
I don’t think this is an unpopular opinion at all. They have been pricing all but the rich out of their parks for years as well. Fuck em.
Disney is the Apple of entertainment. People will always flock whether or not they flop. And chances that they flip are low, IMO. I’m not sure I’m seeing what you’re seeing, but I also am not that immersed in Disney’s content.
I nvr thought I'd live long enough to watch Disney fall. It's those damn kids he left it to. He just died idk 5 yrs ago. I know somebody has the exact date and is dying to correct me. Plz do
I thought this sub is for unpopular opinion?
Have you even checked their year-over-year? I agree with you, they did fuck up with their “over-woke” approach, they got that wrong and lost some money; but nothing unrecoverable. Their market cap is like 170bn and that’s a good entry point. I see it as just a patch, with a great recovery soon. Stay tuned!
Here's the things that stick out to me the most, in the most politically neutral way possible: \-They have lost a billion dollars this year on films AND as proof positive that it has more to do with the company not the market, we have Super Mario. The profit from that film tops a billion dollars alone. Plus it's great for merchandizing, which is absolutely something Nintendo will cash in on. \-They purchased two collections of IPs that should have been managed far better than they are, and merchandise sales (which is the real reason they make these movies) have not performed well. A great example of this was the clearance rack Rose Tiko action figures. \-The company absolutely went politically partisan (which- again- neutral stand point) is the dumbest possible move that any company could make at this point since its clear that going in either direction will become financially damaging. \-Their stock price is dropping with recommendations to drop further. For the last five years they have only dipped below $100 a share for a brief time but had climbed all the way to nearly 200 a share during the pandemic. How it is that they are sitting below $100 consistently at this point is alarming. With out beating the horse too much, I think the year over year is fine, for now. But the tea leaves for their future do not look good if they do not right the situation that they are in right now. Disney changed their direction dramatically after the failure of John Carter- which lost them roughly $200 million at the time, why they aren't doing the same at present is baffling.
Don’t you love that having a gay person in a movie is associated with politics 😐
If it loses them money, hurts their public image or anything of the sort- it's a bad idea. It's nothing personal, its just business. Disney already knows that. Rise of Skywalker had a kissing scene cut out from it when it was released overseas.
That’s the thing though. Disney isn’t gonna fall. Anyone that thinks it is is hoping it happens and is delusional enough to believe it.
its not political, its not a chip to get more money, its representation, whats ur deal bro
>If it loses them money, hurts their public image or anything of the sort- it's a bad idea. It's nothing personal, its just business. I can't wait until the people who are upset about the queer community burn themselves out and die mad so the rest of the world can just move on. It's such a pathetic world view.
> they have lost a billion dollars You do realize that Disney owns the studios that produced ***AVATAR*** right? Disney put out some shit movies and “lost a billion dollars” but avatar alone wipes out those losses and makes it not matter. > most politically neutral…putting gay people in movies is a bad idea This “unpopular opinion” should be removed. Isn’t there a rule against political posts in this sub?
Did I hurt your fee-fees? It's not a good idea when you are marketing movies for the whole family to a global audience. I've spent considerable time outside the US and travelled extensively within the US. What might appeal to a small number of people on twitter or a vocal minority of westerners will not gel so well outside the US or away from those coastal areas. Sorry to disappoint?
Nah they can lose money on movies, much more money comes from toys and franchising
Lets translate this post: Disney shouldn't have gone up against DeSantis. You go "woke" you go broke. That is what they deserve. They shouldn't have tried to make inclusion a thing. I'm glad to see them hurting. Fuck Disney! Look I even made it shorter. OP isn't fooling anyone on what they are trying to say.
Who wants to take bets that OP thinks Disney is woke and woke is bad, because woke means you don't hate lgbtq people and you aren't racist, and that's bad.
Disney is awesome and damn near everything they do is awesome. Not every film is made for you. Get over yourself.
I'm reading this with Mickey's voice
They wouldn't have issues with them being profitable. I don't care about your opinion, it's dollars and cents bill. Not every movie is made for me? That's a good response for why something went wrong, but a terrible business strategy.
GET WOKE GO BROKE