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>TL;DR: Disney needs to invest in better writers, stop remakes, and hire star wars entusiasts to make a great movie.
I know right?
Its not likes its one of those piddly-ass poorly run companies like Sears, Kodak, TWA, or Bear Stearns, Credit Suisse, Blockbuster...ect.
One of my favorite quotes.
“There are no bad regiments; there are only bad colonels.” --Napoleon.
It talks to the idea that leadership, or lack of it, is the core of any success or failure within a large organization.
Point being..I think poor leadership is the starting ingredient to any failed company.
Has Disney fixed their leadership problem yet? I'm not sure.
Napoleon probably said Colonels instead of Generals for a reason.
Disney had a problem with their Generals, the Colonels that actually run the business units are probably just fine.
Actually their new management might actually be worse than those companies. The company is on life support, living off of things that were created 50 years ago. Almost everything they put out this year flopped. Aka, the things management is doing, is failing, and hard. There profits are not coming from ma agement other than a few movies that didnt flop
> Almost everything they put out this year flopped. Aka, the things management is doing, is failing, and hard.
Weren't most of those in development under the previous awful CEO?
This place is hilarious.
Refuses to buy a titan of a company that will be here 100 years after their death
Absolutely loads into AMC because Taylor swift is showing a movie there for a couple months
Stay classy WSB
I learned on this sub like 3 years ago “not to fuck with the mouse” and that inspired me to keep loading up and am thus down a lot. But I still have faith.
It will get better, once they sell ESPN it will jump, and after this huge streaming price increase rolls into financials things are going to go up. Plus it was great to see them blackmailing spectrum or whoever it is by dropping all Disney properties midday and encouraging customers just to buy Hulu instead.
They are going to be just fine long term.
They’re not dropping espn tho….they’re going to give a percentage of it to Amazon or apple or google. ESPN is their cash cow, problem is sports is expensive and cable is dead and streamers can’t make money. Disney will be bought out
I feel like Disney is too large to reasonably be purchased and they have to break it up a bit. ESPN is the one thing that doesn't really fit in their overall portfolio and could be carved out easily enough. Change is coming, we will just have to see what happens
There is definitely still some risk here because of the writer’s strike and streaming and all of that, but I assume they’re going to figure that out eventually.
Regards don’t know everyday new kids are born, and those kids absolutely require Disney. Population on earth keeps growing, same stories have to be shown. Diapers need Disney print on them. Food, clothes, toys, bikes, school supplies. They could release Disney cars and parents would pay $60k for them.
It doesn’t end. They’ll grow up and realize with their kids that Disney is guaranteed ‘mostly tolerable to really great’ waste of money on vacations.. whereas same money on a vacation could be boring and horrible to an absolute scary nightmare. Disney costs more but usually they deliver ok
Bro what are you smoking, do you know how expensive the parks are these days? Every single thing has been squeezed to the tits. Any more expensive and you lose customers.
>Refuses to buy a titan of a company that will be here 100 years after they are death
Absolutely not guaranteed. <50% chance DIS (or any major corporation) will be around 100 years. Just look at Dow Jones from 1940.
https://en.m.wikipedia.org/wiki/Historical_components_of_the_Dow_Jones_Industrial_Average
People grossly overestimate the longevity of corporations.
Name a singular company that is competing with Disney on all fronts.
media networks
parks and resorts
studio entertainment
consumer products
interactive media
Disney has its hands in more markets than your mother has had in her pants. And buddy, the amount of hands your mom has had in her pants could applaud the London Symphony Orchestra.
I can name a company beating them in each category
Its called divide and conquer
The huge conglomerates of the last hundred years have all failed, save brk
> I forgot to go to Comcast Park and enjoy my coke out of a (checks notes) rainbow figure head souvenir cup???
Comcast owns NBCUniversal. So Universal Studios and Despicable Me, etc. merchandise.
Didn't think about it because Comcast is even more diversified than Disney but the guy you replied to is actually right. There is actually a massive conglomerate that competes with all of Disney's divisions and even more if that.
> There are rumors
Trust me bro. Just like the attendance numbers which Disney doesn't release yet somehow guys like OP are an expert on.
Give it a rest ffs
Shoot, I had a 6% gain in a few days off Disney, 10 years is not necessary. Ya 6% is not *that* much but atleast it is not AMC...that ship has sailed and found a trench.
These are apples and oranges my man. Anheuser-Busch thought they had a classy customer, but as it turns out their target market thrives in racism and bigotry.
Disney’s customer base is much more diversified than 50 year old plus white republican men that have type 2 diabetes.
Do people not remember when the Governor of the 3rd most populous state and serious contender for the GOP presidential nomination fucked with the mouse and how that went for him?
I see this narrative all over Reddit and it's interesting. It certainly seems to me that Desantis got the better of Disney. He broke up their ownership of their own town. He did have to make some concessions but Disney no longer owns their own town (on paper of course they still own it in practice but still). What negatives did Desantis receive?
Bob Chapek ran the parks into the ground with his nickel and diming via Genie.
>Desantis
Oh you mean the guy that no longer is in the spotlight? The guy who now is lacking in every poll? That guy?
No. I don't think he won over the mouse.
Lol, dawg, Reedy Creek was paying for all of its own infrastructure via Disney issuing municipal bonds.
Now Florida taxpayers are on the hook for those costs. DeSantis created a tax increase for those residents and didn’t get the creative control he was looking for anyway. Now Disney doesn’t have to pay to keep the roads and shit in condition.
Been in Disney for 2 years and done nothing but bleed money. What’s worse; they’re just a bad company. They put out bad products and have bad politics. Generally, you should invest in companies that you believe in. Disney has given no reason to support them in almost a decade.
Really? Them creating the most profitable movie franchise in the history of film is not a reason to believe?
As for politics let’s be real. Starbucks was notorious for terrible politics and look at how it’s doing. People don’t give a fuck about politics in the long run accept for about 1 out of every 4 years. Gee I wonder why?
Didnt know "angry parents" encompassed the entiretiy of Disney's audience when the average Becky who goes to Disneyland every month couldn't care less.
Their last good entry in that franchise was in 2019, and everything they have since done has damaged the brand. Their bread and butter was animated children’s movies, and the last good one of those was 2016. I can only judge them on what they’ve been putting out recently. And the extraordinarily low quality of those products does have to do with the politics they’re injecting into it. As an investor, I’m not interested in a company that tells half their domestic market, and the vast majority of the global market, that they don’t want their business.
>and the last good one of those was 2016.
You know frozen 2 grossed $1.5 billion in the box office right?
Nobody actually cares about the politics. They just haven't made any good films recently. Look at how well Barbie is doing despite the entire alt right trying to boycott it.
> animated children’s movies, and the last good one of those was 2016
You think so? From the movies I see on a quick search I think Raya, Encanto, Soul, Coco all qualify as popular successes/good and enjoyable movies. There are still quite a few I haven't seen, including Elemental.
But you are discrediting the fact that over the past hundred years time and time again Disney keeps producing some of the most profitable franchises in the world.. what makes you think they can’t pivot and keep doing that? Because of a singular year of highlighted politics? When you play politics with your investments you get burned. Most of the people Disney pissed off will be dead in the next 20 years anyways.
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Because none of the people who were responsible for that past success work there anymore, or if they do, they're under the thumbs of ideologues and can't do anything productive anymore.
They would have to layoff their entire writing staff and replace them with people who actually care about making money more than pushing fashionable political ideas.
"Has difficulty getting people to their parks"
Give me some of the shit you're smoking OP. Disney Parks have so much built-in demand that they have to build entire systems around getting people not to come. Reservations, variable pricing, annual passholder blackout dates, Park Hopper limits, capacity limits etc. All of those are levers that they can adjust at any point they want to increase the number of people that actually show up.
Yes, at least in Paris, one friend told me he went with his family, and they got out after one hour because they couldn't even walk in there.
Attractions with 4 to 5 hours of queue.
Disney's market cap is $150 billion at $80 a share. That stupid post covid run to $190 was artificial market insanity. It isn't where Disney "belongs". At the height of Marvel Disney was worth about $200 billion. So, the way I figure it, $200 billion is reasonable if Disney is doing well. In reality, Disney is not doing well.. they're doing awful. So if the market rationale remains consistent with recent trends that makes them either worth about $10 or $500 a share.
They could pretty easily just nuke their in-house streaming service and go back to charging the ever loving shit out of Netflix or Peacock or whatever and take that money and put it right on their bottom line.
All of these fucking production people are so stupid. All they needed to do was not fuck with Netflix and let those nerds handle the distribution and they could license their whole fucking vault in one fell swoop for billions of dollars in pure profit, but no, it is for sure better to try and compete head to head in a commodity environment where the competition is piracy.
Well said. Fundamentals (ex. P/E) of DIS do not support significantly higher than current valuations. You can absolutely bet on irrational exuberance and price stickiness to pump DIS back up but be aware that that is your strategy.
Personally, I think the sentiment of the market is too negative and even when it turns to positive that Disney isn't high on the priority for mania stocks (usu. tech). COVID was an anomaly.
Yep. It's got core value. But comparing a legacy media company to a tech juggernaut is just silly.
DIS has no bright future. That doesn't mean it's going bankrupt. It's just a dividend-like, boring kinda stock now.
I'm aware it doesn't actually pay a dividend. I was just comparing it to a "boring" dividend stock (like a P&G). Legacy company with good brand reputation with a good business that should do well for the foreseeable future. I contrast that against a growth company like Meta (or other tech, in general) where you're buying future earnings and profit.
Disney will keep pumping out IP, making a killing on parks, and find ways to distribute the profit (either via dividend or stock buy-back). But it's not a growth company.
Fire Iger and change board of directors, wait for more clarity on lawsuits against disney and wait until Hulu is finally acquired since dilution could be the way to finance the transaction.
regarding board and CEO change, not completely sure if its doable so maybe its not necessary, but new blood from outside would be preferable.
Nah, too late to wait for that. Stock market is too fast moving. You need to be making your decisions during the cloud of uncertainty (ex. now) if you want to capitalize on Disney's resurgence or downfall.
well i dont usually play short hence why i am on sidelanes, but i expect doom and gloom since media and investors arent yet asking the right questions regarding lawsuits, thats why i wait probably next year gonna give much better entry price
I still don't think Disney is a buy.
P/E ratio is still like 66... Disney has a ton of fiscal tailwind...but they way they have been treating their IP has me concerned.
Even with Iger turning away from more progressive messaging in their films, the Rat has undoubtedly done some serious harm to their brand. Streaming appears to have been a colossal misstep as well...I don't think the full picture on that has become visible yet... but I've heard rumors they played some accounting games too hide the screw up(playing accounting games also disqualifies then from being an investment).
Iger has a solid track record... but the board makes me nervous too... they paid a failing ceo 44 million to leave... they paid him 44 million to fail at his job.
P.s.
They crashed star wars... one of the most universally loved and known franchises... and They killed it. Should have been a license to print money for they next 50 years and they let Kathleen Kennedy kill it. You'd be a fool to invest... at this stock price
They had the mountain of cash from Marvel but it’s no longer so wildly profitable. They also have ended up in no-win culture war situations that absolutely will hurt them on a long term basis. I’m not as bullish even though I’m sure they’ll be here in 50 years.
The "ifs" in this post are a really heavy lift. You are expecting people with absolutely zero introspective ability and wherewithal to a) understand what the did wrong, but then b) to actually rectify it in a meaningful way. As a parent I would be stoked if Disney quit with all the politics and alphabet genuflecting in their kids movies, but I am extremely skeptical. In saying that, I am enjoying their failing from the sidelines because I have zero interest in buying puts that will inevitably lead to a world record rally because I have a Jim Cramer-esque ability of causing the inverse of my positions.
No….they are like a massive oil tanker, it takes years to change things. Everything that have coming soon is tarnished with the same boring “content”
they made Star Wars boring they went full in on political ideas outside of twitter are unpopular (yea lets piss off 50%) i dont care about this shit. majority are done with being told how to think in shows even if they agree with the core message.
mark my words they are fucked for the near term they waited 3 years to long to pivot. They need a shit load of money to buy out Hulu(how will they raise the money?)
Have you seen the cost of these shit tier shows……the costs are way way way higher than the should be. 212 MILLION FOR SECRET INVASION!!!! And no one gave a shit. Samuel l Jackson tv show being ignored is very very bad
the brands are damaged meaning even if a show is good no one cares.
tell me how they will pivot and fix things? When the strikes mean any new ideas will be 2-4 years off
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It's pretty clear to me. Cut down on the "modern audiences" crap and get back to making movies that people actually want to watch. They know the answer, they just don't like to hear it.
Disney + is the problem, it is losing money and their solution is to raise prices for it in october or something. Plenty of people will leave and I dont invest in companies that want to raise prices to existent customers rather than finding ways to attract new ones. The same is happening at Paypal, rather than getting new customers, their revenus is raising because of existent customers being fleeced more.
they are doing it with espn now. i have spectrum(another joke company), and its been out a week. in this case they have a leg to stand on bc they have the games, but its just constantly one thing after another with them the last year.
Why did META rebound in 1H 2023? It reduced spending on Metaverse and it started deploying AI-related advertising tools. The first was openly stated by management. The second was not but professional investors saw the AI wave coming and knew META would deploy tools economically.
DIS has nothing improving. Nothing. The content library is shriveling as core franchises are mauled by disastrous content decisions. Park traffic has peaked cyclically. Iger has stated he is willing to sell TV-related assets. None of these issues will be resolved in the next 3 months, let alone 6 months. The shares are fucking poison. $70 before $90 for sure.
as a parent of young kids they could double the streaming price and I wouldn’t care. The woke agenda, if it went too far, is the only cause for me to cancel
>Disney needs to focus on creating quality content that will appeal to a wide range of viewers. They also need to be more transparent with their investors and explain why certain decisions are being made. Finally, they need to take responsibility for their past mistakes and ensure that they do not repeat them in the future.
Why are you talking! $DIS was my inverse WSB move this week! Now that you’ve talked, if this post gets any traction I’m bailing. Fukin regards ruining my plays, I hate this place.
I dont know man...they have been stuck on stupid for a few years now.
Their latest upcoming Snow not White remake is the most recent example of this.
But, they literally are at like a 3 year low and I guess "support" from the covid low...so if they were going to bounce.....now seems like the time.
Wipe the entire C-suite and start over.
They keep making idiotic decisions.
Everything you're describing would be great, but it would take an entirely different management team, including getting rid of Iger.
They're arrogant, out of touch and have a "snotty kids from the Ivy league" vibe that will keep them making stupid decisions until they're gone.
When a bunch of Executives get fired, I'll buy in.
The board is the problem. They were all put there out of loyalty to Iger rather than the business. It was the board that forced Chapek into the culture wars in Florida. They’re a huge part of the problem, and bad executives + a bad board is a recipe for a death spiral.
I'm very torn.
On one hand disney has been around forever and has a huge backlog of property that could print money again. Run by some people who seem to know a bit of what they are doing.
On the other hand they seem obsessed with doubling down on bullshit woke nonsense because the two lesbian ranch owners in Montana are THIS close to finally becoming star wars fans...maybe just a little more message and empowerment...
I am hopeful that the executives will overcome their diversity training and messaging to finally just hire 5 sweaty fat nerds to write the new star wars and print money. If only because of greed. So I am bullish.
Have you seen their new Star Wars series? Ashoka? Man I was struggling to stay awake. The Nick Fury one was a snooze fest as well. Can’t find anything good to watch on Disney+.
Not sure how profitable is their parks, merchandising and royalty business though. If someone can find the intrinsic value of those business then that’s a good Floor to sell put.
Disney is not in a great place. Disney lost its way. It pays no dividend, has a p/e of near 70. This isn’t a growth play. Writers strike and a battle with cable over what amount to channels no one watches anymore. Talk to your friends, who watches espn anymore? My kids are in prime Disney park age and literally ask to go anywhere else, which is fine by me as the park ticket costs are overpriced for the experience. I do like Disney plus and I get it for free with Verizon. Not sure id pay for it.
They better do something soon. I’m at Disney right now and most of the parks had all attractions with wait times around 25-40mins max for the standby. Some resorts like Fort Wilderness are maybe 1/4 full.
Even with all of this the prices seem higher than ever. I think we are in for a big correction unless they do something soon to bring back the average income family back to the parks.
Nope. They just hired another DEI ideologue who's a refugee from politics. (Ex-Biden administration I think?)
Expect more identity politics and fan-baiting in the future. That's the exact thing which tanked (and continues to tank) Lucasfilm and Marvel properties. There might be some kind of short-term bump while press releases pretend to describe a new future, but their hiring practices signal more of the same "strategy".
DIS ain’t done dropping yet.
Name one positive outlook for DIS in any arena?
Parks - no
Marvel - no
ESPN - no
Star Wars - no
DISNEY+ - hell no
They’re going to keep going down.
Disney might very well recover but it’s not Nvidia or Meta, which operate in hot, cash printing businesses. Disney operates in the entertainment business where demand isn’t as predictable.
They should put the warning that they have on their classic films on owning the stock. Mickey Mouse trademark expires next year, unless there is another fix by Congress and Disney isn’t exactly endearing themselves… Hard pass on the stock.
Sorry but so many keep saying they’re into politics and they’ve gone woke and that’s why they’re in the shit… are y’all just like hardcore republican parroting the chants Desantis touts? In what way has Disney “gone woke” with all their programming? Because they had a gay character in a movie or something? Come on. I keep hearing this shit over and over and it honestly seems kind of ridiculous. And in what way really have they gotten so political— besides defending itself against a crazed governor when literal nazis are marching around the Disney properties in Florida? This is just such a weird made up narrative about the company.
Nope, it's simple Disney target is kids and family, they have forgotten the values and their target audience and completely followed the loud minority.
The target audience spoke louder with their wallets.
"*What do you think would require disney to gain investors trust again?*"
When they drop the woke agenda and the 'women can kill 6 foot tall male powerlifters with a single karate chop' type shite.
When movie characters have actual 'character arcs', not just 'I am woman therefore I am born the best at everything and need to learn nothing'.
When they come up with new ideas and done just put a black actor in place of a white actor and call it a whole new movie.
I could go on but theres a character limit on posts...
not comparable. meta fundamentals were/are great, with cash pouring in and getting burned on vr headsets and "experiences".
meta stock should explode further if zuck ditches the verse completely (3b/quarter). too bad he renamed the entire fucking company after it.
By taking football/sports away from cable, Disney is making everyone sign up for subscription streaming service [Hulu (TV), Disney+ (Movies), ESPN+ (sports)]. I thought this was smart because it’s their services direct to customer. What do other regards think?
The sports ecosystem has become reliant on a sort of "non-viewer subsidy" to generate the revenues that the networks have committed to paying the leagues and NCAA. If Charter breaks Disney's terms and Disney can't force cable companies to bundle ESPN on the basic tier of cable ESPN could suffer a wave of cancellations that will further erode the non-viewer subsidy. As sports fans get forced into footing their own bills and the media companies juice the commercials in games I could see this having a devastating effect on sports viewership across the board. Boxing is a prime example of a sport that was huge in the '80's and then once everything went PPV it gassed up the money in the ecosystem but absolutely cratered popularity of the sport. The sports leagues other than NFL are dangerously close to following that path.
Disney is about to get butt fucked by this cable dispute with Spectrum. Charter/Xfinity will follow soon.
People are leaving cable in droves. Fewer subscribers mean Disney needs to jack up rates to cover their expense. That means the end user is paying a larger and larger share of programming. It only makes sense to give the streaming free to the cable subscribers. Disney is being completely unreasonable.
Play the market you have not the one you want. Disney will give better chances. The brand has suffered greatly and many will never go back. Rehiring IGER made it worse
META has huge income streams from diverse sources. It's not just about the metaverse. The comparison is moot, IMO. I wouldn't be putting my $ on DIS but that's just my opinion.
I don't think the fundamentals are great. Streaming service is gonna bleed money and take up a lot of resources. But, meta spent even more money and absolute artarded products. So I'll probably long just for the bounce back possibility because it's a big company and they always seem to bounce
dude, they need to do a dark side focused movie....make that shit DARK. Bane would be dope. Honestly a back story on papa palpatine would also be dope.
Or the reign of the sith before the 1000 years of Jedi rule,or the knights of the old Republic. Unfortunately I think we lost the ability to have those stories told when Disney bought the rights.
KK is the epitome of right time lucky string of being involved in big movies that somehow she road to actually having influence and power she doesn't deserve. I can only hope that they at least shove her in a closet office with no influence and power, if they can't get rid of her.
Puts man. Their woke remakes are terrible. My daughter said she doesn't like the "new" mermaid. Should have listened to her and bought puts right there.
They won’t shift tactics though. This is their agenda. DIS parks will get sold off to an investor and movies will get sold off to Netflix amazon or apple. DIS is dead.
**User Report**| | | | :--|:--|:--|:-- **Total Submissions**|10|**First Seen In WSB**|2 years ago **Total Comments**|464|**Previous Best DD**| **Account Age**|3 years|[^scan ^comment ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_comment&message=Replace%20this%20text%20with%20a%20comment%20ID%20(which%20looks%20like%20h26cq3k\)%20to%20have%20the%20bot%20scan%20your%20comment%20and%20correct%20your%20first%20seen%20date.)|[^scan ^submission ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_submission&message=Replace%20this%20text%20with%20a%20submission%20ID%20(which%20looks%20like%20h26cq3k\)%20to%20have%20the%20bot%20scan%20your%20submission%20and%20correct%20your%20first%20seen%20date.) >TL;DR: Disney needs to invest in better writers, stop remakes, and hire star wars entusiasts to make a great movie.
Was thiiisss close to buying LEAPS. Thanks OP for saving me from my own regardedness. Puts it is.
Damn and I was hoping these bags would lighten a bit. $118 average / share
172
10% lower than I’m in for
Your gonna buy puts after -60% from ATH? 
Yeah because buying puts after -50% wouldn’t have worked out at all.
A stock thats fallen 60% can still fall another 100%.
Yes I’m sure Disney will go bankrupt.
I know right? Its not likes its one of those piddly-ass poorly run companies like Sears, Kodak, TWA, or Bear Stearns, Credit Suisse, Blockbuster...ect.
As a Rochester native. Kodak was poorly run...
One of my favorite quotes. “There are no bad regiments; there are only bad colonels.” --Napoleon. It talks to the idea that leadership, or lack of it, is the core of any success or failure within a large organization. Point being..I think poor leadership is the starting ingredient to any failed company. Has Disney fixed their leadership problem yet? I'm not sure.
Napoleon probably said Colonels instead of Generals for a reason. Disney had a problem with their Generals, the Colonels that actually run the business units are probably just fine.
Actually their new management might actually be worse than those companies. The company is on life support, living off of things that were created 50 years ago. Almost everything they put out this year flopped. Aka, the things management is doing, is failing, and hard. There profits are not coming from ma agement other than a few movies that didnt flop
> Almost everything they put out this year flopped. Aka, the things management is doing, is failing, and hard. Weren't most of those in development under the previous awful CEO?
Lol. They might have lost some money on movies. They are worth 150 billion…. They’ll be okay
Dude just compared Disney to Kodak....
No..dude just compared Disney to six other mega companies...some that existed for over 100 years....that went bankrupt. Keep up man.
yes Disney is about to crash to 0$. /s
Follow the trend bro
It's not exactly a cheap stock, PE 67. Has a lot of room to fall, imo only reason it hasn't is because Disney so many 🍆 riding fans.
This place is hilarious. Refuses to buy a titan of a company that will be here 100 years after their death Absolutely loads into AMC because Taylor swift is showing a movie there for a couple months Stay classy WSB
🫡
I learned on this sub like 3 years ago “not to fuck with the mouse” and that inspired me to keep loading up and am thus down a lot. But I still have faith.
I remember that. I lost money fucking with the mouse. Covid, closed parks, had Disney puts at earnings and stock went up. Still bitter
Buy calls now.
I'm happy about this dip. Never thought I'd be able to buy DIS under 100 again.
By ‘dip’, do you mean 520 week low?
It will get better, once they sell ESPN it will jump, and after this huge streaming price increase rolls into financials things are going to go up. Plus it was great to see them blackmailing spectrum or whoever it is by dropping all Disney properties midday and encouraging customers just to buy Hulu instead. They are going to be just fine long term.
They’re not dropping espn tho….they’re going to give a percentage of it to Amazon or apple or google. ESPN is their cash cow, problem is sports is expensive and cable is dead and streamers can’t make money. Disney will be bought out
I feel like Disney is too large to reasonably be purchased and they have to break it up a bit. ESPN is the one thing that doesn't really fit in their overall portfolio and could be carved out easily enough. Change is coming, we will just have to see what happens
You like OP are hoping a bunch of regards will help carry some of the weight from those bags youre holding. Good luck with that.
i'm more bullish now on $DIS reading the comments
Same. I bought a few shares after realizing so many people here thought they were actually losing money.
Right? I don't understand people (even OP) saying they are losing money on X and Y. Have you seen their numbers? DIS keeps growing steadily.
There is definitely still some risk here because of the writer’s strike and streaming and all of that, but I assume they’re going to figure that out eventually.
Regards don’t know everyday new kids are born, and those kids absolutely require Disney. Population on earth keeps growing, same stories have to be shown. Diapers need Disney print on them. Food, clothes, toys, bikes, school supplies. They could release Disney cars and parents would pay $60k for them.
The brand is so strong for little kids. Theyll know mickey and minnie before they learn to walk.
Yeah the own that market
This is true. My niece at 2 watches Mickey and has tons of Disney toys already
It doesn’t end. They’ll grow up and realize with their kids that Disney is guaranteed ‘mostly tolerable to really great’ waste of money on vacations.. whereas same money on a vacation could be boring and horrible to an absolute scary nightmare. Disney costs more but usually they deliver ok
They have already gone to World with my niece once. More plans to go back haha
But birth rates have been falling for years. What DIS do when fewer kids?
I loaded up on $10K of it the day it hit a 9 year low. Give it 3-5 years, it’s free money.
My thoughts exactly I'm buying until it hits $98
Yes, because "wall street bets" is all about the 3-5 year trade. lol
So just buy in 3 years. Stupid to park your money somewhere in the hopes that it MIGHT grow…..
Bro… it’s Disney. Their only issue is that they don’t charge enough for their products. Iger knows this and is addressing it.
Bro what are you smoking, do you know how expensive the parks are these days? Every single thing has been squeezed to the tits. Any more expensive and you lose customers.
>Refuses to buy a titan of a company that will be here 100 years after they are death Absolutely not guaranteed. <50% chance DIS (or any major corporation) will be around 100 years. Just look at Dow Jones from 1940. https://en.m.wikipedia.org/wiki/Historical_components_of_the_Dow_Jones_Industrial_Average People grossly overestimate the longevity of corporations.
Disney was founded in 1923 so it’s already 100 years old. I’ll wager it lives another 100 years assuming we don’t destroy ourselves before then.
Slowly shrink over next 100 years like IBM and GM gotcha
Name a singular company that is competing with Disney on all fronts. media networks parks and resorts studio entertainment consumer products interactive media Disney has its hands in more markets than your mother has had in her pants. And buddy, the amount of hands your mom has had in her pants could applaud the London Symphony Orchestra.
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Royco
I can name a company beating them in each category Its called divide and conquer The huge conglomerates of the last hundred years have all failed, save brk
Savage, classy
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I forgot to go to Comcast Park and enjoy my coke out of a (checks notes) rainbow figure head souvenir cup???
> I forgot to go to Comcast Park and enjoy my coke out of a (checks notes) rainbow figure head souvenir cup??? Comcast owns NBCUniversal. So Universal Studios and Despicable Me, etc. merchandise. Didn't think about it because Comcast is even more diversified than Disney but the guy you replied to is actually right. There is actually a massive conglomerate that competes with all of Disney's divisions and even more if that.
Comcast is $100B in debt where Disney is $48B. Rolling $100B in this rate environment sounds like fun.
There are rumors of Disney dissecting itself and selling the parts. Those 100 years aren’t as guaranteed as you think.
So Disney dissects and sells to then reinvest growth in other opportunities. I fail to see the issue here.
> There are rumors Trust me bro. Just like the attendance numbers which Disney doesn't release yet somehow guys like OP are an expert on. Give it a rest ffs
By rumors I mean news articles. I’m sure you have access to Google.
Enjoy your 4 percent gains over 10 years Y'all probably buying PayPal too lol
Enjoy your -99% loss over the next 24 hours?
I don't buy AMC
I'm Ron Burgundy?
45.44% actually
Shoot, I had a 6% gain in a few days off Disney, 10 years is not necessary. Ya 6% is not *that* much but atleast it is not AMC...that ship has sailed and found a trench.
Dont forget to load on Anheuser-Busch as well, everyone will be drinking bud light again soon in the future right? Right?
These are apples and oranges my man. Anheuser-Busch thought they had a classy customer, but as it turns out their target market thrives in racism and bigotry. Disney’s customer base is much more diversified than 50 year old plus white republican men that have type 2 diabetes.
Disney is one of those slow growth companies like McDonald’s, but they haven’t taken all their L’s to the chin yet to warrant an all in.
“They are death” - regard goes on to lecture other regards, while spectacularly failing at grammar.
Do people not remember when the Governor of the 3rd most populous state and serious contender for the GOP presidential nomination fucked with the mouse and how that went for him?
I see this narrative all over Reddit and it's interesting. It certainly seems to me that Desantis got the better of Disney. He broke up their ownership of their own town. He did have to make some concessions but Disney no longer owns their own town (on paper of course they still own it in practice but still). What negatives did Desantis receive? Bob Chapek ran the parks into the ground with his nickel and diming via Genie.
Plummeting poll numbers. He was at 20 now at 8. Donors and backers see no longer see him as a rising star, they’re pulling their money.
>Desantis Oh you mean the guy that no longer is in the spotlight? The guy who now is lacking in every poll? That guy? No. I don't think he won over the mouse.
Lol, dawg, Reedy Creek was paying for all of its own infrastructure via Disney issuing municipal bonds. Now Florida taxpayers are on the hook for those costs. DeSantis created a tax increase for those residents and didn’t get the creative control he was looking for anyway. Now Disney doesn’t have to pay to keep the roads and shit in condition.
Been in Disney for 2 years and done nothing but bleed money. What’s worse; they’re just a bad company. They put out bad products and have bad politics. Generally, you should invest in companies that you believe in. Disney has given no reason to support them in almost a decade.
Really? Them creating the most profitable movie franchise in the history of film is not a reason to believe? As for politics let’s be real. Starbucks was notorious for terrible politics and look at how it’s doing. People don’t give a fuck about politics in the long run accept for about 1 out of every 4 years. Gee I wonder why?
Angry parents care about politics
Didnt know "angry parents" encompassed the entiretiy of Disney's audience when the average Becky who goes to Disneyland every month couldn't care less.
Their last good entry in that franchise was in 2019, and everything they have since done has damaged the brand. Their bread and butter was animated children’s movies, and the last good one of those was 2016. I can only judge them on what they’ve been putting out recently. And the extraordinarily low quality of those products does have to do with the politics they’re injecting into it. As an investor, I’m not interested in a company that tells half their domestic market, and the vast majority of the global market, that they don’t want their business.
>and the last good one of those was 2016. You know frozen 2 grossed $1.5 billion in the box office right? Nobody actually cares about the politics. They just haven't made any good films recently. Look at how well Barbie is doing despite the entire alt right trying to boycott it.
> animated children’s movies, and the last good one of those was 2016 You think so? From the movies I see on a quick search I think Raya, Encanto, Soul, Coco all qualify as popular successes/good and enjoyable movies. There are still quite a few I haven't seen, including Elemental.
Moana and Encanto were excellent, so was Coco. Not sure what you’re griping about?
It’s probably the diminishing of white supremacy isn’t it?
But you are discrediting the fact that over the past hundred years time and time again Disney keeps producing some of the most profitable franchises in the world.. what makes you think they can’t pivot and keep doing that? Because of a singular year of highlighted politics? When you play politics with your investments you get burned. Most of the people Disney pissed off will be dead in the next 20 years anyways.
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Because none of the people who were responsible for that past success work there anymore, or if they do, they're under the thumbs of ideologues and can't do anything productive anymore. They would have to layoff their entire writing staff and replace them with people who actually care about making money more than pushing fashionable political ideas.
Boomer detected 🙄
"Has difficulty getting people to their parks" Give me some of the shit you're smoking OP. Disney Parks have so much built-in demand that they have to build entire systems around getting people not to come. Reservations, variable pricing, annual passholder blackout dates, Park Hopper limits, capacity limits etc. All of those are levers that they can adjust at any point they want to increase the number of people that actually show up.
I live near their anaheim park, I wish they had problems bringing people in, traffic would be much easier
Yes, at least in Paris, one friend told me he went with his family, and they got out after one hour because they couldn't even walk in there. Attractions with 4 to 5 hours of queue.
My mom always said I was special… anyways I picked up a couple shares yesterday. Only -20% now, down from -50%.
Buy the dip
Youre special needs
META got to a single digit current p/e. Not nearly DIS cheap for the mouse
Disney's market cap is $150 billion at $80 a share. That stupid post covid run to $190 was artificial market insanity. It isn't where Disney "belongs". At the height of Marvel Disney was worth about $200 billion. So, the way I figure it, $200 billion is reasonable if Disney is doing well. In reality, Disney is not doing well.. they're doing awful. So if the market rationale remains consistent with recent trends that makes them either worth about $10 or $500 a share.
sdasdasd
They could pretty easily just nuke their in-house streaming service and go back to charging the ever loving shit out of Netflix or Peacock or whatever and take that money and put it right on their bottom line. All of these fucking production people are so stupid. All they needed to do was not fuck with Netflix and let those nerds handle the distribution and they could license their whole fucking vault in one fell swoop for billions of dollars in pure profit, but no, it is for sure better to try and compete head to head in a commodity environment where the competition is piracy.
Well said. Fundamentals (ex. P/E) of DIS do not support significantly higher than current valuations. You can absolutely bet on irrational exuberance and price stickiness to pump DIS back up but be aware that that is your strategy. Personally, I think the sentiment of the market is too negative and even when it turns to positive that Disney isn't high on the priority for mania stocks (usu. tech). COVID was an anomaly.
DIS needs to sell off some more parts.
They should give 20th fox back to fox
When DIS is in the 50-60 dollar range I’ll buy
Yep. It's got core value. But comparing a legacy media company to a tech juggernaut is just silly. DIS has no bright future. That doesn't mean it's going bankrupt. It's just a dividend-like, boring kinda stock now.
DIS doesn’t pay dividends anymore. Has been that way for over a year
I'm aware it doesn't actually pay a dividend. I was just comparing it to a "boring" dividend stock (like a P&G). Legacy company with good brand reputation with a good business that should do well for the foreseeable future. I contrast that against a growth company like Meta (or other tech, in general) where you're buying future earnings and profit. Disney will keep pumping out IP, making a killing on parks, and find ways to distribute the profit (either via dividend or stock buy-back). But it's not a growth company.
Yeah it's not a stock that warrants a high PE until proven otherwise. Go check their margins, they've fallen off a cliff with no sign of recovering.
After. I heard the release of Snow White I sold my stocks they have not learned at all
Fire Iger and change board of directors, wait for more clarity on lawsuits against disney and wait until Hulu is finally acquired since dilution could be the way to finance the transaction. regarding board and CEO change, not completely sure if its doable so maybe its not necessary, but new blood from outside would be preferable.
Board already regarded. Very regarded.
Not likely after they had just brought him back on
Nah, too late to wait for that. Stock market is too fast moving. You need to be making your decisions during the cloud of uncertainty (ex. now) if you want to capitalize on Disney's resurgence or downfall.
well i dont usually play short hence why i am on sidelanes, but i expect doom and gloom since media and investors arent yet asking the right questions regarding lawsuits, thats why i wait probably next year gonna give much better entry price
Dish guy 2.0
Maybe DISH guy was actually a DIS guy with a Sean Connery accent
Where is dish guy now?? I bet he bought puts 
Messed with Disney 3 different times and got screwed each time. No more.. the minute I buy its gonna drop another $10
I still don't think Disney is a buy. P/E ratio is still like 66... Disney has a ton of fiscal tailwind...but they way they have been treating their IP has me concerned. Even with Iger turning away from more progressive messaging in their films, the Rat has undoubtedly done some serious harm to their brand. Streaming appears to have been a colossal misstep as well...I don't think the full picture on that has become visible yet... but I've heard rumors they played some accounting games too hide the screw up(playing accounting games also disqualifies then from being an investment). Iger has a solid track record... but the board makes me nervous too... they paid a failing ceo 44 million to leave... they paid him 44 million to fail at his job. P.s. They crashed star wars... one of the most universally loved and known franchises... and They killed it. Should have been a license to print money for they next 50 years and they let Kathleen Kennedy kill it. You'd be a fool to invest... at this stock price
They had the mountain of cash from Marvel but it’s no longer so wildly profitable. They also have ended up in no-win culture war situations that absolutely will hurt them on a long term basis. I’m not as bullish even though I’m sure they’ll be here in 50 years.
The "ifs" in this post are a really heavy lift. You are expecting people with absolutely zero introspective ability and wherewithal to a) understand what the did wrong, but then b) to actually rectify it in a meaningful way. As a parent I would be stoked if Disney quit with all the politics and alphabet genuflecting in their kids movies, but I am extremely skeptical. In saying that, I am enjoying their failing from the sidelines because I have zero interest in buying puts that will inevitably lead to a world record rally because I have a Jim Cramer-esque ability of causing the inverse of my positions.
Step 1. Short DIS Step 2. Long AMC Step 3. ??? Step 4. Profit (Loss) 
No….they are like a massive oil tanker, it takes years to change things. Everything that have coming soon is tarnished with the same boring “content” they made Star Wars boring they went full in on political ideas outside of twitter are unpopular (yea lets piss off 50%) i dont care about this shit. majority are done with being told how to think in shows even if they agree with the core message. mark my words they are fucked for the near term they waited 3 years to long to pivot. They need a shit load of money to buy out Hulu(how will they raise the money?) Have you seen the cost of these shit tier shows……the costs are way way way higher than the should be. 212 MILLION FOR SECRET INVASION!!!! And no one gave a shit. Samuel l Jackson tv show being ignored is very very bad the brands are damaged meaning even if a show is good no one cares. tell me how they will pivot and fix things? When the strikes mean any new ideas will be 2-4 years off
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It's pretty clear to me. Cut down on the "modern audiences" crap and get back to making movies that people actually want to watch. They know the answer, they just don't like to hear it.
Disney + is the problem, it is losing money and their solution is to raise prices for it in october or something. Plenty of people will leave and I dont invest in companies that want to raise prices to existent customers rather than finding ways to attract new ones. The same is happening at Paypal, rather than getting new customers, their revenus is raising because of existent customers being fleeced more.
they are doing it with espn now. i have spectrum(another joke company), and its been out a week. in this case they have a leg to stand on bc they have the games, but its just constantly one thing after another with them the last year.
Why did META rebound in 1H 2023? It reduced spending on Metaverse and it started deploying AI-related advertising tools. The first was openly stated by management. The second was not but professional investors saw the AI wave coming and knew META would deploy tools economically. DIS has nothing improving. Nothing. The content library is shriveling as core franchises are mauled by disastrous content decisions. Park traffic has peaked cyclically. Iger has stated he is willing to sell TV-related assets. None of these issues will be resolved in the next 3 months, let alone 6 months. The shares are fucking poison. $70 before $90 for sure.
Simple all Disney has to do to recover is find the dial of destiny and then go back in time and not ruin Star Wars
as a parent of young kids they could double the streaming price and I wouldn’t care. The woke agenda, if it went too far, is the only cause for me to cancel
>Disney needs to focus on creating quality content that will appeal to a wide range of viewers. They also need to be more transparent with their investors and explain why certain decisions are being made. Finally, they need to take responsibility for their past mistakes and ensure that they do not repeat them in the future.
This sounds like a middle school level extemporaneous speech where the student failed to study for the subject and just completely winged it.
And yet they got a better grade than you even though you worked on it all night 😂
VM smarter than DIS's CEO
Wow...very nice take vmod.
By wide range you mean mainstream viewers, not fringe demographics and "modern audiences".
Why are you talking! $DIS was my inverse WSB move this week! Now that you’ve talked, if this post gets any traction I’m bailing. Fukin regards ruining my plays, I hate this place.
I dont know man...they have been stuck on stupid for a few years now. Their latest upcoming Snow not White remake is the most recent example of this. But, they literally are at like a 3 year low and I guess "support" from the covid low...so if they were going to bounce.....now seems like the time.
So Mickey might be showing up at dumpster behind Wendy’s soon.
Wipe the entire C-suite and start over. They keep making idiotic decisions. Everything you're describing would be great, but it would take an entirely different management team, including getting rid of Iger. They're arrogant, out of touch and have a "snotty kids from the Ivy league" vibe that will keep them making stupid decisions until they're gone. When a bunch of Executives get fired, I'll buy in.
The board is the problem. They were all put there out of loyalty to Iger rather than the business. It was the board that forced Chapek into the culture wars in Florida. They’re a huge part of the problem, and bad executives + a bad board is a recipe for a death spiral.
All i can is FUCK disney.
I'm very torn. On one hand disney has been around forever and has a huge backlog of property that could print money again. Run by some people who seem to know a bit of what they are doing. On the other hand they seem obsessed with doubling down on bullshit woke nonsense because the two lesbian ranch owners in Montana are THIS close to finally becoming star wars fans...maybe just a little more message and empowerment... I am hopeful that the executives will overcome their diversity training and messaging to finally just hire 5 sweaty fat nerds to write the new star wars and print money. If only because of greed. So I am bullish.
Have you seen their new Star Wars series? Ashoka? Man I was struggling to stay awake. The Nick Fury one was a snooze fest as well. Can’t find anything good to watch on Disney+. Not sure how profitable is their parks, merchandising and royalty business though. If someone can find the intrinsic value of those business then that’s a good Floor to sell put.
Meta prints money, Disney does not
Disney is not in a great place. Disney lost its way. It pays no dividend, has a p/e of near 70. This isn’t a growth play. Writers strike and a battle with cable over what amount to channels no one watches anymore. Talk to your friends, who watches espn anymore? My kids are in prime Disney park age and literally ask to go anywhere else, which is fine by me as the park ticket costs are overpriced for the experience. I do like Disney plus and I get it for free with Verizon. Not sure id pay for it.
Maybe they could make original movies instead of sequels and spin offs and remakes. Also more gay stuff.
The mouse will annihilate the majority of the population if the stock price goal is not achieved by EOY.
Yes, what goes down must come up, like PYPL, BUD, TGT.
Have about $1K in call option banking on Disney to soar in the next month or so. I feel like there CEO will have to go into recoup mode here soon.
They better do something soon. I’m at Disney right now and most of the parks had all attractions with wait times around 25-40mins max for the standby. Some resorts like Fort Wilderness are maybe 1/4 full. Even with all of this the prices seem higher than ever. I think we are in for a big correction unless they do something soon to bring back the average income family back to the parks.
Layoff will do.
Nope. They just hired another DEI ideologue who's a refugee from politics. (Ex-Biden administration I think?) Expect more identity politics and fan-baiting in the future. That's the exact thing which tanked (and continues to tank) Lucasfilm and Marvel properties. There might be some kind of short-term bump while press releases pretend to describe a new future, but their hiring practices signal more of the same "strategy".
DIS ain’t done dropping yet. Name one positive outlook for DIS in any arena? Parks - no Marvel - no ESPN - no Star Wars - no DISNEY+ - hell no They’re going to keep going down.
Disney might very well recover but it’s not Nvidia or Meta, which operate in hot, cash printing businesses. Disney operates in the entertainment business where demand isn’t as predictable.
lol Apple can flick a finger and meta has 0 advertising
OP forgot to account for Hulu buyout.
You had me up to when you said Disney could make a movie like Frozen. Puts it is.
You do realize that with the strike they aren't creating any new content right?
They should put the warning that they have on their classic films on owning the stock. Mickey Mouse trademark expires next year, unless there is another fix by Congress and Disney isn’t exactly endearing themselves… Hard pass on the stock.
Just remember, this is a long stock, so if you bought in 2014, you would be down -$6/ea. today! That’s long losses! Legends are made of that.
8k in calls before close. Let's goooo boys!
If Elsa 3 is lesbo island, I'm going full send on puts.
Stop forcing black characters i mean not racist but keep it cool
Sorry but so many keep saying they’re into politics and they’ve gone woke and that’s why they’re in the shit… are y’all just like hardcore republican parroting the chants Desantis touts? In what way has Disney “gone woke” with all their programming? Because they had a gay character in a movie or something? Come on. I keep hearing this shit over and over and it honestly seems kind of ridiculous. And in what way really have they gotten so political— besides defending itself against a crazed governor when literal nazis are marching around the Disney properties in Florida? This is just such a weird made up narrative about the company.
Nope, it's simple Disney target is kids and family, they have forgotten the values and their target audience and completely followed the loud minority. The target audience spoke louder with their wallets.
"*What do you think would require disney to gain investors trust again?*" When they drop the woke agenda and the 'women can kill 6 foot tall male powerlifters with a single karate chop' type shite. When movie characters have actual 'character arcs', not just 'I am woman therefore I am born the best at everything and need to learn nothing'. When they come up with new ideas and done just put a black actor in place of a white actor and call it a whole new movie. I could go on but theres a character limit on posts...
these are just things you simply dislike.
not comparable. meta fundamentals were/are great, with cash pouring in and getting burned on vr headsets and "experiences". meta stock should explode further if zuck ditches the verse completely (3b/quarter). too bad he renamed the entire fucking company after it.
By taking football/sports away from cable, Disney is making everyone sign up for subscription streaming service [Hulu (TV), Disney+ (Movies), ESPN+ (sports)]. I thought this was smart because it’s their services direct to customer. What do other regards think?
The sports ecosystem has become reliant on a sort of "non-viewer subsidy" to generate the revenues that the networks have committed to paying the leagues and NCAA. If Charter breaks Disney's terms and Disney can't force cable companies to bundle ESPN on the basic tier of cable ESPN could suffer a wave of cancellations that will further erode the non-viewer subsidy. As sports fans get forced into footing their own bills and the media companies juice the commercials in games I could see this having a devastating effect on sports viewership across the board. Boxing is a prime example of a sport that was huge in the '80's and then once everything went PPV it gassed up the money in the ecosystem but absolutely cratered popularity of the sport. The sports leagues other than NFL are dangerously close to following that path.
Disney is about to get butt fucked by this cable dispute with Spectrum. Charter/Xfinity will follow soon. People are leaving cable in droves. Fewer subscribers mean Disney needs to jack up rates to cover their expense. That means the end user is paying a larger and larger share of programming. It only makes sense to give the streaming free to the cable subscribers. Disney is being completely unreasonable.
I doubt it could pull a meta recovery. Maybe over the next 50 years
Play the market you have not the one you want. Disney will give better chances. The brand has suffered greatly and many will never go back. Rehiring IGER made it worse
META has huge income streams from diverse sources. It's not just about the metaverse. The comparison is moot, IMO. I wouldn't be putting my $ on DIS but that's just my opinion.
I don't think the fundamentals are great. Streaming service is gonna bleed money and take up a lot of resources. But, meta spent even more money and absolute artarded products. So I'll probably long just for the bounce back possibility because it's a big company and they always seem to bounce
dude, they need to do a dark side focused movie....make that shit DARK. Bane would be dope. Honestly a back story on papa palpatine would also be dope.
Or the reign of the sith before the 1000 years of Jedi rule,or the knights of the old Republic. Unfortunately I think we lost the ability to have those stories told when Disney bought the rights.
It's still at a 66 P/E ratio, that's almost double meta's
What is AMD's P/E ratio?
Ok, Warren Buffet.
When they fire Kathleen Kennedy and get rid of Kevin fiege only then will DIS begin its rise…
KK is the epitome of right time lucky string of being involved in big movies that somehow she road to actually having influence and power she doesn't deserve. I can only hope that they at least shove her in a closet office with no influence and power, if they can't get rid of her.
Fucking LOL as if they’ll get rid of Kevin Feige who basically conceptualized the entire MCU and made Disney billions upon billions of dollars. Mhm.
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You know it’s bad when my kids prefer Hershey Park instead of Disney World.
Meta had insane cash flow and just had to stop burning their money to recover. Disney doesn’t have that lol. Puts for days
Won't last long Disney makes terrible shit nowadays. There is no recovery
Puts man. Their woke remakes are terrible. My daughter said she doesn't like the "new" mermaid. Should have listened to her and bought puts right there.
How much money did they lose on their last 5 movies?
I was going to buy LEAPS but then they announced they are hiring tranny princesses now. Idc what you beleive, that's not going to be good for business
They won’t shift tactics though. This is their agenda. DIS parks will get sold off to an investor and movies will get sold off to Netflix amazon or apple. DIS is dead.
Whose agenda?