The New Storm Brewing at Disney
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- Опубликовано: 26 май 2024
- In this breaking Disney News update, Brayden unpacks The Walt Disney Company's Fiscal Year 2023 Fourth Quarter earnings results! With board election season approaching, we dive into what the annual meeting means for the pending rematch between Nelson Peltz, Ike Perlmutter, and Disney CEO Bob Iger. This is Mickey Views News, your source for Disney news!
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00:00 Stock Underperformance
02:06 Streaming News
05:48 BREWING DISNEY WAR!
15:25 Stellar Parks Earnings
21:15 Alleged $60B Investment
27:42 Conclusion
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Directed By: Brayden
Thanks for Watching and Have a Magical Day! 
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This is the results of hiring management with fancy degrees. Watch behind the attractions and you’ll see the imagineers and leaders that built the true magic started in the parks as ice cream servers and popcorn cart operators, they worked up from the bottom and truly understood the magic. These people loved the parks and you saw their work continue that.
Wow. That is it. 😮
Mostly true, yeah. But without folks like Roy Disney you wouldn't have Disney World or Disneyland either. Someone has to keep track of money -- but if everyone is a bean counter in the room and not a creative like Walt was -- well that's when you get what we have now.
Wow. Well said and 100% right
During Chapeck’s reign when they blatantly said how they want to focus more on people who visit less and spend more, how the hell did nobody think that was going to be terrible long term? Not surprised that Disney World is seeing less profits due to them finally milking their guests beyond what many feel is worth it anymore.
Disney did okay during covid with Bob Chapek. Better than with Iger.
They SHOULD be focused on people who visit less often and who spend more money. AP's makes money but they've realized a lot of locals have spent less and less over the last several years. also, the whole trend of "we're moving to Orlando to live close to the parks" is slowly declining. rent and home prices are very high and the economy generally doesn't lend itself to those without upper middle-class jobs which isn't always easy to find in the area.
You call that a reign? OK, he lasted longer as CEO than William Henry Harrison did as president, but to what end? I knew from the moment they gave him Bob Iger’s job that he was a sitting duck.
We went to the Disney parks in Orlando this August and you can honestly see and feel the cuts. The parks were just as busy as when we went in April 2019 but the bathrooms were not stocked with toilet paper and were filthy, the rides were CONSTANTLY shutting down, lines were looooong, and the staff were noticeably unhappy. The disney magic is gone. I am a disney fanatic but I am DONE. We won't be returning to the parks.
Releasing a shit movie is one thing- i am only out $40....but a bad experience at the parks cost me $10,000....I don't know why more people are not talking about the huge decline at the parks. I feel like I have been gaslit by everyone!
10000 dollars??? That's crazy!!! Talk about money down the toilet!
@@AmandathePandaBooks yep...flights alone for a family of four were close to $5000
Should’ve shopped around for better flight deals
@@nholti did.... international flights are not cheap...and then when you get to the states, the exchange rate is killer
@@TikkaTCM I didn’t know you were coming from overseas. That explains the high cost. I can drive there in one day so it’s cheaper for me.
Thats what happens when you have greedy CEOs they take millions but nothing to give back to the ppl
There is so much wrong with Disney at the moment that I don't see them recovering anytime soon. There are too many people trying to take advantage and line their own pockets at the expense of of the rest of the company especially in the long term. I can't see how shareholders would accept what's going on.
Bingo! You hit the nail right on the head. The people that is running Disney are selfish and greedy people.
At this point I’d be happy if they put more money into upkeep and maintenance. New lands and attractions would be great but feels like they barely maintain what we have now. 😊
Iger is taking the US park profits and plowing the $ into the Chinese property - which is really Chinese majority owned and offers very little profitability
Poor cast training, poor food options, and down time on rides. They left me and my son stranded in a line for 1.5 hours and knew it was going to be down but did not empty the "Q" ???. When I complained to customer service they were not apologetic...sad. I had to push them to just get a pass for a lighting lane? That did not "fix" me, zero magic.
If Disney would drop Genie plus and bring fast passes back it would instantly increase the "Disney Magic." Could Iger negotiate a deal with China for a Panda for Animal Kingdom? Seems with as much investment as there is in Shanghai Disney, it could be on the table?
Seriously…my trip in September….EVERY RIDE EXCEPT like 3 broke down…MULTIPLE TIMES per ride. It was INSANE. Spaceship Earth broke down 6 times in ONE ride.
Great initial comment and follow up comments. I agree they need to focus on the basics. Focus on what made them great. Eventually they need to invest in WDW because it's what brings in the money for the company especially the division.
I've been saying this since like 2017. Iger rejected creativity within the company, and went about buying up other creative entities, and then put them under the thumb of Disney, and stifled their creativity as well. Everything became homogenized. There was NO OTHER way this was going to wind up. None. Endgame, truly was the endgame.
I was always saying once Star Wars fatigue sets in, and superhero fatigue sets in, combine that with some unforseen financial crisis, and the company would be in the same place it was when Eisner stepped in to save it. There is no Eisner this time.
Agree 1000000000%. You stated exactly what is happening and the cost of having Iger for CEO
That's incredibly hyperbolic; especially when you compare it to other studio. Since 2019 Disney animated films were all original "Lightyear is the only from previous IP". Only 1 live remake was released theatrically since 2019. No Star Wars film was released then. I donnu who started this narrative, literally Disney is the only one making original animated films.
Then there's D+: Disney claims 2/3's of Nielsen top streamed films every year. Only 7films opened in the top 25 opening week: 2 are Netflix 5 are Disney. Disney's films are successful and get more eyeballs than any other studio, but they share that success with Disney+.
So both financially and creatively, Disney still leads the box office.
Disney's Doug should've been the canary in the coal mine
Well said.
@@daa589 the canary is singing a beautiful tune and the market loves it.
100% agree. This is the first time since 2015 that we are not renewing our annual passes and no plans to visit Disney for a few years now. Overpriced, nothing new, come on Disney we deserve better!
Agreeed ,it feels old yet overpriced.
AP is not the group that Disney is catering to
Nothing new? Avengers campus? Galaxy’s edge? Not one, Batuu! Runaway railway? Tron? Disneyland’s new treehouse? Pixar pier? San Fransokyo Square? Shall I go on?
@@nopenope2601no need to go on. We won’t be returning either. People like you are happy with a watered down disney. It’s okay, you probably don’t know any better.
@@Toohot2handle758 oh thank god, more elbow room in the parks!
Well, hate to tell ya but as a major shareholder with 8 shares I’m challenging Bob for the seat, too. 😀
MAJOR shareholder??? 😂
I believe he was being ironic.
I'm a shareholder too. How do we vote?
I have 1 share I'll add. So you have 9
good luck with that
FYI the Disney+ subs are misleading. They pushed an offer for new customers and previous customers that cancelled. The offer was $1.99 a month for 3 months ending around dec 20th. This was to inflate the subs for these earnings. There will be a massive cancellation around mid dec.
Good call! 😮 probably figured they could hide those losses with the higher Christmas money the parks make.
I got a free membership for Disney+ from buying a cell phone at Verizon, never used it once. I am sure they are counting that too
We cancelled every Disney sub we had after they required us to pay on ESPN to see the Florida Georgia game on TV. We're done.
Interestingly, Dollywood has openly mentioned they are positioning themselves to provide a Disney quality themepark experince at a lower cost and recently have almost locked their ticket prices to be exactly half the price of Disney consistently and its visibly working. Their high levels of investment and low prices have yielded extremely high growth rates of visitation over the past few years and theyre adding at least 3 more large hotels along with the one the just opened to make it a full resort destination. Dolly herself says they are challenging disney and I cant wait to see how it goes
I’ve only heard good things about Dollywood. Should be a good fight. ❤
Our family went to Dollywood this summer for the first time and we were very impressed. It didn’t have Disney level theming with the dark rides but it also didn’t have Disney prices. They do have that immersion feel in the park however. I would definitely go back.
They’re definitely not half… I just looked up ticket prices and it’s $109/day… but 2 day that’s when it seems half the price.
Exactly. Disney, the company, not the Cast Members in the parks, stopped viewing guests as GUESTS and started only viewing them as walking pocket books and now we've got what we've got.
Good for her!! She's sick of the pedos/perverts that run Disney as well!!
I’m not as down on Eisner as others. I think his early tenure was a closer representation to Walt’s than anyone before or since. His later years went off the rails as he lost focus, but I’d take him over Iger any day.
100%
At least Eisner encouraged creativity, ideas, risks, even if some of them didn't work out. I would still prefer Eisner at the helm as he did focus on the parks. He also started the deal to acquire Pixar Studios, but I think he still would have kept 2D animation as well as adopted 3D Animation from Pixar for future animated movies.
When I worked in Disneyland in 2003 during the transition from Eisner to Bob Iger's park management, you saw a mass firing of long term cast members including those who had worked there since opening day at Disneyland as well as a mass firing of most of the safety minded cast members, those who loved their jobs making the guest experience Disney was known for, and those who were full of creativity were either stifled or laid-off.
The idiots and those only there for a paycheck or were Iger's minions were the ones who stayed working at Disneyland. Almost all who supported Eisner were fired or laid-off within the first two years after Bob Iger became CEO.
That's pretty desperate
The Save Disney movement didn’t just want Eisner gone but the whole BoD. The Eisner loyalists needed to go. I couldn’t take another made-for-TV musical miscastathon or another excuse for the censorship of legacy content or for letting the parks go to seed.
Nailed it! We are DVC members (been so for years) haven't been in the parks since 2020. The quality of the experience has dropped greatly and the prices keep going up. I only use my DVC points when I'm in the area for business - outside of that we rent our points out and are thinking of selling them to put in a pool. As a family we are over Disney ... or rather Disney has changed to where the brand no longer has any appeal to us.
We sold most of our points. We just don't want to go any more.
"The New Storm Brewing at Disney,"
True.
Something Wicked This Way Comes!
Oldie but goodie
Bruh, you’re literally the GOAT of Disney channels. It’s not even close. Keep up the great work. Lifetime fan 👍🏻
Every park which invests in the guest experience gets a solid ROI. This is incredibly well studied, and yet Disney (who invented this style of reinvestment and capitalisation) has seemingly abandoned this strategy to be more like Six Flags. An incompetent board is the most dangerous part of this.
Universal is just sitting in the corner laughing at this, Disney isn’t even keeping up with the rides in their own parks and just had an imagineering drain but they literally just bankrolled the entire cost of building Epic Universe right across the road 😂 for more failing streaming services, should have used that 8 billion to redo Animal Kingdom and build the villains expansion, so much more return on that investment
So sad about the lights being gone. Lights are a major part of almost any holiday time celebration. Disney's cheapness is taking the parks experience from what use to be a 1st rate A+ experience where you had an amazing experience to something very mediocre. $3M is a drop in the bucket to a company like Disney. The reputation management is doing to the Disney brand may be irreversible. Many adults take their kids to Disney because of the awesome memories they have of things like the castle being lit up during the holidays and such. When they stop going because of the absence of all the special touches the kids will not go when they grow up. Management is killing the brand and magic, which took a lifetime to build, for short term earnings and profit. Sad to see the magic dying.
The most important point you made was that they have lost the next generation. Last time we went to Disneyland 4 rides broke down while we were in line for each one. And Lightning Lane doubled our weight time in the standby line. My kids are teens, but they said they don’t want to go back, maybe check out Universal for the first time instead. It breaks my heart as a lifelong Disney fan, but I understand. 😢
Agreed! The MAGIC is gone!!!!
@@KhurtKhave669 I think they need to get rid of Lightning Lane/Genie+. It's so confusing to people, creates so much stress during people's vacations to try and figure everything out and planning everything, and it ties you to your phone all day long. Yeah there are some people who like it, but I generally see negative reviews on it versus positive ones. Sell a Fast Pass single use per attraction day pass (separate from your ticket) and let families just do what they want when they want. No more planning, stressing out to get to the next attraction all the way across the park from where you are (or if the previous attraction had a delay), no more staring at your phone all day seeing where you need to go next, etc. That way if a Fast Pass lane is busy at the moment, they can skip it and com back later when it isn't. As long as they don't oversell Fast passes for that day things shouldn't be bad at all.
@@KhurtKhave669 oh yeah I would definitely choose universal over Disney with teenage kids. Unfortunately as a dad with a 2 year old and a 2 month old Disney is still king with regards to this age group so I’m stuck until they get older.
@@patskers1you can try going a little further south to legoland too!
I was just in the Great Smoky Mountains too! How crazy! I stayed in pigeon forge and was blown away by Gatlinburg. You make an amazing point. Those experiences throughout the country that offer similar entertainment to Disney are novel and more meaningful than being nickeled and dimed at a resort that was once head of the times
The only cure for what ails Disney is to oust Iger and the entire board of his yes-men.
Ouuuff that closing segment was brutal. Thank you for all you do Brayden. Excellent coverage. One thing I noticed is you didn’t highlight was how much better the international parks are doing and the growth they’ve seen in that segment of parks & experiences. Right now I would much rather go to Disneyland Paris or HK or even Tokyo before going back to WDW.
My son and his new wife spent time at DP this past September on their honeymoon [and Paris and Amalfi Coast] and their total cost for a 13-day honeymoon WAS pretty much the same as an 7-day trip to WDW!
Thank you for sharing about the earnings report & reminding me again that the WDW FOMO isn't worth it. You really help me remember why the parks won't be what I want them to be, based off my nostalgia, even from 10 years ago.
FOMO is FUD.
This is so very true! We used to go to Disney every single year….now we literally have to take a couple years in between at least just to afford it. And they keep taking things away, making us pay for things that used to be free, and not really doing anything new except a ride here and there..Nevermind the fact that it’s also taking an insane amount of time to build one ride. Meanwhile universal is throwing an entire new park up in no time flat!! 😂 I love Disney but they make it tough to want to keep going…. 😢
Okay and how many parks does Universal have compared to Disney? They’re not going to announce new lands and theme parks every year.
@@nopenope2601 I am not saying they are. I’m also not throwing any shade at the parks whatsoever. I love Disney, I’m going in a couple weeks actually….and I’m not visiting universal this time around. I was just stating my thoughts and opinions like everyone else here. I wish Disney gave us more or at least stopped nickel and diming us to death. A lot more people would be able to go a lot more often which would create more profits. And we all know how long tron took to finally be complete.
Since they aren't adding much new things to the park you don't need to go every year!
@rileyp7Not only that, but there is something to be said for quality over quantity. Volcano Bay is miles away better and brighter than both of Dinsey's water parks, for example.
@@destin-pq3nz and yet you continue to give them money, so they don't have to make it any better.
50 years ago, corporations’ highest priority, was their clients and their employees. But ever since the 80s, corporations are devoted to nothing but their shareholders. This is one of the biggest problems in America- constantly chasing the short term goal or financial shenanigans that will allow you to tell stockholders you’re growing and doing great! If you don’t, they’ll fire you and find someone else who will rig the numbers properly. Corporate greed was the end of healthy, long-term thinking and planning.
Well said
I always know it’s serious Disney news when Brayden wears his suit jacket.
With French cuffs, no less!
Well said about Walt's legacy. He was an innovative dreamer, and now Disney is busy tearing down what he built. When they cared about quality, it made the company healthier as well.
Disney, as a whole, is SO discombobulated lately! I was just there for the Wine and Dine Run Disney weekend and what a cluster! I realize RunDisney doesn't fall under the Disney parks, etc., but it seems that every nook and cranny of Disney is not what it used to be. For example, the RunDisney weekend saw people getting crammed into corrals, where they used to separate us more. They took away the volunteer's free day pass as a thank-you for their help, so what happened this weekend? Volunteers didn't show up and they - literally - were running out of water at the water stops along the course. (Actually, I'm surprised they didn't have someone there scanning our Magic Bands to make us pay for a cup of water, with the way they are nickel-and-diming lately!)
They’re just big fans of the 1904 St. Louis Olympic Marathon, where the race organizer used it as an experiment to see what would happen to runners who were intentionally not given water. It’s what Walt would have wanted /s
i'd be happy if they'd bring their maintenance, cleaning and landscaping staffs back up to full strength. WDW is so clearly in need of more people to just keep it in good condition (or bring it back to good condition).
We’ve been going to Disney World from NY a couple times a year for 20 years. Lately we have found cruising (non Disney cruises) and are really enjoying them. We will be going on our 6th cruise in 15 months. We have been able to do so many cruises with the money we would have spent on much fewer Disney trips. We are also making plans to visit local places and attractions and keep saying “maybe Disney next year”.
Agreed. Us new yorkers also have lego land . Do visit there .
Celebrity cruises is a good match to Disney cruises, I think
I have been to Tokyo Disney. My favourite park. And 2 weeks in Japan with a Disney trip added costs the same or less than 2 weeks at a moderate park at wdw. I used to visit wdw often, but uk customers need the incentive to get us back there. I should add that only was my Tokyo trip cheaper we stayed in a super deluxe hotel. If we did moderate hotels we could have stayed longer and also spent more time at the parks. We had 4 days. Compare the day prices? You will be shocked
Brayden being hyped up, hypes me up, lol. Love when you go on a rant like this, man. You're clearly educated on all this and pretty much speak what we're all thinking. I can only hope that someone in the higher ups over there watch your videos and takes some notes.
You've become my go-to channel for pretty much anything Disney related. All these other channels LOVE to blow smoke up Disney's a$$ even if they're upset with their decisions. You're a clear lover of the brand and express your discontent in a very professional and heart felt matter that speaks to us all that feel equally upset about all this as you do. Keep doing what you do, bud. You're killing it!
I canceled my Disney+ ... I hate them trying to raise prices. I had to tell my family who shared with me, I'm sorry, but... I gotta teach them a lesson.
Same.
Does said family live with you? Because if not they were getting the Netflix boot as well.
@Moto-bk5us yes and I have no subscriptions to any of them right now. 😂
@tech34756 they don't! I live in another state and my parents were using it. Another reason I don't support these services right now.
They overcharged us for years and didnt invest in the parks/hotels. Universal has passed them by.
Universal isn’t anywhere close to where Disney is. But they are making progress
Cant tell you how exciting it is when you drop a video. Whether it’s dry business related or fun parks’ info, you are always the best! Can’t wait to hear about your travels.
I just wish the D23 attendees would yell out, "Put up or Shut up" when being presented with Blue Sky ideas.
You mean people don’t want to spend almost 10,000 dollars (or more) to stand in lines for over an hour just to watch people who gave more cut in front of them? Damn, who woulda guessed
You don’t even need to go, you could just stay at the airport and watch cause Disney also said to pay to get to the property yourself
"Nobody goes there anymore because it's too crowded." -Yogi Berra
Very professional, buddy! So so amazing. You are great at this job!
Well done on this video my good sir.
I have a feeling that a great flood is about to come in and wash away the bad waste this leadership has made and get back on track with Walt’s original vision.
Once Epic Universe is built in Orlando they will need better leadership in place for what’s about to hopefully put a massive dent in there value because many of the good Disney Imagineers went to Universal Studios and I hope that park wakes Disney leadership up.
Went to Dollywood for the first time this year and already convincing my husband to make that our next family trip instead of Disney. It's such a beautiful, fun park!
About 6 months ago I was interested in going on a Disney cruise. Since then the prices, particularly here in Europe, has skyrocketed, once again locking out everyone except the rich.
Disney are killing their fanbase.
I was in EPOCT today and got stuck on three rides. One needed to be evacuated. Bought Disney genie and waited on average in a LL for 45 minutes
that's horrible
My god Braden! You're fantastic at bringing us all the background news and in a way that we can understand! I am so sick of Disney and their false promises, they insult us into thinking new things are going to happen and then nothing, as a UK visitor my next trip is going to be primarily to Epic Universe and Universal as a while, I never in a million years thought I would ever say that because I love Disney, however, their getting boring and me along with a lot of other Disney fans have had enough
Makes sense that evil incarnate Blackrock and Vangard are majority stock owners in Disney….
Bring back the Main Street live theatre. And the Dream lights. The last time I visited was the last year of the Osborne lights. It was massively crowded but very pretty.
My issue with Disney is not the higher prices but the higher prices for a lesser product. If the product was the same I would have no issue with the higher price. Also Disney should sell ESPN and Fox altogether. I love Hulu and Disney+ but they should be rolled into one.
Nothing in Disney has changed that would bring me or those I know back to the parks. Chapeck's changes were a mixed blessing for all the families I know. Between Universal and other parks, Dollywood, the Ark Encounter, Silver Dollar City, Bear Country USA, Reptile Gardens, on and on. There are so many great parks I never looked into while I was a Disney Fan. Disney was the top dog at one point and it was a guarantied great investment for family trips. Disney is no longer "Magical" it is just another one of the parks available to choose from and by far the most expensive for the same experience we can get at many other places in the country for less expense.
Thank you Disney executives for opening my eyes to other opportunities!!
This is the best Disney related channel on RUclips. Your research is impeccable, man. Keep it up! (Oh and you’re 100% right!)
I bought my wife a Disneyland single day ticket for a Saturday in December. A short weekend trip. I was shocked at how much it costs! $315 for one single day! Now of course that price includes genie, park hopper and parking. Let that really sink in for a minute folks! A single day at Disneyland just to get inside costs $315! ONE DAY!!! If it wasn’t for passholders at Disneyland, they too would be struggling just like WDW.
The lights are on, but there’s nobody home. I’m done with Disney 💔
The true problem is they have REMOVED THE MAGIC / it does not feel magical any more
Exactly! I say it all the time! The MAGIC is gone!!!!!!!!!
It feels like a business now.
We LOVE Dollywood!!
@Mickey Views Great update Brayden! Always love to hear your perspective on what's going on.
Dusney is screwed. They commited the cardinal sin and now there no longer is a way back.
False
What about Disney?
The 60 billion dollars is just a smoke screen. It is going to go into the international parks and ships before he gives anything new to the domestic parks.
Rich people fighting rich people to figure out how to get richer.
There is a lot of Disney news being put out there, but I always wait for you Braden because you always hit the nail on the head with facts and insights 👍👍. Also my two cents for Disney is if you want to start making money, start making movies that people want to see and not movies that push an unpopular agenda down our throats.
WHAT AGENDA? What agenda? TRANS AGENDA? What movie has a trans agenda?
Why do you have to be so vague? Just say what “unpopular agenda” they are pushing and give examples!
Interesting, I thought given what we know about the remake of The Little Mermaid and Snow White that their agenda was obvious, but I guess no matter how bad something is there will always be those who approve.
Well said.
Well said, Disney is ALL above shoving political agendas down people’s throat.
Amazing work again, Brayden! Thanks for this!
I hate Disney as a whole nowadays after previously being a fan for 40 years, but I still watch your excellent content, Brayden. We finally went back to WDW this past summer, mainly because of Fort Wilderness, and Genie+ has borderline ruined the experience all by itself. There were still aspects of WDW that we enjoyed, but the increased costs combined with the decreased amenities has put me off of WDW entirely. Our plan now is to save up and go to Epic Universe in a few years. I’m not sure when or if we will ever return to WDW. It’s a shame because I used to be enthralled with the place, but there doesn’t seem to be much to look forward to anymore.
Another awesome video.. always enjoy watching a honest outlook on the Disney news..
Brayden, thank you so much for bringing us such informative information. Please keep up the great video's!!
You hit right on the head, I always thought it like that too. To me Disney charged you a lot but got your money's worth. Like the example you gave. To me Walt said keep some change in your wallet so you can come back. Eisner took all your money in your wallet but still had money left in the bank to come back. Iger and Cheapskate took all money in your wallet and want you to max out all cards and if need be a loan is fine too.
I think the core problem at Disney is that their priority went from providing entertainment to screwing people out of as much money as possible. In the long run, providing great entertainment is more profitable than short-term revenue schemes.
Thanks Braden. Good abundance of Disney news. Special thanks for showing Toronto’s CN Tower too! Lotsa love to all from Toronto ❤❤❤
PS. Maybe Disney should create a completely new theme park based upon the marvel studios?
"We're investing 60 Billion in the Parks". But what are you doing?? Iger: " Maybe we'll bring back the Dream Lights then" lol
Totally on point.
*And* this might seem off point, but I don’t think it is: BRING BACK (NEW) DISNEY ANIMATED FILMS WITH CLASSIC, BROADWAY MUSICAL-LIKE SCORES!
I may be a little prejudiced because I sang in two such Disney films, but I just got back from a WDW trip and had conversations with TWO different parties in which others brought up that exact point (and neither knew about my singing).
People LOVE those songs, and entire emotional experiences get built around them.
I can’t hum a single song from Star Wars or anything Marvel, but I can think of at least thirty songs from animated Disney musicals that I could easily start a singalong with in the middle of any queue at a Disney park.
Another great video! I have been a Disney planner for 6 years, Geni+ and everything ending in a plus is the causes of the parks and the business locating themselves on life support.
Preach! Thank you!! You’re amazing! I just gave you a standing ovation!
You are amazing. Thanks for the updates.
Bring back SPLASH MOUNTAIN!!!!!!
Maybe this is what Disney needs
Their next move is to sell assets and divisions. Under Iger nothing will change and no lessons will be learned.
Probably. It could force regime change.
I couldn’t wait to hear your take on this. Your perspective is fresh and realistic, absolutely the best resource here. Lifelong fan and visitor, it makes me so sad to see the poor condition of the parks, minimal maintenance, crazy high prices and ongoing decline in quality and imagination. Add in the losses of the castle lights, Osborn, Splash mountain, as well as their ignorance to the constant cries to bring back Imagination and Figment to former glory- well I must say, other entertainment options are now in the plan.
honestly I love how you are not all hearts and flowers like most others who report on disney. It makes us feel like ok we arent the only ones who have felt the magic is gone. Cancelled our passes in 2021
Pretty juicy info Brayden! Thank you!
I listened to the earnings call today. Thanks for a fantastic breakdown, Brayden. Enjoy the weekend!
😂 Your rants are always spot on!
lol I’ve been waiting for this video… it didn’t disappoint- great work as always
Great video, right on the mark.
I was wondering why you were gone for so long. We LOVE Disney but we just can't afford it. The last time we went, we stayed in a tent at the camp ground and only did MK 1 day. We loaded 2 loaves worth of PBJ bread loaves into a locker with apples and water so we could eat. We haven't gone back since before lockdown, so you know we can't afford it now. So we drove from Michigan to Dollywood, rented a cabin in the mountains for the week for less than a Disney trip. We loved it and felt like we had better family time doing mulitple things than just a park.
Something you may find interesting talking about regional parks. Six Flags and Cedar Fair is merging into 1 company. I think that is very interesting for the theme park world. Just thought I'd share that bit of regional park news.
Well done!! Thanks for the info!
I have been to Disney World exactly once in my life because for us, it was always an out-of-reach, once in a lifetime type event.
It was nearly 20 years ago. It was fun and I would have returned the following year if I had had the money.
I spent cautiously, but still spent too much for my means, but what memories I have!
Modern Disney holds no magical appeal for me, and I may never visit a Disney park again.
Me either it’s a wrap
You need a Disney Tie
Great work once again man!
I don’t know what this has to do with anything, but I find it interesting how Blackrock, Vanguard and Statestreet are Disney’s largest investors.
It’s scary how powerful these companies are. They own shares in almost all of the most powerful publicly trading companies in the world.
Your so right my son was going every year and he got in dept from his trip in 2021 and this year spent one night at the Polynesian during his Florida stay . No park ticket couldn’t afford it ( two small kids ) family of four and he actually said his kids asked for stuff and he couldn’t afford so it was so stressful compared to just staying at the beach house they rented 🤦♀️ .
My brother planned another family trip in May 2024 with his points. We usually all go but now my son is opting out making me question if I should as well I go for my kids/grand kids and I to have a family trip in together. 😞 I’m a WDW original first time in 1977 so I see the awful changes and love you being so young and seeing they are taking what made it magical away 😢
Thank you for your perspective. It's always so rational and parks focused.
Very sad news, but I think you are correct!
Yes! Keep it up! Agree 1000%! Amazing work as always.
Great way to end this video with the message to Disney. Great updates as always
Super informative video as always. Keep up the great work!
When 90% of their current movies suck… I can’t imagine where are they going to pull themes for future rides…
So true 😂
I can't wait to visit the parks again... In about 12 years! 😅
Great report and passion 👏🏼👏🏼
...the "milking the cow" analogy...SPOT ON!
Things would get better if they would just listen to the people. I don’t understand why they don’t see that (or why they don’t care).
You couldn’t be more spot on Brayden. I commented about the dream lights on Instagram and we just vacationed in Pigeon Forge. We visit family in the Knoxville area and that’s about a 6 hour drive for us. Therefore we decided to drive a bit further and just spend a week in Pigeon Forge. We went to Dollywood, ate at the Chop House and shopped at the Tanger outlets, etc. I emailed Iger and Disney customer relations that we did this instead of going to WDW in December.
Great job Brayden. Keep up the good work! We all appreciate it!
12:22 This is the key. Modern Disney's soul is gone under Bob Iger. All good Imagineers and animators have long left. Bob Iger is the source of modern Disney's issues, he isn't going to fix them, and even when he leaves nothing will change.
Subscriber bump this quarter was because of deals offered in September $1.99 per month for 3 months. The 8 billion for Hulu is the minimum they have to pay. Expect this to go way up after arbitration with Comcast. It could double. Iger is prepping for Peltz battle by hiring new CFO who dealt with Peltz proxy fight previously.
I haven't noticed a reduction in room rates, they still seem quite expensive.
They use that dynamic pricing junk. It’s automated to raise prices the more rooms get booked. Last year a $150/day room at the cheap sports resort was $900/day around Christmas 😮
@@KhurtKhave669 I'm curious who's foolish enough to spend $900 on any room, much less a value resort.
You work hard and it shows. I’m inspired by your professionalism and passion. Thank you!
About 6 years ago, after coming back from a WDW trip, it came apparent to me that purchasing a full package at rack rate through Disney would become way too expensive and not worth the trip. We pivoted to DVC, which to me, was the best way to be able to pay forward on our stay at WDW. However, even DVC has been pillaged to the point of the only perks you get is a bigger than standard room and an occasional “Welcome Home”. There is really no incentive that separates DVC members from those that have purchased at the rack rate. Even the DVC Villas have become smaller and smaller while the price per point has gone way up. It comes to a point where you start to wonder if paying the dues is worth it vs selling the contract and just staying off property in an AirBNB or VRBO rental home when coming to the parks.