Commentary Archive
In a new SEC filing, Disney has made its counterargument against Trian’s “Restore the Magic” campaign that’s aimed at securing Nelson Peltz a seat on Disney’s Board of Directors. This comes after a media and marketing blitz by Peltz, who is trying to make his case to fans and investors that he can fix Disney’s
“When will Walt Disney World stop requiring Park Pass reservations?” is a common question among guests frustrated about the extra step to visit Magic Kingdom, Hollywood Studios, Epcot, and Animal Kingdom–or with problems when fully booked. This post addresses the issues with reservations, including the newly-filed lawsuit by passholders, reasons for reservations, and crowd control
Disney and newly-returned CEO Bob Iger are facing a proxy fight from activist investor Nelson Peltz’s Trian Fund pushes for a seat on the company’s board. His group has launched a “Restore the Magic” campaign, which sounds an awful lot like a live-action Save Disney remake. This post delves into the details and offers our
“When will Walt Disney World Annual Pass sales resume?” is a common reader question. Many WDW fans are itching to purchase passes, especially new Floridians or those who planned on waiting to buy. We’ll share the company’s official position and speculate as to when APs might return. (Updated January 9, 2023.) As you likely recall,
It’s been a rough few years for the Walt Disney Company and fans. It’s pretty wild to now think of 2019 as the halcyon days of Walt Disney World and Disneyland, but with the benefit of hindsight, they were. This post takes a look at what’s happened since, negative views of the brand as captured
“When will new Annual Pass sales resume at Disneyland?” and “will Magic Keys be available again in 2023?” are common reader questions. Many locals are eager to purchase passes, having waited too long to buy last year before sales were paused, forgetting to renew, etc. We’ll share the company’s official position and speculate as to when
Happy Festivus! In the spirit of this glorious holiday, we’re going to embrace its most time-honored tradition: The Airing of Grievances. People have a lot of problems with Walt Disney World, and now you’re gonna hear about it! Readers tell me this company stinks! (Updated December 23, 2022.) Really though, Walt Disney World fans do
Disney’s Bob Swap, firing Chapek and rehiring Iger, happened one month ago (time flies when you’re having fun!), but new revelations continue coming to light about the Battle of the Bobs. This post covers more palace intrigue, plus expert predictions of executive leadership shake-ups, mergers, and more in 2023 for the Walt Disney Company. We
Company leaders have spoken extensively about the benefits of park reservations at Walt Disney World and Disneyland, making big claims about the upside for guest experience, managing crowds, balancing demand and attendance throughout the year. (Updated December 17, 2022.) Let’s start with an update, as a lot has changed in the month-plus. There are several
Since Disney’s Bob Swap–firing Chapek and rehiring Iger–new details and rumors have emerged about what led to the CEO change and the board’s goals for Bob Iger in the next two years as CEO. This post delves into one such topic, which has been mergers & acquisitions, and the business units and companies that Disney
When it comes to planning for Walt Disney World or Disneyland, price increases have become a fact of life for the last decade. That has been exacerbated in the last year-plus, with ticket costs going up twice annually. Adding insult to injury, free FastPass+ was replaced by paid the Genie+ service–and recently switched to date-based
