Commentary Archive
The exhaustion of pent-up demand at Walt Disney World has been a hot topic for months, with potential impacts to discounts, crowd levels, return of Dining Plan, and pullback on nickel & diming and price increases. Now, consumer spending is starting to slow and the engine of the U.S. economy is stalling. This post covers
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
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
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
Walt Disney World fans have a lot of complaints right now, so much so that the Festivus-style airing of grievances has become a year-round tradition. There have been many changes that are unpopular with loyal guests, including cutbacks, temporary policies that have become permanent, price increases, and more. Plus, decisions viewed as short sighted to
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
There have been several interesting recent developments, each of which is relatively insignificant in isolation. However, when you add all of these things together, they collectively make us begin to wonder whether Walt Disney World is finally starting to turn a corner, bringing “relief” to disillusioned fans and visitors who have been overwhelmed by crowds, prices,
Walt Disney World fans have sky-high expectations for the changes Bob Iger will make now that he’s back in the CEO seat. Already, he has plans for an upcoming town hall with Cast Members that lays out his vision for the future and given his restructuring plans in a way that “honors and respects creativity
When to visit Walt Disney World is a common question, with many fans wondering whether it’s a good idea to delay a vacation due to construction, cutbacks, pent-up demand, prices, and more. Among other things, this addresses whether you should visit in 2023 for the 100 Years of Wonder Celebration, or wait until 2024? This
