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DIS - The Walt Disney Company (NYSE)

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Thank you very much for your responses that was very kind of you to get back to me and very helpful.

Value Collector i appreciate you mentioning the thread regarding Walt Disney, which is very interesting reading, so thank you very much for sharing this. Very important of you mentioning that in additional to Disney+, they also own ABC broadcasting network, Hulu and ESPN sports networks.

I will evaluate this stock further and see whether it would be worth buying in 2023. Enjoy your day and take care. Many thanks again for your kind support and sharing your thoughts.
 
No problem, when it comes to picturing the Walt Disney company in my head, I generally think of it as being 4 distinct business groups.

1, Studio Business (responsible for making content eg, movies, TV shows, music)

2, Theme parks and resorts (responsible for operating the Parks, Hotels and leisure businesses)

3, Consumer Products (responsible for licensing or manufacturing the merchandise eg Clothes, Toys, books etc etc)

4, Media Networks (responsible for distributing Disney owned content + plus content generated by other production companies)


At the moment the 2 and 3 are performing strongly, with the parks now basically fully recovered from the covid lock down.

However the studio business is still recovering with the cinemas which were traditionally a huge part of recovering the costs of film production are taking longer than expected to come back, although Avatar is performing well and might help bring cinema attendance back.

Media networks are in a period of transition, with Disney + having strong growth, but still producing losses due to large spending on content production and adverting.

Hopefully Disney plus eventually becomes a major source of cash flow once

1, advertising spending normalise
2, content production costs normalise
3, pricing rises to a sustainable level
 
In addition to the points I mentioned above, Disney also took on a huge amount of debt to buy 20th century fox before the pandemic, it’s going to take them some time to pay this down. But as they do interest payments will go down and equity per share will rise.

So over all my opinion is that covid caused some damage to Disney, and Disney + ramp up is creating some losses, but over all I believe that once all that 4 profit centres I mentioned above begin firing again, todays share price will seem very cheap.
 
Thank you very much for your response Value Collector that was really kind of you and you provide some very helpful information, which i am thankful you provided.

I like how you break down the profit generation of Walt Disney, i think thats something to incorporate when evaluating any investment. It keeps things more clear and then you can research each profit generation avenue. I believe with such a strong economic moat that Disney will recover once the Studio Business and Media Networks start showing profits. It has been a difficult time for this company, but overall i believe it will pull through. Can i kindly please ask lastly i know alot of people have stated this stock has bottomed, how is this usually identified, once there is a turnaround with more buyers than sellers for a period of time please? Further do you kindly know any good software please that analyses things like volumes and the chart of stocks please?

Thank you again for your support, i love learning and i think this forum, with the amazing intelligent posters like yourself, really helps people when evaluating investments, as a small part of doing your own research. Enjoy the rest of your day and all the very best.
 
It’s been Long road since Covid caused Disney to cut its dividend and cease its share buy back program, but dividends and share buy backs are back at Disney

 
Value Collector are you worried yet about moronic woke management destroying the company? They are losing huge amounts of customers due to constantly pushing DEI wokeness into their movies. The share price is now trading at the same level it was at the end of August 2014.
 
Is Disney not one of the biggest beneficiaries of Generative AI?

Will this not boost there productivity substantially reduce the overhead in creating animations?

Looking at big media companies (same would apply to SONY). Anyone have any thoughts on this?
 
Where are they losing customers?

The theme parks are packed, the hotels are pretty much full capacity, the cruise ships are fully booked, Disney + is growing profitability and the box office is going great.

The pandemic and the move to Disney + held back profitability for a while, but they are starting to fire on all cylinders again
 
They have realized a lot of movies that flopped in the box office in the past 5 years due to their woke agenda. Disney earnings are still not even half their peak pre-covid level.
 
Value Hunter said:
They have realized a lot of movies that flopped in the box office in the past 5 years due to their woke agenda. Disney earnings are still not even half their peak pre-covid level.
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A lot ??? Which ones?

Not really flops, box office in general has been slow to come back.

It’s been a long road to recovery from Covid, and several other factors, eg there were big planned losses in the roll out of Disney + streaming service, due to low pricing and high content spend, it that is all coming right now.

————————
Also, you say woke agenda what are you talking about, most of the things the anti Woke folks complain about are pretty bland changes that are long over due.

For example there some of the old classic movies like Cinderella are beautiful movies, but they don’t really treat either the male or female characters well, allowing the female characters to do more than pine to be saved by a boy is pretty healthy, and allowing male characters to express more sides of their characters than just the guy that turns up at the end to save the girl with a kiss is pretty healthy too.
 
There is a lot of gay and lesbian stuff in kids movies now and even some characters with two mums etc. Children should not be exposed to this stuff. Disney even tried to put a transsexual into an animatred series but ended up backflipping due to the backlash against it.

Disney Pulls Transgender Storyline from Pixar’s ‘Win or Lose’ Streaming Series (Exclusive)​


The Acolyte series flopped big time because it was woke as hell.

I suppose you are one of the woke mob who thinks drag queen story time for children is a good idea.

I bet you even wished Kamala Harris won the U.S.A. election rather than Donald Trump.

I am with Elon on the need to fight the woke mind virus.
 
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1. I can't think of any "Gay or lesbian" stuff in Disney movies, there probably is some but that is just a reflection of society, a Gay character wouldn't even stand out to me, its not something that upsets me. I don't think you have actually personally seen any, I think you are just believing some right wing media talking heads.

2. Try again, thats not a movie that flopped at the box office, its a TV series, not all TV series last.

3. I have never seen that advertised in my area, and I don't have kids. I grew up watching Dame Edna ever ridge as I kid, it never seemed to both people back then, I think people are to easily offended these days.

4. Hell yeah, I think she would have been great.

5. I think Elon is in the middle of a metal break down.
 
1) According to this article that is 11 openly gay Disney characters:

Let's rank the 'openly gay' Disney characters - Gayming Magazine

There have been numerous gay Disney characters, but are they significant enough to actually be worth celebrating? Let's find out.
gaymingmag.com
Note the earliest one on the list is from 2016 and if you examine the timeline you can see the number of gay characters increasing over time. The trend is clearly evident as is the fact that they had none before 2016.

2) https://www.spiked-online.com/2024/02/19/disney-a-billion-dollar-casualty-of-woke/
The article is from February 2024. Here are some excerpts:

"The Walt Disney Company is in deep trouble. Its last four high-profile releases bombed at the box office, losing over $1 billion between them. Once Hollywood’s most successful film studio, Disney was dethroned last year by Universal Pictures."
https://www.spiked-online.com/author/lauren-smith/
"The reason for Disney’s decline? It has gone woke, to an almost comical degree. Last year, the company admitted to investors that there was a growing ‘misalignment’ between Disney’s output and ‘public and consumer tastes and preferences for entertainment’. ‘Consumers’ perceptions of our position on matters of public interest’, it said, are risking the company’s reputation and profits."

"Even Disney franchises that were once guaranteed money-makers have struggled to excite audiences of late. Marvel Studios, which is owned by Disney, used to regularly break box-office records with its billion-dollar superhero films. As recently as 2019, Avengers: Endgame became the second-highest grossing movie of all time. But last year, Marvel registered its worst-ever year at the box office.

Its biggest flop last year was The Marvels, which failed to break even. One reason it probably did so badly was that it features none of the characters that audiences are most familiar with. Instead of beloved, well-established heroes like Captain America or Iron Man, The Marvels focusses on an ensemble cast of mainly diverse newcomers. So we follow the adventures of Ms Marvel, a Muslim teen superhero from the Ms Marvel TV miniseries, and Monica Rambeau, a black female side character from the WandaVision miniseries."

3) https://familyvoice.org.au/news/abc-cancels-drag-queen-story-time-after-backlash
"People power has forced the ABC Queer channel to scrap the involvement of drag queens reading to young children at Sydney’s Rockdale Library, in a move welcomed by FamilyVoice Australia spokesman David d’Lima."




Former Victorian Premier Dan Andrews at a Drag Queen Story Time event in 2023

4) Unfettered Illegal immigration and trying to cripple the emerging crypto industry is somehow great for America?

5) I disagree with Elon on a lot of things such as his self interested crusade regarding ramping up H1B visas so his companies can profit from cheap (mostly poor quality) foreign labour. The H1B visa program in the U.S.A. is rife with abuse just like the work and holiday visas and student visas are in Australia. But yes sometimes Elon does say sensible things regarding some topics.
 
11 characters out of 1000’s seems pretty inline with general society doesn’t it? And I think even the number of 11 is pretty padded because it says Lafoe from beauty and the beast is gay, but that’s never actually mentioned in the story, he is just played as a slightly feminine guy, it’s definitely not the “Gay and lesbian stuff” you seem worried about.

As for movie flops, they happen, but which ones are you saying flopped because of “wokeness” ? You said there was a lot?

As for being worried about drag queens, where you ever worried about Barry Humphries character “Dame Edna Everage”? I wouldn’t care if Dame Edna read a book to some kids
 
Well Disney is just one company so to that 11 you need to add a lot more characters to understand the total number of LGBTQI characters that children are getting exposed to. Besides the fact is that before 2016 Disney had zero gay and Lesbian characters.

Value Collector said:
As for movie flops, they happen, but which ones are you saying flopped because of “wokeness” ? You said there was a lot?
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There are plenty of them but specifically I listed The Marvels as a prime example but there are others. Did you even read the article I linked to? You seem to be living under a rock. Its a commonly accepted in the market and society in general that Disney got way too woke and here you are saying "What woke I don't see any wokeness". Your head is buried so far in the sand.
 

Disney admits 'misalignment' between its movies and what viewers want

Disney's new SEC filing shows the company admitting their agenda-driven content is not compatible with the wants of their consumers.
www.dailymail.co.uk

"Over the summer, the film received negative attention after it was revealed by DailyMail.com that the Seven Dwarfs- iconic roles in the original film - were to be replaced by seven 'magical (non-dwarf) creatures' in an effort to keep the storytelling in line with the 21st century's commitment to political correctness.

The 'creatures' were seen on the set of the movie and included a mix of men and women of different sizes and ethnicities, with one real dwarf among them.

But in an October publicity shot, Snow White, played by Rachel Zegler, is seated and surrounded by seven CGI dwarfs - the diverse 'creatures' nowhere to be seen.

It is unclear precisely what Disney is planning to do with the 'magical creatures' and original dwarfs."

Also there was the whole thing about the Disney and governor Ron De Santis fighting over the "don't say gay" bill. Disney should have never involved themselves in that as it has nothing to do with their business.
 
1. Well that’s not entirely true, Disney owned the ABC Network, when in the 1990’s the Ellen DeGeneres character on her sitcom came out as gay, which was a big deal at the time.

But who cares gay and lesbian people exist, a certain number of children will be gay, even more will grow up to have gay children, and even more will live or work with gays, what is wrong with them having some representation out there.

2. Let me ask, what exactly was “woke” about the movie “The Marvels”? What is it that bothers you so much about it?

I haven’t seen it myself but it got 81% ratings from people that have actually seen it. Which is pretty good, in general the marvel universe has died down since the avengers series finished up, I don’t think the box office being lower for this film has anything to do with wokeness, after 35 movies I think the brand was a bit saturated.

3. Disney was just one of hundreds of companies that signed the petition against the don’t say gay bill. Doesn’t Disney have a right to free speech too? The governor was the one in the wrong there by trying to punish Disney for exercising its right to free speech, it seems right wing people only respect free speech when it’s their own speech.

———
I haven’t seen the new Snow White yet, but am looking forward to it.
 
Value Collector said:
But who cares gay and lesbian people exist, a certain number of children will be gay, even more will grow up to have gay children, and even more will live or work with gays, what is wrong with them having some representation out there.
Click to expand...
The natural rate of people who are born homosexual is quite low and the argument could be made that the number of homosexuals has increased dramatically because of propaganda pushing it onto children as a cool lifestyle choice.

Then you also have all the feminist girl power propaganda being pushed into children's heads via movies, cartoons, schools, etc. Boys and men should be masculine and girls and women should be feminine. Feminism is a dumb idea.
 
Value Collector said:
Doesn’t Disney have a right to free speech too?
Click to expand...
Disney is a corporation not a person so they should not necessarily automatically be treated the same or have the same rights as a person. But anyway its besides the point. Disney is there to make profits for its shareholders not to be politically activist for its own sake. They need to stay in their lane (as should the other woke companies).
 
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