My advice to Disney: Sell off Fox Studio and TV Production assets. Stick to Feature Animation and a very narrow band of live action projects (Marvel, Star Wars), otherwise stay out of live action. These drive characters for the theme parks and related licensing, which is now the keystone of the business. Sell Disney+ to Apple to run under their Apple+ brand. Get rid of ABC and ESPN. As for the parks, they’re all sell-out capacity so they need little more than maintenance for the short-term. Focus investment on boutique theme parks in smaller communities that would be more hospitable than Florida, but be aware these will have to be highly automated as there will be a critical labor shortage in the hospitality industry due to poor wages and a largely overeducated workforce. Disney may have to lobby for legislative changes in states to remove child labor barriers for older teens. Disney’s G-rated brand has always mixed like oil and water against the R-rated fare that dominates the box office. If Disney wants to continue to produce adult content, it needs a neutral holding company name to run two completely separate businesses, perhaps Disney and 20th Century Fox under a Buena Vista holding company brand?
Comments for Disney Company Posts Nearly $400 Million Loss During 2023
KAVO
My advice to Disney: Sell off Fox Studio and TV Production assets. Stick to Feature Animation and a very narrow band of live action projects (Marvel, Star Wars), otherwise stay out of live action. These drive characters for the theme parks and related licensing, which is now the keystone of the business. Sell Disney+ to Apple to run under their Apple+ brand. Get rid of ABC and ESPN. As for the parks, they’re all sell-out capacity so they need little more than maintenance for the short-term. Focus investment on boutique theme parks in smaller communities that would be more hospitable than Florida, but be aware these will have to be highly automated as there will be a critical labor shortage in the hospitality industry due to poor wages and a largely overeducated workforce. Disney may have to lobby for legislative changes in states to remove child labor barriers for older teens. Disney’s G-rated brand has always mixed like oil and water against the R-rated fare that dominates the box office. If Disney wants to continue to produce adult content, it needs a neutral holding company name to run two completely separate businesses, perhaps Disney and 20th Century Fox under a Buena Vista holding company brand?
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