Analyzing Disney's business model problem from @maxxrosenblum
The creator presents an investigative breakdown of Disney's current business model, arguing that the company's reliance on its highly profitable theme parks is its 'Achilles heel.' He analyzes financial reports to show the parks division is propping up the company, explains the 'yield management' strategy of targeting wealthier guests, and identifies declining international tourism as a major threat. The creator concludes that by raising prices to compensate, Disney is alienating its domestic middle-class audience, transforming the parks into a luxury good that reflects a K-shaped economic recovery.
Creator: @maxxrosenblum on Instagram
Transcript
This is what the theme park industry doesn't want you to know. Disney's new CEO appointee reveals the company's Achilles heel and why it's virtually the only thing keeping the business afloat. But let's look at those q four numbers. Linear worse are bleeding out, down $110,000,000 in operating income due to the YouTube TV carriage dispute and ad spend atrophy. But the highlight was the experiences division, which didn't just carry the better, it was the quarter. Diomaro, the new CEO, has weaponi
Topics: Business, Entertainment, Economics, Politics