"Greatest Act of Brand Suicide" - How Disney Destroyed Its' Reputation & Lost $200 Billion in Value
Summary
TLDR视频脚本讨论了迪士尼和漫威公司,指出迪士尼因左翼政策而受到股东的损失。法律专家Jonathan Turley提到,迪士尼在SEC文件中承认与公众和消费者口味不一致的风险,这影响了其娱乐产品的需求和业务的盈利能力。迪士尼股票市值从2022年3月的3500亿美元下降至1540亿美元,一年内市值损失了1960亿美元。此外,迪士尼动画音乐剧《许愿》票房表现不佳,仅获得约1950万美元的收入。视频还讨论了迪士尼前CEO Bob Iger的回归及其对公司策略的影响,以及迪士尼可能面临的品牌自杀风险。最后,视频提到了僵尸公司的概念,解释了这些公司依赖债务生存,以及利率变化对它们的影响,暗示迪士尼可能成为下一个僵尸公司。
Takeaways
- 📉 迪士尼承认其左翼政策损害了股东利益,在SEC文件中提到与公众口味和偏好不一致可能导致需求下降,影响业务盈利能力。
- 📈 迪士尼股票市值从2022年3月的3500亿美元下降至1540亿美元,一年内市值蒸发了1960亿美元,下降了56%。
- 🎬 迪士尼动画音乐喜剧《许愿》票房表现不佳,仅在感恩节假期五天内赚取了约1950万美元,这标志着迪士尼100周年庆典的失望。
- 👴 鲍勃·伊格尔(Bob Iger)回归迪士尼后,面临挑战,他之前的书籍《一生的选择》(The Ride of a Lifetime)可能需要一个不那么成功的续集。
- 💡 迪士尼可能需要三到五年的时间来改变其电影制作方向,因为电影制作周期较长,这影响了公司快速响应市场变化的能力。
- 👥 迪士尼解雇了许多懂得传统叙事的人才,导致公司内部形成了一个脱离现实的泡沫,缺乏能够制作非“觉醒”内容的团队。
- 🧘♂️ 迪士尼的“觉醒”文化导致公司失去了与观众的联系,这可能对公司长期品牌价值产生负面影响。
- 💸 迪士尼可能面临财务困境,需要通过出售给其他公司如苹果(Apple)来解决,这可能会进一步加剧公司的“觉醒”方向。
- 🍺 其他公司如百威啤酒(Budweiser)也因文化问题面临类似的挑战,导致市值下降和财务损失。
- 🧟♂️ “僵尸公司”是指那些依靠债务维持运营而不产生利润的公司,迪士尼和其他一些公司可能正处于这种状态。
- 📈📉 美联储的利率政策对“僵尸公司”的生存至关重要,如果利率保持高位,可能会导致更多公司破产或被收购。
Q & A
迪士尼在其SEC文件中承认了什么?
-迪士尼在其SEC文件中承认,其与公众及消费者品味和偏好不一致的政策可能会影响对其娱乐产品的需求,从而影响业务的盈利能力。
迪士尼的市值在一年内下降了多少?
-迪士尼的市值在一年内从2022年3月的3500亿美元下降到1540亿美元,下降了1960亿美元,即56%。
迪士尼动画音乐喜剧《愿望》的票房表现如何?
-《愿望》在感恩节三天的票房收入约为1.95亿美元,五天的总收入为3.17亿美元,表现令人失望。
迪士尼的CEO Bob Iger回归后,公司面临了哪些挑战?
-Bob Iger回归后,迪士尼面临了市值大幅下降、电影票房不佳等挑战,同时公司被批评过度涉足政治和“觉醒”文化,影响了其品牌形象和盈利能力。
为什么迪士尼的电影制作周期对公司的战略调整有影响?
-迪士尼的电影制作周期通常需要三到五年,这意味着即使公司今天决定改变其电影制作方向,新的电影产品也需要几年时间才能与观众见面。
迪士尼被指责失去了什么重要的能力?
-迪士尼被指责失去了进行传统叙事的能力,没有包含“觉醒”文化的元素,导致公司内部存在一个泡沫,无法有效区分有争议和无争议的内容。
迪士尼如何影响了美国的品牌形象?
-迪士尼曾是美国最受欢迎和信任的品牌之一,但近年来由于其政治立场和内容制作方向,被认为进行了品牌自杀,损害了其在美国家庭和儿童心中的形象。
什么是僵尸公司?
-僵尸公司是指那些业务模式本身不赚钱,只能通过债务来支付运营费用的公司。它们依赖于低利率环境下的债务融资来维持运营。
为什么僵尸公司的增加与利率变化有关?
-当利率为零时,僵尸公司可以轻易地借入资金以维持运营。然而,一旦利率上升,这些公司的债务成本增加,导致它们难以维持,从而暴露出其不可持续的商业模式。
为什么说迪士尼可能成为下一个被收购的僵尸公司?
-由于迪士尼的市值大幅下降,加上其电影票房不佳和品牌形象受损,如果利率保持高位,迪士尼可能无法通过自身的力量恢复,从而成为潜在的收购目标。
苹果公司为什么可能对收购迪士尼感兴趣?
-苹果公司作为一家拥有强大财务实力的科技公司,可能会对迪士尼丰富的内容库和品牌价值感兴趣。如果迪士尼的市值进一步下降,苹果可能会以更低的价格收购迪士尼。
Outlines
📉 迪士尼股价下跌与左倾政策的关联
第一段主要讨论了迪士尼公司承认其左翼政策对股东造成了伤害,并且面临与公众和消费者口味不一致的风险。提到了迪士尼的SEC文件,以及公司股价的大幅下跌,从2022年3月的3500亿美元市值降至1540亿美元,损失了1960亿美元。还提到了迪士尼动画音乐喜剧《许愿》票房不佳,以及迪士尼前CEO Bob Iger回归后可能对公司造成的影响。讨论了迪士尼电影制作周期长,以及公司内部可能存在的文化泡沫问题,导致无法有效进行传统故事讲述。
🤝 迪士尼信任危机与品牌自杀
第二段强调了迪士尼作为品牌对多代人的影响,以及其内容库的重要性。然而,由于迪士尼的左倾政策,公司似乎失去了公众的信任,这对其业务和股票价格产生了负面影响。讨论了迪士尼可能面临的出售给苹果公司的情况,以及文化左倾导致的商业决策失误。还提到了“僵尸公司”的概念,解释了这些公司依赖债务生存,以及利率变化对它们的影响。
📈 利率变动对僵尸公司的影响
第三段讨论了利率变动对公司财务状况的影响,尤其是对那些依赖债务的公司。提到了特朗普任命的美联储主席Jerome Powell提高利率对僵尸公司的影响,以及迪士尼和其他公司可能面临的财务困境。强调了如果利率保持高位,可能会导致更多公司被其他更擅长经营的公司收购。最后,提到了苹果公司可能会等待更好的时机以更低的价格收购迪士尼。
Mindmap
Keywords
💡迪士尼
💡漫威
💡SEC文件
💡品牌自杀
💡传统叙事
💡僵尸公司
💡利率
💡政治正确
💡市场策略
💡股价下跌
💡内容库
Highlights
迪士尼承认其左翼政策损害了股东利益,并在新的SEC文件中披露了这一风险。
迪士尼面临的风险包括与公众和消费者品味偏好不一致,这影响了娱乐产品和业务的盈利能力。
迪士尼股票市值从2022年3月的3500亿美元下降到1540亿美元,一年内损失了1960亿美元。
迪士尼动画音乐喜剧《许愿》票房不佳,标志着迪士尼100周年庆典的失望。
迪士尼的连续失败可能与其左翼社会和政治议程有关,这已成为一种趋势。
鲍勃·艾格尔(Bob Iger)回归迪士尼后,可能需要面对公司当前的困境。
迪士尼可能需要三到五年时间来改变其电影制作哲学,以恢复其品牌价值。
迪士尼解雇了所有懂得传统叙事的人,这可能导致公司无法有效回归其核心价值。
迪士尼的内部泡沫导致其员工无法区分争议性和非争议性内容。
迪士尼可能进行了品牌自杀,损害了其作为最值得信赖品牌的地位。
如果迪士尼认为比其观众更有力量,那么它已经完全失去了方向。
迪士尼可能会被苹果公司收购,这可能会使迪士尼的状况更加激进。
左翼在文化中的霸权地位导致他们无法认识到自己的错误,并且没有真正的后果。
僵尸公司依赖债务生存,没有利润来投资于业务增长。
利率降至0%导致了僵尸公司的增加,而利率上升可能会暴露这些公司的问题。
如果美联储主席杰罗姆·鲍威尔(Jerome Powell)保持高利率,一些僵尸公司可能会被更好的经营者收购。
迪士尼股票可能会继续下跌,苹果可能会等待更好的时机以更低的价格收购。
Transcripts
so let's talk about Disney and uh Marvel
so Disney admits the left its leftwing
policies hurt share shareholders in new
SEC filing Disney is not admitting that
it is uh uh it's been slapped by its own
customers for its far-left social and
political agenda legal expert Jonathan
Turley wrote in the recent column
Disney's SEC filing we Face risks
relating to misalignment with the public
and consumer tastes and preferences for
entertainment travel and consumer
products which impact demand for
entertainment offering and products and
that profitability profitability of any
of our businesses we Face risk related
to changes in our business strategy or
restructuring of our business which has
affected and may continue this past
summer Disney stock had hit a 9-year low
with its marketing cap fa falling from
$350 billion in March of
2022 to $154 billion a decline of Vinnie
you ready they lost a $196 billion in
one year what $196 billion a 56% drop
off in a little over a year and then at
the same time they're talking about what
happened with wish Disney's animated
musical comedy wish has a disappointing
box office debut earning approximately
$195 million over the three-day
Thanksgiving and 31.7 million to 5 days
this film marks Disney's 100 100th
anniversary celebration features a
cosmic Force named star in sharp wited
heroin her hero named Asha The Hunger
Games and the batt lines get topz
so when you see these types of things
and by the way this is back to back to
back to back to back it's becoming a
trend with
Disney you know Bob Iger wrote a great
book called the right of a
lifetime and then he made the mistake of
coming back okay that's right this guy
comes back and now the sequel of that
book should be a ride of a lifetime with
a shitty return okay
okay maybe the best dealmaker we've had
in the last 40 years
he sat with the biggest alphas and
bought their companies Lucas jobs you
know Murdoch I I don't know how many
other names I can say he's done it all
right St of a guy great executive do you
think one any of this is his blame is it
Sheek is it do you think he's sitting
there regretting his return and all in
all why do you think Disney knowing that
this has happened and they continue
doing it or is it the fact that the
pipeline of these movies have taken
three to five years to make that they're
kind of like let's get the all these
shitty movies out and then we'll change
our philosophy next year but it's not
going to take it's going to take us
three to five years to recover with the
next movies that are going to come out
well I think you've got there's a lot
there to unpack first I'll say is any of
it Bob iger's fault of course it is
right B Bob Iger wasn't uninvolved in
setting the stage for what was going to
come after him you know you you're not
Bob Iger and then shock shocked and
dismayed to figure out who they replace
you with uh so yeah B Bob Iger put a lot
of this in place yes one of the great
Executives of our time as to why he came
back you know does Michael Jordan still
play basketball it's almost impossible
to ever walk away from the thing that
you're uniquely gifted at and we see it
with professional athletes all the time
that they they come back after their
Heyday and and and do poorly but they
can't walk away from the game so I get
that he can't walk away from the game
and he can't walk away from his legacy
and he's a greater executive than
anybody at this table will ever be but
that doesn't mean that he hasn't made
his billion dollar mistakes and I think
he's he's dealing with one right now yes
the window of time that it takes for
these things to come out is a huge part
of it if Disney decided today uh we're
only going to make movies about Bible
stories well you wouldn't get one of
those movies about Bible stories for
three years there's just that's just the
reality of of what that process looks
like so so that's part of what they're
fighting against but I think the biggest
problem that they have and I know this
from many many incredibly gifted people
within Disney with whom I've I've spoken
over the last
year they fired everyone who knows how
to engage in traditional storytelling
without all of this woke nonsense in it
they created such a bubble over there
that even if Bob Iger does say Bob if
Bob Iger came out today and said we're
not even going to release the crap we're
going to take the hit and then starting
on a day three years from today we're
going to relaunch Disney he he doesn't
have the team to do it he said recently
you know we we've waited too far into
politics and now we're going to now
we're going to not pick these
controversial political fights anymore
the people at the people actually
working for him who have to effectuate
that plan do not know the difference
between the controversial things they
believe and the uncontroversial things
that they believe because they exist
within a company that's a bubble within
an industry that is a bubble within a
city that's a bubble within a state
that's a bubble that entire you know
well documented the the right
understands the left we disagree but we
understand the left does not understand
the right the left does not understand
themselves Disney has engaged in the
greatest act of brand suicide that is
probably ever happened in recorded
history the most beloved brand the most
Goodwill with the most important people
parents on behalf of the most uh uh the
the most vulnerable people children we
we trust Disney for three consecutive
Generations we as adults trust Disney
with our children Disney helped shape
the worldview of every single adult in
this country we trusted them so much
that we gave them tax breaks all over
the like all the Goodwill that came
their way because they were so unique
and they created the greatest Content
Library ever assembled in all of human
history and then they squandered it the
the lesson there for anybody engaged in
any kind of business is is enormous uh
that if you think that you
are more powerful than your audience you
have completely lost the plot and Disney
has completely lost the plot I don't
think Bob Iger you know can he get their
share price up over time maybe or maybe
he'll just sell it to Apple which is I
think trying I think that's what's going
to happen yeah he's going to sell he's
going to sell it to Apple pieces he'll
sell it to Apple and it'll become even
more radical because Apple can afford
for a time to be disconnected from the
audience they can't afford it forever
it's crazy same same thing with the
Budweiser you know I mean Bud Light how
insane how how do you even think in that
meeting and and I I remember the girl
that was in charge Rob I forgot I forgot
her name but she's the one that made the
decision she had the all the rainbow
stuff and stuff behind her a a beer
whack guy normal drinking country and
you put Dylan Mulaney and like I I would
put them at at number two for the worst
decision for the worst for your people
to be like what a overnight shotgun I
don't know how many billions that they
lost but call the customers are the
customers for budlight are very fratty
we need to we need to grow but at what
point go W go broke like like how many
more times how many more instances have
to happen until these people actually
wake up like genuinely wake up cuz it's
billions and Bill it's not like okay
five we lost $5 million okay we can move
on this is billions and billions of
dollars here's your problem the the
problem is that the left has complete
hegemony in the culture today and one of
the consequences of that problem a is
that they don't know but B is that there
are no true consequences so has she lost
her job if she has lost her job where is
she working now exactly because the the
left will reinforce these bad behaviors
even if Bud fires her someone else will
hire her in fact they'll fire her and
Pat themselves on the back for their act
of heroism in rescuing her from the
persecution of the other company that
fired her they they can't get rid of it
comes full circle that they are so
committed to this bad thought this this
bad idea that is in their head that in
times of relative peace and relative
Prosperity they're willing to just
engage in self-
flatulation over and over and over again
do you know what zombie companies are
are you familiar with zombie companies
so zombie companies are companies that
the their their actual business model
doesn't make money it only makes money
to pay operating
expenses and the debt aside from that
there's no profit so they don't have
money to invest into it okay right
zombie companies rely on debt to grow
for
example in 1997 in America according to
the FED 1% of companies in America were
zombie compan companies today according
to Goldman and according to the FED 25%
of companies today are zombie companies
by the way Ford is a zombie company Ford
is a zombie company Sears was a zombie
company they F bankruptcy JC Penney was
a zombie company they F bankruptcy Toys
R Russ was a zombie company they F
bankruptcy iHeart media is a zombie
company they're getting destroyed
they're filing bankruptcy so what what
what happens with zombie companies the
reason why the increase of zombie
companies went from 1% to
25% is because of the interest rates
going to 0% okay for as long as it did
and when it went to 0% these companies
are like hey let's just keep it getting
that by the way Ford just got $9.3
billion last year that's how they're
surviving for three quarters they were
negative neg three years they were
negative negative negative and now
barely they're coming out of it because
uh Biden gave them $9.3 billion saying
hey these guys going to be an Eevee
company you're not a freaking Eevee
company the other guys are e companies
but totally get it so the whole too big
to fail you know they were afraid to let
these companies go out of business so
this whole you know the tarp program
that they came you know came up with and
most people don't even know what tarp
stands for can you Google what tarp
stands for okay so tar oh the tarp
program it's just a tarp program what a
good tarp program tarp program uh is
troubled asset relief program troubled
is the T troubled asset so let's bail
out troubled asset relief program
instead of letting capitalism do its
part here's a problem when like these
companies I just said the the sear JC
Penney iHeart media po they all filed
bankruptcy between 2016 to 2020 here's
what happened when Trump became
president he appointed Jerome Powell to
chair of the FED I think used to be
yelling before I don't know who it was
but I think he points Powell when Powell
comes in he starts increasing rates if
you go to 2017 rates started increasing
and even Trump wasn't a fan of the fact
that he was increasing rates so when
they increase rates these companies are
like dude you can't do that we're trying
to borrow money the only way we can last
is through debt you can't be doing this
so the more if the interest rates today
Powell keeps them the way he does
companies like Disney and a lot of these
other companies have to be bought by
somebody else because they're not going
to be able to last a lot of these zombie
companies are going to get destroyed the
longer rates St higher and the
correlation between interest rates being
high and zombie companies being exposed
is identical and the rates being lower
and the increase in Zombie companies is
identical so you notice that Trend so at
the end of the day you can pitch the
woke all you want guess what the
customer is going to say get the hell
out of here and then you're going to be
another zombie company that once was a
great company where the founders crying
watching down if he's in heaven saying
what the hell did you guys do to that
company that I put tens of thousands of
hours of my life being away from the
kids to family rode I was sick I was
still doing conference calls the anxiety
the panic attacks the times I was
dealing with health issues that I
couldn't advertise because God forbid
you know how to meet a secret doctor so
the public wouldn't talk about it
they're they're about to pay a price and
I'm willing to say the person that
controls which one of these companies
get exposed as zombie companies as
Jerome Powell if Jerome Powell decides
to decrease the rates it'll be the
return of the zombies literally it'll be
the return of the zombies but if Jerome
Powell keeps the rates High for the for
another year and a half and he doesn't
get fired you're going to see the next
year and a half two years some of these
guys getting picked up by other people
who are better at operating expenses who
are better at making profits who are
better at running a company and uh like
you know we had a couple the
competitors they're raising money buying
companies they're raising money buying
companies they're raising money buying
companies when rates are very low okay
then all of a sudden your rates are if
they're adjustable and all of a sudden
it's going up and it like you know
re-triggers every two or three years you
like hey we're okay at 3% we can't
freaking pay this at 7 and a half% you
saw what happened to the interest rates
what the hell are we talking about right
now and you're like you got to be
cheaper on the way you're spending the
money so they can do this all they want
the market if rates stay high is going
to topple a lot of these companies and
they'll get exposed and Bob is just
trying to sell it because Disney stock
it's just going to go lower and lower
and lower and apple is sitting there
saying yeah we'll buy you but in another
year we'll save another 3030 30% why
would we buy it today we still going to
buy you'll be an Apple company but we'll
wait we wait a year we'll save $50
billion and I know they like to have
their cash so if you like this clip and
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