Scott Galloway
๐ค SpeakerAppearances Over Time
Podcast Appearances
I think Disney is a buy and DeMauro, he came out of the parks and which grew nearly 40 percent in revenue under his watch.
And he called Disney Plus the digital centerpiece of the company.
On Wednesday's earnings, he flagged fuel and consumer spending.
Dana Walden, who I know you know, named president and chief creative officer.
Well, not only that, they're all, I mean, quite frankly, a lot of these people are probably
I mean, this is the challenge when your stock is below where it was 10 years ago, you have to get the most talented people in the room and say, I'm gonna issue new options and please stick around.
Because you gotta think a lot of these people are looking at- Except what is their option?
Yeah, but if you're a talented Disney executive, you could absolutely land... I would stay.
Oh, that's interesting.
I hadn't thought of that analogy.
I like that.
I thought it was from the Titanic.
I was wondering how long it was going to be before you mentioned The Devil Wears Prada 2.
Yeah, no, it's great.
Let's go over every movie that's actually making money.
Yeah, it's making a ton.
It's going to change the world.
Lawrence of Arabia meets The Sound of Music meets The Sixth Sense.
All right, let's move on.
Disney stock is down more than 10% year to date, despite back-to-back earning speeds.