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re: Disney admits Moana, Mando failed, doesn't care. Box office flops still profitable.

Posted on 8/6/26 at 8:56 pm to
Posted by Brosef Stalin
Member since Dec 2011
42574 posts
Posted on 8/6/26 at 8:56 pm to
from google AI

quote:

August 2026 (Current Position): Disney shares trade at $104.68. This represents an overall 41.4% price decline over the trailing 5-year period.


If their movies are actually successful then they must be losing lots of money somewhere else.
Posted by Roaad
White Privilege Broker
Member since Aug 2006
85329 posts
Posted on 8/6/26 at 9:13 pm to
quote:

In its Q2 2026 earnings report, Hasbro noted that sales in its Consumer Products segment benefited from entertainment releases including Star Wars: The Mandalorian and Grogu, though the report did not single it out specifically as the single largest contributor (grouping it alongside momentum in GEM2 categories).
Posted by sgallo3
Lake Charles
Member since Sep 2008
28283 posts
Posted on 8/6/26 at 9:17 pm to
The report did single it out though....

Posted by imjustafatkid
Alabama
Member since Dec 2011
67542 posts
Posted on 8/6/26 at 9:19 pm to
quote:

The Mandalorian and Grogu underperformed, but added the Disney+ TV series’ big-screen debut drove revenue to other parts of the company — such as toy sales and attendance to Star Wars rides at Disney theme parks.


A popular character's merch selling at theme parks should be attributed to the movies and shows they were in that made that character popular, not attributed to whatever most recent movie or show exists with that character.

This is like saying Lightyear wasn't a failure because Buzz Lightyear merch still sold at theme parks. Makes no sense logically.
This post was edited on 8/7/26 at 10:32 am
Posted by imjustafatkid
Alabama
Member since Dec 2011
67542 posts
Posted on 8/6/26 at 9:20 pm to
quote:

I argued this on here and people said it was stupid. They would like to do well in box office, obviously, but they’ll make shitloads of money either way.


People said this was stupid because it is.

I'm shocked he tried to sell this to stockholders.
Posted by Roaad
White Privilege Broker
Member since Aug 2006
85329 posts
Posted on 8/6/26 at 9:20 pm to
I just put your post in AI, didn't add any commentary for or against

Posted by RobbBobb
Member since Feb 2007
34388 posts
Posted on 8/6/26 at 9:25 pm to
quote:

CEO Josh D’Amaro told investors on an earnings call that Star Wars: The Mandalorian and Grogu underperformed, but added the Disney+ TV series’ big-screen debut drove revenue to other parts of the company — such as toy sales and attendance to Star Wars rides at Disney theme parks.

The dude is lying thru his teeth. There are no rides at any park featuring Moana. And the Madalorian "ride" is onboard the Falcon, which has no connection to Mando. Its Han Solos vehicle. People arent buying tickets to board Hans ship just to ride with Grogu.

Also, Disney merch sales are down, resulting in:
quote:

The Walt Disney Company just announced a major restructuring, and it will eventually change how Disney merch comes to life. Disney Consumer Products is being moved under Disney Entertainment
Posted by sgallo3
Lake Charles
Member since Sep 2008
28283 posts
Posted on 8/6/26 at 9:35 pm to
quote:

Also, Disney merch sales are down, resulting in:
quote:
The Walt Disney Company just announced a major restructuring, and it will eventually change how Disney merch comes to life. Disney Consumer Products is being moved under Disney Entertainment

That doesn't necessarily mean merch sales are down. The move is being done to connect merchandise design with film and television production from the start rather than being separate entities.
Posted by bcoop199
Kansas City, MISSOURI
Member since Nov 2013
9276 posts
Posted on 8/6/26 at 9:50 pm to
This is why Grogu continues to stay an infant that can't talk and still acts like a baby....they need those merchandise sales.
Posted by RobbBobb
Member since Feb 2007
34388 posts
Posted on 8/6/26 at 10:21 pm to
quote:

That doesn't necessarily mean merch sales are down

Yes, it does. They said the same thing 2 months ago because of the success of Toy Story 5. Yet
quote:

Disney said the success of "Toy Story 5" extended beyond the box office in the June, as the ?hit film fueled sales of merchandise, boosted engagement on the Disney+ streaming service and attracted more theme park visitors.

Yet he claims the exact same thing about box office failures, 2 months later. Heres how else you know
quote:

The company reported revenue of $25.2 billion in the quarter but shy of Wall Street's forecasts of $25.4 billion

Thats $200 million loss, based off previous earnings of a box office success
Posted by SouthEasternKaiju
SouthEast... you figure it out
Member since Aug 2021
49345 posts
Posted on 8/6/26 at 10:23 pm to
Even baby Groot has grown up in two movies since he was introduced. And he’s a freaking tree.

Grogu must be a retard if he’s over 50 years old and still can’t speak.
Posted by SouthEasternKaiju
SouthEast... you figure it out
Member since Aug 2021
49345 posts
Posted on 8/6/26 at 10:31 pm to
quote:

Okay. Thank God I'm not in the club that forces me to see these movies, or else this would be a problem.


Not a problem for Disney. They don’t care who watches their movies. They still have ways of making their money.
Posted by Jay Are
Baton Rouge
Member since Nov 2014
6399 posts
Posted on 8/6/26 at 10:33 pm to
quote:

Thats $200 million loss, based off previous earnings of a box office success


Hey, disney accountants, you're not good at your jobs.

That isn't a $200 million dollar loss, that is $200 million short of a projection.

You are making assumptions about merch, and there doesn't have to be a Moana ride for a kid's love of Moana to drive their family to the parks.

Same with the idea that a stock being down means the company is losing money. Netflix's stock keeps struggling, and it remains the most profitable streamer, and it isn't close.

SEK started this thread to generate stupidity about movies he'll never see and does not care about. Those movies looked bad and were not successful in theaters. CEO, who currently has his stock up a bit, defends movies. What a fricking shocker. Totally breaking news.
Posted by Sho Nuff
Oahu
Member since Feb 2009
14175 posts
Posted on 8/7/26 at 2:38 am to
quote:

Well I don’t know about that. I just can’t figure out who thinks it’s a good idea to own the stock.

I bought during the COVID crash for somewhere in the high 80's or low 90's. Did really well for a while, nearly 100% up, and then dropped and kept dropping as they continued to taunt everyone with their nonsense. I sold at a 20% gain overall, obviously should've just sold in 2021.
Posted by Indefatigable
Member since Jan 2019
38301 posts
Posted on 8/7/26 at 3:35 am to
I still can’t believe they made the Moana one.

Absolutely no one asked for that
Posted by Philzilla2k
Member since Oct 2017
13168 posts
Posted on 8/7/26 at 5:52 am to
Disney totally wants to lose money, as the saying goes, you have to lose money to make less money.
Some of you commie retards will believe anything.
Like a man can be a woman, and two weeks.
Posted by SouthEasternKaiju
SouthEast... you figure it out
Member since Aug 2021
49345 posts
Posted on 8/7/26 at 5:56 am to
Same folk who subscribe to D+ or go on Disney cruises, I guess.


* Or booked a weekend at
The Galactic Starcruiser Hotel

This post was edited on 8/7/26 at 9:51 am
Posted by Zap Rowsdower
MissLou, La
Member since Sep 2010
16490 posts
Posted on 8/7/26 at 6:09 am to
quote:

AMC Theatres confirmed that The Mandalorian & Grogu themed merchandise achieved the third-highest total merch sales of any film in the theater chain’s history.


I took our oldest to see Super Mario Galaxy awhile back. While we were waiting for our popcorn a guy who looked like he stepped right out of a neckbeard nerd meme came to the concession stand and said he was there last week and bought the smaller Mando collectible popcorn button but that they didn’t have the big one. He asked if they had gotten any in yet, the worker told him yes, gave him a price, and nerd guy forked over the $80 or however much it was without missing a beat. This shite has got some folks in a stranglehold.
Posted by Philzilla2k
Member since Oct 2017
13168 posts
Posted on 8/7/26 at 6:41 am to
quote:

AMC Theatres confirmed that The Mandalorian & Grogu themed merchandise achieved the third-highest total merch sales of any film in the theater chain’s history.

That’s AMCs money.
quote:

In their Q2 earnings report, toy giant Hasbro explicitly singled out The Mandalorian & Grogu as the single largest contributor to revenue growth within their Consumer Products segment.

Wizards of the Coast (Dungeons & Dragons, Magic the Gathering) is Hasbro’s most profitable division and primary growth engine.

I wouldn’t buy Disney or Hasbro stock.
Posted by sgallo3
Lake Charles
Member since Sep 2008
28283 posts
Posted on 8/7/26 at 7:23 am to
quote:

AMC Theatres confirmed that The Mandalorian & Grogu themed merchandise achieved the third-highest total merch sales of any film in the theater chain’s history.

That’s AMCs money.



This guy thinks AMC can sell Mando and Grogu merch and not share profits with Disney. We have some real idiots on this board
quote:

In their Q2 earnings report, toy giant Hasbro explicitly singled out The Mandalorian & Grogu as the single largest contributor to revenue growth within their Consumer Products segment.


Wizards of the Coast (Dungeons & Dragons, Magic the Gathering) is Hasbro’s most profitable division and primary growth engine.

Way to go 0 for 2. Wizards is its own segment and not counted in the consumer products segment. You'd have known that if you took 2 seconds to read the quarterly earnings report you are attempting to discuss.

quote:

Wizards and Digital Gaming Segment

Revenue increased 27%, led by Magic: The Gathering (+32%). Digital and licensed gaming grew 17%.


This post was edited on 8/7/26 at 7:37 am
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