Latest / The Wes Carroll Morning Show / Disney Has Disney Fatigue

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Disney Has Disney Fatigue · The Wes Carroll Morning Show

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Start your day with Wes. You're listening to the West Carrol Morning Show.
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Tuesday morning, twenty eighth day of November. I'm Wes, Thanks for joining
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me. It's my brother Matt's birthday today. You see him out and about,
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or you know him well enough to text him, you should do that.
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Tell him happy birthday. Let's get into this because I talked about it
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very briefly yesterday, and this is a follow up from something I talked about
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before my little break over Thanksgiving, and that is the subject of Disney as
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it now seems. Apparently Disney is acknowledging the fact that there is a social
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component, this culture war thing that's having an impact on some of their failures
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at the box office. Yesterday I gave you the update on the weekend box
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office Wish, the new Disney movie. They were trying to really make this
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big world building kind of movie, and they said, hey, we're going
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to do this. It's in honor of our celebration of our anniversary and all
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that sort of stuff. They thought this was going to be a massive hit
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for them. That's what they were expecting. They thought this is going to
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be the one to turn it around. I guess. I don't know.
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I feel like that's what they were at least hoping for. Whether they actually
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thought it was going to happen or not, I don't know. I really
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don't know if they felt like this was going to be it. But so
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a week or so ago, approximately a week ago, on a previous show,
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we talked about this idea that we're hearing from critics, Disney apologists and
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the like. And first of all, I'm not a big I'm not a
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Disney hater by any means at all. I think this culture war thing that
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has really gotten out of control at Disney. It's reflective of a number of
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things that are happening in society and culturally, and it's one of those.
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It's very similar to the misstep by Anheuser Busch with the bud Light cans.
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It's just you got to know your audience. You got to know who you
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are trying to reach and who it is that you're trying to have as customers,
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who it is that you're trying to target. And that's a massive component
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of what the business model should be for any business. Know your audience,
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know who you're targeting, know who you're trying to reach and make product for
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them with them in mind. The beer misstep obviously with something that I guess
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the idea was, hey, we want to kill the frat boy image.
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We want to squash that and move forward. We want to get past what
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we've been known as and move into something different, and we want to court
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a newer, younger, hipper audience, I guess, and not appreciating the
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fact that they were collectively stepping on, you know, millions of toes that
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had been buying their beer for you know, a lifetime. You had people
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that were die hard drinkers of bud Light products and or Budweiser products and Heuser
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Busch products. I should say, they were under the impression that that brand
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knew what it was, that that brand knew where it was going and what
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its vision was. And the company said, those people aren't going anywhere we
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got them. They're going to stay put. And that's where you're wrong.
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That's where you make the mistake. We have seen this with sports. We
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have seen a number of people just to turn their back on sports in general.
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Some people. I feel like the NFL at least made an effort to
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course correct some of their transgressions where they thought, we're going to try to
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hip this up. We're going to try to go with this agenda, this
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woke idea, all of this sort of stuff. That's just sort of where
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they were going at one time, the national anthem thing, the Colin Kaepernick
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thing. But they got that back under control quickly. Probably not quick enough
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for some people, because I know some people who just don't watch anymore.
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They don't care. I'll be honest, I've lost a lot of interest in
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the NFL because I think especially they're going to start there's a new rule they're
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looking to enforce next year where you can't tackle somebody where you can't grab them
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and fall down and pull them down, and that's just going to destroy the
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game. I don't understand how you're supposed to tackle somebody if you know you
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can't hit them a half second too late, you can't hit them too hard,
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if they're defenseless, you can't land on top of them, if it's
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a quarterback. There's so many I mean, I don't even know what the
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computing power of the brain is for a defensive player when they're trying to decide
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to make a tackle, and I feel like you're going to have penalties constantly.
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I understand injuries are big, concussions, all that stuff, but the
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game itself has suffered because of it, and I feel like we're in a
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lifetime. I feel like my kids are probably going to see the NFL be
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a flag football league before their life ends. I feel like that's I don't
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know if it'll happen. In mind, it's possible. Right they're working in
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women into the game now with flag football. I feel like it's just a
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matter of time before we're going to see flag football just take over on the
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professional level. And how many people are going to still be interested in it,
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I don't know, you know, I don't know what the if anybody's
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going to care and want to watch that. I don't know. It's just
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it'll be no hitting, no no, you The injuries will all just be
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you know, lateral movement related. He's blowing out, but that's about it.
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You know, maybe somebody you know, injures a hip or something.
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But if they're not, if they have to die for the ball, they
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could get hurt. But you know, that would be a way to cut
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back the injuries. Is it the same game? Is it anything close to
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what we've been watching over the years. No, it's certainly not so.
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I think it is possible to course correct, and I think you've got companies
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that probably not done it fast enough. Disney's new movie Wish flopped at the
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box office. They've had flop after flop. The excuse for some of the
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movies. Anytime it's one of the Marvel movies, they say, oh,
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it's superhero fatigue, or they say with Star Wars, it's it's Star Wars
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fatigue. They're putting out too much, they're making too many Star Wars products,
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and it's making people lose interest in it. I think it's more than
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that. And you know, a couple about a week or so ago,
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met ten days ago, whatever it was, we talked about it on the
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show and I said, look, this is not superhero fatigue. This is
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not Star Wars fatigue or Marvel or any of those things. It's Disney fatigue.
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And this ties in. You know, the South Park guys did their
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spoof of what Disney has become and how cliche everything they do is, how
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generic the product is now, no real original ideas. They're just sort of
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doing the same thing over and over again. They put out the Marvels.
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It's an all woman's superhero team they're trying to put together and say we're going
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to do this, and I think under normal circumstances, I think the audience
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would go, hey, let's watch it. Why not. It's got to
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be good, though, and it's also got to not feel forced, and
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this felt forced. It does. It feels forced. A lot of these
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movies feel forced. When Marvel started to put together their Avengers series of movies
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and they said, this is what we're going to do. We're going to
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do this world building, We're going to work our way through the storyline,
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and we're eventually going to get to this point that is going to be the
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pinnacle of all of these movies coming together into one moment. And that's what
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they did. They did that successfully. DC, on the other hand,
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you had Batman and Superman and they just said, we're just going to kind
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of cram all these guys in and we're going to try to get to the
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point where we have this major moment where all of our stories are going to
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come together. We're just not going to have all those stories that build into
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it. We'll have a couple, but we're not going to really have and
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then they can't figure out why it doesn't work. And that's what Marvel is
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now struggling with. They're trying to find what those stories are going to be.
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They're going to build towards their next pinnacle moment. DC's trying to hit
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the reset button and start over now. D C has the advantage of not
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being under the Disney umbrella, so maybe they can break away from that.
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But I don't know right now. Societally, we have a lot going on.
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It feels like World War three is ready to start at any moment.
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It feels like our country is in a different place than it's been for quite
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some time. Economically, we're struggling. Inflation has hit everyone hard. I
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don't know how. I haven't seen the stats yet this morning for how Cyber
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Monday went, Black Friday was a flop. It was a dud in the
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stores, in part because in many cases you saw these stories online. You
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saw businesses saying, hey, we've got a Black Friday sale on these TVs,
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and then they're the same price the TV's were a couple of weeks ago
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in a sale. It's not a big Black Friday price. They're just kind
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of faking it going through the motions saying, hey, look what we did.
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First of all, the TVs? Are we really in that much?
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Are do the TVs just burn? I mean, I've had my TV for
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a while. Gotta be careful because I know that's going to be the It'll
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be like Jinks and a field goal kicker. My TV will go out any
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day now. But I've had mine for a while. They last quite How
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many TVs does everybody need? What is this? Why do they always you
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know, twenty thirty TVs on sale every Black Friday in every store? But
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anyway, it was a dud. People are struggling right now, and people
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are going I guess people just don't really care about Black Friday anymore. That's
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part of it. People are struggling right now. COVID hit us all hard,
10:18
and our recovery for COVID wasn't hey, let's navigate through this and try
10:22
to come out better. Our Our response to COVID was, let's select a
10:28
president who's gonna make it worse. It's gonna make the recovery part of it
10:31
worse, and brag about all the jobs he created without acknowledging the fact that
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the jobs that were lost were because of COVID. You can't let a disaster
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like a pandemic cause job loss. And then the jobs start to come back.
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And it's not a full recovery on the jobs, but the job started
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to come back. And then you go, look at all the jobs I
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made. You didn't make the jobs. They just came back in some cases
10:58
and not all of them came back. Businesses were destroyed, lives were upended,
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people had to move. There was a lot going on there. They
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didn't magically fix everything. Instead, they said, look the jobs are here.
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We created brand new jobs. And then price of everything has gone up.
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The value of our dollar has gone down. That's the big side of
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inflation that people don't talk about. It's not just the price of things.
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So I don't know that people are going to the movies anyway. I think
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it's got to be something that's really gonna draw them in. And I don't
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know that three sort of you know, more obscure superheroes are gonna draw people
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in to watch a movie. It's just the reality Disney is cranking out this
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wish movie going. This is gonna be it, This is gonna be our
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next one, This is gonna be big and people just didn't go. They're
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just not The movie numbers. The box office numbers in some cases are there,
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but in some cases they're not. Disney is struggling to get a big
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hit under their belt. They're trying hard to do it, and it's not
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necessary early happening now. People also know very well all these movies are eventually
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going to be on the Disney Plus app very soon and you'll have a chance
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to watch it there. That's the other part of it. But just to
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call it superhero fatigue, I don't think that's the problem. I think they
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got a Disney problem and they're acknowledging it now. As the Security and Exchange
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Commission filing done by the Walt Disney Company last week, their annual report goes
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over fiscal year that ended September thirtieth, and in the SEC filing they talked
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about the fact that they say that let's see the quote they talked about in
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the filing, and they were trying to amplify under represented voices because of their
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DEI initiatives. But they basically did acknowledge that we face risks relating to misalignment
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with public and consumer tastes and preferences for entertainment and consumer products, which impact
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demand for our entertainment offerings and products and the profitability of any of our businesses.
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It also went on to say, our businesses create entertainment, travel,
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and consumer products whose success depends substantially on consumer tastes and preferences that change in
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often unpredictable ways. And then they said, consumers perceptions of our position position
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on matters of public interest, including our efforts to achieve certain of our environmental
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and social goals, often differ widely and present risks to our reputation and brands.
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Consumer tastes and preferences impact, among other items, revenue from advertising sales,
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which are based in part on ratings for the programs in which the advertisements
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air, affiliate fees, subscription fees, theatrical film receipts, the license of
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rights to other distributors, theme park admissions, hotel room charges of merchandise,
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food and beverage sales, sales of licensed consumer products, or sales of other
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consumer products and services. So right there they're acknowledging the fact that this they
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talk about the misalignment. They talk about the perception of their position on matters
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of public interest. So, yes, they're starting to realize that this perception
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is a real thing. Are they going to make changes? Are they going
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to have the stones to do what the NFL did and say, wait a
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minute, we're going to have to kind of change this didn't help them that
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during COVID and during their you know where they were having zoom call meetings or
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whatever service that they used, and some of those meetings were being leaked online
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and we were hearing from producers, Hey, I like working in my queer
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agenda into children's programming. That's the kind of thing that hurts. It's the
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kind of thing that hurts. Why why are you working that into children's programming.
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That's the kind of thing that makes parents go, eh, I don't
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know that I want my kids to see this, because honestly, once upon
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a time you could let your kids watch most children's programming without previewing it.
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It's the idea of sitting down with your kids and watching a PG or PG
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thirteen movie either before they see it, or watching it with them so that
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you know exactly what they're taking in. If they can't just turn on the
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Disney Channel and watch programming that's geared at I don't know ten year old's tweens.
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I guess to early teenagers and just trust that it's going to be safe
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content that you're not going to have to worry about what's being snuck in there.
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And if it wasn't that terminology, we're going to sneak it in there.
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They let me sneak this in there, and I like to put it
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in there in the background, and I enjoy it. That's the kind of
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thing that gets parents attention. It's the kind of things that makes parents wonder,
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what are my kids watching? What is this content? What is the
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motivation behind this? And yes, that's going to have an impact on how
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people perceive what the company's agenda is absolutely perceptions consumers perceptions of our positions on
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matters of public interest right there, including our efforts to achieve certain of our
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environmental and social goals. It's laid out right there. They've acknowledged this in
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this SEC filing. They've acknowledged it right there. So if they know now,
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they can start making an effort to course correct. They can make an
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effort to produce their content and not necessarily sneak in content. But I don't
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know as the damage already done. We've already seen this go so far with
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Anheuser Busch. People aren't going back. They got angry, I told you
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want here. To me, this whole idea of them pushing away, them
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eliminating staff, them moving back and trying to get back with you know,
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mma fighting that to me seems like a win. And if people are ever
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gonna move away and say we're gonna go back to and drink and I'm not
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telling you you should, but it seems like a victory, seems like they
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won. So what would it take for people to actually believe that they won
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in the Anheuser Busch battle or are they just gonna say never again, never
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again? Are they prepared to try to end Disney? This battle that Disney
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went into with Ron DeSantis, governor Florida, wanting to fight him on everything
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and say, hey, we're gonna have our We're gonna fight on this.
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Issues about having kids, you know, under third grade be taught about or
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third grade under being taught about sexual orientation and lifestyles and gender ideology, and
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him just saying we don't talk about sex education at all the kids that age.
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That's not something that should be worked in we don't need to start doing
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that. We need to eliminate it and we need to make it official.
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You can't do that, So what is everybody? Oh, they don't want
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you to mention the word gay. You can't say the word gay in the
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classroom, which wasn't what it was. It's about not teaching kids about sex
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education of any kind third grade under and Disney got into this fight full force.
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They jumped in feed for Hey, we're going to fight on this.
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We want to battle about it. So what did the santists do? Say?
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You know what, if you guys are going to use your political influence,
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maybe you need to have the same treatment as every other business in the
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state of Florida. And that didn't go well for them. So it's another
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angle in all of this, and it absolutely relates back to this consumer perception
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of their position on matters of public interest, including those social goals. It's
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right there, and it does present risk, as they said, reputation and
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to brands, the overall Disney brand, and it's had an impact and it's
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why movies are tanking, it's why they're struggling to find a way to call
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it. And oh, but the Little Mermaid eventually came around and it made
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some money on streaming. But are you really going to call that a win?
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I mean, are you just going to lay that out and say that
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that was a win because it finally found an audience on streaming? Is that
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what you were hoping for? Is that what you're hoping for with this wish
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movie? You're hoping that eventually on streaming people are going to go, Yeah,
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it wasn't so bad. We watched it on streaming at the House on
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Disney Plus and it was all right, it's okay. Whether it's you know,
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taking a complete divergence from the toy story movies and saying, we're going
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to tell this story about the guy who was inspired the buzz Lightyear toy.
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That's what we want to do. We want to do that. Oh,
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by the way, we're going to work in some agenda stuff in it.
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Should that have made people not want to watch the movie. I didn't want
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to watch the movie because it was a toy story. I want to see
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Woody and Buzz in the Gang. That's what I want to see. I'd
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rather see that than an animated movie that supposedly inspired the other animated movie just
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didn't interest me. It's not really a story that I need to see you
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throw in all that other stuff, and I really could double down and go,
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no, it doesn't interest me at all. Doesn't So can they turn
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it around? Can they figure out they've acknowledged it right there in the filings
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They seem to know what the problem is that right there consumers perceptions of their
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positions on and I'm gonna just skip ahead the social goals. The environmental stuff
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is there too, but it really relates goes to the social goals and having
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staff that secretly is working things into the background and movies and TV shows and
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whatever. They're trying to work it in their agenda and trying to fight with
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the governor of Florida and losing and losing, because ultimately, this is a
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business and the goal is for them to make money and that should be the
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main goal. There's no negative public perception about a business trying to make money.
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We have folks in the White House now that tell you that they shouldn't
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want to make money. How dare they raise their prices because the value of
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the dollar is down and they're trying to make money and it's struggling. But
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they'll tell you that, but the reality is the goal for a business is
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to be profitable. That's what Disney should want to do. And if they
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don't course correct, they're going to continue to not be as profitable. Today's
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five eight forty five hundred O dccolumbus dot com more West Carol Morning Show right
25:23
after the break, all right, yesterday was Cyber Monday. Some of the
25:36
sales I guess continue on into the week. It feels like it just goes
25:38
on and on now, doesn't it. It starts with the pre Black Friday
25:44
sales that kind of start on Sunday or Monday the week before, and then
25:48
they just sort of roll on through, and then the next thing you know,
25:51
it's Cyber Monday and they're still talking about it on Friday. It just
25:55
goes on and on. But anyway, whether you shopped or not yesterday,
26:00
to a new holiday shopping survey by Go Banking, rates, gen zers and
26:04
millennials will be more generous gift givers this year compared to the baby boomers,
26:10
who will spend much less. Here's the breakdown by generations. Gen Zers,
26:15
thirty four percent of them aged eighteen to twenty four planned two spend between two
26:21
hundred and one and five hundred dollars. Thirty one percent of older gen zers
26:23
say that young millennials will spend between five hundred and one and one thousand dollars.
26:30
Sixty six percent of gen xers, that's the forty five to fifty four
26:34
specifically in that group, are going to spend five hundred or less. Thirty
26:37
eight percent of people fifty five to sixty four plan to spend less than two
26:42
hundred dollars on holiday shopping. Tip fatigue. We've talked about that. It
26:48
feels like it the constant tipping reminders in your face, doesn't matter what you're
26:52
doing. I was somewhere recently and they flipped around the screen. If you
26:57
want to tip, you just fill it out there if you want to,
27:03
which I thought was better than some of the people who kind of do it
27:04
and they just stare at you while you're doing it. That's awkward, and
27:07
if it's something that you don't normally tip for, that really makes it awkward.
27:12
But apparently tip fatigue will have a big effect this holiday season according to
27:18
a new survey. This is done by the finance company Achieved. They say
27:22
sixty two percent of Americans say that they will not be tipping or making any
27:26
donations to charitable organizations this year. This is that time of year when people
27:30
start doing those last minute like, let's get some charitable donations done before the
27:37
end of the year so we can work it into our taxes. Seventeen percent
27:41
say that they plan to make a donation this holiday season. Twelve percent said
27:45
that they will tip their male carrier. I think that practice has kind of
27:49
died off a lot. I don't know is that still if people still do
27:53
that. I mean some obviously do, but I don't know that a lot
27:56
of people really do that anymore or have been doing it. But apparently if
28:02
only twelve percent say they're going to do it, it may really be going
28:06
away. Are you planning on hosting people this Christmas? For the holidays?
28:11
Survey found that folks that host friends and family during the holidays lose two and
28:15
a half hours of sleep a day when getting ready to have others in their
28:21
home. Those in the gen Z group hosting, they say they'll lose at
28:26
least four hours of sleep per day getting ready to have folks come over.
28:30
So there you go, all right. So there's a community of doll collectors
28:37
who specifically like what they call reborn dolls. These are dolls that are so
28:41
realistic they could easily be mistaken for actual babies, and Cosmopolitan reports that there
28:49
is now a dissension in the community as some collectors believe that others are taking
28:53
the role playing to dangerous and even offensive degrees. During the pandemic. For
28:57
example, some doll bombs d quote we're buying an actual baby formula, which
29:03
was in a shortage you remember during the pandemic, and they want to buy
29:08
real baby formula to quote feed their dogs dolls or dogs they're dolls, while
29:15
others are simulating breastfeeding on TikTok. And there's a subgenre of this role playing
29:22
where the dolls have serious injuries, in life threatening illnesses. So yeah,
29:29
good luck with all that. That'll do it for this Tuesday edition of the
29:33
show. Thanks to our sponsors and patrons. Thank you for listening. I'll
29:37
catch you back here tomorrow morning. This is the West Carrol Morning Show powered
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