Part 3/6:
During the meeting, Iger emphasized creativity as the “heart and soul” of Disney. However, this claim has been met with skepticism, given the measurable decline in the company’s creative output and box office successes. Observers pointed out that while certain projects, like “Inside Out 2” and “Zootopia 2”, may show potential, the company has faced notable disasters such as “Captain Marvel” and the controversial “Snow White” remake.
The question arises — how can a company that generates such paltry returns on investment boast about its creative vision? The numbers tell a grim tale. Over the past five years, Disney's growth has stagnated, with a mere 16% growth, starkly contrasting with the 145% growth seen in the S&P 500 and the broader market.