Disney’s New Era: Josh D’Amaro, 1,000 Job Cuts and the Return of a More Traditional Disney

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That is why the return of something as small as “Ladies and gentlemen” can become a national political story.

The phrase itself is not particularly consequential.

The symbolism is.

For some people, hearing it again represents a return to normality.

For others, it may suggest that a company that once made a conscious effort to use more inclusive language is reversing progress.

But there is another possibility.

Disney may simply be returning to language that sounds natural in certain contexts while leaving its broader inclusion policies intact.

That may ultimately be the more commercially practical strategy.

Rather than defining Disney through political language, D’Amaro appears to be emphasizing the things Disney has historically done best: stories, characters, experiences and emotional connection.

That is consistent with the public strategy he has articulated since becoming CEO.

And it may be the real cultural shift taking place.

Not necessarily a dramatic rejection of inclusion.

Not necessarily a wholesale return to the past.

But a move toward a Disney that wants the brand itself to become the center of attention again.

If the “gender-neutral language” claim is overstated, the story of D’Amaro’s Disney is still significant.

Because the new CEO is making changes.

The more consequential changes may simply be less ideological than social media suggests.

The approximately 1,000 job cuts are real.

The leadership restructuring is real.

The push for greater efficiency is real.

And D’Amaro has inherited a company that needs to make its various businesses work together more effectively.

That may ultimately be the foundation of his “new Disney.”

The company has enormous assets.

Its franchises are among the most valuable in the world.

Disney, Pixar, Marvel, Star Wars, ESPN and National Geographic give the company a portfolio that few competitors can match.

Its theme parks and cruise businesses provide something streaming companies cannot easily replicate: physical experiences that customers are willing to travel for and pay substantial amounts to enjoy.

D’Amaro knows that world better than most Disney executives.

Reuters noted that Disney’s Experiences division was a major source of profit under his leadership, making his appointment a logical choice at a time when the company needs to connect its intellectual property more effectively across businesses. 

That could be the key to understanding his strategy.

Imagine a Disney movie.

Under the traditional Hollywood model, the movie makes money at the box office.

Under Disney’s model, that same story can become a streaming series, a theme-park attraction, merchandise, a video game, a cruise experience and a long-term franchise.

The faster and more effectively Disney can connect those pieces, the more valuable each individual story becomes.

The Wall Street Journal has described D’Amaro’s strategy in terms of accelerating Disney’s “flywheel” — moving franchises more quickly among film, television, consumer products, parks and interactive entertainment. 

That approach is much more consequential to Disney’s future than whether a monorail operator says “ladies and gentlemen.”

Yet the language debate matters because it reflects a broader question about Disney’s identity.

For much of its history, Disney was extraordinarily effective at creating a sense of cultural neutrality.

The company could appeal to people across political and social divisions because its core product was imagination.

A Disney vacation did not require customers to agree about politics.

A child watching a Disney movie did not need to know what the company’s executives believed about the culture wars.

The magic was the product.

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