WEBVTT
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UNDER CONTROL THE CONSUMER IS

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GOING TO BE MORE BROKEN THAN

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THEY ALREADY ARE.

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SO WE NEED TO SEE IF THAT NUMBER

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DECLINES SOMEWHAT.

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STUART: THE IMPORTANT THING TO

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WATCH IS MONTH-OVER-MONTH.

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>> YES.

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STUART: IF IT DECLINES.

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THE RATE OF INCREASE DECLINES

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MONTH OVER MONTH YOU COULD SAY

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WE’RE PAST PEAK INFLATION.

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IT IS GETTING BETTER.

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YOU COULD SAY THAT?

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>> THAT IS THE HOPE THAT WE’RE

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PAST PEAK INFLATION.

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THAT GAS PRICES HAVE COME DOWN,

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HAVE PUT US PAST IT BUT WE WILL

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HAVE TO WAIT AND SEE.

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WE CAN’T JUMP THAT CONCLUSION.

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STUART: OKAY.

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WEDNESDAY IT IS.

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8:30 EASTERN TIME.

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4:00 EASTERN TIME THIS AFTERNOON

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YOU GET DISNEY’S RESULTS.

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WHY IS THAT SO IMPORTANT?

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>> LET’S FACE IT, STUART, DISNEY

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IS ONE OF THE GREAT AMERICAN

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ICONIC COMPANIES.

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NOW GRANTED DISNEY TODAY IS MUCH

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DIFFERENT THAN DISNEY WAS, THAT

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DISNEY WAS BACK WHEN WE GREW UP,

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WHAT IT IS GOING TO SHOW US IS

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THAT HERE’S THE STOCK THAT IS

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DOWN 40%.

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AND WHAT IT IS GOING TO SHOW US

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IS WHETHER OR NOT THEY’RE ABLE

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TO NUMBER ONE, GET THE REVENUE

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THEY GENERAL RATE FROM THEME

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PARKS, FROM PEOPLE GOING BACK TO

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THEME PARKS, BACK TO WHERE IT

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SHOULD BE.

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THAT POINTS AGAIN TO THE

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CONSUMER, TO SEE IF PEOPLE ARE

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KEEPING UP WITH THE RISING

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INCREASING PRICES.

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AND NUMBER TWO, WHETHER OR NOT,

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THEY HAVE A 230 MILLION

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SUBSCRIBER GOAL FOR STREAMING

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AND THEY, TO SEE IF THEY GET TO

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THAT 230 MILLION.

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SO DISNEY NEEDS TO SHOW THAT

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THEY HAVE TURNED THE CORNER

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BECAUSE A LOT OF SHAREHOLDERS

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LIKE ME ARE VERY UNHAPPY WITH

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THE DIRECTION THE COMPANY HAS

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TAKEN.

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STUART: THE STOCK IS UP 3 1/2%