Marketing over Magic, perhaps that's the real rub.
Make me WANT to spend my money on Disney products, dont be content to tell me Disney is just a better product than Brand X.
I've been reading the book "Brand Warfare" and A.V.'s quote reminded me of a passage about Levi's. Levi's lost a ton of market share in the 90's because their marketing basically said "Hey, we invented jeans - buy them from us" when the jeans buyers wanted a product that was hip, not traditional. Their arrogance was their Achilles heel.
Is that the Disney message today - "Hey, we invented theme parks - come to ours"? A lot of large corporations have fallen, or nearly fallen with the same mentality. Look at IBM - remember the saying "No one ever got fired by buying from IBM" - they are trying to completely remake themselves after their arrogance got the better of them. So perhaps Disney's problem these days is they quit being hungry.
I'm not sure that I can say that Disney has expanded into generally the wrong areas. Too much competition in the marketplace makes it hard to be a "content-only" company, so I can see them needing to own more channels (if only they don't make them them all rerun channels). I see the cruise line as an extension of the resort business, you can get a room on land or on the sea and have a great vacation either way.
In the film business I'm very excited to see P.D. do so well it's opening weekend. It truely is a wonderful movie - just what made Disney successful. The film business is one in which I think Disney has lost it's way and perhaps it's now found it. Good, simple, fun, family movies are what Disney used to do best. They need to come home. Is P.D. going to win Academy Awards for best screenplay? Don't think so. However, it will do what it is supposed to do, give people a fun time for a couple of hours.
My feeling is that the films, and I see it in the animation lately, tried to be cool and trendy. It's like someone trying to join the in-crowd and always looking out of place. That's Disney of late. Remember some of the interviews surrounding Atlantis? While a beautiful piece of work, they forgot some of the elements that sets a Disney Animated Film apart. They wanted to get rid of the songs, tell a cooler story with action. Okay, guys, you just abandoned your base.
Perhaps it's just a cynicism in general, that people think that if they make a movie with a happy ending, that makes you feel good, you haven't made anything good. Only by showing life as it is, harsh, and hard, have you made something worthwhile. That's where they are wrong. How did Disney lose it in the first place? Abandoned family stories and tried to move into "serious" films (like The Black Hole). How many times do people have to forget that a movies that families can see tend to do better.
Okay, the soapbox is now free.