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      "text": "Nelson Peltz, and Jay Rasulo – who ran Disney’s Parks business for nearly a decade – will work with the Board to execute on a clear vision for Parks targeting at least high-single digit operating income growth to ensure adequate returns on the $60 billion of capital investment",
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      "text": "Tangible Targets: No expected return targets on the 10-year, $60 billion Parks CapEx plan; Vague guidance on how, when and where the capital would be spent",
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      "text": "Competitive Threats: Universal's new theme park in Orlando, scheduled to open in 2025, will bring new competition to Walt Disney World and threaten Disney’s leadership position; Universal reportedly invested $3 to $4 billion into Epic Universe – what is Disney’s plan to maintain its competitive position?",
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      "text": "Delighting the Consumer: Per capita guest spending (e.g., price increases) has increased 9% annually at domestic parks over the last 5 years compared to 5% in the preceding five years; Domestic parks have seen an upward tick in unplanned stoppages and wait times",
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      "text": "Disney’s Parks Strategy Appears to Lack a Focus on Tangible Targets, Competitive Threats, and Delighting the Consumer",
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