Disney job postings down 55% in 2 months. Stock flat. Earnings beat expectations. What gives?

Check the chart - Disney went from \~1,800 job openings to \~800 while their stock barely moved and they just posted solid earnings ($1.11 EPS, beat estimates). chart on [jobstocks.ai](http://jobstocks.ai)

Dug into their financials and recent news. Here's what's actually going on:

The good: Domestic parks up 13%, streaming finally profitable, projecting double-digit EPS growth through 2027.

The bad: International parks operating income dropped 23% (Shanghai dead, Paris got wrecked by Olympics). They're warning about "demand moderation" at US parks and "cyclical softening" in China.

The cuts: 300+ corporate jobs gone in Sept, 200 more in June, 100 Disneyland positions in October. This is on top of the 8,000 they axed in 2023.

So they're making record profits but still cutting. Their excuse? Lower-income guests are stressed, higher-income guests are traveling abroad instead of going to Disney parks.

Feels like they're choosing margins over growth. Fewer employees, fewer guests, but more profit per guest.

Is this just smart business or are they gonna regret this when demand comes back and they're understaffed?