"The whole thing starts with how do you allocate capital as a company," Iger said. "And if you look at the return on invested capital of that business over the last 20 years, particularly over the last 10, the track record is extraordinary. And we have thousands of acres of land still to develop. We could actually build seven new full lands if we wanted to around the world, including the ability to increase the size of Disneyland in California, which everybody thinks is kind of landlocked, by 50%."