Search results

  1. Frank the Tank

    News Disney CFO Christine McCarthy says Disney will continue to focus on existing intellectual property for new park investments

    Yes - I was just thinking the same thing. Expedition Everest was a pure net new ride and it was a roller coaster on top of it in a park that was previously devoid of any coasters. Guardians in DCA and Frozen and Nemo in Epcot got more attendance by applying IP (or more currently popular IP...
  2. Frank the Tank

    News Disney CFO Christine McCarthy says Disney will continue to focus on existing intellectual property for new park investments

    Eh - I think you need to be a bit more nuanced here. I would say that any thrill ride (roller coaster) is going to have less of a *need* to have an IP tie-in to be successful because visitors disproportionately love thrill rides of any type. You can see this whether it's at Disney, Universal...
  3. Frank the Tank

    News Disney CFO Christine McCarthy says Disney will continue to focus on existing intellectual property for new park investments

    I get the criticism, but *realistically*, if the conclusion is that essentially very few or no IP-based attractions work thematically in Animal Kingdom or Epcot and they instead invariably all need to be in the Magic Kingdom to keep thematic integrity, then that isn’t helping move toward the...
  4. Frank the Tank

    Disney Stock Price

    I believe that’s true… but also believe that every company that has been dependent on linear/cable TV revenue (of which Disney is actually the #1 example as ESPN revenue bolstered the entire company for much of the 21st century) has HAD to try to create a streaming service. To not do so would...
  5. Frank the Tank

    News Bob Iger is back! Chapek is out!!

    Agreed - I follow the financial side closely and even in virtually every negative story about Disney's streaming issues over the past few months, it's noted that Genie+ specifically is delivering a high level of profits to the company. That ain't getting turned off and, if anything, it's getting...
  6. Frank the Tank

    The “wealthy” is not going to work

    It’s not so much that Disney doesn’t want middle class visitors, but rather an application of the 80/20 rule of business: 80% of your sales come from the top 20% of your customers. You likely need 5 families staying at Pop Century or 10 families staying offsite to match the revenue of 1 family...
  7. Frank the Tank

    News Star Wars: Rise of the Resistance to begin Standby September 23rd

    Yes, this is it. Do I like having to pay for LL for RotR or any other marquee ride? No. However, when our family is spending five figures on a weeklong trip to Orlando (as is the case with us for Spring Break 2022) and we're all huge Star Wars fans, the thought that we could actually *not* go...
  8. Frank the Tank

    2022 ticket price “increase”

    It sounds like your trip was closer in nature to the NYC trip that Captain America was referring to (where you were paying multiple parties in the Orlando area for food and lodging as opposed to primarily Disney). Speaking from experience, it's unfortunately not very hard to spend that much or...
  9. Frank the Tank

    2022 ticket price “increase”

    Oh, I agree. I think that's also why Las Vegas is seen as a different animal compared to a local casino with the sheer scale and feeling of being in an entirely different bubble. On the other end, there are certainly very nice resort towns with direct access to natural amenities (e.g. Jackson...
  10. Frank the Tank

    2022 ticket price “increase”

    To this point, I believe that there's plenty of local/regional competition to Disney World already. Beyond the Smoky Mountains area, see Hershey Park in the East, Cedar Point and Wisconsin Dells in the Midwest, the Southern California theme parks on the West Coast, etc. The disconnect is that...
  11. Frank the Tank

    News Walt Disney World Swan and Dolphin to eliminate 1136 employees

    It is definitely a tough situation for people that are just starting their careers. That personal interaction when the learning curve is so great in the beginning is critical. I'll admit as a mid-career professional, though, I couldn't ever imagine going back to the office 100% of the time ever...
  12. Frank the Tank

    On layoffs, very bad attendance, and Iger's legacy being one of disgrace

    Yes, I'm getting that feeling about the "bubble" mentality. I live in the Chicago area and the fact that Florida is a hot spot is by FAR the #1 reason why there hasn't been any uptick in interest in traveling to WDW. (FWIW, we cancelled a WDW trip that was scheduled for the end of July.) It's...
  13. Frank the Tank

    Splash Mountain re-theme announced

    Exactly. Maybe I shouldn't be surprised, but it's a bit galling to read some of the comments on this thread and the associated tunnel vision. Is Splash Mountain a great ride that's richly themed? Absolutely. It's on the short list of being one of the best rides in all of WDW. Is...
  14. Frank the Tank

    News Disney to heavily reduce Capital Expenditures in the parks throughout 2020 during COVID-19 crisis

    Eh - I wouldn't go that far. We have a household where Star Wars, Harry Potter, Marvel, Disney/Pixar *and* Nintendo are all big to our kids and their friends (to the point where our Switch may melt pretty soon due to its constant use during this pandemic), but in terms of IP strength, Marvel is...
  15. Frank the Tank

    Coronavirus and Walt Disney World general discussion

    Granted, at least Governor DeWine has a lot more credibility than a lot of other politicians on this issue as one of the first governors to start shutting things down outside of the initial West Coast hotspots even though it was more politically unpalatable at the time and often against his own...
  16. Frank the Tank

    Coronavirus and Walt Disney World general discussion

    It will be interesting to see. I think a lot of us as fans might be underestimating the impact of the fact that players aren't receiving paychecks when they aren't playing and how they may be much more willing to come back ASAP. Wealthy people can be just as worried as not getting paid as anyone...
  17. Frank the Tank

    Coronavirus and Walt Disney World general discussion

    I think the inherent problem that we have seen through this entire crisis is that there generally isn't a "balanced compromise" position to deal with the coronavirus (and that's tough for me to acknowledge because I'm personally a very pragmatic person overall). As others have pointed out, it's...
  18. Frank the Tank

    News Layoffs, permanent closures, and more at WDW third-party establishments

    Actually, ESPN (even without sports programming and resulting reduced ad revenues due to the pandemic) is probably one of the few sources of revenue that is keeping Disney afloat. Every household with cable, satellite or their streaming equivalents like Hulu Live or YouTube TV with ESPN is...
  19. Frank the Tank

    Coronavirus and Walt Disney World general discussion

    The Constitution that protects those freedoms also grants the government that "practical" leeway to temporarily enact measures when there is an emergency. Here's a good summary from Akin Gump (one of the top country's top law firms that regularly argues cases in front of the Supreme Court)...
  20. Frank the Tank

    Coronavirus and Walt Disney World general discussion

    Yes, I mentioned before that too many Americans have unfortunately shown that if you give them an inch in this crisis, they'll take 2 or 3 inches. It's not the majority of Americans, but certainly enough of a critical mass that it ends up defeating any public health goal. That's largely why any...
Back
Top Bottom