News Disney plans to accelerate Parks investment to $60 billion over 10 years

[Jrb1979]

They are indeed, made with EU steel. They are further foreign flagged and sheltered. They don’t diversify the company from a recession impacting travel and tourism, but the margins and booking on DCL is disgusting (like a positive disgusting if you are an executive) and so they really don’t seem at risk of having abundant slack capacity anytime soon.

They could face targeted measures that would be different than tariffs, think more like a tax for home porting in the US, but they are actually a good maneuver in this current economic environment. A Texas cheap kiddie park TBD.

That "cheap kiddie park" is what will do well in this economic climate. Those people that can't afford the Mouse can easily afford these regional parks, especially with the $12 a month season passes.

 

[Sirwalterraleigh]

That "cheap kiddie park" is what will do well in this economic climate. Those people that can't afford the Mouse can easily afford these regional parks, especially with the $12 a month season passes.

Well that’s what happened 5 years ago…
But then people took free money and said “ha!! You can’t stop us!!” And overspent
but they ran out of money and multiple Roberts bungled it like the beagle boys

Now…is there any “SnapBack” on deck?

 

[Disstevefan1]

That "cheap kiddie park" is what will do well in this economic climate. Those people that can't afford the Mouse can easily afford these regional parks, especially with the $12 a month season passes.

The economic climate is just fine for the folks with money and the folks with money will still go to WDW and now maybe EPIC.

 

[DisneyHead123]

One point I haven’t seen raised is that if tariffs remain, they may favor very large companies like Disney a bit. Relative to their smaller competitors, it’s much more likely that a ginormous corporation will have the resources and influence to find a way around tariffs. That may not give them an edge in an absolute sense, but it would give them a relative edge that they might want to utilize. (Not saying that’s fair, btw, just talking about it from a parks perspective.)

I dunno. There is always a potential reason not to build. When numbers are down, it’s too save money. When numbers are up, there’s the rationale of “Why offer more at a time when we don’t need to do anything to attract more people.” On the whole, however, my understanding is that Disney has generally spent the most when revenue was either neutral or down (feel free to correct me, I know some people here know a ton about WDW history while I have a passing familiarity). I’m still relatively optimistic that most of these projects will go.

 

[Sirwalterraleigh]

One point I haven’t seen raised is that if tariffs remain, they may favor very large companies like Disney a bit. Relative to their smaller competitors, it’s much more likely that a ginormous corporation will have the resources and influence to find a way around tariffs. That may not give them an edge in an absolute sense, but it would give them a relative edge that they might want to utilize. (Not saying that’s fair, btw, just talking about it from a parks perspective.)

I dunno. There is always a potential reason not to build. When numbers are down, it’s too save money. When numbers are up, there’s the rationale of “Why offer more at a time when we don’t need to do anything to attract more people.” On the whole, however, my understanding is that Disney has generally spent the most when revenue was either neutral or down (feel free to correct me, I know some people here know a ton about WDW history while I have a passing familiarity). I’m still relatively optimistic that most of these projects will go.

I think that’s sound reasoning

However chasing quarterlies profits for stock bumps severely limits that “resiliency”

 

[Jrb1979]

The economic climate is just fine for the folks with money and the folks with money will still go to WDW and now maybe EPIC.

Unfortunately most of those with money have no interest in WDW or Epic.

 

[DisneyHead123]

I think that’s sound reasoning

However chasing quarterlies profits for stock bumps severely limits that “resiliency”

Here, have this pixie stick full of pixie dust.

It’s gonna happen SirWalter!!! (Takes another snort).

 

[Sirwalterraleigh]

The economic climate is just fine for the folks with money and the folks with money will still go to WDW and now maybe EPIC.

I’m not sure how many years you will continue to display that you don’t understand what their market is?

 

[Sirwalterraleigh]

Here, have this pixie stick full of pixie dust.

It’s gonna happen SirWalter!!! (Takes another snort).

Do I then get to learn the secret handshake of the powder boys?

And wear the water buffalo hat?

 

[Sirwalterraleigh]

And all the vessels are flagged in the Bahamas so they aren't really "domestic" even if they use US ports.

No ship will EVER be flagged in the US

 

[BrianLo]

That "cheap kiddie park" is what will do well in this economic climate. Those people that can't afford the Mouse can easily afford these regional parks, especially with the $12 a month season passes.

Good luck to them. I’ve said my piece enough that I’m not a fan. Regional parks don’t exactly have stellar records In recessions.

12$ doesn’t pay the bills.

 

[Nubs70]

No ship will EVER be flagged in the US

Thank the Jones Act.

 

[RobbinsDad]

The economic climate is just fine for the folks with money and the folks with money will still go to WDW and now maybe EPIC.

I don't know. I think even upper middle class is going to rethink extravagant vacation spending, or at least reduce the amount of trips taken. Expect a lot more special offers over the next couple of years, if things stay the current course.

 

[Ayla]

The economic illiteracy here is astounding. If you're smart you will buy the dip now and thank me later. Without turning this into a politics crap fest I will just say that if you're actually involved in manufacturing/business ownership/etc things are looking GREAT right now and I think Disney/Universal know this. I fully expect whatever hairbrained ideas Disney has cooked up to keep rolling because the domestic private jobs (non government) numbers are already way up and we're expecting to see a sizeable increase in domestic manufacturing. That means more money for people to travel and visit WDW. By the end of the year we are projecting a serious boom in the US economy because we have the capability of not being blinded by who the president is and can see what real policy is being made other than dumb grabby headlines with pictures of the markets. If the economy doesn't boom like I'm predicting I'll livestream a video of me eating a Mickey Mouse hat. Buy stocks now.

You don't have free speech in the UK and can be jailed for social media posts. You might want to sit this one out and figure your own country out first old chap.

I want whatever delusion you're having.

 

[Ayla]

This might the most misinformed post I've ever read here, which is saying something. Basically every single sentence is either factually wrong or simply doesn't understand the topic.

I'm actually impressed. Economic illiteracy indeed.

Our son actually has a degree in Economics. I'll stick with expert opinions on this, like I do everything else.

 

[Batman'sParents]

One point I haven’t seen raised is that if tariffs remain, they may favor very large companies like Disney a bit. Relative to their smaller competitors, it’s much more likely that a ginormous corporation will have the resources and influence to find a way around tariffs. That may not give them an edge in an absolute sense, but it would give them a relative edge that they might want to utilize. (Not saying that’s fair, btw, just talking about it from a parks perspective.)

I dunno. There is always a potential reason not to build. When numbers are down, it’s too save money. When numbers are up, there’s the rationale of “Why offer more at a time when we don’t need to do anything to attract more people.” On the whole, however, my understanding is that Disney has generally spent the most when revenue was either neutral or down (feel free to correct me, I know some people here know a ton about WDW history while I have a passing familiarity). I’m still relatively optimistic that most of these projects will go.

That's very true. DIS can negotiate bulk orders, while smaller companies are more likely to face the headwinds immediately. Just look at the decline of the Rusell 2000 v.s SP 500 so far today.

 

[Fido Chuckwagon]

I didn’t even think of the cruise ships, wonder if they’re somewhat isolated from the posturing since they’re made in Germany.

They’re not flagged in the US, but they’re not going to be immune to an economic crash.

 

[BrianLo]

One last thing I want to add is that I don’t personally think they’ll stick to their convictions here. Eventually somewhere along the downward spiral someone will come up with the brilliant suggestion to take the foot off the brakes.

I think a CUSMA fight could have been protracted and concessions derived. But they can’t pick a fight with the entire G20 and win.

Like we may barely last days before another retraction of the policy, let alone years. I think they idiotically thought no one would push back.

 

[Fido Chuckwagon]

No ship will EVER be flagged in the US

Norwegian has one that does just Hawaii itineraries (or at least had, haven’t stayed current on cruise happenings since Covid), but yeah, unlikely that any major line adds any more.

 

[Sirwalterraleigh]

Norwegian has one that does just Hawaii itineraries (or at least had, haven’t stayed current on cruise happenings since Covid), but yeah, unlikely that any major line adds any more.

I have a feeling that was to comply with some kind of 800 year of law set by Chief Maui