Current Crowd Levels & Visitor Origins

[Chef Mickey]

You must be joking that FL tourism is thriving.

The state. FL tourism will be fine and likely is. I haven't really looked into it, but Disney is not thriving because of Disney.

 

[Chef Mickey]

You must be joking that FL tourism is thriving.

Florida’s tourism in 2025 is showing continued growth compared to an already record-breaking 2024

For 2025, early indicators suggest sustained momentum. The first two months of 2025 showed a 0.5% increase in Canadian air visitation and a 6.5% rise in overseas visitors compared to 2024.

Hmm, would you look at that.

Sources:

• Executive Office of the Governor, Florida. (2025-02-11). "RECORD BROKEN AGAIN: Florida Announces the Highest Tourism Numbers in State History in 2024."
• Florida TaxWatch. (2025-02-24). "Economic report: Florida tourism poised for growth through 2030."

 

[Lilofan]

The state. FL tourism will be fine and likely is. I haven't really looked into it, but Disney is not thriving because of Disney.

That assumption falls flat. Theee are other factors like other posters have mentioned why Disney is not thriving. When other mom and pop businesses falter and eventually close because of economic factors for example that reasoning when you substitute Disney for that company name falls flat.

 

[Lilofan]

We run the last hardware store left in downtown Charleston, SC, which is located on a peninsula in a pretty large international tourist destination, especially for high-end destination weddings.

Every major business in town has a charge account at our store or at least comes in regularly, so we’re kind of a communications touchpoint for the community.

We’ve been hearing from pretty much everyone in the hotel industry that since the pandemic, people don’t tend to book travel/pre-pay for a long stay a year in advance anymore, and that this year has been far worse; that people are nervous about the future and large, distant expenditures.

Instead, stuff is selling, sometimes at a discounted rate, at a more last-minute rate. People are booking for next weekend or next month, not next year.

The biggest vacation property management company in town, which rents out everything from historic carriage houses downtown to condos on Folly Beach to palatial houses on Sullivan’s Island says their calendars for July and August are pretty bare, and it’s been that way all Spring.

People aren’t booking until 2 or so months out, and there’s been a huge increase in booking cancellable rates.

We’ve also been hearing for months that a lot of the restaurants have been struggling, and even businesses that cater to the top 1% have been feast or famine.

I won’t even mention what’s been scaring the construction industry around here, or what it’s like being in retail right now, when most of our products come from abroad.

If businesses can weather this economic storm caused by individuals who really could not care less about me or you , it will get better in a few years.

 

[Chef Mickey]

That assumption falls flat. Theee are other factors like other posters have mentioned why Disney is not thriving. When other mom and pop businesses falter and eventually close because of economic factors for example that reasoning when you substitute Disney for that company name falls flat.

Disney has massive advantages over "mom and pop" shops and is a leader. They have scale, money, a massive brand that is the best in entertainment, top tier IP, worldwide brand recognition, the leading Parks and resorts, etc. They have fumbled their leadership position and screwed up almost every aspect of their business. There is NO excuse for this company to not be absolutely dominant.

You can't escape that Disney's failure has been internal. Ready for the facts?

In the last 10 years, the S&P500 is UP a whopping 176%.

Disney over the same time period is DOWN 12%.

That's all I need. The company has performed so poorly that even in a 10 year bull market, Disney couldn't even manage a positive return.

 

[Chef Mickey]

If businesses can weather this economic storm caused by individuals who really could not care less about me or you , it will get better in a few years.

Hopefully you'll be back in 3.5 years to actually evaluate it. Wasn't so bad the last time (better than the last 4 years, btw objectively measured by market returns, lower inflation, lower prices, and more jobs).

Not for Disney though. They've been terrible no matter who has been in charge.

BTW, literally no politician cares about any of us and neither do the people at Disney. Care about yourself and worry about your own house.

 

[Sirwalterraleigh]

Disney is a horrible stock and one of the worst managed companies in the S&P500.

…nothing further, your honor

 

[Chef Mickey]

That assumption falls flat. Theee are other factors like other posters have mentioned why Disney is not thriving. When other mom and pop businesses falter and eventually close because of economic factors for example that reasoning when you substitute Disney for that company name falls flat.

You were wrong about Florida tourism too and ignored my post with facts and sources, so I'm going to stop responding to you soon.

 

[Sirwalterraleigh]

Not for Disney though. They've been terrible no matter who has been in charge.

…same guy.

 

[Sirwalterraleigh]

You were wrong about Florida tourism too and ignored my post with facts and sources, so I'm going to stop responding to you soon.

The airline traffic reports coming in from Florida are starting to reflect the developing conditions

Tampas were really bad for April

 

[Chef Mickey]

…same guy.

2 Bobs

 

[Lilofan]

Disney has massive advantages over "mom and pop" shops and is a leader. They have scale, money, a massive brand that is the best in entertainment, top tier IP, worldwide brand recognition, the leading Parks and resorts, etc. They have fumbled their leadership position and screwed up almost every aspect of their business. There is NO excuse for this company to not be absolutely dominant.

You can't escape that Disney's failure has been internal. Ready for the facts?

In the last 10 years, the S&P500 is UP a whopping 176%.

Disney over the same time period is DOWN 12%.

That's all I need. The company has performed so poorly that even in a 10 year bull market, Disney couldn't even manage a positive return.

That’s why majority of investors in the Disney stock have their net worth in institutional managed funds that include Disney which is a small percentage in the managed funds . Over time I’ve done very well.

 

[Lilofan]

Hopefully you'll be back in 3.5 years to actually evaluate it. Wasn't so bad the last time (better than the last 4 years, btw objectively measured by market returns, lower inflation, lower prices, and more jobs).

Not for Disney though. They've been terrible no matter who has been in charge.

BTW, literally no politician cares about any of us and neither do the people at Disney. Care about yourself and worry about your own house.

Agree. All my life I never expected handouts. My family life is far different from others. It’s the mindset of - Live life like no other so later in life you can live life like no other. It’s a grind mindset not for the faint of heart. Read the book The Millionaire Next Door.

 

[Lilofan]

You were wrong about Florida tourism too and ignored my post with facts and sources, so I'm going to stop responding to you soon.

A number of airlines have cut flights to FL and other states and even foreign countries flying to the USA ( ie Europe ) . So if tourism is improving why did they go down this road?

 

[jloucks]

Disney has massive advantages over "mom and pop" shops and is a leader. They have scale, money, a massive brand that is the best in entertainment, top tier IP, worldwide brand recognition, the leading Parks and resorts, etc. They have fumbled their leadership position and screwed up almost every aspect of their business. There is NO excuse for this company to not be absolutely dominant.

You can't escape that Disney's failure has been internal. Ready for the facts?

In the last 10 years, the S&P500 is UP a whopping 176%.

Disney over the same time period is DOWN 12%.

That's all I need. The company has performed so poorly that even in a 10 year bull market, Disney couldn't even manage a positive return.

That almost sounds like they did it on purpose.

 

[jloucks]

Come on up here to Canada, and talk to people, and you'll see that is not true-at least, not here. Again, it boggles my mind how much this is being downplayed.

Based on numbers somebody posted earlier in the thread, it is true up to a 30% decrease in flights.

What actual impact that has depends on what % of WDW visitors are Canadians.

I would bet that number could be very downplayable.

 

[Lilofan]

Based on numbers somebody posted earlier in the thread, it is true up to a 30% decrease in flights.

What actual impact that has depends on what % of WDW visitors are Canadians.

I would bet that number could be very downplayable.

The lack of Canadians visiting supporting FL would not be good. In 24’ , 3 million Canadians spent $20 billion to support the FL economy. I’m impressed 70% of Canadians have passports. In the USA it’s around 46%.

 

[Raineman]

Based on numbers somebody posted earlier in the thread, it is true up to a 30% decrease in flights.

What actual impact that has depends on what % of WDW visitors are Canadians.

I would bet that number could be very downplayable.

I have seen numbers recently that estimated 3-6% of WDW guests annually are Canadian. Using the total attendance from all 4 parks in 2023, 48 million, that would be a loss of 1.4 million to 2.9 million guests annually, if every Canadian guest decided to stop visiting. If you factor in the estimated 30% drop in Canadian tourist visits overall in the US for this year, that would equal 420,000 to 870,000 less visitors this year. At an average of $3000 spent per person, that results in lost revenues of $1.3 million to $2.6 million.

 

[Disstevefan1]

 

[Laketravis]

I have seen numbers recently that estimated 3-6% of WDW guests annually are Canadian. Using the total attendance from all 4 parks in 2023, 48 million, that would be a loss of 1.4 million to 2.9 million guests annually, if every Canadian guest decided to stop visiting. If you factor in the estimated 30% drop in Canadian tourist visits overall in the US for this year, that would equal 420,000 to 870,000 less visitors this year. At an average of $3000 spent per person, that results in lost revenues of $1.3 million to $2.6 million.

Check your math.