• The new WDWMAGIC iOS app is here!
    Stay up to date with the latest Disney news, photos, and discussions right from your iPhone. The app is free to download and gives you quick access to news articles, forums, photo galleries, park hours, weather and Lightning Lane pricing. Learn More
  • Welcome to the WDWMAGIC.COM Forums!
    Please take a look around, and feel free to sign up and join the community.

Len Testa - “Disney positions itself as the all-American vacation. The irony is that most Americans can’t afford it.”

Tha Realest

Well-Known Member
Definitely not going after that family from Denver that goes once every 5: years.

They are going after those people who have no kids and have high disposable incomes. It's been said a few times a lot families don't have the same disposable income they once had.
In Bob's mind why go after then when you can go after the childless people.
Fun fact: Bob, Josh, Jeff and all those who make the parks what they are today will be long gone when this generation or two of young families have their own disposable income and no nostalgic attachments to Disney Parks. Put simply: they don’t care.
 

networkpro

Well-Known Member
In the Parks
Yes
Was ist das? 🇩🇪🤔
Offensichtlich hat Herr Hawkins einige Stunden damit verbracht, die Daten zusammenzustellen und zu prognostizieren, warum und wo die Dinge im Magic Kingdom begrenzt sind, und einige geplante Abhilfemaßnahmen, um das Verhältnis der verfügbaren Sitzplätze umzukehren, damit den Gästen mehr zur Verfügung steht
 

denyuntilcaught

Well-Known Member

Sirwalterraleigh

Premium Member
The article is interesting…has a lot of facts and good background info…but the premise is off and it is too dreamer to really make a consistent point

You can’t make an article about how to make the parks more enjoyable and handle people more effectively when they have deliberately done the opposite of that for 20+ years…by design

They even acknowledge it in the beginning

So it’s just kinda stream of consciousness soliloquy
 

tommyhawkins

Well-Known Member
The article is interesting…has a lot of facts and good background info…but the premise is off and it is too dreamer to really make a consistent point

You can’t make an article about how to make the parks more enjoyable and handle people more effectively when they have deliberately done the opposite of that for 20+ years…by design

They even acknowledge it in the beginning

So it’s just kinda stream of consciousness soliloquy
It certainly wasn't meant to be a "stream of consciousness silliloquy". I removed a sidebar with my opinion that they are completely incapable of making decent planning decisions and operate five minutes at the time.
You can take the premise as "dreamer" that they would want to create a better experience or you can take the article as a blueprint how MK could change over coming years, albeit with no consideration for how you experience the park cos there will happily let the capacity problem persist

Either way thanks for reading!
 

Sirwalterraleigh

Premium Member
It certainly wasn't meant to be a "stream of consciousness silliloquy". I removed a sidebar with my opinion that they are completely incapable of making decent planning decisions and operate five minutes at the time.
You can take the premise as "dreamer" that they would want to create a better experience or you can take the article as a blueprint how MK could change over coming years, albeit with no consideration for how you experience the park cos there will happily let the capacity problem persist

Either way thanks for reading!
I like a lot of what you have in there…

It’s just contrary to what their goals are. One way or another…this “management” isn’t going anywhere. They’ve fallen down the well of stock chasing over quality and there’s no way to pull out of it. Unless they sell…in which case it will be strip mined over time.

It’s just where we’re at.
 

lentesta

Premium Member
Here you go....I'm barely a quarter into it...maybe...it delves into the financial.....


It's a solid analysis of the problem. Nice job @tommyhawkins.

I'm all for removing Jungle Cruise and the Speedway from the MK to make way for new attractions. I'd be moderately surprised if the Speedway (at least) was not on the short list of Phase 2 ideas.
 

Sirwalterraleigh

Premium Member
It's a solid analysis of the problem. Nice job @tommyhawkins.

I'm all for removing Jungle Cruise and the Speedway from the MK to make way for new attractions. I'd be moderately surprised if the Speedway (at least) was not on the short list of Phase 2 ideas.
Handling more people is not their goal. You know that.

They are hoping to “reverse engineer it”…they will only add actual capacity if the attendance and demand rises to ensure an increase in the easy line skip revenue.

This isn’t hard. A huge oversight many Disney fans and prognosticators make is believing the management is “smart”.

Opinions vary on that…but what they aren’t anymore is “subtle”…it not hard at all to see what they’re getting at with their moves.

Lightning lane is literally free money…it required only exiting overhead. Not a dime more. The addict isn’t gonna stop using that drug.

So why not do a replacement/reskin and call it a shiny new toy? It’s only been 15 years of that. And their belief is the numbers will organically increase - rising tide of largesse lifts all boats - and will only increase the LL demand they are rigging.
Unfortunately that is not the trend on the ground we see.

It will be what it will be…but trying to “figure it out” from their angle is not hard at all.
 
Last edited:

PREMiERdrum

Well-Known Member
I would be interested what @PREMiERdrum has to say about this thread?

But I think he’s busy in the school year.
I'm always around, and have been keeping up on this one.

In our little corner of the business, a few clear trends have emerged:

- Seniors who are well-invested and living comfortably are keeping the cruise lines happy. Cruising will almost certainly be the largest part of our business this year (and that's never happened).

- Affluent young families are still quoting and booking WDW, but most are trending towards shorter, denser stays with fewer regular park days and a higher propensity for special events, planning around deluxe extra hours, etc.

- My most hardcore, pixieduster clients are scraping to get a couple of days in the parks... staying offsite, driving instead of flying, and planning shorter itineraries. I have several families who were nearly religious about a long onsite stay - with hopper tickets and dining plans - every year. No more.

- Our "average family" Disney clients just aren't booking. Given current economic pressures, I don't see this changing any time soon.

I'll be onsite next week, staying at Beach Club on a wild bounceback discount booked during our June trip (just my wife and I, Food & Wine Festival for my 41st). I also just booked a Wilderness Lodge villa for the week of my daughter's dance nationals next June on a crazy TA discount rate.... those are listing with pricing and availability I've never seen before.
 

Sirwalterraleigh

Premium Member
I'm always around, and have been keeping up on this one.

In our little corner of the business, a few clear trends have emerged:

- Seniors who are well-invested and living comfortably are keeping the cruise lines happy. Cruising will almost certainly be the largest part of our business this year (and that's never happened).

- Affluent young families are still quoting and booking WDW, but most are trending towards shorter, denser stays with fewer regular park days and a higher propensity for special events, planning around deluxe extra hours, etc.

- My most hardcore, pixieduster clients are scraping to get a couple of days in the parks... staying offsite, driving instead of flying, and planning shorter itineraries. I have several families who were nearly religious about a long onsite stay - with hopper tickets and dining plans - every year. No more.

- Our "average family" Disney clients just aren't booking. Given current economic pressures, I don't see this changing any time soon.

I'll be onsite next week, staying at Beach Club on a wild bounceback discount booked during our June trip (just my wife and I, Food & Wine Festival for my 41st). I also just booked a Wilderness Lodge villa for the week of my daughter's dance nationals next June on a crazy TA discount rate.... those are listing with pricing and availability I've never seen before.
So the truth seems to be what it appears to be?

This all lines up to an old carmuggeon watcher (my body says Gen X…my brain was transported from the past in an unsanctioned marvel esque science experiment gone wrong) like me…no matter how many disingenuous proclamations of roaring business are made from the echo chambers in Orlando and Burbank…

The ship continues to leak.

Thank you, sir
 

Touchdown

Well-Known Member
Meanwhile, at the competition, Universal’s business is changing. It was pretty clear to me that the hotels were quite full, Hard Rock certainly was. HHN was as crowded as it ever was, but attendance is either flat or only mildly increased because IOA and USF day attendance is way down compared to previous years, VB seemed steady, and obviously Epic is doing well. Clearly the attempt to force USF and IOA days in exchange for Epic days wasn’t working as starting in January vacationers will be able to hop at will. I suspect that will bring an end to evening at Epic being quieter as with its later close, especially come Jan/Feb a lot of vacationers are going to hop there at night. Going to be interesting to see the dynamic, especially with APs still blocked from included admission as part of their pass. I suspect Universal is going to lose a lot of APs over that and VB closing next fall in the coming year. Expect Comcast to focus on their higher per cap spending in their filings.
 

Sirwalterraleigh

Premium Member
Time to dial up "luxury" to 11??
1761742562764.jpeg
 

DisneyHead123

Well-Known Member
Here you go....I'm barely a quarter into it...maybe...it delves into the financial.....


Interesting… definitely agree that more capacity is needed although I would be very sad to see Jungle Cruise and / or Speedway go. They’re some of the only rides my son has been able to do thus far (hasn’t actually done JC but said he’d be good with it on our next trip) and rides just keep getting more intense from a sensory perspective, so he probably won’t like whatever they’re replaced with.

Another strategy I wonder about is expanding offerings at resorts, especially monorail resorts. My preference would be something like a show, but Disney seems to avoid adding additional performers for whatever reason. So heck, I’d be fine if it was even something blatantly merch centric like a Disney Build-A-Bear situation. I think that would encourage people to spend more time at the resorts, and potentially draw people out of the parks if they were monorail resorts.
 

Register on WDWMAGIC. This sidebar will go away, and you'll see fewer ads.

Back
Top Bottom