News Bluey To Join Disney Experiences at its U.S. Theme Parks and Cruise Line Beginning in 2025

[CoastalElite64]

If people want to settle for crap, that’s fine. Disney likes it. The new Disney Difference. “I can see Elsa. I can see Nick Wilde. I can see bluey.” That’s what matters now. Quality be damned.

There are themeparks with no or less IP.

Disney and Universal are going to use IPs.

 

[Andrew C]

There are themeparks with no or less IP.

Disney and Universal are going to use IPs.

Fine....then make them good. As I said at the very beginning, Disney is very good at turning something very popular into an underwhelming park experience.

 

[lazyboy97o]

There are themeparks with no or less IP.

Disney and Universal are going to use IPs.

Disney uses an IP at the directive of someone who thinks you’re an idiot for liking theme parks and too stupid to understand anything else.

 

[Chi84]

Disney uses an IP at the directive of someone who thinks you’re an idiot for liking theme parks and too stupid to understand anything else.

Is that the only reason?

 

[lazyboy97o]

Is that the only reason?

Yes. It wasn’t a “business” decision. It was made even though the Nondescript Roller Coaster Theme Like India or Whatever was a huge success while it was also decided that the parks were not a core Disney business that should be divested.

 

[Chi84]

Yes. It wasn’t a “business” decision. It was made even though the Nondescript Roller Coaster Theme Like India or Whatever was a huge success while it was also decided that the parks were not a core Disney business that should be divested.

Is that going to be fixed?

 

[Stripes]

Yes. It wasn’t a “business” decision. It was made even though the Nondescript Roller Coaster Theme Like India or Whatever was a huge success while it was also decided that the parks were not a core Disney business that should be divested.

Even if Everest was a “huge” success, did it have a better ROI than its IP counterparts? Did it spin the flywheel?

cc: @Chi84

 

[peter11435]

Yes. It wasn’t a “business” decision. It was made even though the Nondescript Roller Coaster Theme Like India or Whatever was a huge success while it was also decided that the parks were not a core Disney business that should be divested.

You are a wealth of information on these forums and I generally agree with most of your posts. However to imply that the IP mandate is not a businesses decision is crazy. I’m certainly no fan of the IP mandate and I think there needs to be a mix of original attractions, but there are obviously significant business reasons why utilizing IP is preferable for the company. Even if some of those reasons may be misguided long term.

 

[easyrowrdw]

Cheap...lazy....but people will exclaim "its so sweet!" Its no wonder Disney gets away with this stuff and continues to make money. The current crop of Disney fans have zero standards.

I think bringing in Australian animals is something that moves this beyond being cheap and lazy. It’s not as “good” as a full attraction but they probably didn’t need to do anything more than the meet and greet.

I hope they have larger plans for the characters. The speculated Oceania would be cool. At this point, Disney characters are a requirement but there’s plenty that could be done with that part of the world at AK.

 

[monothingie]

Even if Everest was a “huge” success, did it have a better ROI than its IP counterparts? Did it spin the flywheel?
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cc: @Chi84

OI growth has been driven by focusing on optimizing per guest spending through upcharges like hard ticket events and LL.

The massive jump in OI between FY2019 (Peak attendance) and FY 2022 (2012 levels of attendance) was not driven by more guests coming through the park to see the results of investments in physical park attractions, but rather the laser like focus on maximizing per guest revenue through investments like LL.

You can clearly see the money people like Hugh "G." Johnston are more excited to talk about things like dynamic pricing than actual Capex on tangible items like rides and resorts.

 

[Brer Panther]

more comprehensible storyline.

What exactly is the storyline of Frozen Ever After? From what I can gather, Elsa apparently made it snow in the summer for the people of Arendelle to enjoy... but then all of a sudden the plot becomes "you're going to see Elsa! Isn't that cool?!" and then you see Elsa in her ice palace, singing "Let It Go" again for some reason... and then you go backwards and Anna, Elsa and Olaf sing "In Summer"... again, for some reason.

I would hesitate to call this a coherent storyline.

 

[Stripes]

OI growth has been driven by focusing on optimizing per guest spending through upcharges like hard ticket events and LL.

The massive jump in OI between FY2019 (Peak attendance) and FY 2022 (2012 levels of attendance) was not driven by more guests coming through the park to see the results of investments in physical park attractions, but rather the laser like focus on maximizing per guest revenue through investments like LL.

You can clearly see the money people like Hugh "G." Johnston are more excited to talk about things like dynamic pricing than actual Capex on tangible items like rides and resorts.

So we’re just ignoring the 2012 to 2019 ramp?

 

[Stripes]

Every IP starts in the parks as a meet-and-greet before it becomes something much bigger…

Disney is paying significant license fees for a meet-and-greet? I don’t think so.

This faux outrage is absurd. How is a meet-and-greet hurting you?!

 

[monothingie]

So we’re just ignoring the 2012 to 2019 ramp?

So we're just ignoring the 2019 to 2022 jump in OI with a 25% loss in net attendance?
So we're just ignoring the overall increase in pricing on everything, pacing well ahead of inflation between 2012 and 2025?

 

[monothingie]

What exactly is the storyline of Frozen Ever After? From what I can gather, Elsa apparently made it snow in the summer for the people of Arendelle to enjoy... but then all of a sudden the plot becomes "you're going to see Elsa! Isn't that cool?!" and then you see Elsa in her ice palace, singing "Let It Go" again for some reason... and then you go backwards and Anna, Elsa and Olaf sing "In Summer"... again, for some reason.

I would hesitate to call this a coherent storyline.

If only it had an oil rig in it to cohesively tie the story of the ride together.

 

[Stripes]

So we're just ignoring the 2019 to 2022 jump in OI with a 25% loss in net attendance?
So we're just ignoring the overall increase in pricing on everything, pacing well ahead of inflation between 2012 and 2025?

Not ignoring it, but we’re having a conversation about the business rational for IP-based attractions, such as Bluey. Introducing more variables to the discussion clouds the picture. So, it makes more sense to focus our discussion on the 2012 to 2019 time-period before extra variables were introduced, including higher pricing, park reservations, and Genie+. Unless you want to make this thread about pricing as well…

 

[monothingie]

Not ignoring it, but we’re having a conversation about the business rational for IP-based attractions, such as Bluey. Introducing more variables to the discussion clouds the picture. So, it makes more sense to focus our discussion on the 2012 to 2019 time-period before extra variables were introduced, including higher pricing, park reservations, and Genie+. Unless you want to make this thread about pricing as well…

The growth in OI (since 2012) is directly correlated to increased pricing and increased visitation.

Between 2012 and 2019, the only major addition to WDW was Toy Story Land. (SWGE while opening in 2019 was done in phases and actually wound up leading to lower attendance in the summer of 2019 because of crowding concerns that never materialized. Of course Covid threw FY 2020 into chaos, so the true impact of SWGE was only realized in 2022.). So I'm not sure how you can correlate "New thing" coming online directly affecting OI during that period. The largest growth in OI based on the information provided was from 2012-2016 interestingly for domestic parks. This also served as the time in which pricing increase substantially and paid "extras" became prevalent.

 

[Sirwalterraleigh]

So we’re just ignoring the 2012 to 2019 ramp?

What “ramp”?

Hold on…let me get my popcorn

 

[Stripes]

The growth in OI (since 2012) is directly correlated to increased pricing and increased visitation.

Between 2012 and 2019, the only major addition to WDW was Toy Story Land. (SWGE while opening in 2019 was done in phases and actually wound up leading to lower attendance in the summer of 2019 because of crowding concerns that never materialized. Of course Covid threw FY 2020 into chaos, so the true impact of SWGE was only realized in 2022.). So I'm not sure how you can correlate "New thing" coming online directly affecting OI during that period. The largest growth in OI based on the information provided was from 2012-2016 interestingly for domestic parks. This also served as the time in which pricing increase substantially and paid "extras" became prevalent.

The chart in question is OI growth of domestic parks, not just WDW.

2012-2017 was also when Imagineering was putting out excellent quality expansions under Bruce Vaughn’s leadership.

 

[Sirwalterraleigh]

2012-2017 was also when Imagineering was putting out excellent quality expansions under Bruce Vaughn’s leadership.

They did one in 2010 and one in 2017…none since

And we probably don’t understand what “expansion” means either