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

[Stripes]

Food and Merch prices increased.

So higher occupancy and higher per-room guest spending =

So that seems to be the problem with Disney these days, they seem to be running their hospitality business focusing on YOY quar

My question was simply: what would you do if you were in charge of Disney? I threw in the “accountable to shareholders” bit because Disney is a public, for-profit, company and if you make changes that are obviously opposed to shareholder interests, you’ll be canned quickly by Vanguard, Blackrock, and State Street.

 

[Sirwalterraleigh]

So higher occupancy and higher per-room guest spending =

My question was simply: what would you do if you were in charge of Disney? I threw in the “accountable to shareholders” bit because Disney is a public, for-profit, company and if you make changes that are obviously opposed to shareholder interests, you’ll be canned quickly by Vanguard, Blackrock, and State Street.

It’s not higher occupancy…

And increasing prices while losing customers is not “growth” and is unsustainable

That’s why even the drunken fools on Wall Street don’t even want to
Buy their stock…the ceiling is in sight

Same with D+. Little money potential despite gaudy sub stats


Please try not try to cuddle up with myths from 2018…it’s over

 

[Stripes]

It’s not higher occupancy…

And increasing prices while losing customers is not “growth” and is unsustainable

That’s why even the drunken fools on Wall Street don’t even want to
Buy their stock…the ceiling is in sight

Same with D+. Little money potential despite gaudy sub stats


Please try not try to cuddle up with mothers from 2018…it’s over

Is it your position that WDW will not surpass 2019 attendance by 2030?

 

[Sirwalterraleigh]

Is it your position that WDW will not surpass 2019 attendance by 2030?

That’s a stupid prediction based on unknown changes and the overall economic environment between now and then.

What is the point in that?
But go ahead and try again…you get 3 strikes

 

[HauntedPirate]

How much is it up from its lowest?

To judge stocks or attendance based on that would be an unfair evaluation.

Just like measuring stock from peaks (once from D+ mania, and the second from pandemic panic).

So that we aren't just looking at peaks and valleys, let's go back to 2015. A decade seems like a decent amount of time to set the bar at, but I'm willing to be flexible (just as long as it's reasonable and we aren't going back to 1971).

Total attendance (per AECOM reports):

2015: 54,040,000
2024: 49,102,000

That's not peak attendance (which was 4.7 million higher) but not so far back as to skew things too terribly much, given population increases over time.

 

[Stripes]

That’s a stupid prediction based on unknown changes and the overall economic environment between now and then.

What is the point in that?
But go ahead and try again…you get 3 strikes

It’s just a question. With all the doom and gloom and the “losing customers is unsustainable!!” I would’ve thought this would be an easy answer for you.

 

[Sirwalterraleigh]

It’s just a question. With all the doom and gloom and the “losing customers is unsustainable!!” I would’ve thought this would be an easy answer for you.

In 4 years? My gut would say “yes”…

But that’s not where my brain is

Wdw Is losing attendance and it’s bad enough they actually have admitted it.

They had 5 mil walk away and never return post plague. That’s not normal…there was no crash…and the government started throwing cash at everyone

There’s a mix of things going on…and not because Bob sucks (he does…but this isn’t that)

It’s too expensive. That’s just the reality for this question. They can’t Gain attendance on this track because the market they believe exists…doesn’t exist. Apparently Stanford is the only place trying to sell and swallow this fable.

The line fees REALLY took a bite out of their appeal. No…it really has. You overcomplicated an already complicated process and made all the “upfront revenues combined with cost control” tactics front and center with this one. Should have really thought about the slap out of a bridge too far…they didn’t.

And this can’t be glazed: they have never failed to go up in a non-recession. It’s so antithetical it’s appalling. That’s what has been going on…and it’s not a blip.


So the idea they’re gonna stop the bleeding and add 10% or so back in 4 years? …doesn’t really compute

 

[Disgruntled Walt]

Methinks we've strayed too far from the topic at hand, mateys! BLUEY

 

[lazyboy97o]

Even if Everest was a “huge” success, did it have a better ROI than its IP counterparts? Did it spin the flywheel?
View attachment 895623


cc: @Chi84

Yes, because it was a lot, lot cheaper. That jump also correlates to a general rapid increase in tourism that occurred globally. The nice chunk of steady growth there doesn’t actually have a lot in it after Everest and even has to split one project, New Fantasyland, into three separate listings.

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.

The switch to the franchise mandate wasn’t something done over time responding incrementally to market conditions and came out of a big success. It came from Iger’s personal inability to understand the appeal of non-franchise content. We got “Non-descript roller coaster themed like India or whatever” from him discussing how he didn’t see the appeal of such things. It came from one guy, not some rational process of evaluation.

 

[Brer Panther]

How is a meet-and-greet hurting you?!

It's not hurting me, I just think it's weird putting it in Animal Kingdom and not Hollywood Studios.

Honestly, I thought it was weird when they had Lilo and Stitch doing meet-and-greets in Animal Kingdom too.

 

[Chi84]

Yes, because it was a lot, lot cheaper. That jump also correlates to a general rapid increase in tourism that occurred globally. The nice chunk of steady growth there doesn’t actually have a lot in it after Everest and even has to split one project, New Fantasyland, into three separate listings.

The switch to the franchise mandate wasn’t something done over time responding incrementally to market conditions and came out of a big success. It came from Iger’s personal inability to understand the appeal of non-franchise content. We got “Non-descript roller coaster themed like India or whatever” from him discussing how he didn’t see the appeal of such things. It came from one guy, not some rational process of evaluation.

But don't you think that if it didn't come from that "one guy" it would have come from another guy?

That's why I don't understand the dramatics around Iger. He leaves, someone else comes in and we still have tons of IP in the parks. The parks have always had it, just not as much. There isn't some revolution on the horizon if people stop "accepting mediocrity."

 

[Andrew C]

It's not hurting me, I just think it's weird putting it in Animal Kingdom and not Hollywood Studios.

Honestly, I thought it was weird when they had Lilo and Stitch doing meet-and-greets in Animal Kingdom too.

I disagree. When considering the entire context, it does hurt you and me. And the future of the parks.

Every time someone makes an excuse for a lackluster attraction tied to a popular IP. Every time someone cheers a Disney icon being shoved in their faces as amazing. Every time someone says, "it's just for kids, and kids like characters." Zootopia, Frozen Ever After, the destruction of Frontierland. Avengers Campus in DL. An "enhanced" M&G that doesn't even meet the level of what they were doing 5-10 years ago. A stale Galaxy's Edge that feels empty and uninhabited. The new Epcot. Heck, even Cosmic Rewind that is a really great ride but with a story tied to IP that adds nothing. Slapping Mickey on the wall of a store and being celebrated as great theming. The minimalist nonsense. A lame stage show with zero story. Journey of water, that could have added much more...

And it continues to be celebrated...and Disney will continue to be uninspiring.

 

[Sirwalterraleigh]

Methinks we've strayed too far from the topic at hand, mateys! BLUEY

If the average age around here was 4 i’m sure the thread would he raging

 

[lazyboy97o]

But don't you think that if it didn't come from that "one guy" it would have come from another guy?

That's why I don't understand the dramatics around Iger. He leaves, someone else comes in and we still have tons of IP in the parks. The parks have always had it, just not as much. There isn't some revolution on the horizon if people stop "accepting mediocrity."

Why should that be assumed? The franchise mandate isn’t some immutable law of nature. Maybe if it was also someone who didn’t understand why people like theme parks and thought the company should divest itself of them. Even if someone else wasn’t like Eisner getting super into the parks, it stands to reason they’d at least look to delegate to experienced professionals.

The whole argument for franchises, sequels and remakes is that it is trying to replicate proven success. Why wouldn’t someone just looking at the numbers, seeing the huge success of Expedition Everest, not say “We should do more of this”? What’s the logical reason to reject that success right as it was happening?

 

[Biff215]

Anyone else hearing that this will take over basically the entirety of the area? All Ears is reporting that animal care CMs say they’re moving. Obviously we didn’t expect the animation experience to remain with HS reopening it, but this seems like it could be the end (or pause) of Affection Station and the other experiences there as well.

Certainly hope that’s not true, just sharing what’s out there.

 

[peter11435]

Anyone else hearing that this will take over basically the entirety of the area? All Ears is reporting that animal care CMs say they’re moving. Obviously we didn’t expect the animation experience to remain with HS reopening it, but this seems like it could be the end (or pause) of Affection Station and the other experiences there as well.

Certainly hope that’s not true, just sharing what’s out there.

Highly unlikely animal care is going anywhere. The guest visible portions of animal care at CS are a fraction of the animal programs and veterinary facilities located in and around the building. It is critical to the function of the park and I don’t seen them relocating for this.

 

[Biff215]

Highly unlikely animal care is going anywhere. The guest visible portions of animal care at CS are a fraction of the animal programs and veterinary facilities located in and around the building. It is critical to the function of the park and I don’t seen them relocating for this.

Agreed, but losing even the visible portions would be an unfortunate loss. It’s possible the CMs they talked to were those on the guest facing areas.

 

[Cmdr_Crimson]

Is the animation academy being retransfer back to the Animation Building at DHS tho? makes sense for them to do this if they are removing it from Planet Watch...

 

[Biff215]

Is the animation academy being retransfer back to the Animation Building at DHS tho? makes sense for them to do this if they are removing it from Planet Watch...

I believe that’s the plan.

 

[Jon81uk]

Highly unlikely animal care is going anywhere. The guest visible portions of animal care at CS are a fraction of the animal programs and veterinary facilities located in and around the building. It is critical to the function of the park and I don’t seen them relocating for this.

Although walking through and looking at the guest facing rooms behind glass it doesn't feel like they are used as designed anymore anyway, certainly many of them just felt staged or had small animal exhibits in them rather than looking like veteinary care facilities.