Disney(World) vs. Disney(land)?

[jt04]

Yes, TDO accounting dept. will be having their Rate Increases = Profit Increases celebration at 6pm this evening. Platters of cold cuts will be served, and a cash bar will be available for those who care to indulge.

See post 182

 

[Jim Handy]

I find it telling that WDW attendance is being completely glossed over.

 

[jt04]

Agreed. I think and hope Carsland can have the same effect on domestic Disney parks that WWoHP had on Comcast/Uni. Comcast has seen how much they can make off of significant, quality enhancements and additions, and from that we've gotten Transformers, Despicable Me, Cinematic Spectacular, Superstar Parade, new Spider-man, Cabana Bay Beach, Potter 2, and countless other projects that haven't even got going yet.

If we can get the same kind of Renaissance from WDW, Orlando will be every theme park geeks nirvana.

I have been saying this for years and all I got was ignored. The irony!

 

[GLaDOS]

FYI, Iger said nothing about WDW attendance on the conference call. Noted every other resort's numbers though.

 

[GLaDOS]

I have been saying this for years and all I got was ignored. The irony!

No, you were saying that WDI had no time for WDW since they had to focus on DCA. Which is not true.

 

[Jim Handy]

Agreed. I think and hope Carsland can have the same effect on domestic Disney parks that WWoHP had on Comcast/Uni. Comcast has seen how much they can make off of significant, quality enhancements and additions, and from that we've gotten Transformers, Despicable Me, Cinematic Spectacular, Superstar Parade, new Spider-man, Cabana Bay Beach, Potter 2, and countless other projects that haven't even got going yet.

If we can get the same kind of Renaissance from WDW, Orlando will be every theme park geeks nirvana.

Theme Park Wars would be fun.

Very fun.

Two points....

TDO largely can't throw up roadblocks if that is what you are suggesting. Most of the big decisions are made out of California now. TDO did what they had to do to get Iger his numbers. I doubt Iger is unhappy with them.

Second, I have been making the point for years now on this forum that DCA 2.0 would prove the economics of "significant expansion". Glad you have joined me on Team Optimism.

I'd always hoped DCA would inspire expansion. But like I said, it looked like it wouldn't.

 

[DisneyFan 2000]

I have been saying this for years and all I got was ignored. The irony!

You're being ignored because you're talking out of your behind with no backing to prove your points, moreover sometimes just flat out insulting so-called "haters" to make your point. The fact that your bottom line prediction that things will eventually go up is moot. Of course at some point things will make a turn around - that's not a prediction, just a vague statement. We should all be happy the company is seeing the good in capital investment but your I-told-you-so attitude is really grating.

 

[Lee]

Lee, is there any chance that there will be any placemaking in TL to make the theming more cohesive as part of the TL E Ticket project?

There would need to be at least some placemaking done.

I thought TDO originally wanted Carsland/RSR, but didnt want to spend the money. Or, was it that The left coast essentially blocked them from getting it?

Nope.
It was Blue Skied for DHS a few years back. Never went anywhere.
TDO never asked for it, to my knowledge, until recently when they saw the effect it had on DCA.

 

[Patricia Melton]

Wow - I would personally take some temporary cuts if it means funneling more into expansion and additions. I am glad they are feeling the pinch...FINALLY. Whatever they choose to do to Studios, it has to be an improvement. I don't think the park can get any worse than it is now...

DHS is a half-day park for my family. The only thing I really like doing there is walking down Sunset Boulevard and wishing the giant moon bounce hat is not there. I used to walk there and wish that the real Hollywood was as beautiful as the one in DHS.

I think a full redo of DHS is needed and that if done properly it would obliterate Potterland at Universal. I picture it getting four or five lands that are better than Potterland if TDO really wants to nullify Potter.

 

[jt04]

No, you were saying that WDI had no time for WDW since they had to focus on DCA. Which is not true.

Just part of the picture selectively edited by you and others.

I think I mentioned the pendulum of investment would be returning to WDW. Pandora may be the first of multiple adds.

Watch and see.

 

[GLaDOS]

Theme Park Wars would be fun.

Very fun.

I'd always hoped DCA would inspire expansion. But like I said, it looked like it wouldn't.

Yea, it did look like it wouldn't. Luckily that seems to have changed.

 

[Rosso11]

Way To Go TDO

I guess our resident TDO bashers will be getting fall down drunk tonight.

Baaaaa-ha-ha-ha!

What are you celebrating? Because there was an increase in guest spending because TDO raised prices across the board? Orlando's attendance is DOWN! If it was up they would have been gloating about it the same way they are about DL. There is a good reason there is no mention of DW's attendance. They are embarassed by it.

 

[jt04]

You're being ignored because you're talking out of your behind with no backing to prove your points, moreover sometimes just flat out insulting so-called "haters" to make your point. The fact that your bottom line prediction that things will eventually go up is moot. Of course at some point things will make a turn around - that's not a prediction, just a vague statement. We should all be happy the company is seeing the good in capital investment but your I-told-you-so attitude is really grating.

I have been incredibly consistent with how I thought things would happen and have been almost perfectly accurate. And I have been flamed endlessly for it by some. Many have tried to get me banned.

So you can endulge me while I gloat a bit. Or not, it really does not matter.

 

[pheneix]

Random thoughts from conference call as I listen to it:

Bob Iger absolutely destroyed any hint of any additional capital investment coming to WDPR aside from New Fantasyland and Shanghai Disneyland. I would presume that Avatarland is implied when they speak of expeditures going forward but it was not mentioned by name.

WDPR profits were massively juiced by Tokyo Disney's revenues coming back and a new cruise ship. DIsney is reporting Domestic Parks attendance as up 1% on the quarter. We know how Disneyland's summer has played out so it goes without saying that WDW is running off the rails. The conference call also notes that numbers of rooms occupied was on par with prior year but available inventory has increased. This means that WDW is having major trouble selling new construction and is cannibalizing existing inventory with new product. And that was reflected in Q3 which ended June 30. For the bean counters, July absolutely sucked for Walt Disney World with water parks being the only bright spot against lower theme park attendance and noticably lower room sales. This is also reflected with lower Magical Express ridership and fewer dining packages sold. Whether Disney bothers confirming this during the Q&A segment is anybody's guess.

EDIT: My question was already answered. Disney reporting that Q4 room bookings up 1% with prices higher at 4%. No breakdown of how these numbers breakdown with respect to DLR, WDW, and now Aulani. My educated guess is that WDW is modestly down, DLR is at or near capacity on higher prices, and Aulani may just be plodding along. Or Aulani could be doing gangbusters and WDW is noticably down. The only constant is Disneyland's blockbuster summer. Thank you Disney for your thorough guidance to concerned investors. Geez.

 

[jt04]

What are you celebrating? Because there was an increase in guest spending because TDO raised prices across the board? Orlando's attendance is DOWN! If it was up they would have been gloating about it the same way they are about DL. There is a good reason there is no mention of DW's attendance. They are embarassed by it.

It is only down (IF it is) because of increased competition from Legoland and people delaying visits awaiting the FLE.

Tempest in a tea cup.

 

[jt04]

Random thoughts from conference call as I listen to it:

Bob Iger absolutely destroyed any hint of any additional capital investment coming to WDPR aside from New Fantasyland and Shanghai Disneyland. I would presume that Avatarland is implied when they speak of expeditures going forward but it was not mentioned by name.

WDPR profits were massively juiced by Tokyo Disney's revenues coming back and a new cruise ship. DIsney is reporting Domestic Parks attendance as up 1% on the quarter. We know how Disneyland's summer has played out so it goes without saying that WDW is running off the rails. The conference call also notes that numbers of rooms occupied was on par with prior year but available inventory has increased. This means that WDW is having major trouble selling new construction and is cannibalizing existing inventory with new product. And that was reflected in Q3 which ended June 30. For the bean counters, July absolutely sucked for Walt Disney World with water parks being the only bright spot against lower theme park attendance and noticably lower room sales. This is also reflected with lower Magical Express ridership and fewer dining packages sold. Whether Disney bothers confirming this during the Q&A segment is anybody's guess.

Guess they will have to get busy on Pandora before 2013. Oh, wait!

 

[Tim Lohr]

In my opinion Epcot needs the most work done... the entire from half of the park makes no sense anymore and 1/3 of the pavilions are complete embarrassments at this point... (Imagination, Energy, IMO SPACE, The ending of SSE) At least DHS has a good line up of attractions Epcot has a few, but most of them have been so butchered or just left to become stale and outdated. Sadly it is the weakest of the four and seeing as it was my favorite park that's saying something.

I agree completely, they should restore Future World to its original glory and intent, and if they want to add excitement to Epcot, World Showcase has plenty of extra space for thrill rides/attractions. Germany, Italy, Japan, Morocco, and France all have room next to them for the "future pavilions" that most likely aren't ever going to happen, they should use that space for attractions at each of those countries. It'd be real easy to re-theme things like the "Rock and Rollercoaster" ride system into a Japanese Bullet Train, draw the teenagers the Disney over looks, and doing it at Epcot, which is supposed to be the "grown up" park, is the most logical location

 

[pheneix]

More thoughts. Cruise line bookings reported up 38% year over year and apparently this is included in the Q4 guidance of total bookings up 1%. If this is the case, Walt Disney World is officially in serious, serious trouble.

 

[Jim Handy]

It is only down (IF it is) because of increased competition from Legoland and people delaying visits awaiting the FLE.

Tempest in a tea cup.

And Universal....

 

[Buried20KLeague]

Imagine all that could get turned around by Disney World's 50th with him at the helm. Boy oh boy... A fan can dream, no?

I mean, he's been in basically this EXACT spot before, and was an absolute success. Turned DL around in time for it's 50th.