what are the chances Disney continues to invest WDW post 2022 to correct the deficiencies in the build out of the parks?

[Naplesgolfer]

Epcot ,AK and HS need a significant amount of additional investment. IMHO it will take a large commitment to just catch up with where they would have been if they had invested for the last 15 years. Do any of our insiders have a opinion or knowledge as to Disney's plans or desires to continue to fix the ride/attraction capacity problem in 2022-2026 ??

 

[bUU]

That's a question pre-loaded with assumptions. The first question that Disney managers need to be asked is whether there is a "ride/attraction capacity problem" that they need to address. If their answer is 'no', then your question makes no sense in context. As it is, the insiders who have that information probably wouldn't risk their jobs to share it but we can intuit it from reverse-engineering their actions.

 

[jaxonp]

Disney doesn’t see what you say as a problem.

 

[seascape]

Of course Disney will continue to do work on the existing 4 themeparks and hopefully the 2 water parks. D23 this year will continue to talk about additions and eventually they will build the theater needed in MK. Just wait until you see the attendance numbers for 2020 with a full year of SW:GE in both Florida and California.

BTW no matter what they do with the 4 parks, they will need a 5th by 2026.

 

[AEfx]

Disney doesn’t see what you say as a problem.

This. Once the current projects at the studios are done, Epcot has its new attractions, Tron is finished at MK, we will probably see something new or redone at AK...but beyond that, a new gate is more likely than not at this point.

@ParentsOf4 did a good break down awhile back as to why a new gate is pretty much a no-brainer within the timeframe being discussed here. Remember, AK had its 20th anniversary last year.

Fans will cry “build out existing parks!” but the truth is, they kind of have been doing that or are in the works of doing it as far as they think they need to, and for many reasons a new gate is a more attractive investment for how Disney wants to do business.

 

[Naplesgolfer]

Disney doesn’t see what you say as a problem.

I think it is safe to say Disney needs to make ever more profits from the parks. Wall Street looks at revenue growth rates. Law of big numbers is a problem. They only way they grow at ever increasing rates off a large base is to make all the parks as busy as MK. The only way to do that is with significant investment.

 

[Heppenheimer]

One monkey wrench in the works and something Disney has no control over- recession! These happen, on average, every 7 years and the last one was in 2008. If the larger economy takes a dip, especially after all the recent heavy investment in the parks, don't expect anything big for awhile.

 

[jaxonp]

I think it is safe to say Disney needs to make ever more profits from the parks. Wall Street looks at revenue growth rates. Law of big numbers is a problem. They only way they grow at ever increasing rates off a large base is to make at the parks as busy as MK. The only way to do that is with significant investment.

There is a large percent of people who will always just see Disney as the Magic Kingdom and won’t venture to the other parks. It is what it is.

 

[ImperfectPixie]

There is a large percent of people who will always just see Disney as the Magic Kingdom and won’t venture to the other parks. It is what it is.

Which is an unfortunate lose/lose situation.

 

[seascape]

There is a large percent of people who will always just see Disney as the Magic Kingdom and won’t venture to the other parks. It is what it is.

Wait until you see the attendance numbers for 2020. I think you will change you mind when you see how many people go to HS.

 

[Naplesgolfer]

There is a large percent of people who will always just see Disney as the Magic Kingdom and won’t venture to the other parks. It is what it is.

Maybe but I would argue Disney needs all the Parks as busy as MK in the future to meet the ever increase profit goals. I want them to do it for different reasons.

 

[marni1971]

I think there’s a good chance

 

[Kman101]

That's a question pre-loaded with assumptions. The first question that Disney managers need to be asked is whether there is a "ride/attraction capacity problem" that they need to address. If their answer is 'no', then your question makes no sense in context. As it is, the insiders who have that information probably wouldn't risk their jobs to share it but we can intuit it from reverse-engineering their actions.

Stop. Just stop.

It's a very valid question and one I too have.

 

[Kman101]

I think there’s a good chance

That's almost a miracle. But I'm glad they ... understand (?) they need continued investment.

 

[Bob Harlem]

Epcot ,AK and HS need a significant amount of additional investment. IMHO it will take a large commitment to just catch up with where they would have been if they had invested for the last 15 years. Do any of our insiders have a opinion or knowledge as to Disney's plans or desires to continue to fix the ride/attraction capacity problem in 2022-2026 ??

Based on the new park Universal is building it's pretty darn likely. DHS and DAK probably wouldn't have happened like they did originally if it weren't for them.

 

[danlb_2000]

Wait until you see the attendance numbers for 2020. I think you will change you mind when you see how many people go to HS.

But even if people do go to another park, pretty much everyone is going to spend at least some time in MK during their trip, which cannot be said for any of the other parks. Because of this MK will always be the "weakest link".

 

[Naplesgolfer]

I think there’s a good chance

You are killing me with this!

 

[Tony the Tigger]

 

[The Pho]

BTW no matter what they do with the 4 parks, they will need a 5th by 2026.

I think there’s a good chance

5th gate confirmed by Martin!

 

[Naplesgolfer]

5th gate confirmed by Martin!

I would take that vs stagnation. But I would rather they full build out the 3 incomplete parks they have. It would be less expensive and easier/cheaper to run as well.