For those still interested in WDW....EPCOT Forever music was testing overnight. Seems like we are inching closer to the return of nighttime shows and all signs point to EPCOT being first back. Disney has their earnings call Thursday so will be interesting to see what (if anything) Chappie has to say about the Summer ramp up at the parks. It’s possible OC Florida hits 50% and enters phase 2 by the time of the earnings call. Gives us something else to talk about.
I expect some very generalized statements by Chapek.
He will definitely talk about attendance and capacity increasing over the summer. But look for the tone, to get a sense of the actual pace.
On one extreme: "We are examining how to safely start the process of building up capacity and looking to bring back features in modified formats. We expect mitigation measures to continue to be necessary for the rest of the year.."
The optimistic extreme would be, "with the great growth in vaccination, we expect to be able to increase capacity and attendance faster than we anticipated. We will be increasing capacity by the end of the current quarter, with the hopes of building towards full capacity and operations by the end of the fourth quarter."
So it's in the tone -- Is it slow, cautious, creating the expectation of a crawl. Or is it optimistic and aggressive, creating the expectation of a rapid buildup. This is an investor's call, they are legally obligated to be honest in setting expectations. It would be hazardous for them to misrepresent the expectations.
As to fireworks, I'm optimistic that we will have Epcot Forever by June/July. The park desperately needs a draw.
I'm less optimistic about a return of Fantasmic before late summer. But would certainly expect it to return by September.