Recent content by el_super

I think Iger is more saavy than people here want to admit. I'd also argue that Iger probably wouldn't want to make any sort of AI deal personally, but the risk of Disney NOT being, even minimally, involved in this space is too great. Even if Iger didn't want to make a deal, the board would have...

It's this. Capitalism demands it. Until the broad support for AI falls apart, Disney has to be involved. And if the broader support for AI never fades, and it does actually start replacing creatives/functions in the company, Disney can only exist if they adopt.

That YouTuber has a better understanding of how theme parks work than most people here. I don't think Disney is ever going to build another park in the US. Unless they can figure out how a higher-end boutique castle park could work out, there isn't much point in building a 7th US park. In...

That's probably a consequence of Gen Z and Gen Alpha not really using "the web" the same way older gen-x / millennials do. They do most of their research and outreach via social media platforms and AI. Makes sense that a lot of younger families wouldn't be here. Which of course, heavily tilits...

Why not? Seems like a perfectly reasonable thing to suggest that low prices and high demand put a lot of stress on the system/industry and created a widening gap in customer expectations and behavior. Pretty easy comparison to make to theme parks.

Yes they did. Which is why we have seen them pull back on discount programs like the Annual Passes. People going multiple times per year, which I would assume the general populace of this board overly represents, end up devaluing the whole of the experience. No matter how good the Haunted...

Disney controls the attendance. They could lower the pricing to fill the park if that was their goal. It's not. They've been trying to re-set expectations of what pricing at the parks should be. They need to justify spending $60B+ on new attractions and lands, and the only way to justify that...

Not really. If they have a new ride, and everyone goes in expecting to ride that attraction, they definitely end up hitting capacity limits and having to turn people away. People don't judge attractions as equal experiences, so they get disappointed when you turn them away from Tron and tell...

Sure. As someone who was once a regular and stopped going primarily because it felt too busy, anything they can do to limit and control crowds is a plus to me. Raising prices seems like the fairest way to decide who can and cannot go, which is something they have had to do since day one. For all...

Side musing: this is also another step toward eliminating the current model of Annual Pass and switching over to an airline style legacy program.

I think this is the most likely scenario. Since they've moved to price tier based tickets, lower tier days are being packed and creating some of the same crowding issues they were seeing through 2019. If the cheapest days are the most crowded and unpleasant now their options would be: -reduce...

Some of us have been saying this was coming.... for years. They have a need to increase revenue, that can't be debated, but it's interesting to think that they are still hitting capacity limits in a way that would allow increasing price to curb demand. Clearly the parks aren't that empty at all.

Because they're doing pretty well compared to their competitors.

It makes a lot of sense when you put it in the context of family vacation destination. Families go to Disney Parks to spend time together and honestly, a lot of them are not big coaster enthusiasts. Cruise ships allow for an environment where a family can split up and do different things and...

Yeah understood. There's just not a whole lot Disney can do to change that. That broader societal change isn't something that can be countered or changed by Disney management, so if they are going to become the next Kodak because people think Korea is a cooler place to visit, then what's to be...