My thoughts on these two aspects of your well-considered post.
1) Remember when the CFTOD took over, and it looked one way. Then, the world learned of King Charles III? It's like that. Disney had no need to settle this case unless it got everything it wanted. The timing isn't coincidental.
And...
Oh, it 100% was. If DeSantis had won anything, he'd have been unbearable. That's his brand. Since he had to capitulate, this is what we got instead.
I wonder what was on Martin Garcia's phone...
Out of all the arguments I've read, this is the one that is closest to a reason why Disney would worry. At the end of the day, I suspect the percentage of people who leads with a Universal vacation and squeezes Disney in that the reverse proves to be less than 5 percent of tourists -- 1 out of...
This isn't even Disney counting. It's the Themed Entertainment Association. You're creating straw man after straw man in an attempt to negate the simple fact that Disney's theme park attendance triples Universal's. What I said about a 100+ million attendance lead is irrefutable fact. Disney's on...
1) People need to stop selling bridges here.
2) I absolutely believe Disney wants to maintain its current attendance levels at parks. The current model of guests paying more per visit is ideal. They're building new DVC expansions because that's found money. People pay for the parks when they're...
This is an argument of semantics. When we discuss admission park admissions, the Themed Entertainment Association counted Disney at 156 million in 2019, Merlin at 67 million, OCT Parks at 54 million, and Universal at 51 million. That's a gap of 105 million people. Disney triples Universal...
It's a debate about whether Disney views Universal as competition to the point that it'll worry about Epic Universe. It doesn't. Nobody's gonna spend $50k to eat sometimes at one restaurant at Universal Studios. Disney's literally trying to keep fewer people from visiting, as the "competition"...
No, that was fact. During the last year before the pandemic, Disney parks hosted 156 million guests. Universal was at 51 million. Merlin had 67 million, but Chimelong would have passed it quickly if not for the pandemic. Its parks doubled in five years to 54 million by 2019.