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Recent content by Sirwalterraleigh

  1. Sirwalterraleigh

    News Walt Disney World Holidays 2025

    She’s a local…so fits that fill in slot well
  2. Sirwalterraleigh

    Len Testa - “Disney positions itself as the all-American vacation. The irony is that most Americans can’t afford it.”

    Let’s be careful about the quotes Nothing political about anything I’ve said
  3. Sirwalterraleigh

    Len Testa - “Disney positions itself as the all-American vacation. The irony is that most Americans can’t afford it.”

    Don’t hassle the hoff?
  4. Sirwalterraleigh

    Len Testa - “Disney positions itself as the all-American vacation. The irony is that most Americans can’t afford it.”

    That was 2 days ago… The only “boycott” going on is the prices are too high. Self inflicted wounds. I’ve said it 1000 times and apparently it will take more: this issue is the price and driving customers away
  5. Sirwalterraleigh

    Len Testa - “Disney positions itself as the all-American vacation. The irony is that most Americans can’t afford it.”

    The numbers are not broken down by location…they can hide a down in Disneyland or wdw if it’s offset by the other They don’t give “hard” numbers to the point where we can pinpoint exactly what is going on. They never had to. It’s why it’s “guidance” it’s vague on purpose
  6. Sirwalterraleigh

    Len Testa - “Disney positions itself as the all-American vacation. The irony is that most Americans can’t afford it.”

    You’ve gone deutsch Was ist das?
  7. Sirwalterraleigh

    Len Testa - “Disney positions itself as the all-American vacation. The irony is that most Americans can’t afford it.”

    “Bookings were strong” What does that mean?
  8. Sirwalterraleigh

    Len Testa - “Disney positions itself as the all-American vacation. The irony is that most Americans can’t afford it.”

    In the past I would agree…when abc/espn accounted for 60% of the revenues. You know what does that now? Not “normal” times. The US government spent/invented $7 trillion to “buy” it way out of a recession…and still Disney is softening… Think it would work again? They can’t…but you can hold...
  9. Sirwalterraleigh

    Len Testa - “Disney positions itself as the all-American vacation. The irony is that most Americans can’t afford it.”

    And what boycott would that be?
  10. Sirwalterraleigh

    Len Testa - “Disney positions itself as the all-American vacation. The irony is that most Americans can’t afford it.”

    No…you missed it…you have to expand your client pool to account for disruptions You missed where I explained the model: it’s MASS. You can’t “flip a switch” on that. The tea cups and Peter Pan will NEVER be bought for the amount needed to make up for attrition. It’s not a “luxury” product...
  11. Sirwalterraleigh

    Len Testa - “Disney positions itself as the all-American vacation. The irony is that most Americans can’t afford it.”

    That’s all I’m saying The biggest threat to travel and leisure is a disruption to consumer confidence in the “real world”. It’s always the first/easiest thing to cut. The fact they’ve kinda yo yo and never gotten back to their pre 2020 numbers in Orlando is a huge warning sign. People...
  12. Sirwalterraleigh

    Len Testa - “Disney positions itself as the all-American vacation. The irony is that most Americans can’t afford it.”

    Doesn’t surprise me at all… Disney parks have incredibly high overhead and always has…and they are more inline with their competitors in price Dcl is double the price…and their operations is nearly identical to the other big players
  13. Sirwalterraleigh

    Len Testa - “Disney positions itself as the all-American vacation. The irony is that most Americans can’t afford it.”

    The parks problem is they’re already throwing out discounts in the range of 2010 to try and get the occ and attendance up… What happens when it’s in a “bad” economy? They can’t discount 60%…and they’d have to do that and more The prices are too high. That is Bob. It’s only Bob. The buck...
  14. Sirwalterraleigh

    Len Testa - “Disney positions itself as the all-American vacation. The irony is that most Americans can’t afford it.”

    Anyone who speaks German…or any language “German adjacent” loves two things: 1. Christmas 2. David hasselhoff
  15. Sirwalterraleigh

    Len Testa - “Disney positions itself as the all-American vacation. The irony is that most Americans can’t afford it.”

    Post of the day 👆🏻
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