News Disney plans to accelerate Parks investment to $60 billion over 10 years

Disstevefan1

Well-Known Member
Honestly I do (because I go to visit Epcot instead)

I have never been to a Universal Park without spending atleast one day at Disney. And EU is definitely not moving that needle for me or my family. Rising tide is 100% raising some ships here. I booked a Disney vacation already this summer since in my mind, Disney should be a little less busy (we'll see if that's true)
To paraphrase Yogi Berra, No one goes to MK no more, its too crowded. ;) We sometimes skip MK because its too crowded. EPCOT always feels less crowded.

EPIC is going to be well..... EPIC, but we will avoid it for a while and just watch from outside and let them iron out the bugs.

And yes, there are Disney fans that will NOT ever go to EPIC because they are not Disney.

I have to believe since WDW did nothing in response to EPIC (no matter what Iger says) that WDW will lose some attendance to EPIC in 2025 and 2026.

Selfishly my hope WDW will be less crowded in 2025 and 2026.

I think MK will retain the attendance crown in 2025 and depending how EPIC does in 2025 MK's crown may be in jeopardy in 2026.

Just my opinion.
 

AidenRodriguez731

Well-Known Member
To paraphrase Yogi Berra, No one goes to MK no more, its too crowded. ;) We sometimes skip MK because its too crowded. EPCOT always feels less crowded.

EPIC is going to be well..... EPIC, but we will avoid it for a while and just watch from outside and let them iron out the bugs.

And yes, there are Disney fans that will NOT ever go to EPIC because they are not Disney.

I have to believe since WDW did nothing in response to EPIC (no matter what Iger says) that WDW will lose some attendance to EPIC in 2025 and 2026.

Selfishly my hope WDW will be less crowded in 2025 and 2026.

I think MK will retain the attendance crown in 2025 and depending how EPIC does in 2025 MK's crown may be in jeopardy in 2026.

Just my opinion.
I really don’t think EU will tip the scales that much when Universals Florida parks aren’t even in the top 10 visited in the world. Their hotels are still fully open even with EU opening. I just don’t see them moving the needle THAT much even for an off year. Even if EU is fantastic, it doesn’t hold quite the same nostalgia and history as MK
 

AidenRodriguez731

Well-Known Member
Epic is new. Villians and Carsland will always be a reminder of what was.
Epic is the first full new non-replacing thing Universal did in years and it turned out fine. I would argue Villians is 100% not going to make people remember ROA even though its partially on the plot. The average tourist wasn't wonderfully excited for ROA but I guarantee atleast a few are excited about Cars.
 

Nubs70

Well-Known Member
That’s not the issue. To put in Disney terms if you spend $5k at WDW, WDW needs to spend $5K on whatever you do. Good luck on making that happen.
Not quite. It would be like WDW applying a surcharge on your admission ticket based on your country of origin.
 

AidenRodriguez731

Well-Known Member
Not quite. It would be like WDW applying a surcharge on your admission ticket based on your country of origin.
I think they were referring to the trade deficit based tariffs instead so it would be like WDW changing the price of your ticket based on how many Disney travelers come from your country. If you don’t have a lot of Disney travelers in your country, you’re charged $1k if you have a lot, you’re only charged $250!
 

lazyboy97o

Well-Known Member
Not quite. It would be like WDW applying a surcharge on your admission ticket based on your country of origin.
No, it’s accurate. The so-called “reciprocal” tariffs are not based on tariff rates. Countries with which the US already has comprehensive free trade agreements are getting hit with “reciprocal” tariffs. The numbers are instead based on the US’s trade deficit with the listed territory with 10% as a default minimum. The administration confirmed this calculation.

A trade deficit though is just a description of which way currency, but not goods, is flowing in a series of transactions. If you spend $5,000 on a Walt Disney World vacation then you have a $5,000 trade deficit with Walt Disney World. That’s not actually a problem because that is how buying stuff works. It wouldn’t make sense to somehow try to cook up a scenario where Walt Disney World will pay you for $5,000 of something. The whole benefit of money over barter is that both parties don’t need to have something the other wants, and instead we can do a bunch of one way transactions.

The tariffs themselves aren’t like adding a surcharge based on your country of origin. It’s like you adding a surcharge on yourself. And because it is based on getting your trade deficit to $0 it really means making that surcharge so high that you just don’t spend money on a Walt Disney World vacation because just not buying anything gives you that perfect “balance”.
 

monothingie

4 MORE YEARS!!!!!! I ❤️ BOB!
Premium Member
looking around GIF by Chris Gethard
 

Agent H

Well-Known Member
You, and anyone else should familiarize yourself with the US's stated position and goals instead of relying on your general understanding of tariffs. They are not the same.
Just because they have a set of goals doesn’t mean that’s what will actually happen.
 

hopemax

Well-Known Member
So... as my mind wanders... When Disney added Lightning Lane I anticipated that many families would cut other parts of their budgets, like food & merchandise, to pay for attraction access and I think we've seen that in terms of dining availability and emptier stores... is Disney going to be benefited from having previously converted a portion of merchandise and food & beverage sales (subject to tariffs) to Lightning Lane revenue, which is not subject to tariffs?

(yes, I know Disney Park revenue would still be screwed with 104% tariffs on goods imported from China, but maybe less screwed than the competition?)
 

UNCgolf

Well-Known Member
The incredible show is the E ticket…

Can a show really be an E ticket headliner?

Ideally, sure, but I'm not sure any show, no matter how good, will ever be the same draw as a ride.

Regardless, I thought we were specifically talking about rides. They definitely need the show to function as a headlining draw though since the attraction lineup is pretty weak.
 

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