We all know the reason. It needs to show YOY growth, and that's not possible without price increases. It's not like there's compelling content or must see items on D+.
But let's just keep blowing air into that balloon.
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Len Testa - “Disney positions itself as the all-American vacation. The irony is that most Americans can’t afford it.”
- Thread starter Disstevefan1
- Start date
But let's just keep blowing air into that balloon.
Sirwalterraleigh
Premium Member
Cancel…SWIPE
Another revolving battle we have around here…
The contention that streaming is a “genius”move by Bob the innovator…
Nope…they’ll over charge the fees and alienate the market…at the same time trying to peddle ads that are no longer lucrative or effective
Feel like you’ve seen this before? It’s 90’s cable…old men with tired plans.
dmc493
Well-Known Member
Streaming at least has multiple other players in the market that are doing the exact same thing with the yearly increases, if everyone is doing it, it would be silly if Disney didn't. I think numbers are proving resilient that it's worth the increase compared to potential cancellations associated with the bump
Miss Bella
Well-Known Member
I've never subscribed to Disney+. What's on there? I've never been a huge fan of Disney movies. What's on there for adults? I guess if I had young kids it might make a good babysitter.
dmc493
Well-Known Member
Star Wars, Marvel, National Geographic, ABC content, Twentieth Century content, Hulu (select content unless you do the full bundle) to name a few. Lots more than just the kid stuff
TheMaxRebo
Well-Known Member
Main thing I watch is the Star Wars and Marvel content and then anything that covers the parks (Imagineering Story, the Magic of Animal Kingdom, etc). They have some Broadway stuff (Frozen, Hamilton). My son watches the Simpsons on there just about every day. Quite a lot of stuff but maybe not the variety of like Netflix if you don't also have Hulu
Sirwalterraleigh
Premium Member
They don’t want to produce new content for D+…leaving that more to Hulu
Probably because they control spending about as well as sailors on shore leave
Miss Bella
Well-Known Member
I don't think I'd be interested in any of that. Maybe Hulu. I don't watch TV. I occasionally watch Prime or Netflix on my IPAD. I listen to Podcasts and you tube mainly.
Miss Bella
Well-Known Member
It's up and down every week.Disney stock up. BtY sold out same day it did in 2024. Doubt much else is going to happen in response to this article.
jah4955
Well-Known Member
I understand that, like with all stocks. But Disney's Wild Ride the last 6 years: from (about) 140 in 2019 to 93 in 2020 to 190 in 2021 to 80 in 2023 to hovering around 100 the last 2 years .... The point I was trying to make was that I don't see Disney doing much more than it already has in response to this thread's referenced article (& that's w/the huge assumption that what Disney did recently (discounts, etc.) was at least in-part because of the article)
Miss Bella
Well-Known Member
It's been bumping around this price since May. I would not expect it to drop because of an article. Disney stock goes as the economy goes. It wouldn't be a stock I would be holding during a recession. I do regret not trading it.
networkpro
Well-Known Member
- In the Parks
- Yes
Dont think its limited to just Disney. Look at the staffing reductions that are occurring in Las Vegas due to the lack of customers.
Sirwalterraleigh
Premium Member
They are kinda the two most prominent examples of aloof in the US right now
Sirwalterraleigh
Premium Member
It’s been under performing the markets for 11 years
It’s also never had problems when the economy is “good”…until this period.
Like…ever
Miss Bella
Well-Known Member
I don't think the economy is good right now. I could elaborate on that, but I don't want to bore the masses with stats. There is a lot bubbling under the surface.
Disney is not an anomaly when it comes to inflation. Anyone buying food or paying bills knows that wages are not keeping up with prices. Over the next year we'll move into a significant recession unless something changes. There is just too much uncertainty on too many fronts.
Sirwalterraleigh
Premium Member
I totally agree
But that doesn’t explain their performance for the last 5 years…
That is easily explained: they have outpriced their market
wannabeBelle
Well-Known Member
I know this isnt an exact comparison but Celebrity Cruises came out with a River Cruise product recently. There was a placeholder that you could purchase to be among the first able to book these sailings ( Smaller boats, less guests etc) Those placeholder spots sold out within 6 minutes. Yes you heard correctly, 6 minutes. Those placeholders were filled and on Thursday the 25th, the remainder of the 33 sailings were opened to the general public. Those sold out in 5 hours total for all of 2027 which is 33 cruises, double occupancy, among two ships. All of these sailings will take place on the Danube or Rhine Rivers in Europe. The money and the desire to travel is out there. People want something new and different. Granted this might be a different audience but I do see some overlap. Marie
Miss Bella
Well-Known Member
Boomers hold most of the wealth in this country. It’s no surprising that river cruises on celebrity which tend to attract an older demographic were a hot ticket for celebrity fans. I remember when vacations by Disney went to the river cruises market there was a lot of excitement, but that faded pretty quickly.
How were these priced? ABD starts around 5k per person and Tauck a little less than that.
I also don't think the high end vacations selling out means a lot with the wealth divide in this country.