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…And conversely, the cash reservation pricing helps them sell DVC.

i think you may be confusing revenue, earnings and free cash.

World of color opened in 2010 Parks are the cash donor right now. Analysts leaning towards D+ probability in 2026. I’m not sure how studio performance factors in…but it could easily be 3-4 years with just updates and overlays. Then investments and the 5+ years to build Anything new of size...

Agree so far. But being the source of funds for the other parts of the business is hurting the parks. (eg all the cuts, nickel dining and price increases yielding an apparent negative guest reaction) So…if LONG term viability of the company is to continue to flow cash from PR&E to other...

HAHAHAHAHA. Had to copy that line again….just about the funniest (maybe because it’s true) comment in weeks. Thanks for that!

At the parks? Because they say they do? I think this is kind of like how Apple says the same Thing about how inclusive they are. We accept and include and appreciate all people…as long as they are wealthy. A Disney vacation is beyond the reach of a large percentage of the American population...

and for less.

Same here. Friends used to be so enthusiastic about Disney. While expensive it was always worth it. They’d even get others to go…now they are very anti Disney. They are not bored or worn out…they feel Disney is taking advantage of everyone. And it’s so complex and stressful to go now...

It’s the last statement that should matter to the parks and resorts fans. The parks are the source of funds. Not a strategic investment of capital to the Disney leadership. And things are strained financially Overall.

I’m not sure how long they glide on that. I’ve seen the vast majority of diehard lifelong fans comeback with zero desire to return over the last few years. So far, they have not - meaning they canceled future planned trips and haven’t gone during their typical seasonal trips. They are in a...

Well said. Only Disney could spend billions of dollars on a park (DHS)…. to end up with a smaller park with fewer rides and capacity. And then demolish a 700M portion of the overall investment (starcruiser) within a few years. Its shameful really.

I’m not sure this isn’t overthinking it a bit. there is a “fixed cost” to hold the party. Once costs are met by cash paying customers, there is a small (likely tiny) incremental cost for each guest. But in general, once costs are hit, margins expand pretty quick on these events. Just don’t...

If you care about the parks, you should care about the other divisions of the company. the parks continue to be harvested for cash (Iger’s prior acquisitions, D+ etc). the struggles elsewhere are as much a reason as any WDW has been shaped to what it is. I would be willing to bet the parks...

Hotels have a significant fixed cost just to be open. The higher the rack rate, the higher the profitability (The higher the free cash generated). Disney used to have an “Embarrassingly high” rack rate. They generated a ton of cash for WDW and the company. DVC is undercutting this badly...

ouch indeed. The parks are going to continue to be a source of cash for the streaming business, the debt of the fox acquisition and the studios… Epic universe is a massive, audacious capital investment by a growing competitor in a market Disney created and owned for decades. I believe the lack...

I applaud audacious business investments and taking chances. Sometimes though, you simply fail. Worse than failing is not learning from the failure or not acting on it. My recommendation - Write off Harmonious as a loss and remove the barges. Then move on to a replacement with appropriate...

Not if its “NEW” but its a mediocre show that is only mediocre from a few premium viewing spots and sub-mediocre from everywhere else.

@lentesta said: “That said, if people look at the Harmonious barges and decide they're ugly and then skip the show, that's a problem that's not going to show up in the survey results.” the Harmonious barges make me like Disney less…let alone EPCOT.

Perhaps. While this is purely anecdotal, I’ve seen all of the friends we knew as “die-hard, Disney brand advocates” turning away. A few are skipping some years most aren’t going back at all. It’s not the IP in the parks. And it’s taken between 10 and 15 years for the ”enough is enough”.

they are clearly targeting wealthier folks. I think it’s akin to businesses retreating to the high margin sectors of a product family. It’s more profitable, but the competitive low margin business is often the entry point for customers…and where the high margin customers also often come from...