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The QSR lunch is something we really miss. Pre-pandemic, it was our go-to lunch on the first MK day of every trip. The current setup is just too much - and we haven't eaten there since it reopened.

The media around the drop seems to be around the $2B impairment charge they took.

It's up 2.5% since start of early trading this morning. The drop happened last night, before earnings.

I remember as a kid in the 80s - every time we went, something significant was down. We all complain about lack of maintenance at the parks. Maybe this is the turning point.

That kind of stuff rarely comes into play. It's much more fickle and based on current returns.

Except none of that is relevant given the context of the conversation? We are talking about the overall financial health of the company (where net profit and cash flow matter) and whether or not their investment in the parks will cause them to go massively into debt. And the answer is the...

I think it's just that the needed maintenance is so critical.

Correct me if I'm wrong, but despite the losses, isn't studios still profitable? Are any of the three major segments at TWDC operating at a loss?

Do you see it startjng within the next few months? Next 12 months? Or further out?

He wasn't a painter when he was president. He took it up in retirement, and has gotten quite good at it I think. I do love his idea of painting portraits of veterans - I hope it's still there when I go for my April trip next year...

HEA is the second greatest nighttime spectacular ever produced by Disney, and the best ever at a castle park.

I don't disagree with that, although I'm kind of glad that the expansion pad still exists between seas and land.

I was there last week - it was pretty busy all of the times I walked by it. We walked through it twice, thought it was a lot of fun. An E ticket it is not. It's a really nice B ticket that draws people in. Never overly crowded but still busy. The parks need more of those experiences.

I'm not sure that matters much. Regaedless Rat is a solid D.

Epcot has the second most number of rides in WDW.

That's a pretty low bar.

I don't see an issue with this. There are many characters that have multiple rides or are in multiple parks.

He's not the only one.

Hi @Moth, I think this needs to be updated

I'm surprised that this little tidbit from @Henry Mystic's recent information dump hasn't made it to this thread.