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Fair point. Tho Paris, Tokyo, Beijing, Osaka, and (soon) England can show how to make the money in cold weather.

On going to Europe for far less… The flights are the hardest part. If you’re a group of people there is some creativity involved to save more money in the end. But once you’re there, every option open to you is usually more affordable. That’s when you figure out you can do it for less than...

Yeah… on Hulu and Simpsons… you’re right. And Iger is doing the exact opposite on both. The EXACT opposite.

Efteling is best park in Europe by miles. You don’t need to be the biggest or the flashiest to make people feel.

Multiple entrances is so hard. Just… unreal to organize and educate. But yeah that’s what has to happen. Moving serious guest volume to some entrance near “beyond big thunder mountain” is a monumental task where taking.

Hulu is gonna force some extreme actions. Bob Iger made a bad deal and Comcast is collecting the check. This is the single biggest reason why Disney only has bad options ahead. Also their inbound revenue this year is gonna underperform and that’s one more way options are fading fast.

Focus like a laser on valuing people and organizing them to be the best they can be. It’s not complicated.

Btw if I was building a third Disneyland in North America, I’m going where very entrenched money is. And I’m thinking Vancouver.

It’s a miracle it’s as good as they are. Universal is an inner city theme park. You gotta get your people to be Las Vegas nice. Preaching theme park principles just lands on deaf ears. Embrace the people you have who want to be there aid learn from them. Realize their potential. Just don’t be...

At universal, they do. And their new park will be the biggest paradigm shift in the industry since Potter.

I like that dude. He gets it. He has to play the game. But he gets it. So does Eddie Sotto.

Last five years their movie studio has sucked. Peacock loses money. Their TV business is a little more stable than Disney. But it’s in managed decline. If their theme parks had not become wildly successful and brought in a level of cash that even Comcast didn’t predict, NBCU would be as bad off...

Also, another random. I don’t know how you expand magic kingdoms capacity. The difficulties they have managing this volume with their transit system don’t change. They get worse. MK just gets more overrun and more charm sucked out as they need more concrete just to move people. They should...

One point I haven’t made yet is how 2024 is going to be the worst year in Disneys history. Absolutely in its modern history as far back as 2010. But really it’s probably be the worst ever, even when accounting for how different Disney is. Movie studio? Cooked. Streaming? Loses money. TV...

The castle parks are a visitor destination like no other on earth. Ppl say they can never be a museum. Well normal ppl go because the mainstream appeal of their collective work stands the rest of time. Don’t be cheap. Offer the new and the old.

Oh my god… this is the example I’ve used about Disney for years. The decline never happened. The business they have is melting apart in real time. All the stuff we warned about festered and festered and it’s going off at once.

I think the bigger near term thing is “if there’s any old school stuff you like, big or small. See it now. Cause that’s the low hanging fruit”

Nah not at all. But we’re at an inflection point. A big one. Epic Universe is not the only part of it.

No comment until a future time when some stuff has played out. Alicia Stella as legit as it gets tho. I refer to her.

That’s why I kind of did a devils defense to prove you’re right. Because you are.