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I feel the paths to get up and through the castle into Fantasyland aren't super obviously demarcated. Like you could be walking and hit the dead-end stage/fountain if you aren't careful. The same issue is also present in Shanghai Disneyland. The two walkways are also sort of tight looking IMO...

Joe Rohde is one of my favorite Imagineers of all time. He took almost perpetually awful circumstances and managed to defeat the odds over and over. He was the real deal. He didn’t just read about Asia or indigenous cultures, he went and experienced them. He knows art and history with incredible...

A couple thoughts on this... Something is brewing. I’m starting to think Chapek is frustrated with Disney’s valuation. 2020 was supposed to be the year Netflix would face extreme headwinds as a slew of streaming services entered the market. Investors don’t seem to care though. From the...

Don’t leave! You’ve got to tell us about Hyperion! Is this what you’re referring to? From Jim Hill: “On the upside, one of his old Disney-MGM ideas that Weis is hoping to revive as part of his California Adventure retheming project is Mickey's Movieland. Which would involve building a full-scale...

Sorry, this is speculation. Just an informed guess ultimately. But after looking at the results, and monitoring WDW’s reopening... I feel pretty confident that headcount reductions at Disney Cruise Line, Walt Disney World, and Disneyland are in order...

But at this point Walt Disney Co. is cashflow positive. They have piles of cash that will allow them to easily service their debt over the next few years. Disney was able to control their costs impressively. Disney does not have capital problem. Disney is not running out of cash or is even...

What? From my original post: I also didn’t imply it was only the mask’s fault. Also from my original post: DPEP’s collapse was pretty much unavoidable. That’s not Chapek’s fault. Though our new CEO’s decisions are not completely without error. The decision to reopen was Chapek’s. I’m not at...

My initial reaction is how mixed the results were. There were stunning highs and stunning lows. We care about Disney Parks, Experiences, and Products (DPEP). DPEP includes the theme parks, cruise ships, and licensing (think toys and clothes) businesses. DPEP was clobbered. It was catastrophic...

Your “logic” is pretty recognizable! :)

This is a crucial step in the future of filmmaking. The ability to manufacture characters and environments digitally will reduce complexity and cost. More than that, it should speed production and allow for greater creative control by writers and directors. It should also reduce the stress of...

I was shocked when they reopened Epcot. Shocked. You can look at my post history where I incorrectly predicted Epcot would remain closed for the next year. Bringing that park back online was utter madness. It is in terrible shape, and COVID has nerfed the nightlife and other cool experiences...

I agree with this. But this comment is more nuanced than what the article in question argued. This article tried to convince its readers that the current situation (just before COVID) is what Disneyland wanted. Disneyland wanted attendance increases and promised as much to Anaheim. Instead, it...

Oh, you’ve got me interested. This is the very first I’ve heard about an entrance redesign. I’m of the mindset that a proper entrance redesign would be fantastic. The Broadway placemaking is interesting for two reasons... 1) How does New York City make sense at the park? The Hollywood setting of...

In the months following the opening of both Galaxy’s Edges, margins were either flat or down YoY at Domestic Parks (check the supplemental income). Disney did not open a land to have lower margins. The whole point of expanding a theme park is to leverage the existing infrastructure to bring more...

I’ll say it again. If Disney’s goal was to decrease attendance by raising prices, they could have avoided building a $1 billion dollar land. All they needed to do was... raise prices. If they wanted a new marketable ride they could have built an expansion to an existing land at a fraction of the...

You‘re thinking like 2020 (or 2019) Disney. Disney Parks in the mid 2000s were a different story entirely. Let me paint the scene for you... 1) Disneyland Resort: Disneyland had been struggling for years since DCA. Despite additions, the park remained extremely under visited and under loved...

There are some unexpected outcomes, but I have to concur with what @Lilofan said above. Imagine how different this conversation would be if Disney had carefully saved money and paid off its debts. Entering this crisis Disney could have had ample financial reserves and almost no debt. Disney has...

This is interesting... Right now Disney is relying on successfully relaunching the NBA and WDW to save the company. If Disney can get the NBA functional, ESPN could roar back to life. WDW’s reopening is the path to strong cashflow. But both seem tenuous at best... Some stories coming out of the...

I have to concur. Bob Iger on Star Wars Land in early 2019: “And I would say by the way, on the marketing expense side, don't expect much. I'm thinking that maybe I should just tweet, "it's opening," and that would be enough. I think we're going to end up with incredibly popular and in-demand...

You’re boiling down the legitimate complaints about FastPass into a stupid caricature. A couple points... 1) Lines are important for capacity. If things are crowded it seems intuitive to open new rides to alleviate crowding. But there’s a catch. Especially today, rides are relatively short with...