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In March 2020 I thought that Cedar Fair, Six Flags and Sea World weren't going to be able to weather the shutdowns. They had loads of debt and no secondary products (ESPN/ABC) to carry them through. I almost shorted their stocks. I'd need to check, but I would imagine that they've done better...

When I'll know that Disney is seeing attendance decline impacting their bottom lines is when they run specials on Florida resident annual passes. The last time I saw that was the 15 for 12 promotion they did in 2016/7? Or they run "free dining" like Universal is now. Florida passholders and...

HBD lounge walk-up lunch is one of my go-tos as well. I love the Cobb, but those sliders look great too!

Glad I'm not the only one.

I like you.

It seemed like cast memebers knew what he was doing. Some of them must have seen on Twitter and word got around. I think they gave him congratulatory pins in Paris and at the MK. It's a fun adventure.

Agree on all of this. We recently bought a Genesis (Hyundai's luxury brand) EV. It is fantastic so far. We did have to order from out of state and have it delivered, but paid sticker for it, which is rare these days. There are a lot of EVs out there, and even more coming soon.

One of the advantages of streaming is that the platforms should know 100% the traffic just based on server data. I know they want to guard the info, but there should be 3rd party accounting of published data. There is no reason to have any ambiguity. The movie that shocked me in Gustin’s list...

I too was once friends with a Nielsen household

I do not expect the new governor appointed board to act in good faith. You're right that this has always been a political stunt, and having a board able to veto things Disney wants to do lets a governor claim to be fighting woke corporations in his culture war. I think Disney needs to use the...

Research Gainesville well. It’s very centered around the student population. I’m not sure how that would work for retirees. I live in south Jacksonville and while it’s not perfect, it has a lot that Gainesville doesn’t. Alachua county generally is much more liberal than the surrounding counties...

Why not stay at DS and eat at one of the restaurants there?

Would you be willing to share your sources or numbers on the early figures for WDW? The site that I used to go to for it seems to have been lost to the ether.

@GoofGoof explained how there are a lot of fixed labor costs as well: HR, IT, some security. Your explanation is helpful too!

Didn't Chapek also say that the decreased attendance numbers were due to the increase in Coronavirus cases in FL? When Disney announced the reopening there were 3k cases/day being reported. Had we stayed at that level, that's 250k-500k less cumulative cases from then to now Thanks. That...

Around 18:00 point, "At Walt Disney World we are achieving our objective of driving a positive net contribution at current attendance levels, and expect improvement as Covid situation in Florida improves." If they are 'making a positive net contribution' I'm assuming that is cash-flow positive...

This is what I thought I read/saw. Great explanation.

They show free cash-flow of $454M for the quarter (p11). The goodwill write-down doesn't impact cash, but reflects an over-valuation of assets (gross simplification). In a way they did, in a way they didn't. Did their pile of cash decrease by $5B? No.

They mentioned that decreased costs were due to deferred payments to broadcast sports.