Disney’s Q1 FY22 Earnings Results Webcast

[MagicHappens1971]

I can’t remember what thread we were discussing this in but I’ve been to Disney 2-5 times a month since October and I have not seen crowd levels as high as they are today since pre-covid. Wait times are astronomical as well are waits for food & beverage, at least at MK. I’m heading to HS & Epcot later so I’ll see if the same pans out there

 

[Sirwalterraleigh]

I can’t remember what thread we were discussing this in but I’ve been to Disney 2-5 times a month since October and I have not seen crowd levels as high as they are today since pre-covid. Wait times are astronomical as well are waits for food & beverage, at least at MK. I’m heading to HS & Epcot later so I’ll see if the same pans out there

Seems it’s a “game of staffing”…they’re challenging for the iron throne

 

[MisterPenguin]

Transcript...

https://thewaltdisneycompany.com/app/uploads/2022/03/q1-fy22-earnings-transcript.pdf

 

[HauntedPirate]

BoA has a $191/share target for DIS. Why? An excerpt from a BoA analyst:

“Disney was able to implement multiple technology enhancements thanks to park closures - which will lead to "increased capacity, decreased employee headcount and increased margins."”

That says all anyone needs to know about the direction of the parks. They look to please their Wall Street masters, nothing else matters anymore.

I’m curious what “technology enhancement” added capacity to the parks, though.