News Disney World Hits All-Time High Revenue in Q3 2025, Strong Bookings Continue into Q4

[DisneyHead123]

Very interesting. Especially with how much Disney has pivoted towards showcasing food and gluttony.

Yeah I thought it was a fascinating tidbit!

 

[DisneyHead123]

Anecdotal only, after about 3 months I don’t notice any overall lack of spending on consumer goods/merch/souvenirs. Certainly food spending gets massively cut. There just isn’t a desire, for snack, or heavy meals. I find it also cuts way down on drinking spending. Some is just the idea of not wanting the “wasted” alcohol calories, but there is also a lack of desire to drink.

That’s interesting - maybe it applies more to people who are prone to retail therapy vs. people who just buy what they need with a few extras.

 

[Smiley/OCD]

Season tickets…should be WAY more than a Disney trip

Because I’m handicapped and switched my seats to the handicapped “platform”, I didn’t have to pay a PSL…but when you figure the parking, transportation (fuel) costs, it got up there…

 

[JD80]

Soft drinks? Beer? Glass of wine? All of the above? Haha

Cocktails - Tito Mule.

 

[Tony the Tigger]

They did record numbers - with fairly deeply discounted hotel rooms. Hope they made that connection.

 

[Sirwalterraleigh]

They did record numbers - with fairly deeply discounted hotel rooms. Hope they made that connection.

Attributed to price increases and cost cuts

READ.

That can go on forever, right? That’s how the whole thing works

 

[Sirwalterraleigh]

The original argument is that a days worth of a Disney park is a better value for entertainment per hour (assuming that entertainment is equal to you) than anything else. A broadway play, and NFL game, a Taylor Swift concert whatever.

The argument is not used to justify the cost, it's used to say that the alternatives are just as expensive.

Ok…per hour

However they can’t price it based on per hour…which a concert, sporting event or show can do because they don’t have to care

 

[Sirwalterraleigh]

Season tickets gets you 8/9 home games, at around 3 hours each. It comes with no food, no drinks, no transpiration to/from. Stadium, and lets you watch something that you could watch for free from home .

Why should 24-27 hours of entertainment through season tickets to football be WAY more than a week long trip to Disney? Is it something something “value?”

Because they aren’t comparable products…at all

 

[Touchdown]

Ok…per hour

However they can’t price it based on per hour…which a concert, sporting event or show can do because they don’t have to care

Except I the vacationer do care, a show or game that lasts 3-4 hours means that I have to find something else to do the rest of the day (which almost always costs me money.) When I go to a theme park, almost always, that’s the only thing I do that day.

 

[Touchdown]

Because they aren’t comparable products…at all

But they are, they are all competing for your discretionary spend, and discretionary time. Most Americans have precious little time off, most of these events require you to have an entire day off to attend.

 

[Disney Analyst]

But they are, they are all competing for your discretionary spend, and discretionary time. Most Americans have precious little time off, most of these events require you to have an entire day off to attend.

I’m with you. I think any entertainment or travel can be compared. As you’ve all said, value is subjective, so we use experiences like concerts, shows, other trips, to determine whether we feel a Disney trip (or Disney day) is worth the cost. If it’s of value to us.

We put off Disneyland for quite a while, as we wanted to focus our money on other trips that we felt would cost less, and give us more for longer. But when we finally did our trip last year, we had an amazing time, and the only thing that kicked us down was the CAD > USD conversion.

I was pretty surprised at a lot of the food being reasonably priced, I feel the arenas cost more here for food and drink.

 

[Spike-in-Berlin]

I don't believe a word. There are tons of evidence, beginning with the waiting times for attractions and even videos and pictures that show that the parks are half empty. I don't know where they get these numbers from. But I don't believe them.

 

[Touchdown]

I don't believe a word. There are tons of evidence, beginning with the waiting times for attractions and even videos and pictures that show that the parks are half empty. I don't know where they get these numbers from. But I don't believe them.

They are legally required not to lie. Spending is up, and onsite hotel occupancy is high. Putting observation in with those figures probably means that if attendance is down (which they didn’t report so it could) it’s the lower margin guest who stays off site who aren’t showing up.

 

[Chi84]

I don't believe a word. There are tons of evidence, beginning with the waiting times for attractions and even videos and pictures that show that the parks are half empty. I don't know where they get these numbers from. But I don't believe them.

They’ve limited DAS and apparently re-worked the LL/standby ratios to shorten standby wait times.

Where are you seeing these videos and pictures?

 

[TrainsOfDisney]

it’s the lower margin guest who stays off site who aren’t showing up.

How dare you! Im showing up with ears on! Haha.

(I usually stay on property though - whatever is cheapest on Priceline and technically on property)

 

[Sirwalterraleigh]

I don't believe a word. There are tons of evidence, beginning with the waiting times for attractions and even videos and pictures that show that the parks are half empty. I don't know where they get these numbers from. But I don't believe them.

Lie is strong…trying to downplay difficulties is not illegal

They are legally required not to lie. Spending is up, and onsite hotel occupancy is high. Putting observation in with those figures probably means that if attendance is down (which they didn’t report so it could) it’s the lower margin guest who stays off site who aren’t showing up.

Nope.

Again…this is a plea for a “fan defender” that doesn’t not nor ever will exist.

They can’t fake financial data (enroning) that is true…but those things you just listed are not financial data…on the bottomline - regardless of how you get there.

Buried under the silly “everything is great” each posting is “cost cuts and price increases…attendance flat or even down”
Check it…

Then they call it “growth”…that’s not business growth…is “efficiency growth” which are not the same.

Didn’t you wonder why they kept “consolidating” departments that didn’t make sense for years…to where it’s “parks resorts, Walmarts, and anything else we can think of…”?

On the surface…to cut staff. No big deal there. But it also gives immense LEGAL maneuvering for numbers that shouldn’t be together.

It’s hard to have a good discussion when a faction is living in fairy land.

 

[Sirwalterraleigh]

Except I the vacationer do care, a show or game that lasts 3-4 hours means that I have to find something else to do the rest of the day (which almost always costs me money.) When I go to a theme park, almost always, that’s the only thing I do that day.

So what you’re saying is…they’re not comparable. We’re in the ballpark (finally)

So $1000 and hour for Tay just doesn’t translate to the charge you get at 3 am for the pillow to catch the drool at pop century 7 straight nights…or the 8 am Mickey spin to go into a gate to go on rides…which are always the same except for minor hiccups against Bob’s will once every three years or so?

 

[Tom P.]

So what you’re saying is…they’re not comparable. We’re in the ballpark (finally)

So $1000 and hour for Tay just doesn’t translate to the charge you get at 3 am for the pillow to catch the drool at pop century 7 straight nights…or the 8 am Mickey spin to go into a gate to go on rides…which are always the same except for minor hiccups against Bob’s will once every three years or so?

Aren't you the one who was just recently over in the other thread telling me that you are a Crescent Lake addict who has found himself around Seven Seas Lagoon a lot recently? Seems to me that for all your protestations, you apparently still spend a lot of time at Walt Disney World. Why not just enjoy it and stop trying to convince the rest of us we're getting a raw deal?

 

[rogerrabbitfan9]

It’s interesting that Disney is doing great when Vegas is apparently down. I’m not sure what that means for the economy at large.

I’m hoping Disney and Orlando tourism stays healthy.

 

[Touchdown]

So what you’re saying is…they’re not comparable. We’re in the ballpark (finally)

So $1000 and hour for Tay just doesn’t translate to the charge you get at 3 am for the pillow to catch the drool at pop century 7 straight nights…or the 8 am Mickey spin to go into a gate to go on rides…which are always the same except for minor hiccups against Bob’s will once every three years or so?

-Never stayed at Pop Century
-Wouldn’t dream of paying to see Taylor Swift in concert (she’s a great singer, but I don’t enjoy her that much to put that much cash on the line)

I did do a crazy thing last January, I went to the College National Championship Game in Atlanta. My team had made it and it was a bucket trip. Not only that I was actually in the area because, you guessed it I had booked a week at Universal. Going to that game and adding two nights tripled the cost of that vacation. I had a lot of fun, was really glad I did it, but will never do it again. The cost just isn’t worth the experience after doing it once. Meanwhile, my next trip to Universal is in October.

When I was younger I readily went to nearly all my college home games even once I got old enough that I could do it as a day trip anymore. But, again, the costs got too high to justify the expense, it’s not that I didn’t enjoy doing it, I just didn’t enjoy it enough to part with the cash. If I’m paying someone hundreds of dollars to entertain me, gosh darn it, I want to be entertained the entire day.