What is all of this going to cost us?
Stuff is coming. Big stuff. Little stuff. Stuff most of us have the potential to get excited about. Stuff some of us don't want and actually is a net negative. Stuff that will open soon. Stuff that will take a long while.
So, what is all of this going to cost us?
There are many ways they will extract the 'cost' from us.
Higher admission prices (possibly 'gouge' prices that only maintain the current high prices in the dregs of the off-season (Jan & Sept) and put price increases on steroids for the rest of the year). Higher prices for merch & food & lodging.
But they can also extract a 'cost' from us by cutting back in other areas. Maintenance. Cleanliness. Comfort (lack of adequate AC in many locations that aren't stores). Squeezing the CM's further, lowering their morale and potentially providing 'reduced' service. Using MM(-) to
Ration Magic. Further 'festivalizing' Epcot to bring in more drunks to more times of the year. Trading down in street entertainment. Trading down in food quality, deleting high end food items due to DDP. 'Seasonalizing' attractions, monorail, etc. Lower quality merchandise.
But much of what we talk about in this thread is about $DIS as a whole. ESPN and it's outsized piece of the revenue pie and threat of cord cutting. Star Wars and the gigantic expectations it has. The Shanghai Shenanigans. (And one I don't think has been mentioned here yet, Chris Bermans harassment settlement -
@PhotoDave219 has said there's a lot more of that in Bristol). Things that, great or small, can or have had an effect on the stock price. And being a company where the Street demands growth, growth, and more growth - where does that growth come from if ESPN brings less & SW 'misses earnings' (those who follow The Street know breaking records can mean little if you miss estimates - it can be said when SW7 leaves theatres if it doesn't make Avatar money it will 'miss earnings').
Again, what will the above cost us as parkgoers?
