A Spirited Perfect Ten

tirian

Well-Known Member
In the Disney fan community it seems like everyone is against bringing in 3rd party vendors for anything. Whether it's Starbucks in the parks or new vendors for Disney Springs you hear it repeatedly stated. People are upset that they are bringing in 3rd party stores and more 3rd party restaurants at DS, but City Walk is nothing but that. I loved PI when it was open, but it's pretty obvious from a business prospective that the 3rd party vendor approach is more profitable. I know not everything should be just about profits.
Third parties usually offer better food and merch than Disney, except for the loss of Main Street Bakery.
 

tirian

Well-Known Member
Spirited Weekend Quickees:

A late Happy Birthday to the best leader TWDC has ever had who isn't named Walt. Many more, MDE!!!

Is it true Willow Bay is under so much pressure at USC that she considered bailing out of Thursday night's Women in Leadership event? I hear she has to had to answer tough questions. So sorry. #firewillowbay #disneycensors #IgerpowerlessinChina

Fans who are focused on the fact snack bars at WDW are, according to @wdwmagic, swapping menus/locales are why you get third tracks for crappy rides like TSMM instead of new cutting edge attractions.

Want to know why Bob Iger (he of the censored Disney CEO Fumbles Entry to China Op-Ed) can't have his picture shown at SDL? Look no further than the strange /curious choices made in HKDL's expansion. More on this to come ... Soon.:D

Why are people looking to change my narrative now? Have I hit too close to home?

My biggest 'issue' with current WDW projects is they seem totally lacking in art direction. Things are decorated and not themed way too often . The Cracker Barrel may have great Sunday chicken, right @Lee?, but assorted country mass-produced and aged knick knacks are not theming. Disney seems to have forgotten this. Decisions are made (take the new Hub, please, because I sure as hell don't want it!) with no sense of the staging that was part of the original build of the area. Sure, it started with toonish giant hats and wands, but now it is seen in everything from park infrastructure 'enhancements' to attraction show buildings and queues to retail and dining decor.

Art design basically exists only in individual projects and in no way takes into account the environment in which the new things exist. It is terrible. It shows no depth, unlike the layers of intricate theming you just get at DAK, not to mention state of the art stuff like UNI's Diagon Alley.

Disney used to be about transporting you somewhere and now the only place they want to take you is to BRAND advocate brainwashing sessions.

How many MAJOR attractions will UNI build by the time the MK adds a new E-Ticket or EPCOT adds something of substance?

Some folks ...

The Willow Bay news has hit the media in central US. Journalists are quietly discussing the circumstances, and the conversation usually involves the word "corruption."
 

ParentsOf4

Well-Known Member
Is it true Willow Bay is under so much pressure at USC that she considered bailing out of Thursday night's Women in Leadership event? I hear she has to had to answer tough questions. So sorry. #firewillowbay #disneycensors #IgerpowerlessinChina.

Want to know why Bob Iger (he of the censored Disney CEO Fumbles Entry to China Op-Ed) can't have his picture shown at SDL? Look no further than the strange /curious choices made in HKDL's expansion. More on this to come ... Soon.:D
So even OLC has better margins than Disney. If that doesn't show that there's a problem that needs fixing and the old way of doing things was indeed better than the current penny pinching strategy, nothing will.
The Willow Bay news has hit the media in central US. Journalists are quietly discussing the circumstances, and the conversation usually involves the word "corruption."
One more thing I didn't make clear in my earlier post about operating margins.

The margins narrative feeds directly into the Disney CEO Fumbles Entry to China story squashed by Willow Bay. Recall that the article questioned the financial wisdom of Disney investing billions in China. ("Sorry Mickey, they’re just not that into you.")

As noted in the deleted article, "The Walt Disney Company has a history of stumbling if not outright tumbling in its efforts to export Disney’s brand of Americana. For reference, look no further than Euro Disney — now known as Disneyland Paris — and Hong Kong Disneyland."

Disney's own financial data supports this statement. To date, Disney's international Parks & Resorts financial performance has not been good.

Iger has been a fairly conservative steward of the company. IMO, Shanghai is the boldest maneuver he's every orchestrated in his 10 years as Disney CEO. In many ways, it's very un-Iger like.

You wonder how much of Iger's ego is tied Shanghai Disneyland, Iger wanting to leave a legacy that's more than just steadying what was a rocking boat.

I think Shanghai Disneyland will be a success but @WDW1974 is right to keep coming back to this. This is a real story that the media appears to be afraid to cover.

I miss the days of independent journalism. :(
 

Bolna

Well-Known Member
It's sitting at 94% on RT at the moment with 18 reviews counted. I've seen others and the the worst anyone can seem to say about it is that it's too straight forward an adaption (and that if you're not big on Cinderella now, this movie won't change that).

I'll take a well made, faithful version of Cinderella any day over a revisionist movie where she teams up with Goldilocks to fight werewolves or some other nonsense.

It played at the Berlin Film Festival in February outside the competition and I read a few critiques here in Germany that said that it was sad that it was not in the competition as it might have had a shot at a Golden Bear (that's the price they give out there). Especially since the original animated Cinderella won a Golden Bear in the first ever Berlin Film Festival in 1951.
 

Bolna

Well-Known Member
I'm a dude in the 30's.. kinda hard to just "go there" and see a childrens movie.
I already feel funny watching cartoons and movies ALONE... movies like "The penguins of madagascar" :hilarious:

I don't think it is a pure children's film. Kenneth Branagh is a serious director and as I posted earlier, it premiered in Berlin during the rather prestigious Berlin Film Festival.
 

wdisney9000

Truindenashendubapreser
Premium Member
I think Shanghai Disneyland will be a success but @WDW1974 is right to keep coming back to this. This is a real story that the media appears to be afraid to cover.

I miss the days of independent journalism.
A real story of corruption is in front of them yet they would rather talk about her Yoda dress at the Oscars.
 

BrianLo

Well-Known Member
So even OLC has better margins than Disney. If that doesn't show that there's a problem that needs fixing and the old way of doing things was indeed better than the current penny pinching strategy, nothing will.

I'm surprised you (or no one else) has chimed in about Tokyo Disneyland (TDL) ticket prices yet. ;)

I just did a quick conversion. A 1-day ticket at TDL is $53.12. A 4-day hopper ticket is $136.95. :jawdrop:

Of course, Disney just raised the price of a 1-day ticket to the Magic Kingdom to $105. A 4-day hopper MYW ticket is $369. :greedy:

"But Disney is a business ..." blah, blah, blah. :rolleyes:

Careful, there is a certain fallacy with drawing too much out of margins/"the numbers". It's easy to celebrate the historically high nature of OLC's margins, but the actual reason they were so high in the last few years has to do with virtually no recent investment and a 30th anniversary celebration with over the top attendance growth. OLC has been investing even less than WDW (sorry, I know that's hard for people to swallow) in the past few years, and their margins reflect that.

I'm not saying that's a bad thing, OLC needed to recoup their heavy TDS/expansion investments before proceeding, but there is a context and story behind their recent stellar margins (the story is they needed to make some of their money back first).

OLC's margins will soon take a dive, but that's because they are about to seriously invest in multiple expansions. If we focus too much on the numbers, one could make the statement that OLC would be headed in the wrong direction, but we all know that is just about the opposite of the case.
 

BrianLo

Well-Known Member
Want to know why Bob Iger (he of the censored Disney CEO Fumbles Entry to China Op-Ed) can't have his picture shown at SDL? Look no further than the strange /curious choices made in HKDL's expansion. More on this to come ... Soon.:D

Does this mean you can talk about the HKDL expansion.......?!?

tumblr_mb6vsaRrNP1rhubw5o1_500.gif
 

ford91exploder

Resident Curmudgeon
I'm surprised you (or no one else) has chimed in about Tokyo Disneyland (TDL) ticket prices yet. ;)

I just did a quick conversion. A 1-day ticket at TDL is $53.12. A 4-day hopper ticket is $136.95. :jawdrop:

Of course, Disney just raised the price of a 1-day ticket to the Magic Kingdom to $105. A 4-day hopper MYW ticket is $369. :greedy:

"But Disney is a business ..." blah, blah, blah. :rolleyes:

And this is in Tokyo - one of the most expensive cities to live in on the planet.
 

ParentsOf4

Well-Known Member
Careful, there is a certain fallacy with drawing too much out of margins/"the numbers". It's easy to celebrate the historically high nature of OLC's margins, but the actual reason they were so high in the last few years has to do with virtually no recent investment and a 30th anniversary celebration with over the top attendance growth. OLC has been investing even less than WDW (sorry, I know that's hard for people to swallow) in the past few years, and their margins reflect that.
Yes, I agree about the investment level at OLC but capex does not directly affect operating margin. Instead, it indirectly affects it through depreciation.

At OLC, depreciation has been 10.2% of revenue over the last 5 fiscal years.

At Disney Parks & Resorts, depreciation has been 9.9% over the last 5 fiscal years, essentially a wash.

As for a 30th anniversary celebration, don't WDW and DLR celebrate 5-year anniversaries too? ;)

I don't mean to be snarky; I agree, OLC was pushing the 30th anniversary pretty hard. However, OLC also had to recover from the 2011 earthquake and tsunami, putting it at a distinct disadvantage over the last 5 years, the period I covered. Even with that, OLC averaged a margin of 17.9% over the last 5 years; Disney averaged 14.7%.

P.S. Oh, and wasn't Disney pushing Frozen everything pretty hard?
 
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Lee

Adventurer
The Willow Bay news has hit the media in central US. Journalists are quietly discussing the circumstances, and the conversation usually involves the word "corruption."
If you could link...
Guess the pot stirring that some are doing is having an effect.
Good.

And it isn't just pot stirring that's going on.
An investigation is under way, on some level, at USC.
 
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Cesar R M

Well-Known Member
I hear ya, just go to a later show. Been my experience that it's less crowded, more adults and more genre fans there at that time. Plus hopefully LESS of those that are just going only for the Frozen short!
Thats what I usually do, unfortunately.. not all movies are visible at later hours in my town :(

I don't think it is a pure children's film. Kenneth Branagh is a serious director and as I posted earlier, it premiered in Berlin during the rather prestigious Berlin Film Festival.
you didnt read my full comment.
(as in me Watching animated flicks)
 

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