Sirwalterraleigh
Premium Member
I heard from one of the few remaining acquaintances in the swamp that 2021 is looking like very much a loss/writeoff too. There are segments of business that just can’t be disrupted and then return in a year...It’s almost statistically impossible that no guests got sick at WDW or Universal since they re-opened. It’s also almost impossible to prove someone actually got sick there, especially Universal. If someone visits Universal for a day or 2 and gets sick a few days later there’s no way to know if they got sick at Uni or at dinner off site that night or at home the day after they left. WDW is slightly more possible if someone visits for long enough (over a week) and doesn‘t leave the property. I guess in theory that could happen at Universal but you would really have to like Harry Potter to stay there for more than a week. Probably not too common.
I think Disney will be see a major uptick next summer assuming a viable vaccine hits. It won’t be back to business as usual but a return to profitability. I don’t see them getting to that point in 2020.
Conventions being a huge one. But not the only one.