Thank you. I was missing a few zeroes on those numbers. Which makes those numbers fairly significant, at $1.3-$2.6 billion. Those are numbers that Disney can't ignore.
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- Thread starter Raineman
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Sirwalterraleigh
Premium Member
The funny thing is, that might be the most logical and fact-based reason on that list. lol
Sirwalterraleigh
Premium Member
It’s one that at least he has no guilt over…for once
Sirwalterraleigh
Premium Member
Not really from the Birds Eye view
It's simple, the main issue is $$$. Politics and global tension are just added noise to the room.
Disney devalued the experience by cuts and lower standards of service, but went full speed ahead monetizing every single thing at WDW while at the same time raising prices too quickly and too high for their core consumer segment.
Despite numerous warning signs that it was unsustainable, they plowed ahead anyway. In the process they flushed away decades of good customer will so that they could sell an extra LL.
While Disney isn't the only offender to doing this, they are a big one and now they're paying the price.
Giving away rooms at the same price they were in 2005 isn't going to salvage anything, because the experience is much worse than it was in 2005.
Disney devalued the experience by cuts and lower standards of service, but went full speed ahead monetizing every single thing at WDW while at the same time raising prices too quickly and too high for their core consumer segment.
Despite numerous warning signs that it was unsustainable, they plowed ahead anyway. In the process they flushed away decades of good customer will so that they could sell an extra LL.
While Disney isn't the only offender to doing this, they are a big one and now they're paying the price.
Giving away rooms at the same price they were in 2005 isn't going to salvage anything, because the experience is much worse than it was in 2005.
Anyone flying into and out of EWR ( Newark , NJ ) say a prayer. ATC already commenting it’s not safe to fly in and out of EWR, 20% of EWR ATC walked off the job , construction of runways and passengers have got delays and cancellations.
Wendy Pleakley
Well-Known Member
Tourism is down in general, not at Disney specifically.
Clearly other factors at play beyond anything Disney has done.
JAX has Mayor Donna Deigan welcoming visitors. And also a sign on the road to I-95. I also recall other US airports having a recorded announcement by their mayors.
That’s good to know. I’m disappointed that a number of years ago the Welcome to Florida sign at I-95 FL/GA had the “ Open for Business “ portion of the sign removed after Rick Scott left office. The ones who support the removal of that portion are probably anti growth of the economy of FL.
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Domestic leisure spending is down. But based on data collected by BOA and Bloomberg the percentage decrease in domestic spending is down by only mid single digits (average 3-6%) for 2025. This is by no means the bottom falling out on leisure travel. We've in fact heard that passenger throughput in airports in leisure destinations continues to be robust.
The concerning thing for Disney should be that their problems started in 2023, got worse in 2024, and look to get even worse in 2025. I don't believe this was a canary in the coal mine situation either. This has more to do with travelers in general being "over" Disney, for many reasons, but I believe cost being #1.
krueger8478
New Member
I think something important to keep in mind is that most people are not going to have the emotional attachment to Disney that many people on this forum have. Visiting Disney is also not a very high priority for the vast majority of people. Yes, it is a highly sought after destination, and a popular one. But not getting to go to Disney is not a cataclysmic event for most tourists. Whether your reason is cost or world events, choosing not to go would be brushed off rather easily, because popular is not the same as irreplaceable. Even just in the US, I know many families who are just as happy to swap out Disney World for Universal, Dollywood, Legoland, etc.
If you're a participant on this website, you're probably inclined to ignore a lot more and make more sacrifices to go to the parks. And that's totally fine, but it also makes it harder to accurately judge how much more "casual" guests are going to care about certain things, including things happening outside of the Disney Bubble.
If you're a participant on this website, you're probably inclined to ignore a lot more and make more sacrifices to go to the parks. And that's totally fine, but it also makes it harder to accurately judge how much more "casual" guests are going to care about certain things, including things happening outside of the Disney Bubble.
There is a true love of the parks and resorts even though a few who are critical of company leadership still keep feeding the Mouse by visiting and support the FL economy.
krueger8478
New Member
I'm not quite getting what you mean or how that relates to my comment.
Chef Mickey
Well-Known Member
Not because of Disney. Again, being in a fund that owns Disney isn't what I'm talking about.
Also, managed funds generally perform worse than index funds over long periods.
Chef Mickey
Well-Known Member
Their board is corrupt, I am sure of it.
Chef Mickey
Well-Known Member
I just gave you facts - a couple routes getting cut could be for a myriad of reasons. You're incorrect here. Canadian tourism to the US is fine by all real aggregate data compiled in 2025.
You can't ignore my facts because you have some anecdotal counterpoint.
"Revenues rose 5% for Apple." A fact verifiable in their 10-Q.
Anecdotal guy: "How could revenues rise if I didn't buy that MacBook and my friend switched to Android?"
See how that works?
Disney's woes are their own.
You’re in denial of Canadian tourism can’t help you with that.
Chef Mickey
Well-Known Member
Keep coping. I gave you facts and provided sources.
networkpro
Well-Known Member
- In the Parks
- Yes
You don't look at exchange rates much do you .... Its currently 1 Loonie = $.72.