Rumor D23 2024 WDW Rumors, Predictions & Discussion

[Sirwalterraleigh]

Are you a board member now?

When did you get hired by Disney and do you attend every meeting?

I have an interesting perspective because i look at Disney with my EYES OPEN

If they want me on the board…I’ll show up…
I’ll give the Roy E. “Cut the $&@!” Perspective to people who spend their days figuring out what party they’re going to tonight.

 

[Sirwalterraleigh]

He knows that but just being obtuse and a contrarian.

It’s very evident he doesn’t care for Disney like that and is going to make that known every post.

I just got back…Want to hear my trip report, Dusty?

 

[Sirwalterraleigh]

Exactly and with that Drone show being a success so far that signals crowds are hungry for something new.

It’s not behind a paywall. Nobody is buying $150 ticket for that 10 minutes of wonder

 

[Disgruntled Walt]

I just got back…Want to hear my trip report, Dusty?

I actually would like to hear your trip report.

 

[eddie104]

It’s not behind a paywall. Nobody is buying $150 ticket for that 10 minutes of wonder

It’s not healthy to be this grumpy all the time as it’s ages you poorly.

 

[Sirwalterraleigh]

It’s not healthy to be this grumpy all the time as it’s ages you poorly.

So we doing armchair psychology now?

I’m up for it.

Or do you want to stick with management “philosophy” and the unfolding travel market failures?

 

[Sirwalterraleigh]

I actually would like to hear your trip report.

I’ve got some comments in the “down attendance” thread

So does Len testa

 

[James Alucobond]

I have an interesting perspective because i look at Disney with my EYES OPEN

It is neither interesting nor particularly more clear-eyed than anyone else’s perspective. It is just the same two or three points repeated ad infinitum, all through a lens of extreme and irrational pessimism. We get it, Bob sucks and sometimes wears sweaters. Prices are too high, crowds have suffered as a result, and the value isn’t always there. Cutting edge stuff.

 

[Sirwalterraleigh]

It is neither interesting nor particularly more clear-eyed than anyone else’s perspective. It is just the same two or three points repeated ad infinitum, all through a lens of extreme and irrational pessimism. We get it, Bob sucks and sometimes wears sweaters. Prices are too high, crowds have suffered as a result, and the value isn’t always there. Cutting edge stuff.

I’ll own that. Because there are core issues.

Blanket defenses due to vacation memories offer zero valid points. It’s personal vanity.

To be clear: i still hope for the best. I surely want more attention to park travelers (which have been abused for years) and refocus on their core customers.

I believe there will be “announcements”…but that’s not the end of the story. It’s the range of announcements and their dedication to a timely manner that is the WHOLE game now.

 

[Tha Realest]

How much enthusiasm is there behind that $17bn number after a holiday weekend like this one?

Disney did commit to spending $17bn at WDW…over the next twenty years, not just the next decade

Details Released for Development Agreement Between Tourism Oversight District & Walt Disney World

Walt Disney World news, photos, and reviews! We provide you with daily news from the Walt Disney World theme parks and beyond

blogmickey.com

 

[Starship824]

Disney did commit to spending $17bn at WDW…over the next twenty years, not just the next decade

Details Released for Development Agreement Between Tourism Oversight District & Walt Disney World

Walt Disney World news, photos, and reviews! We provide you with daily news from the Walt Disney World theme parks and beyond

blogmickey.com

Disney is required to invest at least $8 billion within the first 10 years of the agreement.

This is an important detail. Also now that this is done, I assume we will start hearing more news about the BBT permits?

 

[MisterPenguin]

Disney did commit to spending $17bn at WDW…over the next twenty years, not just the next decade

Details Released for Development Agreement Between Tourism Oversight District & Walt Disney World

Walt Disney World news, photos, and reviews! We provide you with daily news from the Walt Disney World theme parks and beyond

blogmickey.com

Originally, it was $17B over the next decade.

At least now, there's a sort of contract that the totality will be spent.

 

[Sirwalterraleigh]

Disney did commit to spending $17bn at WDW…over the next twenty years, not just the next decade

Details Released for Development Agreement Between Tourism Oversight District & Walt Disney World

Walt Disney World news, photos, and reviews! We provide you with daily news from the Walt Disney World theme parks and beyond

blogmickey.com

Announcements are filled with hot air. I will be the first to give them credit when dirt is flying for ADDITIONS.

Let’s see it

 

[Sirwalterraleigh]

Originally, it was $17B over the next decade.

At least now, there's a sort of contract that the totality will be spent.

That’s not a contract.

 

[Tha Realest]

Originally, it was $17B over the next decade.

At least now, there's a sort of contract that the totality will be spent.

They went from $1.7B / year to $850M / year.

 

[MisterPenguin]

They went from $1.7B / year to $850M / year.

$850M is at least one E-Ticket a year.

 

[eddie104]

Originally, it was $17B over the next decade.

At least now, there's a sort of contract that the totality will be spent.

Also it’s more realistic spending that much over several decades versus one. That amount of money is huge no matter how you put it.

Announcements are filled with hot air. I will be the first to give them credit when dirt is flying for ADDITIONS.

Let’s see it

What in the world will you talk about once these projects get off the ground?

 

[Sirwalterraleigh]

They went from $1.7B / year to $850M / year.

Monorail replacements get pricey too

$850M is at least one E-Ticket a year.

I forgot the part where it was committed to rides?
Also…one E-ticket with an upcharge fee is not what you want.

What in the world will you talk about once these projects get off the ground?

I will talk about what I can see and touch…ie not the kinda things you dream about on your pillow

 

[eddie104]

Monorail replacements get pricey too

I forgot the part where it was committed to rides?
Also…one E-ticket with an upcharge fee is not what you want.

I will talk about what I can see and touch…ie not the kinda things you dream about on your pillow

Replacing Monorails???

Walter please.. don’t move the goal posts and you ignore what’s right in front of you all the time.

I’m happy to see that you’re conceding a little to the prospect of them actually building new attractions.

 

[Sirwalterraleigh]

Replacing Monorails???

Walter please.. don’t move the goal posts and you ignore what’s right in front of you all the time.

I’m happy to see that you’re conceding a little to the prospect of them actually building new attractions.

There has been absolutely ZERO guarantees of attractions

“Investment” that is as ambiguous as every lie Bob breathes.

The monorail JOKE was about infrastructure. Which will fall into investment category.

Attractions will come…but we don’t know at what level and more importantly…what pace.

Their park strategy has been mostly “close and replace”…which is exactly what is being speculated at DAK right now. That maintains “inflated demand”
Why would that matter to them? Hmmmm?

So let’s see it? I welcome all good capex.