My fear is the more time they have to deliver. The more time they have to cut and adjust budgets and plans. It’s happened many times before sadly
I think the main risk for cuts is for Villains.
SDL needs an additional expansion.
HKDL has the E-ticket partially budgeted for by the local government.
Paris needs more after Frozen opens.
DCA needs the Avengers E-ticket, and it seems to be starting imminently.
Avatar is a future anchor land, so I don’t think it’s at much risk of getting cut. In theory, I could see them green lighting a third park and plopping it there, but regardless, I don’t see Disneyland resort losing its Avatar.
Coco is a maybe because it’s so far away, but Coco will absolutely be a slam dunk success. DCA also just physically needs more rides to sell Genie+, and doesn’t have the capacity for it. Coco shouldn’t be that expensive, relatively speaking. I could also see Coco being moved to somewhere else as part of a broader Coco mini-land or something. Or even the DisneylandForever Frontierland plot with Encanto, but if they’re spending, I don’t think Coco gets cut.
If they’re spending, is obviously a big caveat, and Avatar and Coco are more at risk because they seem less imminent.
For WDW, we know the AK stuff is happening.
For HWS, I don’t know how imminent Monster’s Inc is, but it seems to be somewhat imminent. HWS needs it really badly, because it and Animal Kingdom will likely falter the most at the hands of Epic (they target a similar audience).
I also think HWS is one of the better parks at driving new attendance to the resort. Monsters Inc is also really crucial and likely a direct product of Genie+ and ILL. You need new attractions to continue selling ILL, and Slinky needs to be relieved of a rule if was never designed to fill.
Cars, I have no idea at MK. Same for Villains. I think both are risky due to their scale and long timelines. Really shocked they’re doing Cars and Villains and not Moana and Villains (I wasn’t really expecting Villains, but if it were to happen, that was my expectation).
I think most everything, if not everything, they announced will actually get built.
Cars and Villains being the most murky, but even Avatar and Coco I see coming in some form or another. I also think they realize they have such a winner on their hands for Villains that they will go through with it as well.
Villains, unlike something like an Avatar or Galaxy’s Edge, won’t go out of style and will easily stand the test of time at Magic Kingdom. It speaks to the core audience of Magic Kingdom while simultaneously bringing additional guests and adding capacity. It’s the perfect expansion.
