Basil of Baker Street
Well-Known Member
I appreciate Disney's desire to build top notch attractions but I wish they would crank out 2 or 3 C tickets in place if an A.
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News D23 Expo 2022
- Thread starter DCBaker
- Start date
I'd have to imagine the capital outlay of EPCOT since 2019 is larger than the total value of Dollywood's entire complex.
EricsBiscuit
Well-Known Member
Brian Roberts CEO of Comcast says they expect to gain market share with EU and they are on the “offensive” in Orlando. At least Uni gets it. Disney remains clueless until some heads start to roll.
thanks that really helps put the cycle of parks spending in perspective
_caleb
Well-Known Member
The marketing department wants them to seem more "authentic."
"See? We're really just fans like all of you in the audience!"
erasure fan1
Well-Known Member
Disney is beyond arrogant. They have zero reason to think Uni can put a dent in their market share because of their history. I'm not saying Disney has to worry. But it is better to be proactive rather than reactive. I'm sure Disney is expecting Epic U to be mediocre. Which is funny considering Uni out Disneyed Disney with Potter.
_caleb
Well-Known Member
We know that at least some execs at Disney actually do feel threatened by some of what Universal has done.
I wouldn't doubt Josh does. If he was pushing for expansion and Chapek said no thanks its going to make Chapek look like a fool. It's possible the insane price increases are a way to introduce "discounts" that take prices back a few years to keep demand high or more likely to buffer against some attendance loss saying it was part of the plan. I still think the Orlando market is growing for tourism fast enough that Epic universe is going to take on a lot of new demand vs Marketshare from Disney. The Disney parks might be just as crowded but Universal is going to take a lot of that increased demand because Disney refused to build extra capacity. I have met plenty of people in my last few trips that were at Universal or Sea World for the first time because Disney park passes ran out.
WonderWab
Active Member
Amazing work. Thank you for doing this!!!
needs TDS Fantasy Springs News
Big T 1963
Member
It seems were all in agreement here...Keep delaying projects Disney then you'll see when Epic Universe opens at Universal oops to late... the Magic is gone 
CaptainAmerica
Well-Known Member
It's an expanding market and Disney doesn't give a crap about share. "Expanding market share" does not mean "taking away from Disney."
Pretend Disney has 100 guests (77% share) and Universal has 30 guests (23% share).
Then Disney goes to 110 (74% share) guests and Universal goes to 38 guests (26% share).
In that example, Disney gained more guests than Universal did, but Universal still gained market share. A smaller competitor "gaining market share" from a larger competitor is expected because the same raw increases count more for them in percentage terms.
CaptainAmerica
Well-Known Member
This is delusional.It seems were all in agreement here...Keep delaying projects Disney then you'll see when Epic Universe opens at Universal oops to late... the Magic is gone
CaptainAmerica
Well-Known Member
Ah yes, I was just remarking at preschool drop-off this morning all of those HttYD backpacks the kids were wearing /s.
USO and IOA tell me they don't, in fact, know better than to do that.
Horizons '83
Well-Known Member
- In the Parks
- No
While I understand your sentiment, anyone who is a shareholder of Disney stock most certainly cares about market share. Outside of actual P&L, market share is the one of the most important aspects of any publicly traded company.
CaptainAmerica
Well-Known Member
Jrb1979
Well-Known Member
It's not that they don't care. The reason that they have height requirements on the majority of their rides is due to who manufactures the rides at Universal. Universal uses a lot of major amusement park manufacturers for their attractions. The manufacturers are the ones who set the height requirements not the parks.
The reason why Disney is able to get around that is a lot of the rides are done in house.
Horizons '83
Well-Known Member
- In the Parks
- No
Not trying to "toot my own horn" but I worked for a fortune 500 company in their FP&A group for many years, not sure what this book represents or states but market share is critical to any organizations success, particularly if you've held the lion's share for a number of decades only to see it start degrading.
I am not saying Uni will over take the top market share in my lifetime, but even the perception of losing it will be costly for Disney.
danlb_2000
Premium Member
If Universal was interested in catering to small children they would find a way to build rides with a low or no height requirement. They have decided that this is not their target audience.
CaptainAmerica
Well-Known Member
I work for a Fortune 100 company in their FP&A group.
Hospitality and tourism is a $4 trillion industry and has literally millions of competitors. It's not an industry that cares about market share.
"Central Florida Theme Park operators" is not a market, except maybe as it applies to annual pass sales.