News Disney’s Fiscal Full Year and Q4 2023 Earnings Results Webcast

[Doberge]

From the earnings presentation.

https://thewaltdisneycompany.com/app/uploads/2023/11/Q4_FY23_Earnings_Presentation.pdf

View attachment 753313/

So Bayou Adventure and DVC Fort Wildernes appear to be between June and "late" 2024.

 

[mightynine]

So after this year, we've got.....one attraction coming domestically.

Cool. Cool cool cool.

 

[Sir_Cliff]

From the earnings presentation.

https://thewaltdisneycompany.com/app/uploads/2023/11/Q4_FY23_Earnings_Presentation.pdf

View attachment 753313

No Frozenland at Disneyland Paris on there.

 

[Sirwalterraleigh]

How long are we going to blame the 50th for depressed attendance in the swamps?

They aren't, they are claiming attendance was up because of it.

Don’t forget Covid…
People wore masks 4 years ago

 

[Sirwalterraleigh]

So after this year, we've got.....one attraction coming domestically.

Cool. Cool cool cool.

You actually don’t even have that…

It’s a redo of a ride they let rot for years

 

[GhostHost1000]

Things at WDW have to be completely awful, now and the foreseeable future. SeaWorld and Universal are both like, "We have a little softness for predictable reasons, but no long term worries." Disney... "WDW...never heard of it, lets talk DCL, Disneyland and Asia." If it was the same 3-5% you just say, "like our competitors we had a slight decline."

Now, the scary thing is that if attendance is down as much as Touring Plans estimates, and people are still generally feeling like the experience is expensive, crowded & poor, how does a company even begin to fix it?

Care for the parks and care for the guest experience would be a start

 

[Sirwalterraleigh]

So after phase 2 of Epic Universe?

No…

After phase 2, City walk 2, and the redo of Hollywood town and maybe the Poseidon area?

 

[Sirwalterraleigh]

Why do you think he dodged it? It didn't seem a hard question to tackle?

Ya think?

 

[GhostHost1000]

So 5th park confirmed right?

 

[TheMaxRebo]

From the earnings presentation.

https://thewaltdisneycompany.com/app/uploads/2023/11/Q4_FY23_Earnings_Presentation.pdf

View attachment 753313

Really got nothing beyond Tiana's besides cruise ships, huh?

 

[Sirwalterraleigh]

So 5th park confirmed right?

“How magical is POR?”

 

[HauntedPirate]

So Disney plans to build in response to Epic Universe in...

 

[Drdcm]

I’m still stuck in the fact that they’re referring to WDW losses as being related to lower room rates when in reality it’s due to low occupancy and necessary discounting

 

[lentesta]

One day one of y'all is going to get thrown out of a limo full of strippers. Covered in glitter, ice cream sprinkles, holding an otter on a leash and smelling like a factory tour of the Jack Daniels distillery, you're going to roll to a stop in front of your significant other.

And when that happens, I pray that God grants you the ability to dodge questions the way that Iger just got around talking about WDW attendance.

 

[Squishy]

So 5th park confirmed right?

Yes, after the new IP nighttime musical fails to meet expectations this plot of unused prime real estate will be used to build the world's first ever theme park inside of a theme park.

 

[Sirwalterraleigh]

Really got nothing beyond Tiana's besides cruise ships, huh?

…be sure to re-up your annual pass ASAP!…remember - they’ll sell out any day now…

 

[GhostHost1000]

Yes, after the new IP nighttime musical fails to meet expectations this plot of unused prime real estate will be used to build the world's first ever theme park inside of a theme park.
View attachment 753319

Brilliant!!! They could almost expand the monorail there lol

 

[Animaniac93-98]

Now, the scary thing is that if attendance is down as much as Touring Plans estimates, and people are still generally feeling like the experience is expensive, crowded & poor, how does a company even begin to fix it?

There is no easy fix to this problem. It's the result of years of price hikes, poor investment decisions, no meaningful capacity added, cuts to staffing and services. etc

 

[Lilofan]

One day one of y'all is going to get thrown out of a limo full of strippers. Covered in glitter, ice cream sprinkles, holding an otter on a leash and smelling like a factory tour of the Jack Daniels distillery, you're going to roll to a stop in front of your significant other.

And when that happens, I pray that God grants you the ability to dodge questions the way that Iger just got around talking about WDW attendance.

Wall Street don’t have the nerve to ask Iger hard questions.

 

[GhostHost1000]

…be sure to re-up your annual pass ASAP!…remember - they’ll sell out any day now…

Oh the annual passes they didn’t want to sell at one time because annual passholders were bad?

I decided to let mine expire and likely won’t be buying a new one until 2025. Maybe. A big maybe