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

[Sirwalterraleigh]

And yet, how many DVC owners are selling. Seriously considering. New buy of the $$$ Annual pass, two years as out of state, definitely leaning that way. Not the same company. 1996 was a much better vision.

It’s a common thought pattern we hear more and more round here…

…but what’s keeping them from being really exposed is the “…we’re done after these next 3 trips and our pass expires…”

There’s still a smokescreen up

 

[HauntedPirate]

The more I think about, the more the line about park investments coming "in the back-half of the next decade" really sends the signal that, in Orlando, Universal is far more deserving of your vacation dollar than Disney is these days. What is Disney doing to earn your business, either for the first time or the 10th?

 

[Touchdown]

2 more trips and my WDW pass expires (and I book way in advance it’s happening)
-2024 is Universal through October
-Oct 2024-Oct 2025 is DLR
-Oct 2025-Oct 2026 is Universal to see Epic

WDW won’t see me until at least 2026…

 

[diminnie]

Genie is also, money grab. So a older single mother, teenager, just can't justify the hit. 50th was a sad joke. We miss the Star Wars screens at Min and Bills at MGM after Fantasmic and the Sunset Blvd interaction. Not one original thought now. Spit out sequel after sequel.

 

[Lilofan]

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

The more the parks get left behind , who knows if it can be ripe for an outside company to make a bid for a takeover.

 

[Tha Realest]

For those cheering on the falling share price, though, do you think downplaying the investment in the parks plays well or badly with the investors who drive the share price?

The company is hyper fixated on quarter by quarter right now, and they’ve all but said the “investment in the parks” isn’t going to happen until 5+ years.

 

[Sirwalterraleigh]

The more I think about, the more the line about park investments coming "in the back-half of the next decade" really sends the signal that, in Orlando, Universal is far more deserving of your vacation dollar than Disney is these days. What is Disney doing to earn your business, either for the first time or the 10th?

It’s one of the biggest failures in Disney management ever…if we don’t parse it

 

[networkpro]

The company is hyper fixated on quarter by quarter right now, and they’ve all but said the “investment in the parks” isn’t going to happen until 5+ years.

By that time they will be able to judge the impact of Epic Universe on WDW both on the ability to find sufficient employees and attendance numbers.

 

[Sir_Cliff]

Having lived through it, I can assure you that institutional investors opposed Epcot way back when.

That does not surprise me! These people are not our friends. They are the kind of people that made it plausible that Yahoo! could have bought Disney at one point.

 

[Sirwalterraleigh]

By that time they will be able to judge the impact of Epic Universe on WDW both on the ability to find sufficient employees and attendance numbers.

…That’s a cute press statement you prepped there

 

[networkpro]

…That’s a cute press statement you prepped there

Well it's better than saying that they'll wait and clean up the pieces of whatever is left. We still don't know what Epic's price structure will be and Uni just slapped an extra 10 bucks a day on thier ticketing.

 

[Tha Realest]

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.

This is so oddly specific I feel like I’ll need to join the new Disney Dish Patreon to learn more.

 

[JoeCamel]

Well it's better than saying that they'll wait and clean up the pieces of whatever is left. We still don't know what Epic's price structure will be and Uni just slapped an extra 10 bucks a day on thier ticketing.

Buck fiddy to get in the door

 

[mkt]

By that time they will be able to judge the impact of Epic Universe on WDW both on the ability to find sufficient employees and attendance numbers.

If I've been getting nibbles from Disney's recruiters, you know they're desperate.

 

[mikejs78]

This cnbc interview is a masterclass in lying nonsense

He just brought up 9/11 and 2009 when talking about Orlando

Fire this $&@! Right now

Get Pelz and anyone named “disney” on the phone

No no no no no. Peltz would be even more of a disaster, and he's backed by Perlmutter. I'd rather have Chapek than Peltz.

 

[mikejs78]

The real reason attendance is down at WDW? All those people who opted to spend $$$ on Taylor Swift tickets instead of a WDW vacation.

 

[denyuntilcaught]

Of all Iger strategies, the idea of holding on ramping up the most significant chunk of theme park investment until the end of the decade is the most...bizarre approach to running a business that I've seen in recent times. I struggle to see the business justification. What's the rationale to investors?

 

[cjkeating]

No Frozenland at Disneyland Paris on there.

Frozen is 2025. Nothing on there is beyond 2024 unless it is DCL tacked onto the end for some reason.

 

[cjkeating]

And yet, how many DVC owners are selling. Seriously considering. New buy of the $$$ Annual pass, two years as out of state, definitely leaning that way. Not the same company. 1996 was a much better vision.

2023 direct DVC sales are going to the highest they have been since 2011.

2023 sales up to October have already surpassed 2022.

 

[Sir_Cliff]

Frozen is 2025. Nothing on there is beyond 2024 unless it is DCL tacked onto the end for some reason.

Still a little striking that something that has been under construction for so long still doesn't have a loose release date.