The only path forward for the next couple of years will be through maximizing guest spending. Expect more up-charge events, higher prices for resorts, food and merch, and more LL.
Because Disney included it in their Q1 2025 report, referencing it multiple times.
True. I assume it was minor compared to Milton but as it was late in September it could have resulted in canceled trips that bleed over into October.
I agree this is the most likely scenario but I’m still hopeful they are smart enough to realize they need to bring back some perks to justify their prices.
For the whole company sure they are up. Without those the Parks and Experiences are still down. That's not a good thing as that's what makes the majority of their revenue.
You just described Disney's theme park Standard Operating Procedure. This happens in any event.
Not sure I follow. Domestic profit was down 5%, if you exclude the one time cost impacts profit was up 4%. International was already positive so the entire division was up, not down once those are accounted for.
If I remember correctly the only party that had added inventory was Jollywood which would certainly mean increased revenue over the previous year but I would be willing to bet the profit gain from the ticket increase of all parties had a much larger impact.
It certainly isn't a plus from a guest perceptive.
They have priced themselves into a wall with the price of everything. I'm not saying they won't stop raising pricesit, but it will they've passed the tipping point on pricing. Every price increase drives more people away. Eventually thew won't be able to makeup for these losses by forcing up guest spending.
It's completely unsustainable, everyone sees it now.
But we have been saying this on these boards for literal decades.
Yes we have but IMO you're starting to see it happen now.
Expect attendance and spending to continue to fall...and they'll throw up their hands like they have no idea why.
IMO flat isn't good enough. With the price increases for the parties, Q1 usually being their biggest quarter of the year and travel being up last year. The parks should be up in revenue by a lot.
I think the steps you describe to maximize guest spending in the parks, will happen, and WILL WORK for Disney. To be clear, I personally don't like it, but I think it will work.
I disagree. There is already a poster in here who said they are staying off site plus cut some table service to keep the same budget for their trip.
Sad but true I do not want them to cut out the middle class
Just my opinion, one post does not make a trend. I think the steps you describe to maximize guest spending in the parks, will happen, and WILL WORK for Disney. Lets see what happens.
