Ldno
Well-Known Member
WYM it's already gone for me lololol.
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Disney’s Q3 FY22 Earnings Results Webcast
- Thread starter DCBaker
- Start date
Kamikaze
Well-Known Member
It does 'scale up' because you still have the same number of rooms to service. You aren't cutting those in half because you only have half the staff. You can't factor in the 'they're only doing every other night' because they're doing that whether or not they're at 100% staffing.
peter11435
Well-Known Member
Pre Covid they provided daily housekeeping unless guests declined. Currently it’s generally every other day and even then it’s not the full service the was previously provided. The level of housekeeping provided currently is significantly below what was provided when they were at 100% staffing. So no, they do not have the same number of rooms to service. And the service itself is scaled back. Previously every occupied room needed serviced every day. Currently only check in rooms and a percentage of occupied rooms need serviced each day. And occupied rooms recieve a cliff notes version of service. Also they are struggling to clean them in a timely manner which is why guests at all resorts are often finding their rooms not available until well after checkin time. Sometimes as late as 7pm.
ToTBellHop
Well-Known Member
Purse strings releasing for Parks and Resorts…
I’ve stayed when occupancy was slow. Pile up all the guests in Coronado Casitas and close up Ranchos and Casitas .
I’d think Chapek will be very positive in future of company. NASDAQ now entering bull market , I’m a long term investor heavily invested and see the rewards.
FutureCEO
Well-Known Member
'
Prime is the worse. I've watched two movies, a tv show that I didn't finish but looking forward to Lord of the Ring. Prime also makes people buy more (which causes other places to have cheaper free shipping and whatnot) which is not that great for the world but it's ending soon anyway so.
mikejs78
Well-Known Member
Which kind? Capital expenditures purse strings or ops purse strings?
CaptainAmerica
Premium Member
D23 gonna be lit.
mightynine
Well-Known Member
I will believe it when I see it.
Unless the purse strings being loosened are from the people coming through the turnstiles.
GhostHost1000
Premium Member
As in on fire from the presentations on future expansion or the building from unhappy guests? lol
CaptainAmerica
Premium Member
- MagicBand 3 announced
- Galaxy's Edge to receive a retheme featuring characters and settings exclusively from The Last Jedi
- High School Musical: The Musical: The Series: Presented by Disney+ to become the official soundtrack of Harambe Village
- Genie+ to be discounted to only $15 per day for Disney+ subscribers
- TRON Lightcycle Run to open Fall 2023
- Peter Pan's Flight to be replaced by Disney Junior VR Experience
Br0ckford
Premium Member
We can only hope these come true.
ctrlaltdel
Well-Known Member
Woah, woah, woah. Let's not go crazy here. They don't want to kill their hardest-core fans from excitement.
mikejs78
Well-Known Member
You got this one completely wrong. They're going to be replacing FOTLK with a new show called High School Musical: The Musical: The Series: The Theme Park Show.
All spot-on, except Tron. They'll probably open it "Summer 2023".
Anyone else have the feeling that they will eventually try to tie more things in the parks to D+ subscriptions?
While I do agree with this most of the time, there is some pretzel logic you can take here: as strong as the streaming has been for their stock, its growth rate is going to taper over the next 3 years. Meanwhile at parks and resorts, they can keep turning up the dial but also have some sense of how many customers they might be leaving on the table with capacity where they are.
If you want to grow the company over the next 5 years, domestic parks is where to do it.
mikejs78
Well-Known Member
Oh they absolutely will. I suspect that future hotel discounts won't be available to the general public (unless demand is really low). You'll have discounts for AP, Disney Visa cardholders, and Disney+ subscribers.All spot-on, except Tron. They'll probably open it "Summer 2023".
Anyone else have the feeling that they will eventually try to tie more things in the parks to D+ subscriptions?
mikejs78
Well-Known Member
This is absolutely true. One thing I think they have learned (based on conversations I've had with some people here) is that, after gate prices, there's diminishing marginal returns on adding people to the parks - once you get to a certain point, revenue per guest starts to decline while costs go up. That's why they're limiting capacity still.
The key to growth for them at this point is in increasing capacity by building. And I think they may have finally learned that. They'll never be able to catch up from the lost 15 years, but at least they'll hopefully go in the right direction.
Given their recent building timelines, I don't like the odds of anything significant happening in that timeframe. But I'm sure Bob will make a visit and point to where some more recent movie IP can go...