News Disney CEO Bob Chapek reiterates his belief that park reservations are now an essential part of Disney's theme parks business

JD80

Well-Known Member
Remember, there are different "buckets" that reservations are from, so availability differs depending on what type of ticket you have (AP or not) and where you're staying.
Right which is why I said it's tougher on Locals/APs but I don't have that experience.
 

CaptainAmerica

Premium Member
I wasn’t literally talking about the rich and famous…good catch there 🎣

What you’re describing is what in days of yore was the “lower upper class”. The Disney clientele was more the “upper middle class”

Now those archetypes have kinda “merged into one”…but the problem is there’s an invisible “ceiling” on it.

Huh? Simple - the demographic Disney draws hasn’t really shifted…it’s the money structure has changed who they are and what they have. And there’s fewer of them that won’t get bored. There really hasn’t been “upward mobility” in this country into that bracket in 50 years. It’s harder to find enough for Disney parks to meet quotas and is gonna keep moving that direction.

Examples question:
What is better for Disney business:
A. 10,000 people in the parks with an annual income of $500,000 and a “worth” of say $3-4 mil?
B. 10,000 people in the parks with about $250,000 in income and comfortable - but more traditional means?

Easy question, right?
Person A probably doesn't have any children.
 

Sirwalterraleigh

Premium Member
The same people they want to court, but coldly refer to as part of an 'unfavorable mix' of attendance? I don't this leadership team thinks in that human of a term as 'excitement' except as an adjective used in PR and marketing. They want an optimal machine more than they care about actual excitement. I don't think they care if you love it or not, as long as you like it enough to come again.
All of the bobs moves for at least 8-10 years have been the exact OPPOSITE of encouraging people to return with the notable exception of timeshare construction.
 

JD80

Well-Known Member
To be fair, if you didn't attend the parks 25 years ago, you'd have no frame of reference for it to be a significantly diminished experience since then.

It can still be good for new (or relatively new) guests without being as good as it once was. Which is why Disney doesn't really need to care about people comparing it to what it was in the 1990s; they only need current guests to find it enjoyable enough to want to return.
Frankly - if you weren't at Disneyland in the 50s you have absolutely zero reference of the spirit of Walt's parks and you want to talk late 90s?
 

JD80

Well-Known Member
That would explain today but not the constant complaints 10 years ago, and probably long before I joined.

There’s never been a shortage of things to complain about, whether this year, 5 years ago, or a decade ago.

People have been complaining on the internet since Day 1.
 

Sirwalterraleigh

Premium Member
Frankly - if you weren't at Disneyland in the 50s you have absolutely zero reference of the spirit of Walt's parks and you want to talk late 90s?
…you were holding the rail until this…

You’re not gonna do the Gen y/z tactic of saying the feel of parks - wdw especially - was a figment of memory?

…let’s just not. These things are real.
 

Sir_Cliff

Well-Known Member
UNI is not positioning themselves to simply be an 'add-on' to a Disney vacation... they are trying to be your primary reason to visit. This is clear in their pricing structure and model. UNI is VERY expensive to visit for just two days.. more so than Disney, especially when compared to 'part' of a Disney vacation.

No, Uni is targeting to make you decide to make your vacation be a UNI vacation, not 'spend a day at Universal...'. EU is them putting the pedal to the medal and go from 2nd to trying to be 1st in terms of draw. They didn't have the scale before to really fill out more than 3 days.. this will push them up to that 5 day level where someone can spend a significant number of nights at a Uni hotel and still have 'more to do...' next time that helps bring back repeats.
Oh, I completely agree that this appears to be their strategy. The thing I find curious is that Disney seems so unbothered about the prospect this could happen and they increasingly become the add-on for a day or two of a vacation based at Uni. Who knows, maybe Disney's ultimately going to be proven right in largely ignoring this challenge and just doing their own thing. At least Disney's behaviour suggests that they don't feel EU is really going to move the needle much for them, presumably either just attracting entirely new travellers to Orlando who weren't going to Disney or cannibalising Uni's attendance rather than Disney's.

Lands like Pandora and GE are game changers in expanding the scope and draw of a park... but spending $400+million on a single roller coaster that guests can only ride once a day doesn't shift the game board in anyway.

Disney is spending market leading dollars but not getting market shifting results. They have been adding, but they have not really been growing as much as they've been spending.
Yes, their recent investments in Epcot (with GotG chief among them) would seem to be among the worst they have made in WDW in terms of really changing the game in terms of the operation of the parks. Some of the updates like Connections and Creations were sorely needed and, IMHO, very much improve the park. Most of that is just refreshing (or demolishing and rebuilding) old facilities left to rot, however. GotG does give the park a headline thrill ride, but for all that money I would be curious to know how many additional people it is attracting to the park. Out of everything they've added, I kind of think Ratatouille most addressed a big flaw in the park by giving WS a much-needed extra ride on the opposite side from the existing two and a rare, good family ride for the park.
 

Lilofan

Well-Known Member
Of course they do. Every provider of every good and every service does this. Apple could make an iPhone with a battery that lasts 20 years, is surrounded by flawless scratch-proof crystal, and runs 4K resolution at 60 fps. People would love it. And it would cost $3,000.

McDonald's could staff their kitchen and drive-thru so that you never wait longer than 45 seconds. But they know that their guests are satisfied waiting 120 seconds, on average, so that's their target.
When I worked in fast food as a teenager the district mgrs were always pushing the store more with getting faster drive thru wait times . We would be staffed heavy during lunch rush to accomplish this. Increased sales and gave more bigger bonuses to mgrs.
 

Sirwalterraleigh

Premium Member
Who the heck said the Disneyparks are luxury enclave???? Wow, far from it.
Also, Disney really does not care about attendance anymore as a measure.
They care about per guest spending.
No…they care about revenue and profit margins.

What they track at accounting is attendance and per guest spending….and look to root out unapplied costs. Then spin that to new “revenue streams”

The two completely false premises bandied about - cause Iger sold it to the weak lobed - are that:
1. They want attendance to go down
2. Somehow they’ll make more if it does.

Both are categorically false. Here Endeth the lesson.

Drops in attendance will result in drops in revenue and OI…they’d scramble to fix it.

And even if they get “sub whales”…as you and cap seem to think are givens at high numbers…there will be hell to pay on Wall Street.

It’s about staffing…but not just about that.

A person with $100 in their pocket or those with $10,000 only eat lunch once.

In the end…the mass model is why it works.

But feel free to watch if their run of “lucky” goes cold.

Disney/affordable will return. And the genie still won’t work because the numbers dont.

But more boo bash to “experience”…so upside 👍🏻
 

JMcMahonEsq

Well-Known Member
Oh right…because it has Mickey Mouse then the rich and famous will “slum”…give in…buy dvc….show up every year for boo bash and a bad buffet at ohana in a meat market.
And no turndown service or concierge…

Right

Is it Supe’s day off or something? 🤔
Does the sarcasm try to hide the complete lack of response whatsoever?

So what is it? What’s the alternative for a high end vacation targeted for young kids?
 

Sirwalterraleigh

Premium Member
Does the sarcasm try to hide the complete lack of response whatsoever?

So what is it? What’s the alternative for a high end vacation targeted for young kids?
Well since a small fraction of people who like high end with small kids actually are in wdw at any given time…to say there are no other alternatives is a bit aloof. Cruises, beach resort towns, cities, regional areas.

Since there are 8,000,000,000 on earth and about 100,000,000 people in Disney parks each year…everyone with a dime is there, no?

You can snit elsewhere…by the way. You have zero insight into how Disney parks are run…as demonstrated on a 1:1 ratio when you post.

Block me. Hit the button. And try to have a nice day too. Nothing but love for you. ❤️
 

Kingoglow

Well-Known Member
But just because it's diminished for me doesn't mean it's automatically worse for newer guests. People want/like different things. Guardians looks mediocre to me but tons of people love it; they're not wrong to love it. It's subjective. I even fall into this category on Na'vi River Journey, which I think is a phenomenal C ticket and one of the best attractions they've built this century, and tons of people hate it!

I am glad that you circled around to point this out because while I was reading your post I was thinking that it didn't, so much, sound like a problem of diminished park experiences, but rather, the cynicism of age. Perhaps you have aged out of your enjoyment of the parks and are just trying to hold on to a feeling that is no longer there.
 

Sirwalterraleigh

Premium Member
I am glad that you circled around to point this out because while I was reading your post I was thinking that it didn't, so much, sound like a problem of diminished park experiences, but rather, the cynicism of age. Perhaps you have aged out of your enjoyment of the parks and are just trying to hold on to a feeling that is no longer there.
No doubt there’s a lot of that.

Much of What’s left of the 20th century is blinking out.

The remainder is…oh god…is Gen X 😱

Generational roll over is inevitable…but management is required to do it delicately. One segment I hear more and more grumbles about everything is the first ten years of dvc owners. They’re not happy and that kinda thing could spread to others.

The concern for many…I would venture…is that they are actively pooching the rollover of those generations with silly Wall Street tactics that will fail/crash.

I would like to think grandkids will stumble at age 3 onto Main Street…in overalls - has to be overalls - and hear the music and look around without it sucking. Even if things aren’t exactly the same as the world spins.
 
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Sirwalterraleigh

Premium Member
I (and everyone else) hope you are right.

But, in my opinion something even more catastrophic than a global pandemic will need to occur for this to happen.
It was catastrophic to the people

What’s more catastrophic to business?
We can analyze what happened.

The ceo of smuckers just said - in a flub - last week that profits will be “pushed” from $900 mil this year to $1.3 bil next year. And when asked how/why…didn’t think oh his feet fast enough?

The cleaned up version of “jacking prices”
 

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