News Disney plans to accelerate Parks investment to $60 billion over 10 years

[Greg from Philly]

It's irrelevant. It's addressed now. Park expansion is about to get crazier than the 2010s.

Yeah, I cant wait to see it when it's all complete in 2040

 

[doctornick]

That show was excellent and it's a shame it has been cancelled. Let's hope Percy has a better fate.

indeed. I actually would argue that Mysterious Benedict Society is the best series to date produced for Disney+ so I was extremely disappointed that it was removed from the service. Oddly, it was at least popular enough to warrant a second season but that may have been from a time when they were more open to renewing series.

If it ever comes back, I would highly recommend for anyone to give it a shot.

 

[Sirwalterraleigh]

Wait a minute…did that yutz actually say the piecemeal crap they did over the last 10 years is a “counter” to the gigantic new park the competition is opening next year?

 

[Trauma]

IMHO, its a tempest in a teapot. As a consumer option it will either be better or another substitute offering will take its place. Fortunately my exposure is limited to nostalgia and not tied down with anything like a DVC boat anchor.

I don’t really consider DVC an anchor.

You just have to buy at a very low price when Disney isn’t buying back points.

I have my Boardwalk points at $82 a point so even though the resale market is poo poo right now I can still sell and make money.

 

[Sirwalterraleigh]

I don’t really consider DVC an anchor.

You just have to buy at a very low price when Disney isn’t buying back points.

I have my Boardwalk points at $82 a point so even though the resale market is poo poo right now I can still sell and make money.

People that say dvc is stupid either didn't buy it when it was a good deal or can’t afford it now

 

[Trauma]

People that say dvc is stupid either didn't but it when it was a good deal or can’t afford it now

Well for example Disney is not buying back Boardwalk right now.

Nothing stopping people from offering $90 a point.

Worse that happens is you get told no.

 

[Sirwalterraleigh]

Well for example Disney is not buying back Boardwalk right now.

Nothing stopping people from offering $90 a point.

Worse that happens is you get told no.

I expected that considering the limited term left

 

[Disstevefan1]

People that say dvc is stupid either didn't but it when it was a good deal or can’t afford it now

 

[celluloid]

View attachment 777305

Almost makes The First Omen look good.

 

[Sirwalterraleigh]

Animal Kingdom: Indiana Jones Adventure, Encanto dark ride, Central American animals throughout the land Tropical America’s replacing Dinoland AND a Lion King ride for Africa, Zootopia show replacing “It’s tough to be a bug,” and a new night show with more fountains and drones.

Magic Kingdom:
Site work to begin shortly for what amounts to a Frontierland expansion and a new Villains Land the size of Galaxy’s Edge. Additionally, the Moana boat ride originally slated for Animal Kingdom will go in Adventureland between Pirates and Jungle Cruise. Tomorrowland Speedway will be different. Big Thunder Mountain receives an update. Stitch will not be in its current state for much longer.

Epcot: Test Track redo opens summer 2025, Spaceship Earth update likely announced and will start once Test Track comes back online. I’d expect to hear one more announcement for EPCOT. Keep a close eye on the Figment project on Disney Plus.

Hollywood Studios: New land to replace Launch Bay. Rock n’ Rollercoaster retheme as well.

Disneyland Resort: New, unique Avatar land using the Shanghai pirates boat technology at DLR. PeopleMover comes back in a new way at Disneyland Park alongside significant changes to the land. Hollywoodland will go away. A Disney Springs-esque shopping district will be officially announced alongside plans for a new transit configuration for the resort. The Avenger’s E-ticket gets an actual announcement.

Walt Disney Studios:
Gets its own Avatar land and a Lion King land. Other misc. project in the existing part of the park.

Disneyland Parc Paris:
A larger than Soarin’ sum, so perhaps Soarin’/Soaring 2.0, Indiana Jones Adventure, or even a new version of Rise of the Resistance. I’d fully expect either a new land or two new rides including an E-ticket in total.

Shanghai:
New Marvel Land, Toy Story Mania as well.

Hong Kong will get an E-ticket in Tomorrowland still.

Are you ok? Do I need to send the paramedics with a AED over?

 

[MouseEarsMom33]

Did we get a final bill for hula?

Disney is paying Comcast/Universal one Epic Universe + some change

 

[BrianLo]

I'm sure EU could pull from both (per-existing Universal) parks but I'm not sure it'll offset the number of people that'll take advantage of new multi-day tickets Universal is sure to start offering to entice longer stays.

This would be incredibly, incredibly unprecedented. All second gate additions have resulted in about a decade for their primary parks to recover their previous attendance peaks.

I’m just trying to set expectations that USF attendance declines are expected and totally fine. The resort will gain 25%-ish attendance year one and then slow roll the other 25% over the next 5-10 years.

I expect Epic will be incredibly popular, but half at the expense of the other two parks and the other half organic length of stay or new customers for the resort.

 

[BrianLo]

Wait a minute…did that yutz actually say the piecemeal crap they did over the last 10 years is a “counter” to the gigantic new park the competition is opening next year?

No, he half implied Universal is responding to Disney, which isn’t entirely untrue. Though an aggressively positive spin. The other half is that they’ve front loaded some of their response already and are backloading the other half, without commiting to lumpy investment. The other “fall-guys” time notwithstanding.

People that say dvc is stupid either didn't but it when it was a good deal or can’t afford it now

I don’t really consider DVC an anchor.

You just have to buy at a very low price when Disney isn’t buying back points.

I have my Boardwalk points at $82 a point so even though the resale market is poo poo right now I can still sell and make money.

This is important. The argument that DVC owners are stupid and not holding Disney to a higher standard is not bearing out. In fact it’s the complete opposite, almost all of Disney’s harshest critics on this forum right now are long term DVC owners.

It turns out when you financially lock people in for 50 years, they actually start getting critical of the ancillary product you offer. It’s worse for Disney because those critic don’t bounce off in the same way the Smith family from Colorado does after moving on from their second ‘once in a lifetime’ trip.

 

[Jrb1979]

This would be incredibly, incredibly unprecedented. All second gate additions have resulted in about a decade for their primary parks to recover their previous attendance peaks.

I’m just trying to set expectations that USF attendance declines are expected and totally fine. The resort will gain 25%-ish attendance year one and then slow roll the other 25% over the next 5-10 years.

I expect Epic will be incredibly popular, but half at the expense of the other two parks and the other half organic length of stay or new customers for the resort.

I don't know. I know reservations played a part but the last attendance report that came out Universal's parks had more attendance than AK and Epcot.

I could see AK and Epcot again being the parks that lose attendance to Universal. I get this is a Disney centric site with WDW being the main boards but Universal is not as bad as many make it out to be.

 

[BrianLo]

I don't know. I know reservations played a part but the last attendance report that came out Universal's parks had more attendance than AK and Epcot.

I could see AK and Epcot again being the parks that lose attendance to Universal. I get this is a Disney centric site with WDW being the main boards but Universal is not as bad as many make it out to be.

It’s never happened before though. At either Orlando operator, Anaheim, Tokyo, Paris. All the original parks shed attendance for a decade+ to their subsequent gates, until the total resort attendance officially doubled. It’s really unrealistic to set that expectation on Epic. Or rather really unrealistic for USF. New gates don’t instantly fulfill their entire occupancy goal day one. I’m even being extremely generous by saying USF attendance could rebound to its previous peak within five years, it’s usually a decade.

 

[Jrb1979]

It’s never happened before though. At either Orlando operator, Anaheim, Tokyo, Paris. All the original parks shed attendance for a decade+ to their subsequent gates, until the total resort attendance officially doubled. It’s really unrealistic to set that expectation on Epic. Or rather really unrealistic for USF. New gates don’t instantly fulfill their entire occupancy goal day one. I’m even being extremely generous by saying USF attendance could rebound to its previous peak within five years, it’s usually a decade.

I'm not disagreeing with that. You make it sound like Disney will always be king Universal will always be second. People will continue to go to Disney and add on Universal for 2 days like they do now.

Yes USF will lose some attendance so will AK and Epcot.

 

[BrianLo]

I'm not disagreeing with that. You make it sound like Disney will always be king Universal will always be second. People will continue to go to Disney and add on Universal for 2 days like they do now.

Yes USF will lose some attendance so will AK and Epcot.

I literally didn’t say or imply any of that…

I’m trying to set realistic attendance measures so people don’t call it a colossal failure when USF attendance declines. It has absolutely nothing to do with Disney.

Universal resort will realistically attract 50%+ more guest days within 5-10 years. But not immediately in 2025. That’s all.

 

[MisterPenguin]

Animal Kingdom: Indiana Jones Adventure, Encanto dark ride, Central American animals throughout the land Tropical America’s replacing Dinoland

So... Coco there or no Coco?

 

[Disone]

Disney converted Splash into Tiana in less than 1.5 years, more than doable to fill that time with more than enough entertainment/festivals to entertain APs. My hope is that whatever additional attractions they have planned, come online quickly after that in succession.

I just don't understand why they have to flip an attraction instead of just build a new one.

 

[UNCgolf]

There are plans for new parks at both Disneyland Resort Anaheim and Walt Disney World after all of these expansions (and a few others).

They need to do a lot at DAK and DHS, as well as more work at EPCOT, before they think about building a 5th park.

EPCOT doesn't really need expansions, especially compared to the other two, but it does need to fix several existing spaces. A new World Showcase pavilion or two and a couple of additional rides up there would be great, but not really necessary if they didn't have some old Future World pavilions wasting away.

DAK and DHS, on the other hand, both need at least double the amount of their current attractions.