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

Splash4eva

Well-Known Member
can diagree with the specifics but
- Pandora
- Galaxy's Edge
- Toy Story Land
- MMRR
- Cosmic Rewind
- Remy
- Tron
- Disney Spring
- Skyliner
- Riviera/Gran Destino/Other DVC

Again, might not like the specifics, but that is a lot of stuff - if they do the same amount or 25% more, but in ways that are more to your liking I think that would be sufficient
Now lets just list additions vs overlays or destroying lands to build new ones…
 

Splash4eva

Well-Known Member
My family has more fun in all four parks in 2023 than we did in 2013. I guess that’s the only metric I care about. Meanwhile, we had less fun on Wish than Dream and like to cruise with a WDW trip, so we will be spending less with DCL.
And thats great good for you and tech not wrong…

Yet when people used that same logic for FP+ they were selfish. (Personally agree with your logic ftr)
 

ToTBellHop

Well-Known Member
Now lets just list additions vs overlays or destroying lands to build new ones…
How dare they destroy the beloved Lights, Motors, Action for Rise of the Resistance or Pocahontas and Her Forest Friends for Flight of Passage.

I don’t love everything they do but sometimes the hyperbole here gets old.

Everything that was replaced had the lowest guest ratings for their category of attraction.
 

Sirwalterraleigh

Premium Member
They have built quite a bit at WDW over the last 10 years. There isn't much going on right now nor planned for the very near future, but if they match the last 10 years in the next 10 years, that is pretty significant, especially if there is a 25% bump like Len's analysis showed
They have built dvc, springs and repurposing

So that’s what ya got.
 

Splashin' Ryan

Well-Known Member
"Investors" aka people who have very little idea how and what a park's experience is made of are so shortsighted at the news of spending that the stock dropped meanwhile it will undoubtedly benefit the company in the long run.
You would think with recent non-spending practices leading the company to where it is now that they would want more spending but apparently no time is a good time for Disney to be spending money for them.
 

Sirwalterraleigh

Premium Member
How dare they destroy the beloved Lights, Motors, Action for Rise of the Resistance or Pocahontas and Her Forest Friends for Flight of Passage.

I don’t love everything they do but sometimes the hyperbole here gets old.

Everything that was replaced had the lowest guest ratings for their category of attraction.

And yet…seats are seats.

I get removing stuff that’s past it’s shelf life…but that’s really all they’re willing to do.
 
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celluloid

Well-Known Member
can diagree with the specifics but
- Pandora
- Galaxy's Edge
- Toy Story Land
- MMRR
- Cosmic Rewind
- Remy
- Tron
- Disney Spring
- Skyliner
- Riviera/Gran Destino/Other DVC

Again, might not like the specifics, but that is a lot of stuff - if they do the same amount or 25% more, but in ways that are more to your liking I think that would be sufficient

Between four theme parks and 22 square miles of resorts, water parks and shopping in TEN Years, It is not that much.
 

doctornick

Well-Known Member
My family has more fun in all four parks in 2023 than we did in 2013. I guess that’s the only metric I care about. Meanwhile, we had less fun on Wish than Dream and like to cruise with a WDW trip, so we will be spending less with DCL.

I tend to agree that we have been pleased with the content of new additions. The parks are better now than (say) 10 years ago. But I do feel they should be more better than they have been based on the degree of investment which is a somewhat WDW specific thing as they keep closing things to replace rather than expand (Pandora, Ratatouille and Tron being the only real exceptions though they also closed SGE [edit: and the Little Mermaid show] which limited the increase at WDW).

If this massive investment actually happens and they put a bunch in WDW and it is actually expansions (but on par with what the have built the last decade) I'd be happy. Based on the plans for DAK to date though, it seems like more of the same - perhaps improvement but no capacity increase. I hope they see the light and actually add stuff and make the daily experience more enjoyable given the crowds.
 
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CaptainAmerica

Premium Member
Original Poster
From the first article (second is behind a paywall),

“Still, the company’s domestic parks, particularly Walt Disney World in Florida, have seen a slowdown in attendance and hotel room purchases. Instead, the segment’s strength has come from its international parks.”
That's based on like a single quarter worth of data, plus the analysis that @lentesta did comparing Fourth of July 2023 with 2022 that sent every media outlet into a freakout.
 

doctornick

Well-Known Member
Imagine if these boards had existed when Walt repeatedly yanked out Tomorrowland rides for replacement instead of expanding when we now know there was room for SWGE and MMRR. I want my Midget Autopia back, dammit!

You know though that WDW crowds are huge and attraction capacity has stagnated (or shrunk) while guest growth has occurred. I don't think anyone is against replacing the lowest performing attractions - we see plenty of calls for updating Imagination - but that shouldn't be the only or even predominant thing going on at WDW. Not when you have parks with still fewer than 10 rides, which is insane.
 

Disney Analyst

Well-Known Member
It would be, beyond wild, if Iger gets replaced for suggesting they spend so much on the parks.

Unfortunately modern capitalism, and Wall Street, often focus on the short term vs long term (imo).

The goal is to ensure every quarter is better then the next (how is that ever going to be possible, the world ebbs and flows), and the way to achieve that is … often to the detriment of the long term.
 

Splash4eva

Well-Known Member
How dare they destroy the beloved Lights, Motors, Action for Rise of the Resistance or Pocahontas and Her Forest Friends for Flight of Passage.

I don’t love everything they do but sometimes the hyperbole here gets old.

Everything that was replaced had the lowest guest ratings for their category of attraction.
Again.
Overall if you are satisfied so be it. To each is their own as i said. But to sit here and say both those lands are exceptional as they were billed to be you are kidding yourself. Dont get me wrong. I love FoP and Rise (altho it has a ton of issues) but over a 10 year span if thats what Disney is hanging their head on with alll the money spent its been underwhelming
 

JD80

Well-Known Member
To each is their own. If you are satisfied as to what they built and done over the last 10 years so be it but its been underwhelming waste of resources and placements to say the least.

What would be your ideal level of investment into WDW in 10 years beyond normal operating costs? 1 new land a year? 1 new land every other year? 2 per year? 1 hotel every 3? Transportation upgrades once a decade? 1 ride update per year?

Just curious.
 

Dranth

Well-Known Member
Then he announced additional multibillion dollar commitments to the WDW Resort Specifically.
That isn't contradictory at all. Saying here is all the money we are dumping into your state that you are potentially putting in jeopardy is just smart business.

You’re cherry picking.
Hardly.

Logically it makes no sense to neglect WDW.
No, it doesn't make sense, hence why I said I think he is bluffing.

It would be a short sighted "solution" to a problem that will resolve itself over time to massively cut spending. However, the CEO did put it out there so I think it is fair to discuss. Besides, it is entirely possible that how much money gets invested is impacted by the current situation and that isn't out of the realm of possibility.
 

JD80

Well-Known Member
can diagree with the specifics but
- Pandora
- Galaxy's Edge
- Toy Story Land
- MMRR
- Cosmic Rewind
- Remy
- Tron
- Disney Spring
- Skyliner
- Riviera/Gran Destino/Other DVC

Again, might not like the specifics, but that is a lot of stuff - if they do the same amount or 25% more, but in ways that are more to your liking I think that would be sufficient
New Fantasyland is in there somewhere.
 

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