Disstevefan1
Well-Known Member
Personally I don't think 7 lands can be done in a decade is because they take about 5 years to build one attraction.
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News Disney plans to accelerate Parks investment to $60 billion over 10 years
- Thread starter CaptainAmerica
- Start date
You know that several can be done simultaneously, especially in different parks scattered around the world, right? Just like what's been going on right now in Paris, Hong Kong, and Shanghai.
WolverineInMichigan
Member
As a resident of a state where marijuana is fully legal... I am begging all of you who believe Iger will fulfill this "could statement" in any way, shape or form --- "Please, for your brain's sake; get off the Ganja"......
Iger and Company really do not want to build any additional capacity in Disneyland-- Disneyland forward is all about regaining the zoning CONTROL they lost. "look pretty shiny things... Wakanda! Pandora! Frozen!".... Result--- More hotels and shops. Rides? Additional capacity? Pshaw--- (yes I am old!) those cost Operating $$$-- Operation Costs bad!
In Florida... Disney is not going to going to invest heavily until DeSantis goes away. Is it that petty? Yes.
I am a Senior VP of Marketing and Communication in a mid-tier company in the midwest. Due to the nature of my employment, I interact with CEO's of Fortune 500 companies and CEO's of small companies--less than 3 mil a year gross. I can share with you that big decisions are made for petty reasons all the time.
I don't post much on here --- Suffice it to say there isnt enough time to clean up after the circuses in my professional world--- but please.. just get with the program and join reality and read between the lines.
Edited for spelling
Iger and Company really do not want to build any additional capacity in Disneyland-- Disneyland forward is all about regaining the zoning CONTROL they lost. "look pretty shiny things... Wakanda! Pandora! Frozen!".... Result--- More hotels and shops. Rides? Additional capacity? Pshaw--- (yes I am old!) those cost Operating $$$-- Operation Costs bad!
In Florida... Disney is not going to going to invest heavily until DeSantis goes away. Is it that petty? Yes.
I am a Senior VP of Marketing and Communication in a mid-tier company in the midwest. Due to the nature of my employment, I interact with CEO's of Fortune 500 companies and CEO's of small companies--less than 3 mil a year gross. I can share with you that big decisions are made for petty reasons all the time.
I don't post much on here --- Suffice it to say there isnt enough time to clean up after the circuses in my professional world--- but please.. just get with the program and join reality and read between the lines.
Edited for spelling
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Disstevefan1
Well-Known Member
Yup, I still don't think 7 lands can be built in 10 years. By the way, the ten year countdown clock started when, a year ago?
Besides that, the company must desire to do this to even start. TWDC has no desire to do it, at least not in WDW.
Maybe, just maybe WDW will be FORCED to REACT to EPIC, but they will wait a couple years AFTER EPIC is open to see if they even need to.
Tha Realest
Well-Known Member
Yes. They want to build hotels (preferably DVC), shopping/dining, parking, and … at some point, maybe … attractions at Disneyland. In that order.
Disneyland Forward likely means another DVC resort, a massive expansion of Downtown Disney, a new parking structure or two…and maybe Pandora West.
Disstevefan1
Well-Known Member
James Alucobond
Well-Known Member
I mean, if you’re counting openings over the past year, you’re already almost halfway there with World of Frozen, Zootopia, Fantasy Springs, and the updates coming to Paris.
Drdcm
Well-Known Member
We’ll have to see what happens. This scenario sort of reminds me of the titanic. Everyone was having a grand old time right up until they hit the iceberg. If only someone had seen it coming…
There seem to be warning signs for WDW, so called ice in the water, if they do something about it maybe they can avoid any real harm. If they don’t, the super profitable parks might not be so profitable.
There seem to be warning signs for WDW, so called ice in the water, if they do something about it maybe they can avoid any real harm. If they don’t, the super profitable parks might not be so profitable.
Tha Realest
Well-Known Member
They could the “Epcot reimagining” and Tiana in the current $60B/$17B outlay, so probably yes. They seem to have retroactively pushed this back to include stuff already under construction.
Gusey
Well-Known Member
It's mad to think though that the Frozen attraction at Tokyo was first announced in 2014. It would take decade for that attraction to open because plans changed for that expansion. It went from New Fantasyland and Scandinvia to Beauty and the Beast, Baymax, Soarin and Fantasy Springs.I mean, if you’re counting openings over the past year, you’re already almost halfway there with World of Frozen, Zootopia, Fantasy Springs, and the updates coming to Paris.
I think it doesn't help that we are in a bit of a Disney Parks News dry patch. Disney seems to be holding any major announcements for D23 in August, so we just have to wait until then. The earliest we'll see construction on anything major worldwide will be late August 2024, with only WDS Expansion and TDL Space Mountain actually announced to open after this year.
SplashJacket
Well-Known Member
The level of stupidity is astounding.
Even more astonishing is that stupidity is the widely accepted principle.
How is Disney supposed to grow as a company (which is the sole interest of shareholders) if they don’t invest to grow?
Movies aren’t doing too hot, so their bet in the film segment is streaming. So investment to grow has been directed to streaming as their linear revenue streams are drying up.
Elsewhere, in Parks and Resorts, you had a steady stream of additions (Shanghai, Fantasy and Dream, 2 Galaxy Edges, Pandora, Zootopia, Frozen, Mystic Point, three Toy Story Lands, Grizzly Gulch, couple Avengers Campuses, another Frozen land and doubling of a park’s footprint, 3 new ships on the way and one (Wish) recently delivered, private island, and a bunch of smaller stuff like a redone TT, two MMRRs, Tron, Guardians, mistake on the lake, cars land, mistake on the lake fix, rivers of light, etc. etc.) across the world Cars Land until covid shut off the pipe and pressed reset on all projects in the pipeline.
But since covid we’ve still had projects open up (albeit delayed) that were from pre-covid. Now, outside of two rethemes and Paris, there’s really no active projects across the globe. Which is an undeniable issue for future growth.
So how can they drive future growth? Jacking up prices? They already did that stateside to absorb post-COVID travel, and it’s not a sustainable business model long-term (which they know, shockingly, not everyone is a bumbling idiot that doesn’t fit your agenda).
A huge number of projects are coming through the pipeline. That is a fact.
Imagineering cleared house during covid, but they’ve been furiously rehiring over the last few months. Plus they’ve just had several projects finish after layoffs ended (Disneyland Toontown, Guardians, Tron, Epcot overhaul, Zootopia, Hong Kong Frozen, and Avengers Campuses), so they at least maintained enough staff to finish those projects, so that’s the baseline floor, and then they’ve been adding like crazy (veteran and new staff), so projects are coming.
On the imagineering side, even Fantasy Springs would factor in. Huge mega project that’s basically delivered at this point that’ll relocate huge amounts of staff.
Restrained optimism is good, but pure cynicism is silly.
Even more astonishing is that stupidity is the widely accepted principle.
How is Disney supposed to grow as a company (which is the sole interest of shareholders) if they don’t invest to grow?
Movies aren’t doing too hot, so their bet in the film segment is streaming. So investment to grow has been directed to streaming as their linear revenue streams are drying up.
Elsewhere, in Parks and Resorts, you had a steady stream of additions (Shanghai, Fantasy and Dream, 2 Galaxy Edges, Pandora, Zootopia, Frozen, Mystic Point, three Toy Story Lands, Grizzly Gulch, couple Avengers Campuses, another Frozen land and doubling of a park’s footprint, 3 new ships on the way and one (Wish) recently delivered, private island, and a bunch of smaller stuff like a redone TT, two MMRRs, Tron, Guardians, mistake on the lake, cars land, mistake on the lake fix, rivers of light, etc. etc.) across the world Cars Land until covid shut off the pipe and pressed reset on all projects in the pipeline.
But since covid we’ve still had projects open up (albeit delayed) that were from pre-covid. Now, outside of two rethemes and Paris, there’s really no active projects across the globe. Which is an undeniable issue for future growth.
So how can they drive future growth? Jacking up prices? They already did that stateside to absorb post-COVID travel, and it’s not a sustainable business model long-term (which they know, shockingly, not everyone is a bumbling idiot that doesn’t fit your agenda).
A huge number of projects are coming through the pipeline. That is a fact.
Imagineering cleared house during covid, but they’ve been furiously rehiring over the last few months. Plus they’ve just had several projects finish after layoffs ended (Disneyland Toontown, Guardians, Tron, Epcot overhaul, Zootopia, Hong Kong Frozen, and Avengers Campuses), so they at least maintained enough staff to finish those projects, so that’s the baseline floor, and then they’ve been adding like crazy (veteran and new staff), so projects are coming.
On the imagineering side, even Fantasy Springs would factor in. Huge mega project that’s basically delivered at this point that’ll relocate huge amounts of staff.
Restrained optimism is good, but pure cynicism is silly.
el_super
Well-Known Member
The context of these threads tends to over-emphasize building new stuff, and the lack of new projects being announced, but really, people have been spending money for 50+ years to see the EXISTING stuff that's still there: Pirates, Small World, Teacups, Space Mountain. There is a lot of "core" experience there that shows no signs of decay or waning demand. If anything, the demand is still outpacing supply.
They will be fine.
DisneyDodo
Well-Known Member
“7 lands in 10 years” is not actually a thing that has been proposed. But if it was, that wouldn’t be ambitious. We’ve easily surpassed that in the past 10 years (2xSWGE, 2xTSL, Pandora, 3xAvengers Campus, World of Frozen, Zootopia, Pixar Pier, 2xNFL [a few of these may be contested as “new lands” but there’s def more than 7]).
Drdcm
Well-Known Member
I’m just curious how you explain how dropping attendance (evidenced by direct statement in the last two earning calls) and declining hotel occupancy (as evidenced by entire wings of resorts mothballed) at WDW isn’t decay or waning demand.
I wasn’t talking about expansion. I like what they have to be honest.
The comparison to the titanic was a joke…
Disstevefan1
Well-Known Member
That's great. That shows they can do it if they want.
The Iger is spreading now, is just talk.
Lets see what actually happens.
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el_super
Well-Known Member
If it's only impacting WDW, it wouldn't appear to be an issue with the product itself. The other parks, with very similar offerings, seem to be doing well enough business that even with a decrease at WDW, they are breaking revenue records left and right.
That, and/or, the decreases at WDW are being overly exaggerated.
SpectreJordan
Well-Known Member
That'd be a waste of the Tiki Room AND the Moana IP. Moana is just begging to be a cool water D or E ticket.
I wonder why they don't aim for this more. If the rides are already going to have a height requirement then go furtherlmao
Drdcm
Well-Known Member
Not to self-promote, but I put a lot of thought into this poorly photoshopped image. Notice how I arranged this. Rose was the one to survive in the end, even though the door was clearly big enough for both of them.
Thanks for sharing the notes you took sitting in the last Disney BoD meeting!!
el_super
Well-Known Member
Well... despite my general objection to your post... the photoshop effort WAS pretty good...