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

flyerjab

flyerjab

Well-Known Member
I expect money to be spent, similar to what was done the previous decade. Iger is not a risk taker. Here will most likely go with the approach the company took with WDW in the 2010s:
  1. New Fantasyland in MK
  2. Transformation from DTD to DS
  3. Pandora expansion and upgrades to dining/shopping at DAK
  4. New resorts/DVC - Gran Destino, Riviera
  5. Upgrades to resorts - CBR main building and upgrades to CSR
  6. TSL, SW:GE and MMRR attraction to DHS
  7. Epcot overhaul
This was all rolled out in stages over a multi year plan. I assume a similar, painstakingly slow rollout of new changes again. Why build a new park to compete with Epic Universe when you can build what is equivalent to a new park, just spread out within the entire WDW resort.
  1. Upgrades to existing attractions - Country Bears, Tiana’s Bayou Adventure, Zootopia 4D movie
  2. New shows - potential drone show, new parade
  3. Tropical Americas expansion at DAK
  4. Beyond Big Thunder Mountain expansion at MK
  5. New resort/DVC addition
  6. Potential DHS expansion/addition
  7. Upgrades to SSE and the complete redo of the Imagination Pavilion for Epcot’s 50th.
Obviously most of this is dreaming/here say/etc. However, if I must put forth an answer to what I think WDW’s future will look like over the next decade, this is what I think will happen. A slow, cautious approach, using IP only attractions mined from data pulled from Disney+ metrics and the infamous “surveys”. And will likely take a decade, of which we are in year one right now.
 
JoeCamel

JoeCamel

Well-Known Member
flyerjab said:
I expect money to be spent, similar to what was done the previous decade. Iger is not a risk taker. Here will most likely go with the approach the company took with WDW in the 2010s:
  1. New Fantasyland in MK
  2. Transformation from DTD to DS
  3. Pandora expansion and upgrades to dining/shopping at DAK
  4. New resorts/DVC - Gran Destino, Riviera
  5. Upgrades to resorts - CBR main building and upgrades to CSR
  6. TSL, SW:GE and MMRR attraction to DHS
  7. Epcot overhaul
This was all rolled out in stages over a multi year plan. I assume a similar, painstakingly slow rollout of new changes again. Why build a new park to compete with Epic Universe when you can build what is equivalent to a new park, just spread out within the entire WDW resort.
  1. Upgrades to existing attractions - Country Bears, Tiana’s Bayou Adventure, Zootopia 4D movie
  2. New shows - potential drone show, new parade
  3. Tropical Americas expansion at DAK
  4. Beyond Big Thunder Mountain expansion at MK
  5. New resort/DVC addition
  6. Potential DHS expansion/addition
  7. Upgrades to SSE and the complete redo of the Imagination Pavilion for Epcot’s 50th.
Obviously most of this is dreaming/here say/etc. However, if I must put forth an answer to what I think WDW’s future will look like over the next decade, this is what I think will happen. A slow, cautious approach, using IP only attractions mined from data pulled from Disney+ metrics and the infamous “surveys”. And will likely take a decade, of which we are in year one right now.
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You forgot Club 33 expansion....
 
BrianLo

BrianLo

Well-Known Member
celluloid said:
The daily inflation rate on that is quite insane. They are constantly saving money with such a large promise and not delivering until later.
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Hopefully if the central bankers do their jobs right, it’s only an inevitable 22% of ‘todays’ dollars that is eroded. Of course less as the investment flows, it’s not like they are going to backload 50billion over the last two years.

But, that’s why I’m treating the ‘doubling’ of the investment more like a 150% expectation. Partially inflation baked in and still to come.

More than last decade investment wise, not double. Not they could asymmetrically spend on one resort over another naturally. Or in this case DCL seems to be outstripping last decades Asian Park investments.
 
BrianLo

BrianLo

Well-Known Member
BaconPancakes said:
Care to share for those of us who missed it?
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This will flag you to the right point. Pheneix also brings it up in that limited musings thread.

lentesta said:
I could be wrong. But yeah, what I've heard is MK and HS are the focus.

This is all off the top of my head, so help me clarify my thinking here.

The thing I don't know is whether the strategy Disney's betting on is:
  1. Add to already-popular parks -or-
  2. Add to less-popular parks
Strategy #1 seems to make sense if Disney sees a need to get people in the door. So if surveys say "I'm not coming because there's nothing new", even after everything that's been added to EPCOT, then adding to MK makes sense. Lots of people think WDW === MK.

Strategy #2 seems to make sense if they need to get people to stay longer. Like, people are coming, but they're only going to 2 parks instead of 3 or 4.

I mention strategy #2 because I recently got an email asking for advice about G+. When I asked for details about the trip, the response was "We're doing 2 days at MK, 1 at EP, and 1 at HS."

I would love to see how many people are skipping AK like that. And this person has a 2-BR at BLT for a week. They have the money and the time.
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Disney Analyst

Disney Analyst

Well-Known Member
arich35 said:
AK and HS I think are the two that need something the most.
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I agree about HS, I think AK needs to be developed further, but isn’t hurting as much operationally.

MK is the busiest theme park, and needs to be firing on all cylinders, and is frankly not. More entertainment, more attractions, build it out, get MK up to snuff, and then focus on AK and Epcot again.

HS is an operational mess and needs all the capacity and help it can get.
 

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