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News Disney plans to accelerate Parks investment to $60 billion over 10 years
- Thread starter CaptainAmerica
- Start date
capsshield
Active Member
I think that Disney will spend this money and as the decade goes by they will spend even more to cover inflation costs.
Investing in the parks makes them more valuable. By investing 60 billion they increase their assets, and increase profits or keep making a profit. This announcement will sell a lot of dvcs.
This is how I see them distributing the funds.
Disney forward will get at least 15 billion.
Cruise lines will get at least 5 billion
My Disney will get at least 3
Consumer products will get 2
Additional Dvcs will get 5
Europe will get 5
China will get 8
Wdw will get 22
10 to magic Kingdom
And 4 to each of the Other parks
I believe they will start allocating funds in October and within 9 months to a year have shovels in the ground in a lot of places.
Not everything will get a commitment over the next year, but within 3 years they will have committed 2 thirds of those funds, in five it will all be spent or budgeted.
If they get the go ahead for Disneyland forward they can build two or 3 of several attractions and share start up costs among the parks.
When they say immersive storytelling what they are really saying is that they will add themed restaurants, stores, and photo meet and greets to the attractions. With lightning lane passes every new attraction pays for itself and more within a couple of years.
Even old tired attractions when refurbished will add to the experience.
But that's the way it should be, never finished.
Investing in the parks makes them more valuable. By investing 60 billion they increase their assets, and increase profits or keep making a profit. This announcement will sell a lot of dvcs.
This is how I see them distributing the funds.
Disney forward will get at least 15 billion.
Cruise lines will get at least 5 billion
My Disney will get at least 3
Consumer products will get 2
Additional Dvcs will get 5
Europe will get 5
China will get 8
Wdw will get 22
10 to magic Kingdom
And 4 to each of the Other parks
I believe they will start allocating funds in October and within 9 months to a year have shovels in the ground in a lot of places.
Not everything will get a commitment over the next year, but within 3 years they will have committed 2 thirds of those funds, in five it will all be spent or budgeted.
If they get the go ahead for Disneyland forward they can build two or 3 of several attractions and share start up costs among the parks.
When they say immersive storytelling what they are really saying is that they will add themed restaurants, stores, and photo meet and greets to the attractions. With lightning lane passes every new attraction pays for itself and more within a couple of years.
Even old tired attractions when refurbished will add to the experience.
But that's the way it should be, never finished.
KingMickey13
Well-Known Member
If you had to guess, when would you place the opening of the Dinoland replacement?
Brer Panther
Well-Known Member
@HauntedPirate's post was one of the most terrifying things that I have ever read.
Particularly the idea of Iger being CEO for life.
Particularly the idea of Iger being CEO for life.
ToTBellHop
Well-Known Member
Given that there are still no shovels, very-late 2026?
KingMickey13
Well-Known Member
Thanks!
TheMaxRebo
Well-Known Member
Totally different audiences
This wasn't about exciting fans it was about trying to get investors/analyst to change how they look at the company, how they evaluate the future income potential ... telling them to look at the margins from the parks not media/streaming and saying they are pivoting to reinventing in the areas proven to deliver returns
Tha Realest
Well-Known Member
peter11435
Well-Known Member
It’s about resetting investor expectations and focus… not achieving immediate results
That's wishful thinking. Investors demand and expect ROI. ( Return On Investment ).
TheMaxRebo
Well-Known Member
Not yet at least ... I am sure they were hoping for a more.positive reaction
EricsBiscuit
Well-Known Member
I think the reaction would have been more positive if they were more specific about their plans.
Disstevefan1
Well-Known Member
They have no idea what that are doing. The design by committee needs a year or two to think about it....
flynnibus
Premium Member
That's why this slide was in the deck
But honestly what you said didn't counter what you quoted anyway..
LSLS
Well-Known Member
Yeah, it is, but I still think if I was an investor I'd like to know at least some things that this pivot is going towards. I mean, we here have 2 dozen pages talking about new lands, new parks, how much to domestic, etc. I think if it's a complete pivot, I'd at least like to know the first moves at announcement (and again, knowing it takes a year and a half to add an animatronic to a ride), especially with the backlash some announcements have received.
Why do you think Bob came back? It wasn’t for the company’s greater good. Announcements like “we’re going to spend $60 billion in the next 10 years on the parks” doesn’t come from someone who plans to retire anytime soon. I mean, it could, but does anyone think Bob’s going to walk away with his legacy further tarnished?
Don’t worry! Just trust that the cardigan-wearing weasel will fix all the problems he created.
ToTBellHop
Well-Known Member
Also, it’s meant to reassure investors that the management (following much turmoil) has a vision to move the company forward. While this may ease concerns over the parks segment, I suspect investors also need to hear more about the cable networks and actually making films that, you know, make money. I imagine Iger is capable of dealing with all that given some time. I would imagine that’s why he was suddenly interested in satisfying the writer’s guild. A few months off likely generated savings to the company but now he needs new projects in the works that can make money in 2024 and beyond.
LSLS
Well-Known Member
I'm just not sure saying "We are going to spend a ton of money on the parks and really lean into this money making venture" reassures investors without laying out what that means. I'm just trying to envision someone coming to me and asking to loan $3k to really upgrade their local store so that it will turn around and make us both tons of money without them mentioning any sort of road map or even stating what the first step will be.
mysto
Well-Known Member
Yes! The P/E is still high, and the 60B comes out of the E. This announcement will make the co more valuable in 5-10 years, just not right now.
Has nothing to do with leadership, value for the customer, nickel and diming. I know we all want the parks fixed but that's different than pumping up the stock price. Hopefully they will al least use the 60B to improve uptime and capacity, but the stock price short term reaction is not about that.