Disney(World) vs. Disney(land)?

[TP2000]

Interesting that you did not hear this news from Al lutz about 10 days ago when he posted the same info. I am suprised as a DL fan you do not read him more.

TDO had to wait for the DLR to get all its ducks in a row which they finally have.

I read Lutz all the time. What did I miss?

Lutz has been talking about the new Tomorrowland E Ticket since June, but he hasn't delved into the TDO angle like wdw1974 has. It is nice to hear another source beyond Lutz confirm bulldozers move in to Tomorrowland just after Christmas. Good news!

Of course, Lutz throws out his typical one or two sentence barbs at TDO about every four to six months and then his readers east of the Rockies throw a tizzy about "how dare he criticize Florida!". But when an insider like Lee or Martin or wdw1974 says the same type comments about TDO or WDW it's generally not challenged and taken solemnly as useful info.

Back to the news of the day.... It sounds like WDP&R is basically stagnant on all the important numbers for the fiscal quarter, and the two weeks of Cars Land and DCA 2.0 operation included in the 3rd fiscal quarter (June 15th to July 1st) was able to boost overall American attendance by the very low single digits. It should be interesting to see the same numbers three months from now covering Disney's 4th fiscal quarter that took in the bulk of summer (July 1st to September 4th).

 

[Californian Elitist]

Of course, Lutz throws out his typical one or two sentence barbs at TDO about every four to six months and then his readers east of the Rockies throw a tizzy about "how dare he criticize Florida!". But when an insider like Lee or Martin or wdw1974 says the same type comments about TDO or WDW it's generally not challenged and taken solemnly as useful info.

EXACTLY! What's up with that?

 

[TalkingHead]

Spirit, this is interesting news, and I'll keep my fingers crossed that WDW management has woken up.

I understand the company politics over RCR, but what I'm a little confused about is WHY NOW?

It's been obvious for years that Universal is upping their game in Orlando, and WDW has been utterly complacent, indifferent, and out of touch.

I get that DCA is having a record year and the shiny new toy is attractive to TDO because it's gotten so much positive feedback. But wanting the newest E-ticket because it is driving record attendance is different from wanting the newest E-ticket because of fear that Universal is affecting WDW numbers.

So is TDO really worried or do they just feel neglected because DCA is getting the attention this summer and they realize the multi-year, piecemeal unveiling of FLE will prevent them from ever getting a big grand opening?

What I hope is not happening is TDO finally feels like they need to do something and seeing RCR as the easiest solution. Because if they're still looking for easy solutions, then I fully expect them to muck it up, somehow.

 

[WDW1974]

OK, so you decide to release some news (not all hot off the presses) with some new info you've come upon and vetted ... and then you go to sleep and you get up and you go through a normal (or what passes for it) day and then you check your email ... and then you look at Disney's third quarter results and ...

WOW!!!

I don't know what impressed me more. That Disney's earnings call and what was said and not said by my good friend Bob Iger (we both love bacon-wrapped dates!) backed me up almost to the word ... or that I am now being told even more things (some that I may be able to post soon!) in light of everything.

Now, I left this thread on the start of page 3 and there are 12 pages ... dare I attempt to even read all I have missed?

 

[Jim Handy]

OK, so you decide to release some news (not all hot off the presses) with some new info you've come upon and vetted ... and then you go to sleep and you get up and you go through a normal (or what passes for it) day and then you check your email ... and then you look at Disney's third quarter results and ...

WOW!!!

I don't know what impressed me more. That Disney's earnings call and what was said and not said by my good friend Bob Iger (we both love bacon-wrapped dates!) backed me up almost to the word ... or that I am now being told even more things (some that I may be able to post soon!) in light of everything.

Now, I left this thread on the start of page 3 and there are 12 pages ... dare I attempt to even read all I have missed?

I hope you can share more. Your post was perfectly timed and matched everything we saw today after the bell.

 

[c-one]

Spirit, this is interesting news, and I'll keep my fingers crossed that WDW management has woken up.

I understand the company politics over RCR, but what I'm a little confused about is WHY NOW?

Seems to me that TDO woke up for the reason we've expected them to wake up: the bottom line. The resorts are going empty as '74 has mentioned... Nationwide park attendance is up only 1% this quarter despite DCA going absolutely gangbusters, meaning WDW must be down...

TDO thought they could weather the storm brought on by Potter, other Universal improvements, Legoland, improvements at Busch Gardens and SeaWorld without major investment. A quick glance at the balance sheet and it looks like they were wrong. The market has spoken, friends.

 

[danlb_2000]

OK, so you decide to release some news (not all hot off the presses) with some new info you've come upon and vetted ... and then you go to sleep and you get up and you go through a normal (or what passes for it) day and then you check your email ... and then you look at Disney's third quarter results and ...

WOW!!!

I don't know what impressed me more. That Disney's earnings call and what was said and not said by my good friend Bob Iger (we both love bacon-wrapped dates!) backed me up almost to the word ... or that I am now being told even more things (some that I may be able to post soon!) in light of everything.

Now, I left this thread on the start of page 3 and there are 12 pages ... dare I attempt to even read all I have missed?

Skip of JT's posts and you will get through it quickly and not have missed much

 

[asianway]

OK, so you decide to release some news (not all hot off the presses) with some new info you've come upon and vetted ... and then you go to sleep and you get up and you go through a normal (or what passes for it) day and then you check your email ... and then you look at Disney's third quarter results and ...

WOW!!!

I don't know what impressed me more. That Disney's earnings call and what was said and not said by my good friend Bob Iger (we both love bacon-wrapped dates!) backed me up almost to the word ... or that I am now being told even more things (some that I may be able to post soon!) in light of everything.

Now, I left this thread on the start of page 3 and there are 12 pages ... dare I attempt to even read all I have missed?

When they walk all the execs out of TDO, will they do a drive by past Celebration Place too?

Of course Twitter is lighting up about the NFE date that was announced after the dismal WDW attendance numbers. That was the plan though Im sure.

 

[Atomicmickey]

... or that I am now being told even more things (some that I may be able to post soon!) in light of everything.

... dare I attempt to even read all I have missed?

Nah, don't bother to read it.

Summary: Wow, cool. No. Yes. No. Yes. Cool. When? Knew it. Didn't see that coming. No. Yes. No.

There, now you're up to speed.


Just post the new stuff.

 

[Californian Elitist]

I say skip jt's posts as well.

 

[Captain Chaos]

I say skip jt's posts as well.

Just block the nonsense and the drivel from the same culprits and it reads very quick

 

[Californian Elitist]

Just block the nonsense and the drivel from the same culprits and it reads very quick

LOL exactly.

 

[c-one]

So the primary reason they'd go for RSR is speed, right? I get that it's cheaper to reuse something than to develop new plans, but more than that you save yourself a lot of time, and considering the rate at which Uni is going, there's no time to waste. I agree with others who'd rather not see a clone and keep RSR on the West Coast, but more distressingly it signals to me that there's nothing else coming down the pike at WDI. Has the well run dry?

 

[orky8]

So the primary reason they'd go for RSR is speed, right? I get that it's cheaper to reuse something than to develop new plans, but more than that you save yourself a lot of time, and considering the rate at which Uni is going, there's no time to waste. I agree with others who'd rather not see a clone and keep RSR on the West Coast, but more distressingly it signals to me that there's nothing else coming down the pike at WDI. Has the well run dry?

That's just silly. WDI has tons of ideas, but it doesn't do full-scale devlopment with blueprints and detailed technical designs for high up in the blue sky projects. It is considerably faster to build something you already have all the structural blueprints for than something that would need such architechtural/structural design, even though the concept is well thought-out.

 

[Tiggerblood]

Long time lurker first time poster. I am having trouble finding how you guys are saying that WDW is doing so badly, it would be one thing if it was just asianway saying it since he consistently posts hostile and often factually incorrect statements but other reliable people are saying it too. I looked over the reports and what most of you saying is just speculation right now, unless somewhere in the long list it actually states that attendance is abysmal. Just wondering.

P.S. WDW1974 I don't know if you were joking about the bacon wrapped dates but I know of this little place that serves the most amazing bacon wrapped dates

 

[alissafalco]

Long time lurker first time poster. I am having trouble finding how you guys are saying that WDW is doing so badly, it would be one thing if it was just asianway saying it since he consistently posts hostile and often factually incorrect statements but other reliable people are saying it too. I looked over the reports and what most of you saying is just speculation right now, unless somewhere in the long list it actually states that attendance is abysmal. Just wondering.

P.S. WDW1974 I don't know if you were joking about the bacon wrapped dates but I know of this little place that serves the most amazing bacon wrapped dates

I know you...its Charlie Sheen!!!

 

[artvandelay]

Here's a shot in the dark....Any chance Disney and Universal can work out some financial arrangement to get the Avengers for DHS? Disney would get the Avenger characters (the Hulk could be tough) and Universal could get Marvel characters they don't have the rights for? Please don't flame me, just spit balling

 

[Tiggerblood]

I know you...its Charlie Sheen!!!

It's a running joke with me and my friends. Right after his little rant we went to the make your own short store at DTD and all made different shirts with his quotes, I made a short with Tigger on it saying "I drink Tiger Blood" kinda surprised they let me make it

 

[jt04]

Seems to me that TDO woke up for the reason we've expected them to wake up: the bottom line. The resorts are going empty as '74 has mentioned... Nationwide park attendance is up only 1% this quarter despite DCA going absolutely gangbusters, meaning WDW must be down...

TDO thought they could weather the storm brought on by Potter, other Universal improvements, Legoland, improvements at Busch Gardens and SeaWorld without major investment. A quick glance at the balance sheet and it looks like they were wrong. The market has spoken, friends.

It is not up to TDO. I am suprised you do not know that.

 

[jt04]

Nah, don't bother to read it.

Summary: Wow, cool. No. Yes. No. Yes. Cool. When? Knew it. Didn't see that coming. No. Yes. No.

There, now you're up to speed.


Just post the new stuff.

He has to get Al Lutz on the phone first.