Disney(World) vs. Disney(land)?

[WDW1974]

Speaking of what he's working on at DL . . . any insight you can offer? All I keep seeing is basically "Big unnamed Tomorrowland E-Ticket". Sounds good so far, but any idea what it might BE?

I do have an idea what it is, but I'm waiting to get some firm confirmation before putting it out there.

Um ... what he said!

(but I think you'll be hearing stuff soon!)

 

[DocMcHulk]

TPFKaTD-MGMS

Forgive my ignorance, but what is that an acronym of?

 

[DocMcHulk]

That's Disney for you. A family suite should in a basic motel, which is what AoA is, should go for between $89 and $189 a night depending on the season.

But you can get a room at the Ritz Carlton for what a suite at this garish motel will cost.

Why stay there? Stay at the Nickelodeon Resort? Or get a timeshare at Sheraton's Vistana Villages or the Hilton Vacation Clubs in the area.

All much better and you don't have to worry about breathing in that toxic Pixie Dust.

My family has time time share next door at Orange Lake and it's great. Personally I'd never stay on property. It's cheaper to staff off.

 

[WDW1974]

Again, I really think this will be GOOD news down the road. But look for more cost cutting, penny pinching and cast and guest screwing until we get there!

You know things are bad when posts like this gets you optomistic.

I know, I did realize the irony in it when I was writing it.

But that's the reality, short term more cuts in almost every business area (both on and off stage).

And long term ... finally some major substance that isn't timeshares.

 

[AmongMadPeople]

Forgive my ignorance, but what is that an acronym of?

The Park Formerly Known As The Disney MGM Studios...?

 

[Buried20KLeague]

this is our family right now..dvc owners who have gone to universal the last 2 years

What if, for example, UNI offered half price AP's to all DVC owners? Or what if they offered free 2 day compact car rental, validated after parking at uni's garage (with a possible upcharge for larger vehicles as needed)?

Or free dining in the parks for DVC owners?

It could get VERY interesting if Uni really wanted to drop the gloves and make this thing get ugly.

The whole thing could be marketed off of the Disney's best kept secret tag line.

 

[DocMcHulk]

It really isn't about propagating his legacy. He would be fine with a major Pixar expansion in WDW.
It has much more to do with he/them not wanting to share DCA's new signature attraction. Carsland is delivering big time for TDA, drawing guests from all over the western half of the country, and should continue to do so for years.
The fear is that if the same ride pops up at WDW, it would draw a large percentage east rather than west. Simple as that.
Offer Skipper John a $300 million Pixar (but non-Cars) ride at WDW and he will be all over it.

I have spent this afternoon thinking about bringing RSR to DHS, and the more I thought about it, he more I disliked the idea. I would LOVE to ride it, but I really think each park should have more differentiating attractions. Even getting a Little Mermaid clone isnt very exciting to me. I've never been super interested in visiting DL, but with what they've been doing there, it's now on my radar and we might be going next year. Now if Carsland, or even just RSR came to DHS, well, I might not be so inclined to travel west.

 

[Tiggerblood]

One good thing I took out of the earnings report is Disney is still buying back their stock. I love when companies to this. Shows they believe in the future of the company.

We will see great things come to WdW in time.
Realistically it's going to take a lot of money. Can't be done all at once...where do you start?

Epcot needs 500 million thrown its way. I can start by pointing at Ellen's energy ride and imagination.
DHS needs a direction and at least 300 million.
Animal kingdom... I really like how it flows,feels and looks, but needs an awesome e ticket family ride or two solid d ticket rides.
So that park could use 150 million.
Magic kingdom, have to see how the end result of FLE feels.

So I'm at 950 million dollars...no way we see that type of money thrown at WdW all at once.
But they have to start somewhere.

It also helps when you are getting big sources coming from other lines of business

 

[WDW1974]

From their report they claim..

Parks and Resorts revenues for the quarter increased 9% to $3.4 billion and
segment operating income increased 21% to $630 million. Results for the quarter were
driven by increases at Tokyo Disney Resort, Disney Cruise Line and the domestic parks
and resorts.
The increase at Tokyo Disney Resort reflected the loss of income from the March
2011 earthquake and tsunami in Japan, which resulted in a temporary suspension of
operations and a reduction in volume after reopening in the prior-year quarter, and the
collection of related business interruption insurance proceeds in the current-year quarter.
Operating income growth at Disney Cruise Line was due to the first full quarter of
operations of the Disney Fantasy.
Higher operating income at the domestic parks and resorts was primarily due to
increased guest spending at both Walt Disney World Resort and Disneyland Resort and
attendance growth at Disneyland Resort, partially offset by higher costs. Increased guest
spending reflected higher average ticket prices, food, beverage and merchandise
spending, and daily hotel room rates. Higher costs were driven by labor cost inflation,
resort expansion and new guest offerings, and increased investments in systems
infrastructure at Walt Disney World Resort.​

​

Amazing. They opened their P&R results by talking about a resort they don't even own a single percent in.

Yep ... WDW is doing gangbusters business ... that's what happens when you have a tired, stale, neglected and overpriced product.

 

[Tiggerblood]

What if, for example, UNI offered half price AP's to all DVC owners? Or what if they offered free 2 day compact car rental, validated after parking at uni's garage (with a possible upcharge for larger vehicles as needed)?

Or free dining in the parks for DVC owners?

It could get VERY interesting if Uni really wanted to drop the gloves and make this thing get ugly.

The whole thing could be marketed off of the Disney's best kept secret tag line.

Actively going after the DVC would be a shady and low brow thing to do. It is one of those imaginary business lines that.no one Crosses because it makes you look like a disgusting person

 

[WDW1974]

Way To Go TDO

I guess our resident TDO bashers will be getting fall down drunk tonight.

Baaaaa-ha-ha-ha!

So ... you get that WDW is doing poorly ... Disney isn't expecting better things ... they finally realize that major additions are needed, but could be 3-4-5 years down the road ... and you cheer TDO?!?!

And you really think you have credibility here? ... At all?

 

[Tiggerblood]

​

Amazing. They opened their P&R results by talking about a resort they don't even own a single percent in.

Yep ... WDW is doing gangbusters business ... that's what happens when you have a tired, stale, neglected and overpriced product.

Yep you definitely have no business training, expertise, or even the basic knowledge. But yeah WDW is so God awful and stale.no one likes it at all...

 

[WDW1974]

I find it telling that WDW attendance is being completely glossed over.

Speaks volumes, don't it?

 

[Jim Handy]

​

Amazing. They opened their P&R results by talking about a resort they don't even own a single percent in.

Yep ... WDW is doing gangbusters business ... that's what happens when you have a tired, stale, neglected and overpriced product.

The report gives no numbers or mention of WDW except for NextGen.

So in a way, it pretty much shows how WDW has neglected the important stuff, but has lots of junk.

 

[Buried20KLeague]

Actively going after the DVC would be a shady and low brow thing to do. It is one of those imaginary business lines that.no one Crosses because it makes you look like a disgusting person

I'm guessing you don't own any businesses.

I own 4 multi-million dollar companies. Call it what you will, but it happens, and it happens increasingly often. Especially in this economy.

If uni smells blood in the water, especially after hearing the earnings report today, I wouldn't be surprised to see something exactly like I'm suggesting.

There are a HUGE number of dissatisfied DVC owners right now that are wondering what's going to keep their interest in 40 more years of vacations to Orlando. Why not appeal directly to them?

 

[Tiggerblood]

So ... you get that WDW is doing poorly ... Disney isn't expecting better things ... they finally realize that major additions are needed, but could be 3-4-5 years down the road ... and you cheer TDO?!?!

And you really think you have credibility here? ... At all?

Always funny when the resident "Fox News" type poster talks about being credible....but I forgot WDW is doing so bad they are down 30% attendance and whatever horrible things that is WDW

 

[Jim Handy]

Speaks volumes, don't it?

For sure. The best way to say something is often times to say nothing at all.

 

[wm49rs]

Actively going after the DVC would be a shady and low brow thing to do. It is one of those imaginary business lines that.no one Crosses because it makes you look like a disgusting person

It would be a business decision, nothing more or less, and a smart idea on Universal's part. No need to build their own vacation club hotels, and drawing even more business away from WDW than they already do.

 

[Californian Elitist]

Now if Carsland, or even just RSR came to DHS, well, I might not be so inclined to travel west.

You'd be missing out on all the fun at Walt Disney's park.

 

[Mouse Detective]

Universal seems to be keeping it very close to the vest for the most part. I wouldn't doubt if they are waiting for Disney's next lackluster announcement - so they can upstage the Mouse once again. That seems to be Universal's new favorite game..

I'm told that Universal is very concerned that a sufficient number of potential customers will put off visits to Uni if they know a second HP-Land is coming or if they know Transformers is on the way. So there will be no official announcements about either anytime soon.