Rumor Hollywood insiders say there's growing tension at Disney as CEO Bob Chapek chafes at Bob Iger's 'long goodbye'

[Sirwalterraleigh]

I hear the sold one or two APs in California with payment plans.

That’s California…where APs were half the clientele

The only such in Florida were for Florida residents that had the cheap, restrictive ones in the first place. Wages in Florida “ain’t great”

The APs that are heavy hitters are the out of state/DVC types. Like I see in my mirror.

I’ll cater the party at a bar of choosing for everyone on this thread if wdw ever stops sucking like the Bobs have made it currently. Another round, everyone!

 

[castlecake2.0]

Yeah that but that costs money…and everyone else there next to you was paying FAR more to be there today on average than they had before. I’m guessing somewhere around 25-35% total all in over 2019 prices

Im curious how long they can ride that. It wasn’t a terrible day, but I paid $0 to get in so not a lot riding on that. But definitely feels like the park that is taking the longest to bounce back.

 

[Sirwalterraleigh]

So you think they have maxed out what they can do? You don't think they will add back more capacity than what they currently are doing?

I think they suspended passes to extract the pent up travel demand/covid cash/hot to trot credit cards at maximum extraction rate.

Watch the pumpkins go “poof” into annual passes on or about 8/15/2022

 

[Sirwalterraleigh]

Im curious how long they can ride that. It wasn’t a terrible day, but I paid $0 to get in so not a lot riding on that. But definitely feels like the park that is taking the longest to bounce back.

Until the attendance falls 3+%…is a good rule of thumb from years passed in the sundial

 

[JoeCamel]

So you think they have maxed out what they can do? You don't think they will add back more capacity than what they currently are doing?

No but the days of buying an AP to get discounted entry to the parks are over.

 

[Sirwalterraleigh]

No but the days of buying an AP to get discounted entry to the parks are over.

Which was done to ensure guaranteed higher profit expenditures in the park.

Who needs that?

 

[drizgirl]

No but the days of buying an AP to get discounted entry to the parks are over.

There are plenty of people entering Disney parks routinely today in 2022 paying far less than the gate price with some sort of an annual pass (even though it might not be called that).

 

[CaptainAmerica]

No but the days of buying an AP to get discounted entry to the parks are over.

No. They're not.

 

[Sirwalterraleigh]

There are plenty of people entering Disney parks routinely today in 2022 paying far less than the gate price with some sort of an annual pass (even though it might not be called that).

If they don’t start selling them again…they will sunset them all within the next year.

And are you talking about Florida from Polk county again? I can only tell you that’s not where the money is coming from so many ways. First to be eliminated if they feel it a good idea.

 

[Sirwalterraleigh]

No. They're not.

…and what’s your math? This should be good

 

[drizgirl]

If they don’t start selling them again…they will sunset them all within the next year.

And are you talking about Florida from Polk county again? I can only tell you that’s not where the money is coming from so many ways. First to be eliminated if they feel it a good idea.

We'll have to wait and see. I highly doubt it.

I don't even know what you're talking about beyond that. But it's not the first time that's been the case and I'm sure it won't be the last.

And hint: Florida isn't the only place Disney has a them park in the US.

 

[Sirwalterraleigh]

We'll have to and see. I highly doubt it.

I don't even know what you're talking about beyond that. But it's not the first time that's been the case and I'm sure it won't be the last.

And hint: Florida isn't the only place Disney has a them park in the US.

It’s very simple: if they don’t resume new pass sales, they will also kill renewals shortly. It’s not a “lifetime club”

But I believe they will resume sales…allowing renewals indicates that they at least plan on doing so.

They wouldn’t let some people linger around on cheap tickets in perpetuity. It would be viewed as “lost revenue” when all others are averaging north of $100 in ticket revenue each day

Disneyland is a completely different market that I understand well. I’m not talking about Disneyland. They have to have passes to operate because it is a more local/regional hotspot.
Hinting at Disneyland is not the zinger you’re making it out to be. The operations are totally different .

 

[JoeCamel]

It’s very simple: if they don’t resume new pass sales, they will also kill renewals shortly. It’s not a “lifetime club”

But I believe they will resume sales…allowing renewals indicates that they at least plan on doing so.

They wouldn’t let some people linger around on cheap tickets in perpetuity. It would be viewed as “lost revenue” when all others are averaging north of $100 in ticket revenue each day

Disneyland is a completely different market that I understand well. I’m not talking about Disneyland. They have to have passes to operate because it is a more local/regional hotspot.
Hinting at Disneyland is not the zinger you’re making it out to be. The operations are totally different .

Only so many seats to the play and we have to cover the investor's cut so the seats have to produce more revenue 101
What business school did Bob attend again?

 

[Sirwalterraleigh]

Only so many seats to the play and we have to cover the investor's cut so the seats have to produce more revenue 101
What business school did Bob attend again?

He’s bassackwards…so I’ll assume Wharton

 

[JoeCamel]

He’s bassackwards…so I’ll assume Wharton

Eli Broad....

 

[drizgirl]

It’s very simple: if they don’t resume new pass sales, they will also kill renewals shortly. It’s not a “lifetime club”

But I believe they will resume sales…allowing renewals indicates that they at least plan on doing so.

They wouldn’t let some people linger around on cheap tickets in perpetuity. It would be viewed as “lost revenue” when all others are averaging north of $100 in ticket revenue each day

Disneyland is a completely different market that I understand well. I’m not talking about Disneyland. They have to have passes to operate because it is a more local/regional hotspot.
Hinting at Disneyland is not the zinger you’re making it out to be. The operations are totally different .

Gosh. You got me. I thought it was a lifetime club.

We'll meet back here in a year and see about that.

Once they finish staffing back up and have operations fully functioning with a return to full capacity, they will want every single dollar out there. Not just the high rollers. Upping spending per guest is great, but not at the expense of total numbers. They really do not want less people paying more as some seem to think. They want more people with as many as possible paying the most possible. But they aren't interested in leaving money on the table in the form of fewer tickets sold.

And I was talking about Disney AP sales, which included FL and CA.

 

[Sirwalterraleigh]

Gosh. You got me. I thought it was a lifetime club.

We'll meet back here in a year and see about that.

Once they finish staffing back up and have operations fully functioning with a return to full capacity, they will want every single dollar out there. Not just the high rollers. Upping spending per guest is great, but not at the expense of total numbers. They really do not want less people paying more as some seem to think. They want more people with as many as possible paying the most possible. But they aren't interested in leaving money on the table in the form of fewer tickets sold.

And I was talking about Disney AP sales, which included FL and CA.

Believe it or not…I actually totally agree with you here.

But it’s not about “staffing” and trying to lure people like the 1980s and 90s…it takes on different forms now.

And other than they are both in the United States, the business models of Disneyland and wdw are totally different. Universal in Orlando over the next couple of years will be much closer to Wdw than Disneyland as far as market and tactics

 

[castlecake2.0]

Believe it or not…I actually totally agree with you here.

But it’s not about “staffing” and trying to lure people like the 1980s and 90s…it takes on different forms now.

And other than they are both in the United States, the business models of Disneyland and wdw are totally different. Universal in Orlando over the next couple of years will be much closer to Wdw than Disneyland as far as market and tactics

Do they really want to go back to cramming as many people as possible in though? Or do they want to use the reservation system to find the sweet spot of tickets sold vs operating costs. Is it worth trying to get more people in if the labour hours are fitting in the correct percentile?

 

[UNCgolf]

Do they really want to go back to cramming as many people as possible in though? Or do they want to use the reservation system to find the sweet spot of tickets sold vs operating costs. Is it worth trying to get more people in if the labour hours are fitting in the correct percentile?

Merchandise/F&B sales are a factor too, though, and the more people there are in the parks the more opportunities they have to sell those items. Those are generally very high margin sales too.

 

[MrPromey]

It’s hard to paint with broad strokes either way.

We can’t really say all millennials don’t give a crap…or that two years of “somewhat disruption” for them has caused them to either.

We can look at trends…However…that usually hold.

I am more convinced every day that Gen X are caught in generational purgatory hell…however.
That’s not cool.

It's almost like we've seen this world coming since high school. :/