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How much of the DIS stock plummet is related to the parks? In particular, WDW..
- Thread starter Model3 McQueen
- Start date
Raidermatt
Active Member
For all the complaints about the parks, from Wall St's pov they are doing fine. We may question the sustainability of their strategies, but as of yet they have not negatively impacted the stock price. Wall St actually likes it when you can raise prices and make more $'s. And they really don't give a rat's patoot about who is dressed like what in the parks.
So clearly the answer to whether the parks have anything to do with Disney's stock price issues is "no".
Wall St is particularly concerned about ESPN, ABC and Disney+ and that is the primary "drag" on the stock price. Hence Iger's efforts to sell these off or find partners willing to sink more cash into these laggards. The Studio isn't helping right now either, but most analysts consider this to be a high fluctuation business, so they don't seem to be TOO worried yet.
We have to remember that analysts pay very little attention to what we pay attention to. For good or bad, they are looking at certain metrics and do not get caught up in what they consider to be noise. Most of the time this serves them well. But when there really is a major shift somewhere, they can be late to the game. We'll have to wait and see if that is the case with the parks. Because if the park performance actually does begin to deteriorate, investors will be looking at an $80-something stock price as the good 'ole days.
So clearly the answer to whether the parks have anything to do with Disney's stock price issues is "no".
Wall St is particularly concerned about ESPN, ABC and Disney+ and that is the primary "drag" on the stock price. Hence Iger's efforts to sell these off or find partners willing to sink more cash into these laggards. The Studio isn't helping right now either, but most analysts consider this to be a high fluctuation business, so they don't seem to be TOO worried yet.
We have to remember that analysts pay very little attention to what we pay attention to. For good or bad, they are looking at certain metrics and do not get caught up in what they consider to be noise. Most of the time this serves them well. But when there really is a major shift somewhere, they can be late to the game. We'll have to wait and see if that is the case with the parks. Because if the park performance actually does begin to deteriorate, investors will be looking at an $80-something stock price as the good 'ole days.
John park hopper
Well-Known Member
$83.73 as of now wonder what the breaking point is for board of directors?
John park hopper
Well-Known Member
stock $83.68 ----they must be doing something right -----NOT
Sorry what California allows does not dictate what the rest of the country perceives as normal. That maybe Disney's problem.
Sorry what California allows does not dictate what the rest of the country perceives as normal. That maybe Disney's problem.
TP2000
Well-Known Member
I've had excellent experiences with Viking. Classy, but not overly formal or stilted. Onboard lectures and amenities are perfection.
As an aside; I've found all the Viking cruises (river or ocean) I've been on so far have had a number of fellow gay or Lesbian travelers. By Day 2 or 3, there's often two or three tables of us at dinner who found each other as if by magic.
But never once any virtue signaling or cringey pronoun statements from the crew, which would be infuriating and/or uncomfortable for many. And because it's the 2020's instead of the 1970's, not a peep from our fellow straight travelers who seem happy to interact with any and all. It's all just seamless and normal on Viking. Exactly how it should be.
TP2000
Well-Known Member
That likely has everything to do with the staff themselves, most of whom are not American. In my non-Disney experience, ship service staff are often Filipino, South and Central Americans, and Eastern Europeans. All cultures that value good manners and traditional bearing, and have never been told that saying "Yes Ma'am" to a lady was somehow impolite.
Disney Cruise Line would probably have to go through at least a month of retraining and re-education to remove the cultural backgrounds from their international staff members before they ended up with the type of person who would ask a 14 year old girl wearing a pink sun dress what her pronouns are, or ask the obvious Dad sitting at the head of the table in the blue sport coat what his pronouns are.
TP2000
Well-Known Member
I have friends in Rancho Mirage who've been all over that topic. The reality is that Disney is simply licensing their name and their IP to a third party property developer to create that housing development. And Disney can walk away from it at any time in the future.
When the news broke out there, everyone was saying "Disneyland is building a new resort on Bob Hope Drive."
But the reality is far different. Disney is only about as involved in it as they are the Disney Store toy aisle at your local Target.
TrainsOfDisney
Well-Known Member
Oh I do like the lectures! That’s something I wish Virgin would do, but in a cool way. That’s one of the things I miss when I cruise with them.
Sirwalterraleigh
Premium Member
Hey…relax…haven’t dipped below the 10 year mark yet…
…5 not looking so hot
…or the 2
Or the 1….
…come to think of it…check back with me in 2 weeks about the ten
Miss Bella
Well-Known Member
English is the majority of the crew's second language. Getting the English pronouns correct is hard enough for them without confusing the issue. I'm just glad they don't call me Miss. Even in my 20's, I wasn't offended by being called Ma'am.That likely has everything to do with the staff themselves, most of whom are not American. In my non-Disney experience, ship service staff are often Filipino, South and Central Americans, and Eastern Europeans. All cultures that value good manners and traditional bearing, and have never been told that saying "Yes Ma'am" to a lady was somehow impolite.
Disney Cruise Line would probably have to go through at least a month of retraining and re-education to remove the cultural backgrounds from their international staff members before they ended up with the type of person who would ask a 14 year old girl wearing a pink sun dress what her pronouns are, or ask the obvious Dad sitting at the head of the table in the blue sport coat what his pronouns are.
The pronoun thing is Western culture and mostly Gen Z. My kids are very used to being asked what pronoun they go by.
Miss Bella
Well-Known Member
Good to know. I didn't know that. Either way, it sounds like a failure in this housing market. Disney will still be associated with it because their name is on it.I have friends in Rancho Mirage who've been all over that topic. The reality is that Disney is simply licensing their name and their IP to a third party property developer to create that housing development. And Disney can walk away from it at any time in the future.
When the news broke out there, everyone was saying "Disneyland is building a new resort on Bob Hope Drive."
But the reality is far different. Disney is only about as involved in it as they are the Disney Store toy aisle at your local Target.
- In the Parks
- No
As of September 1st at 1pm AZ time
Tha Realest
Well-Known Member
I mean, who wouldn’t want to live in an overpriced and uninspired planned community brought to you by Gensler with tacky Disney accoutrements?I have friends in Rancho Mirage who've been all over that topic. The reality is that Disney is simply licensing their name and their IP to a third party property developer to create that housing development. And Disney can walk away from it at any time in the future.
When the news broke out there, everyone was saying "Disneyland is building a new resort on Bob Hope Drive."
But the reality is far different. Disney is only about as involved in it as they are the Disney Store toy aisle at your local Target.
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Miss Bella
Well-Known Member
Is anyone shorting this stock? It doesn't seem to be happening.
Cowboy Steve
Well-Known Member
This is a powderkeg issue... with strong opinions all around. My opinion is it probably has little to do with the parks themselves. I would say the peeing match with Florida, the string of bombs at the box office, and the mass exodus of Disney+ subscribers are the main contributors. Disney as a brand has lost it's way worrying more about political issues than entertaining people.
Eric Graham
Well-Known Member
Adapt (Change) or die... what a simple rule for running a business.
Tha Realest
Well-Known Member
I don’t think the parks are a drag on the stock. Yet. I do think the softening numbers for reservations and attendance is slowing things, but the parks revenue is what’s keeping everything afloat. If that dips…
123mart123
Active Member
Agree so far. But being the source of funds for the other parts of the business is hurting the parks. (eg all the cuts, nickel dining and price increases yielding an apparent negative guest reaction)
So…if LONG term viability of the company is to continue to flow cash from PR&E to other units, debt etc, then it will absolutely catch up to them.
Tha Realest
Well-Known Member
Oh I think it will, and I think it is. I also think the ATM is dwindling now, and D+ will not turn the profit we keep hearing they will next year. If trips slow down dramatically and D+ isn’t profitable next year, we’re in the $60-dollar price point territory
Miss Bella
Well-Known Member
I have no plans to go back to the WDW until they get rid of Genie+. It adds an extra 100 a day to our trip. I will still cruise on Disney. The Cruiseline is still a good fit for my family if the price is right on select cruises. Disneyland is also an option I am within a five-hour drive, and can stay offsite within walking distance using hotel points. It's a reasonable 3 day mini vacation.
The 7-day+ plus trip to WDW is off the table. The cost isn't worth it. When you can go to Europe for less money you know things are out of balance.
The 7-day+ plus trip to WDW is off the table. The cost isn't worth it. When you can go to Europe for less money you know things are out of balance.