investors vs. some unhappy guest

POLY LOVER

POLY LOVER

Well-Known Member
Original Poster
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investors don't see any problems and the guests have issues with seemingly so many things. Maybe the chart tells the story?
 
wm49rs

wm49rs

A naughty bit o' crumpet
Premium Member
Here we go again....
POLY LOVER said:
So if it is not the beginning of a trend then why was it done, did we need to sell out the bakery for no reason or to go cheap, remove employees. You know why it was done. Exchange the msb for costs. You can make that argument For almost anything in wdw. Look they sold out the Disney stores and now they are defunct. The next move is Disney quest sold out to the nba experience, yes a trend is forming. Like Disney quest or not.
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POLY LOVER said:
I!m sure many of you hold stock in both company's and see it as more profits ang higher stock prices. That all good to wear rose colored glasses for your investments. However that's not the point , they sold out the msb to Starbucks.
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POLY LOVER said:
So let's get back to the original point. If people are justifying the ticket changes because Disney is trying to make the parks less crowded and a better experience for us then connecting the monorail to the furthest park would accomplish all of this. If some of the crowds could be shifted to the AK then it's a win. Let's stop acting like we have been hired as bean counters for Disney.
There are no money issues at Disney this company is cash rich. A monorail or train to the AK will add easy access and some additional excitement to the parks. The four parks would be joined and have synergy. The AK seems like a step child right now.
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POLY LOVER

POLY LOVER

Well-Known Member
Original Poster
those that have been posting about the conditions at EPCOT and why things aren't getting fixed will understand the chart and the relationship to the issues there. When your stock price is great and revenue is up what pressure is there to do anything.
 
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networkpro

networkpro

Well-Known Member
In the Parks
Yes
Volume of shares trading as in "liquidity" When there's inelasticity the commodity price does not change in response to demand. What you can generally infer from the combination of the data represented both graphs is that the share price of DIS increasing over time with a stable level of trading. August 24 there was a high volume of trading as the stock market dropped 1,000 points on oil price dropping as a result of China's valuation crash, institutional holders moved lots of shares around. So as the markets calmed, volumes again dropped to historical norms and share price began to rise again.

DIS contains lots of other stuff besides the parks. A better parks indicator would be unique admissions +/- in the same weeks of sequential years vs ticket price and mix (single day, multi-day, hopper, AP), that would give you a per person gate revenue average. Then you'd need to add in a per cap comparison of food/beverage/merchandise to get your average revenue per person and then subtract your costs to determine (if any) profit margin.
 
glvsav37

glvsav37

Well-Known Member
networkpro said:
Volume of shares trading as in "liquidity" When there's inelasticity the commodity price does not change in response to demand. What you can generally infer from the combination of the data represented both graphs is that the share price of DIS increasing over time with a stable level of trading. August 24 there was a high volume of trading as the stock market dropped 1,000 points on oil price dropping as a result of China's valuation crash, institutional holders moved lots of shares around. So as the markets calmed, volumes again dropped to historical norms and share price began to rise again.

DIS contains lots of other stuff besides the parks. A better parks indicator would be unique admissions +/- in the same weeks of sequential years vs ticket price and mix (single day, multi-day, hopper, AP), that would give you a per person gate revenue average. Then you'd need to add in a per cap comparison of food/beverage/merchandise to get your average revenue per person and then subtract your costs to determine (if any) profit margin.
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[insert Scooby voice] Whhaaat?

you mean there is more to this chart then just little lines that go up and down?
 
POLY LOVER

POLY LOVER

Well-Known Member
Original Poster
networkpro said:
Volume of shares trading as in "liquidity" When there's inelasticity the commodity price does not change in response to demand. What you can generally infer from the combination of the data represented both graphs is that the share price of DIS increasing over time with a stable level of trading. August 24 there was a high volume of trading as the stock market dropped 1,000 points on oil price dropping as a result of China's valuation crash, institutional holders moved lots of shares around. So as the markets calmed, volumes again dropped to historical norms and share price began to rise again.

DIS contains lots of other stuff besides the parks. A better parks indicator would be unique admissions +/- in the same weeks of sequential years vs ticket price and mix (single day, multi-day, hopper, AP), that would give you a per person gate revenue average. Then you'd need to add in a per cap comparison of food/beverage/merchandise to get your average revenue per person and then subtract your costs to determine (if any) profit margin.
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I do get that but I once posted a thread is Disney spreading themselves to thin, If their main business were the parks and movies do you think they would have the Parks in better condition? Are they so big they can no longer keep a handle on the park operations?
 
networkpro

networkpro

Well-Known Member
In the Parks
Yes
POLY LOVER said:
I do get that but I once posted a thread is Disney spreading themselves to thin, If their main business were the parks and movies do you think they would have the Parks in better condition? Are they so big they can no longer keep a handle on the park operations?
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Disney's main business is to continue making money over time. It has many different products with very different timelines for income production. Even within products there's variation (like movies: live action or animation) so each group is clamoring for resources to do their own projects at the expense of others. What the head of it all has to decide is what mix of which products will result in the best revenue streams for the long term. Do I pick the 3 year movie project that has a three month peak and tapers off @ x% ROE, a hotel that takes 5 years to build but produces for 30+ years, a new ride to increase guest count during off hours , or new TV programs to attract more advertising dollars ?

Diversification insulates businesses revenue streams a bit from drastic shifts in consumer demand as long as its not all product lines.
 
WondersOfLife

WondersOfLife

Blink, blink. Breathe, breathe. Day in, day out.
POLY LOVER said:
his goal seems to chase me around the board and harrass. I think everyone has a right to post and to their opinions. If you don't agree thats fine but disagree like a human being without the snobby belittlement.
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He did the same to me when I was a tween and was an easy target. It's really nice to just hit the "block" button for a few years. You forget about it after a week or so.
 

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