Is attendance really down at WDW this or…

[Fordlover]

Bob Iger is being interviewed by CNBC tomorrow morning so we should get some insight into their financial situation and forecast as a preview for their earnings call next month.

He will likely be asked about Disney’s less than stellar stock performance over the past year. In these interviews in the past, Iger tended to reveal future plans and adjustments for the company. I think he is going to attempt to calm down the likely restless shareholders.

Hopeful he sees plummeting park attendance as reason to reveal concrete expansions.

He indicated the stock dividend would be returning by end of the year which as a shareholder I'm looking forward to. I wonder if we'll get more information on when that will happen, or how (I'm guessing) pathetic it will be to start out.

But if nothing else I'm guessing we might get to hear about more blue sky ideas.

 

[Splash4eva]

here is an idea for 2024...bring back Fp make it "free" like it use to be and hide the cost wherever they want to... fans get what they want back (those wholiked it) and Disney gets a big PR push

 

[HauntedPirate]

Bob Iger is being interviewed by CNBC tomorrow morning so we should get some insight into their financial situation and forecast as a preview for their earnings call next month.

He will likely be asked about Disney’s less than stellar stock performance over the past year. In these interviews in the past, Iger tended to reveal future plans and adjustments for the company. I think he is going to attempt to calm down the likely restless shareholders.

Hopeful he sees plummeting park attendance as reason to reveal concrete expansions.

Bob will say many carefully-crafted responses around how TWDC is in great shape, the future is bright, things have been a bit rough lately but he's confident they are heading in the right direction, streaming will turn a profit soon... Expect a stock price bump afterwards.

 

[Andrew25]

Bob Iger is being interviewed by CNBC tomorrow morning so we should get some insight into their financial situation and forecast as a preview for their earnings call next month.

He will likely be asked about Disney’s less than stellar stock performance over the past year. In these interviews in the past, Iger tended to reveal future plans and adjustments for the company. I think he is going to attempt to calm down the likely restless shareholders.

Hopeful he sees plummeting park attendance as reason to reveal concrete expansions.

Most investors just want answers on the nightmare that is streaming.

 

[Sirwalterraleigh]

Bob Iger is being interviewed by CNBC tomorrow morning so we should get some insight into their financial situation and forecast as a preview for their earnings call next month.

He will likely be asked about Disney’s less than stellar stock performance over the past year. In these interviews in the past, Iger tended to reveal future plans and adjustments for the company. I think he is going to attempt to calm down the likely restless shareholders.

Hopeful he sees plummeting park attendance as reason to reveal concrete expansions.

Get a shovel…my advice

 

[Sirwalterraleigh]

Just a guess on my part of course, but for some WDC must be defended at all costs... to the death.

…he’s not that type

 

[Sirwalterraleigh]

Most investors just want answers on the nightmare that is streaming.

No…they want the dividend on a bloated stock price…

…which is exactly why they threatened him in January

 

[Sirwalterraleigh]

Bob will say many carefully-crafted responses around how TWDC is in great shape, the future is bright, things have been a bit rough lately but he's confident they are heading in the right direction, streaming will turn a profit soon... Expect a stock price bump afterwards.

…I’m thinking this is the show before the contract extension?

 

[MisterPenguin]

Former Disney Imagineer says theme parks now more stressful, less fun for families

Theme parks like Disney World have been popular for decades, but are the high ticket prices, long lines, and stress associated with the modern-day experience worth the hassle anymore?

www.foxbusiness.com

He also criticized Disney's decision to get rid of the free fast pass.

"To be charging up to $170 a person to walk through the gate and then $30 a person for a ride," Harmon said. "I mean, that's just highway robbery."

That article is hilarious.

It characterizes the problem as "long lines" when, as this thread testifies, there aren't long lines at this time because it's 'dead.'

Ryan complains about people skipping the lines. His solution? Pay thousands for a VIP tour so that he and his family can skip lines.

Being a former Imagineer doesn't necessarily make one cogent.

 

[MisterPenguin]

So...

Since the parks were quite busy 10 - 6 months ago, then it follows by this thread's logic, that, at that time, everyone was happy with Disney parks and Florida.

Hooray!!

 

[TalkingHead]

Anything’s possible but why would he hint at expansions which translate to added expenditures which investors don’t like?

Wouldn’t surprise me if he attributes reports about lower attendance numbers on the reservation system limiting crowd size, even if that’s bogus. Maybe consider adjusting those limits to allow more people to enter. Maybe play up discounts on horizon to get more people inside the parks. Guest spending is still through the roof blah blah blah.

He’s going to be asked about movie performances this summer, and he’ll probably say they’re confident Frozen 3, Zootopia 2, and Toy Story 5 will break box office records. And movies become valuable content for the streaming service blah blah blah.

Wonder if he’ll allow any questions about the WGA or (possible) SAG strikes.

 

[Sirwalterraleigh]

So...

Since the parks were quite busy 10 - 6 months ago, then it follows by this thread's logic, that, at that time, everyone was happy with Disney parks and Florida.

Hooray!!

Standard booking Window is 6 months (dvc) to 18 months on traditional packages

The people not coming now would have booked early to mid 2022…so whoever is or isn’t booking now is 2024.

Want a weird coincidence? That booking window lines up pretty closely with the roll out of paid genie

 

[Sirwalterraleigh]

That article is hilarious.

It characterizes the problem as "long lines" when, as this thread testifies, there aren't long lines at this time because it's 'dead.'

Ryan complains about people skipping the lines. His solution? Pay thousands for a VIP tour so that he and his family can skip lines.

Being a former Imagineer doesn't necessarily make one cogent.

I also think “Breck Dumas” is an obvious pseudonym for Michael Eisner…

“Breck” is his sons name

And “Dummass” is what he called Iger to his face when he had him fetch cokes or made him go to ceremonies he didn’t want to…

 

[bmr1591]

I have family that just came back. They had an amazing time and they stayed off site. But next time they are staying on site because they spent $1000 on a rental car and they could've stayed on site for less.

That much for a rental car? I’ve consistently had Priceline offer me rentals for under $10 a day.

 

[Sirwalterraleigh]

That much for a rental car? I’ve consistently had Priceline offer me rentals for under $10 a day.

I did too…in 1997

 

[Tha Realest]

Bob will say many carefully-crafted responses around how TWDC is in great shape, the future is bright, things have been a bit rough lately but he's confident they are heading in the right direction, streaming will turn a profit soon... Expect a stock price bump afterwards.

“Look around - all the streamers and media companies are having growing pains. We’re no different, even though we’re still the most successful and have managed these challenges better than most.”

 

[Smugpugmug]

I have family that just came back. They had an amazing time and they stayed off site. But next time they are staying on site because they spent $1000 on a rental car and they could've stayed on site for less.

My parents just booked a trip to Hawaii and they paid $600 for a rental car on Kauai. I didn't realize that it was way more expensive in Orlando.

 

[Sirwalterraleigh]

“Look around - all the streamers and media companies are having growing pains. We’re no different, even though we’re still the most successful and have managed these challenges better than most.”

Is that before he offers everyone a “great deal” on magic beans?

 

[Jenny72]

That article isn't very informative, but I'd like to note that somehow a lot of contradictory things do seem to be true, just for different times/places/people and in different senses:

1. You need Genie+ to have a good experience, but the lines aren't bad
2. It feels like a madhouse of people in many areas, but there are lower crowds at the parks
3. The parks used to be a lot better, but the parks have some new great stuff
4. Everything is way too expensive and people are priced out, but tons of people go to Disney World
5. People mostly hate all the changes, but people have a good time at Disney

Disney World is miserable, Disney World is awesome. Disney World is one complicated puppy. It would be great if we had someone in management that got that.

 

[the_rich]

My parents just booked a trip to Hawaii and they paid $600 for a rental car on Kauai. I didn't realize that it was way more expensive in Orlando.

It was a Tuscon so suvs are gonna be more money. But he could've stayed in any moderate and even some deluxe hotels for the same amount or less.

That much for a rental car? I’ve consistently had Priceline offer me rentals for under $10 a day.

You mean $100?