Is attendance really down at WDW this or…

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Splash4eva

Well-Known Member
Ayla said:
I think Epic will be a game-changer, but Disney won't realize it/react until it is much too late.
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I truly think Disney hopes to get some sloppy seconds from Uni’s success when the new park opens and it be the perfect kind for them. Someone buying a 1-2 day ticket paying the highest prices out there and spending money frivolously because of the short quick stay…
 
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plutofan15

Well-Known Member
Sirwalterraleigh said:
…I’m the least sensitive person here…

But that was stupid.

Here’s the way I see it: I’ve dumped so much into the operation over the years - I’ll kindly reserve the right to be honest about it.

What that also gives me a free pass out of is being lectured by people who defend the name and the “idea” of Disney and seldom actually consume it.

If you need to motivate yourself to pay for or pack a suitcase to go on vacation - so be it. I leave those types alone and they can ask “how magical is port?” To their hearts content over on the dust anonymous threads…but stay in your lane.

I don’t hate it…it needs to be better. Because over time you become “far-sighted” about Disney parks due to how they’re being run. They’re not being run very well.

And aud lang sign language…and all that 🎆
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Got it - you are a self proclaimed expert who is above reproach because you "dumped so much into the operation"; whatever that means. And your so called "honesty" is simply your opinion. Which you are certainly entitled to but that does not make it fact. Just as my opinion is not fact, it is simply how I see it. I don't know if you have any more skin in the game other than a frequent visitor but rest assured that there are others that more than likely have deeper insight and knowledge into the operation of the company than you do. As hard as it might be to believe. There are things that Disney needs to improve on but there are also quite a few things that they do very well.
 
networkpro

networkpro

Well-Known Member
In the Parks
Yes
Splash4eva said:
I truly think Disney hopes to get some sloppy seconds from Uni’s success when the new park opens and it be the perfect kind for them. Someone buying a 1-2 day ticket paying the highest prices out there and spending money frivolously because of the short quick stay…
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Who knows as Universal hasnt made public any pricing plans for Epic Universe.
 
Sirwalterraleigh

Sirwalterraleigh

Premium Member
Lilofan said:
Wall Street and shareholders won't buy into this. Success or failure in a business like parks and resorts are measured by profits. Disney stock is tied into my 401K but I'm not walking on a tightrope without a net so its sandwiched into mutual funds I'm invested which have done very well long term.
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Then you’ve lost a lot of cash…and you’ll lose a lot more in opportunity cost alone…because their stock is not well positioned moving forward.
 
Disstevefan1

Disstevefan1

Well-Known Member
Lilofan said:
John Lassiter was an accomplished exec for Pixar but his demons he battled with alcohol on the job at functions and womanizing on the job were his downfall that led to his departure even with a CM escorting him at work to assist him in not getting in these situations.
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JL has nothing to do with my point. I really don’t care about JL. One man doesn’t make a company, (perhaps Iger would disagree with that) in any event, JL is gone anyway.

It seems Disney’s parks and resorts are run like a for profit business.

Too bad Disney can’t run their movie business as a for profit business. If they controlled the budgets on their movies, they could make any movie they choose and it would make money just because the Disney brand.
 
Ayla

Ayla

Well-Known Member
Splash4eva said:
I truly think Disney hopes to get some sloppy seconds from Uni’s success when the new park opens and it be the perfect kind for them. Someone buying a 1-2 day ticket paying the highest prices out there and spending money frivolously because of the short quick stay…
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If that is true, it would be a complete 180 from what it used to be between Disney and Universal.
 
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Lilofan

Well-Known Member
Sirwalterraleigh said:
Then you’ve lost a lot of cash…and you’ll lose a lot more in opportunity cost alone…because their stock is not well positioned moving forward.
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Not exactly. One of my funds has 4% exposure of (DIS) but the mutual fund is 28% up YTD 👍. Whoever is buying individual stocks like Disney is surely walking a tightrope without a net.
 
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Splash4eva

Well-Known Member
Ayla said:
If that is true, it would be a complete 180 from what it used to be between Disney and Universal.
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They will somehow look to capitalize on Uni opening up
Their new theme park lets face it. Its not like they are building anything and will have it open in any time to compete with them…
 
Sirwalterraleigh

Sirwalterraleigh

Premium Member
_caleb said:
Seems to me that anyone with longer-term outlook will understand that customer satisfaction is the key to market share, which is what leads to solid performance and ultimate returns on the investment. I think fixation on short term metrics, like stock price fluctuations or the number of guests in the park on Christmas break are misguided.
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Customer satisfaction is the red herring of die hard Disney fans

It’s the ability to grow markets and revenue streams that matters to Wall Street and who they want to be bought by. That is the ultimate goal.

The parks are a clear pawn in their portfolio they are bleeding…and since they already are starting to see a defection of audience not being replenished…the days for parks are just starting to get bad.
 
_caleb

_caleb

Well-Known Member
Sirwalterraleigh said:
Customer satisfaction is the red herring of die hard Disney fans

It’s the ability to grow markets and revenue streams that matters to Wall Street and who they want to be bought by. That is the ultimate goal.

The parks are a clear pawn in their portfolio they are bleeding…and since they already are starting to see a defection of audience not being replenished…the days for parks are just starting to get bad.
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I don’t think you actually believe that customer satisfaction doesn’t matter. If Disney is, in fact, “starting g to see a defection of audience,” you don’t think they’d care to ask why?

People will pay as much as you can charge if they feel like they’re getting their money’s worth.

You love to condescend to the “die hard fans” as though you weren’t one, but you’re at WDW this week despite constantly complaining about Disney, the parks, the crowds, and Iger’s cash grabs.
 
Sirwalterraleigh

Sirwalterraleigh

Premium Member
_caleb said:
I don’t think you actually believe that customer satisfaction doesn’t matter. If Disney is, in fact, “starting g to see a defection of audience,” you don’t think they’d care to ask why?

People will pay as much as you can charge if they feel like they’re getting their money’s worth.

You love to condescend to the “die hard fans” as though you weren’t one, but you’re at WDW this week despite constantly complaining about Disney, the parks, the crowds, and Iger’s cash grabs.
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Nothing…not a single thing…they’ve done over the last 15 years has been due to “customer satisfaction”

Inadequate investment combined with 250% price increases are not due to “guest demand”

Bob Iger has some magic beans to sell you
 

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