Is attendance really down at WDW this or…

[Sirwalterraleigh]

No my neighbors are the ones who told me

Seriously though. People aren’t as up for baking in the sun as they used to be.

Are travel patterns the only thing hurting WDW in summer? No. Is it making things worse? Yes.

The problem with this narrative is the decline

People aren’t “shifting”…they’re defecting

The problem is really the product for the price

People are spending and traveling…just not there.

They don’t even have the excuse universal has…which is an impeding major expansion. They have NOTHING Under constriction. Which should never happen at a Disney park anyway.
Listen to Walt there…it was the correct way.

 

[GhostHost1000]

Hearing a rumor that Universal may not sell a single day park ticket for Epic Universe and require a 3 day park ticket minimum to go there. If that’s true, that’s going to be an even bigger hit on Disney (and that’s likely their plan)

 

[Sirwalterraleigh]

Hearing a rumor that Universal may not sell a single day park ticket for Epic Universe and require a 3 day park ticket minimum to go there. If that’s true, that’s going to be an even bigger hit on Disney (and that’s likely their plan)

Honestly…I don’t know why they wouldn’t?

 

[GhostHost1000]

Honestly…I don’t know why they wouldn’t?

Strike’n while the iron is hot.

What is Disney offering the next few years?

 

[Disstevefan1]

Disney is in that typical circle --crowds are low so they scale back ---because they scale back less people go ----less people go Disney scales back more but at the same time charging more. I wonder if they teach that business model at Harvard

Universal parks was out of class that day, and its a good thing they were.

 

[Sirwalterraleigh]

Stike’n while the iron is hot.

What is Disney offering the next few years?

Funny you mentioned that…

But it turns out SAVIOUR BOB had approved absolutely nothing in 2 years…

…not like that hasn’t happened for more years than not while he’s been around though

 

[Disstevefan1]

Hearing a rumor that Universal may not sell a single day park ticket for Epic Universe and require a 3 day park ticket minimum to go there. If that’s true, that’s going to be an even bigger hit on Disney (and that’s likely their plan)

This is what was initially leaked. If true, initially, yes, a ticket to EPIC will be part of a package only.

As much as folks hate the lack of freedom of choice here, I think this is a good idea (for Universal).
1. They wont suffer the typical drop in attendance in the other parks.
2, They are controlling the attendance to EPIC when they initially open, while they are working things out.

It has been also leaked, they will eventually sell single park day tickets to EPIC, just not initially.

 

[Sirwalterraleigh]

I wonder if they teach that business model at Harvard

…they definitely teach it at Stanford and Chicago

 

[IanDLBZF]

This is what was initially leaked. If true, initially, yes, a ticket to EPIC will be part of a package only.

As much as folks hate the lack of freedom of choice here, I think this is a good idea (for Universal).
1. They wont suffer the typical drop in attendance in the other parks.
2, They are controlling the attendance to EPIC when they initially open, while they are working things out.

It has been also leaked, they will eventually sell single park day tickets to EPIC, just not initially.

And I’m sure fans are going to be not happy with NBCUniversal on the decision.

 

[Sirwalterraleigh]

This is what was initially leaked. If true, initially, yes, a ticket to EPIC will be part of a package only.

As much as folks hate the lack of freedom of choice here, I think this is a good idea (for Universal).
1. They wont suffer the typical drop in attendance in the other parks.
2, They are controlling the attendance to EPIC when they initially open, while they are working things out.

It has been also leaked, they will eventually sell single park day tickets to EPIC, just not initially.

Disney will counter with the yet to be unleashed “buy a full priced ticket after 2 pm for animal kingdom…get a $10 coupon for rainforest cafe” promo.

They have to remove all benches and garbage cans in the park first to make room for all the queue lines

 

[Sirwalterraleigh]

And I’m sure fans are going to be not happy with NBCUniversal on the decision.

It beats the alternative

Beats the hell out of it…actually

 

[Disstevefan1]

And I’m sure fans are going to be not happy with NBCUniversal on the decision.

Someone is always unhappy with a given decision by any company.

I think its a good idea (for Universal)

If they let folks just buy EPIC tickets, the other parks would be empty and EPIC would be MOBBED out of control.

One thing that makes me happy - NO PARK PASS RESERVATIONS!!!!

 

[Tha Realest]

Someone is always unhappy with a given decision by any company.

I think its a good idea (for Universal)

If they let folks just buy EPIC tickets, the other parks would be empty and EPIC would be MOBBED out of control.

One thing that makes me happy - NO PARK PASS RESERVATIONS!!!!

Can someone explain to me what the attendant affect would be to the Orlando theme park industry if suddenly for the first 6-12mos Universal had expanded to a required 3-day visit?

Seems like DAK attendance is the likeliest casualty here in the short term? Which is…baked in to their supposed revamp/expansion plans (figuring 2025/26 to be a “lost year” for the park?)

How does this affect the hotel side of things, especially given how low those stays already are?

 

[Sirwalterraleigh]

Someone is always unhappy with a given decision by any company.

I think its a good idea (for Universal)

If they let folks just buy EPIC tickets, the other parks would be empty and EPIC would be MOBBED out of control.

One thing that makes me happy - NO PARK PASS RESERVATIONS!!!!

Virtual queues and express pass as well

I’m gonna let everyone in on a secret:

I’m booking the package at hard rock when epic opens….

Don’t tell Disney…I don’t want them throwing me out of DVC

 

[Sirwalterraleigh]

Can someone explain to me what the attendant affect would be to the Orlando theme park industry if suddenly for the first 6-12mos Universal had expanded to a required 3-day visit?

Seems like DAK attendance is the likeliest casualty here in the short term? Which is…baked in to their supposed revamp/expansion plans (figuring 2025/26 to be a “lost year” for the park?)

How does this affect the hotel side of things, especially given how low those stays already are?

Hard to guess for sure

My guess would be Epcot, dak and studios would take a hit…the first two more significantly

Probably springs as well…which may be a bigger problem.

There’s just no way to account for wdw being flat footed with nothing under way.

Can’t even blame the weather

 

[Vegas Disney Fan]

Disney is in that typical circle --crowds are low so they scale back ---because they scale back less people go ----less people go Disney scales back more but at the same time charging more. I wonder if they teach that business model at Harvard

Unfortunately it’s what corporate America teaches, everyone is so focused on the next quarterly report the long term success of the company is an afterthought.

They don’t care if saving $1 today will cost them $10 next year, it’s all about showing that extra dollar of profit on the next report.

 

[Lilofan]

Virtual queues and express pass as well

I’m gonna let everyone in on a secret:

I’m booking the package at hard rock when epic opens….

Don’t tell Disney…I don’t want them throwing me out of DVC

The Mouse will still get his money ( ie annual dues ).

 

[Vegas Disney Fan]

This is why so many of us are credulous that we’ll see a substantial portion of that $60bn/$17bn spent at WDW.

Based on recent results even if they do spend money at WDW the results will probably be underwhelming.

Tron is fun but too short, Guardians is amazing but the big blue box is a travesty, MMRR is just ok, Epcot revamp is just ok, the Disney Wish is nice but the worst ship in the fleet, Lookout Cay appears inferior to Castaway Cay… the modern Disney company doesn’t have the same creative talent it used to.

I kind of hope they don’t spend money at WDW until they have new leadership with more vision, we’re going to be stuck with whatever “ok” ideas they build for the rest of our lives.

 

[Lilofan]

Unfortunately it’s what corporate America teaches, everyone is so focused on the next quarterly report the long term success of the company is an afterthought.

They don’t care if saving $1 today will cost them $10 next year, it’s all about showing that extra dollar of profit on the next report.

Its also called " quarterly capitalism ". The pressure to find ways to make as much profit as possible as quickly as possible to show Wall Street. It is also an open secret that companies try to impress the WS execs who cover the Disney stock or other company stocks ie roll out the red carpet to the execs when the Street visits the company they are covering in hopes of the Wall Street execs to show a " more" favorable light to the companies.

 

[Disstevefan1]

Can someone explain to me what the attendant affect would be to the Orlando theme park industry if suddenly for the first 6-12mos Universal had expanded to a required 3-day visit?

Seems like DAK attendance is the likeliest casualty here in the short term? Which is…baked in to their supposed revamp/expansion plans (figuring 2025/26 to be a “lost year” for the park?)

How does this affect the hotel side of things, especially given how low those stays already are?

Good question but in my opinion you are only talking about a subset of people -

There are folks who ONLY vacation at WDW and HATE Universal because they are not Disney.
There are folks who HATE DISNEY and only vacation at Universal.

Therefore, its that subset of folks that like both, and YES, Disney will lose days to these folks.

Yes I agree for these folks, Disney would lose these folks in the following order -
1st - AK
2nd - EPCOT
3rd - DHS

I think these folks, if they were going to go to WDW for one day would go to the MK.

I think the MK will retain the attendance title...... But I could be wrong on this one.