Is attendance really down at WDW this or…

[Lilofan]

Why would it drop? Overnights have it even.

All I care about is the overall market and record setting numbers of the Dow and Nasdaq. Nasdaq forecasts to open + 170 points at opening bell Monday morning. My portfolio is the highest it’s ever been thanks to the outperforming stock market! The TWDC stock is just a drop in the bucket for us. It’s beyond risky to buy the stock directly. Majority of stock holders are institutional investors like myself.

 

[Sirwalterraleigh]

Who's setting up a short position on $DIS come Monday morning?

Bad park attendance won’t cause that…but the quarterlies leaking out might

 

[Vegas Disney Fan]

Yes. It's hard for me to see a path forward out of this unless the leadership is willing to take hits on profits for a period of time to rebuild the brand to what it was in the past. Because they need to cut prices, invest in building/plussing, hire significantly, etc in order to reverse the trends going on. Basically, they need to go back to "wowing" guests as opposed to having them just tolerate what they get as a "rite of passage" and think they are replaceable.

It kind of feels like history is repeating itself, which will hopefully lead to another Disney revival. Disney has gone through boom/bust cycles a few times before, with both the studios and the parks, so although it looks grim this is likely our best hope for the future.

I think the most favorable path forward is attendance continues to decline until the board/investors see the value in investing back into the parks and they hire another Disney fan to lead the company. I’m not a huge Eisner fan (primarily because of his latter years) but he was the perfect hire (along with Wells) in the 80s to revitalize Disney and save it, we need another Eisner/Wells at the helm that are fans first and businessmen second.

 

[Sirwalterraleigh]

It kind of feels like history is repeating itself, which will hopefully lead to another Disney revival. Disney has gone through boom/bust cycles a few times before, with both the studios and the parks, so although it looks grim this is likely our best hope for the future.

I think the most favorable path forward is attendance continues to decline until the board/investors see the value in investing back into the parks and they hire another Disney fan to lead the company. I’m not a huge Eisner fan (primarily because of his latter years) but he was the perfect hire (along with Wells) in the 80s to revitalize Disney and save it, we need another Eisner/Wells at the helm that are fans first and businessmen second.

Disney has never had a “bust” in a “boom” before. That is the most alarming thing.

The other problem is Eisner/wells had a secret weapon

Roy E…I’ve long argued…was the most important person in Disney history

More than his father and uncle.

We are fresh out of Roys

 

[Tha Realest]

This is how empty it is.

The VQ for the just opened Tiana ride took almost two hours to fill at 1pm.

That ain’t the heat.

 

[Tha Realest]

We haven’t been tracking this…but I can’t imagine them NOT doing massive staffing squeeze/reductions

Been along time since mandatory 4 days…or they can just bring chapek back and they can stupidly lay everyone off again

If you believe some rumors, they’ve already cut staffing to the bone.
The next recourse is to start breaking the bones (some wings, hotels, attractions, experiences, or restaurants go seasonal).

 

[Brian]

The VQ for the just opened Tiana ride took almost two hours to fill at 1pm.

That ain’t the heat.

Indeed. As of a little after 17:00 eastern, TRON is still available.

 

[DisneyCane]

Disney has never had a “bust” in a “boom” before. That is the most alarming thing.

The other problem is Eisner/wells had a secret weapon

Roy E…I’ve long argued…was the most important person in Disney history

More than his father and uncle.

We are fresh out of Roys

Maybe not in park attendance but the competitive landscape was a lot different in prior booms. The studio is a different story. Before Beauty and the Beast in 1991 the studio hadn't been doing great for a while.

 

[Tha Realest]

Indeed. As of a little after 17:00 eastern, TRON is still available.

Beautiful part about this….

If the VQ inventory is so plentiful, less incentive/need to purchase ILL.

Increase and multiply the pain on those bean counters.

 

[erasure fan1]

You can't say this the heat keeping people away when 2 other parks in the area are busy

I think you underestimate Igers BS powers.

 

[SamusAranX]

Yeah not good

The brawl not long ago at Busch gardens in Tampa made me sick…that’s too beautiful of a park for sub human behavior

BG had their identity, and slowly drifted. Hard to understand what they’re wanting to be right now

 

[Jrb1979]

I think you underestimate Igers BS powers.

I forgot those other parks have a dome over them to that keeps the heat out

 

[IanDLBZF]

I forgot those other parks have a dome over them to that keeps the heat out

It's just as hot at Universal and SeaWorld. Universal is just as expensive if not more so than WDW.

 

[Jrb1979]

It's just as hot at Universal and SeaWorld. Universal is just as expensive if not more so than WDW.

It was a joke. Even though it's hot at those parks, they both a very busy today. Yet Disney is quiet

 

[IanDLBZF]

It was a joke. Even though it's hot at those parks, they both a very busy today. Yet Disney is quiet

This is strange.

 

[Jrb1979]

BG had their identity, and slowly drifted. Hard to understand what they’re wanting to be right now

It's not hard to understand. They are shifting towards more of what regional parks are. Less theming and more thrills.

 

[Jrb1979]

This is strange.

How is it strange.

 

[IanDLBZF]

How is it strange.

Looks like Disney's strategy is failing them overall.

 

[JoeCamel]

Looks like Disney's strategy is failing them overall.

According to some it is succeeding very well. Lower attendance to elevate the guest experience making Disney great again!

 

[Sirwalterraleigh]

It's just as hot at Universal and SeaWorld. Universal is just as expensive if not more so than WDW.

So what’s the deal, then?