Is attendance really down at WDW this or…

[Sirwalterraleigh]

So MCO has set records this summer but Uni and WDW is down in crowds.

Beach and cruise folks or is seaworld and fun spot taking over? lol

…we like to gloss over that daily

Along with record numbers traveling to Florida, record loads on boats, etc etc etc

 

[GhostHost1000]

…we like to gloss over that daily

Along with record numbers traveling to Florida, record loads on boats, etc etc etc

Maybe Disney should look closer into why cruises are booming vs a Disney park experience

 

[Disstevefan1]

So MCO has set records this summer but Uni and WDW is down in crowds.

Beach and cruise folks or is seaworld and fun spot taking over? lol

Very possible. The prices for UNI/DIS are out of control. Maybe the fabled breaking point related to costs has been hit?

Another possibility, perhaps families vacationing habits have changed. Our family knew decades ago, NOT to go to WDW in the summer. Maybe the rest of the world figured it out by now.

 

[lentesta]

Comcast earnings report reflects a pretty decent attendance dip for their parks division - Q2'24 down 11% ($234M) compared to Q2 of last year. Mainly attributed to lower attendance at domestic parks.

I'd imagine Disney is in a similar spot.

Earnings down 24%.

Uni expecting continued softness until Epic opens. And the last I heard for that is June-ish 2025.

Some of that is post-Nintento opening comps but still.

 

[celluloid]

Despicable Me, Minion Mayhem at a 90 minute wait two days ago and it was 95 degrees out.

Slow capacity, but anyone think that Disney's woes are hurting Universal as much as they are Disney, are full of bananas.

 

[Sirwalterraleigh]

Maybe Disney should look closer into why cruises are booming vs a Disney park experience

I can help with that..

They’re a way better value and 10% as stressful

 

[LSLS]

So MCO has set records this summer but Uni and WDW is down in crowds.

Beach and cruise folks or is seaworld and fun spot taking over? lol

The pricing problem at WDW is almost doubly bad for Universal. There are at least some that will pay the insane prices because of nostalgia at WDW, Universal doesn't have any of that.

 

[Sirwalterraleigh]

Despicable Me, Minion Mayhem at a 90 minute wait two days ago and it was 95 degrees out.

Slow capacity, but anyone think that Disney's woes are hurting Universal as much as they are Disney, are full of bananas.

They’re both down for the same reasons

…but universal definitely has the tailwinds for the next couple of years by comparison

 

[lentesta]

I can help with that..

They’re a way better value and 10% as stressful

There's a reason why we got Surprise Ship #1 and Surprise Ship #2.

 

[Sirwalterraleigh]

The pricing problem at WDW is almost doubly bad for Universal. There are at least some that will pay the insane prices because of nostalgia at WDW, Universal doesn't have any of that.

That’s counterbalanced some by the investments coming online.

Disney really messed up with their investment “strategy”…a hallmark of igernomics

 

[Sirwalterraleigh]

There's a reason why we got Surprise Ship #1 and Surprise Ship #2.

Mmmm hmmmm

 

[Disstevefan1]

Earnings down 24%.

Uni expecting continued softness until Epic opens. And the last I heard for that is June-ish 2025.

Some of that is post-Nintento opening comps but still.

I heard rumors EPIC was to open earlier. Obviously fake news from Universal fans.

 

[celluloid]

They’re both down for the same reasons

…but universal definitely has the tailwinds for the next couple of years by comparison

Nor did they spend and open and E-ticket this year and last year to market and end up with such wompwomp.

 

[Sirwalterraleigh]

Nor did they spend and open and E-ticket this year and last year to market and end up with such wompwomp.

That “e ticket” label doesn’t even work anymore

The internet disneydom “assigns” that label based on bloated budgets and timelines…not the concept or quality of the build as it was before.

It’s meaningless now

 

[TheMaxRebo]

Revenue down 10.6%, earnings down 24.1% for the parks division at Comcast

Pretty big hit to earnings

 

[GhostHost1000]

That “e ticket” label doesn’t even work anymore

The internet disneydom “assigns” that label based on bloated budgets and timelines…not the concept or quality of the build as it was before.

It’s meaningless now

So i guess means everything is an e ticket now (bloated budget and timeline) lol

 

[LSLS]

That’s counterbalanced some by the investments coming online.

Disney really messed up with their investment “strategy”…a hallmark of igernomics

Maybe. But if a family can't afford $2,000 for tickets now, an amazing new park isn't going to give them that extra $2,000. As someone who went to IoA once in college and never the Studios, I will go to see the Nintendo stuff. But it will also not be a 2-3 times a year thing like Disney used to be unless the park ops just blow me out of the water to the point I see a real value (and even still not sure it becomes as much as we were at Disney cause those ticket prices are just so much). I know it's always "They aren't the SAME" but I can buy a season pass at Cedar Point for LESS than a single day at Universal. I will say though, I can see the new park giving them a large boost next year, and it's something I don't think Disney will see much of a benefit from. And I don't think Disney adding rides is going to have a large boost either. Because Comcast adding a new park is doing the one thing we have screamed about with Disney for a decade, it ADDED capacity.

 

[GhostHost1000]

Revenue down 10.6%, earnings down 24.1% for the parks division at Comcast

Pretty big hit to earnings



View attachment 802961

Ouch

 

[Sirwalterraleigh]

Revenue down 10.6%, earnings down 24.1% for the parks division at Comcast

Pretty big hit to earnings



View attachment 802961

I’ll remind…no recession

That has never happened before…not close

 

[GhostHost1000]

Maybe. But if a family can't afford $2,000 for tickets now, an amazing new park isn't going to give them that extra $2,000. As someone who went to IoA once in college and never the Studios, I will go to see the Nintendo stuff. But it will also not be a 2-3 times a year thing like Disney used to be unless the park ops just blow me out of the water to the point I see a real value (and even still not sure it becomes as much as we were at Disney cause those ticket prices are just so much). I know it's always "They aren't the SAME" but I can buy a season pass at Cedar Point for LESS than a single day at Universal. I will say though, I can see the new park giving them a large boost next year, and it's something I don't think Disney will see much of a benefit from. And I don't think Disney adding rides is going to have a large boost either. Because Comcast adding a new park is doing the one thing we have screamed about with Disney for a decade, it ADDED capacity.

The problem is people are already stretched thin due to inflation etc as income hasn’t kept up with price increases. Disney being the smart ones they are raise prices on everything and then add things like G+ to charge more for what was included once before.

Once you add the resort, ticket, food, souvi, G+ prices that are all overpriced now, the family total for a week is outrageous and many say it’s not worth it and go elsewhere