Is attendance really down at WDW this or…

[el_super]

Interesting - I feel like Disneyland is doing much better than WDW at providing a true “Disney park” experience (WDW has the resort experience going for it… but the parks are not there in my opinion).

Maybe... But Disneyland is still mostly packed with people. The hotels are near 100% capacity this week for D23. It's too crowded for me.

 

[BrianLo]

I don't think it's totally unexpected though. The market has been prepped for bad news (with the jobs report) and fishing for additional recession signals. Softening theme park attendance (at Disney and Uni) are definitely in that category.

I am starting to wonder if they will try to postpone major expansion construction until interest rates fall, since that might be right around the corner.

The bulk of costs come in the last third of a project. I don’t think it’s prudent to wait when it’s already going to fall during a lower interest environment anyways. Particularly since bond rates are already falling. Canada has been unwinding interest already, we already know US is following and that’s what the market panic has been about. Maybe it isn’t reversing rates fast enough.

Either way, I doubt anything really starts until next fiscal year (Oct 1) sort of by design. So that the bulk of spend next year is still ships and the bulk of spend the year after is actually the ongoing parks projects.

 

[GhostHost1000]

I am starting to wonder if they will try to postpone major expansion construction until interest rates fall, since that might be right around the corner.

they wouldn't have this problem if they hadn't been postponing major expansion for years

 

[Nubs70]

87.15 somebody is watching

The slope of that trend line since 4/1 is amazingly consistent.

 

[lentesta]

They’re already doing ‘something ‘ with less.

Is there still less to be found?

There's got to be more less, @Nottamus.

If there's less less, they'll be forced to do more with it. And that would be more more with less less.

And that's the part that doesn't make sense. C'mon man. Keep up. /s

 

[Grimley1968]

There's got to be more less, @Nottamus.

If there's less less, they'll be forced to do more with it. And that would be more more with less less.

And that's the part that doesn't make sense. C'mon man. Keep up. /s

I agree, more or less.

 

[Sirwalterraleigh]

There's got to be more less, @Nottamus.

If there's less less, they'll be forced to do more with it. And that would be more more with less less.

And that's the part that doesn't make sense. C'mon man. Keep up. /s

…I do believe I’ve gone cross eyed

 

[lentesta]

…I do believe I’ve gone cross eyed

I felt the spirit of George Carlin there for a second.

But seriously. Is $DIS within 1.2% of its 5-year low today?

 

[Sirwalterraleigh]

I felt the spirit of George Carlin there for a second.

But seriously. Is $DIS within 1.2% of its 5-year low today?

Well below the chapek line…30% below the market for the year and falling steadily since it was “saved” from evil Ike and Nelly…


You’ll find I cut it right to the bone

 

[wannabeBelle]

I felt the spirit of George Carlin there for a second.

But seriously. Is $DIS within 1.2% of its 5-year low today?

$86.82 at the moment. What was it then? Marie

 

[wannabeBelle]

Numbers are hard to dispute…though we do a bang up job of being dumb around here, don’t we?

I try not to, although I make no promises!! Marie

 

[GhostHost1000]

DIS stock is falling faster than the logs on Tiana Mountain


....but I guess that's not too shocking since it isn't working half the time

 

[Disstevefan1]

If attendance is going down while revenue is going up, should Disney even care about attendance as a measurement?

 

[Sirwalterraleigh]

$86.82 at the moment. What was it then? Marie

Well since you asked….

5 year low is $86.21

It was $91.80 on 11/18/22…when the company was “saved” by a coward

 

[Sirwalterraleigh]

DIS stock is falling faster than the logs on Tiana Mountain


....but I guess that's not too shocking since it isn't working half the time

Does that mean there’s an empty trough with sewage back flowing into it on the floor of the stock exchange?

 

[Sirwalterraleigh]

I should re-qualify it as Persian gulf. My Greece trip in September is also a lot closer to the instability than the gulf. We’re on a very similar itinerary to yours! It’s on the odyssey.

Unfortunately I have to actually work some of the days, but I’ll wave from the Vancouver Island shoreline at you all! Sounds like a blast, enjoy Alaska!

I would think maybe swap it for Scandinavia, hombre.

 

[TrainsOfDisney]

The reality is…you never will.

It will never make sense dollar for dollar. I have tried for many years

I hope I do - I have seen a few decent deals during the off season but they didn’t make sense for me time wise. I’m also very content with inside rooms so that helps haha

 

[Boocat]

FLORIDOLLARS !!! Much more bang for your buck elsewhere. The greedy have gotten greedier. People are realising that there's much more to see out there in the big wide world and who can blame them.

 

[Saskdw]

The fact there are ZERO answers is why they have to get that fool outta there. They need to rebuild the hole damn…not stick chewing gum on the old one as it leaks.

Which is why they seem hell bent on destroying that as fast as they can now too

That's what I mean. They won't be prepared to tear it down and rebuild from the ground up.

 

[Saskdw]

I’m 9 days out from the Alaska gig…

On an 8 year old ship that blows anything Disney has floated out of the water…by a lot

And half the price

Numbers are hard to dispute…though we do a bang up job of being dumb around here, don’t we?

Enjoy!!