Lightning Lane at Walt Disney World

[Casper Gutman]

They don’t want to be theme park executives but they also think anyone from that business is too stupid to be trusted running it and that the bumbling idiots need their guidance. Disney is a business that in 2006 ordered a business unit to never try and repeat a recent big success.

What we need at CEO is a widely respected and inarguably intelligent individual who is both business savvy and intensely creative and has worked in the parks, likes them, and knows their significance and history while also having a keen grasp on film and television,

Is Steve Martin available between seasons of Only Murders in the Building?

 

[bubbles1812]

What we need at CEO is a widely respected and inarguably intelligent individual who is both business savvy and intensely creative and has worked in the parks, likes them, and knows their significance and history while also having a keen grasp on film and television,

Is Steve Martin available between seasons of Only Murders in the Building?

A dream is a wish your heart makes…

 

[ImperfectPixie]

What we need at CEO is a widely respected and inarguably intelligent individual who is both business savvy and intensely creative and has worked in the parks, likes them, and knows their significance and history while also having a keen grasp on film and television,

Is Steve Martin available between seasons of Only Murders in the Building?

I'd prefer a co-CEO team...one creative (with a love of Disney parks/resorts), one business-minded. Then there's no single ego at the top.

 

[bubbles1812]

Again with the idea that since a problem exists there should be no effort made to fix it. There is no reason $1 billion couldn’t buy 20 good attractions.

And which is? You previously claimed the reservations schemes were how they were fixing things but now you say they aren’t trying to fix anything. The Company trying to fix things is also part of the problem as these issues and their solutions are being driven by people with no experience or interest in theme parks.


Flat rides tend to have rather lousy capacity and they tend to be variations on a theme. Trying to add that much capacity means you will start to be repetitive. Part of what makes their all-in cost so low is that they get dropped in on concrete pads, not exactly conducive to a themed environment. They can also cause circulation problems when placed poorly, see Magic Carpets of Aladdin in Adventureland.

I never said they aren’t trying to fix anything. You yourself pointed to the fact they are adding *some* rides, just not enough, and the line skip systems are their additional way of trying to fix things. You don’t have to like them, but they are an imperfect solution to help solve a capacity problem.

 

[ImperfectPixie]

I never said they aren’t trying to fix anything. You yourself pointed to the fact they are adding *some* rides, just not enough, and the line skip systems are their additional way of trying to fix things. You don’t have to like them, but they are an imperfect solution to help solve a capacity problem.

At what point does continuing to invest BILLIONS into crowd management systems that fail get considered a wrong-doing to the BoD and shareholders? No one at corporate will admit it, but that's what's been happening.

 

[lazyboy97o]

What we need at CEO is a widely respected and inarguably intelligent individual who is both business savvy and intensely creative and has worked in the parks, likes them, and knows their significance and history while also having a keen grasp on film and television,

Is Steve Martin available between seasons of Only Murders in the Building?

The head of the company doesn’t need park experience, but they need to respect the park business. Josh D’Amaro is the most experienced head of the parks in decades and even he was placed in charge of Disney’s Animal Kingdom without prior park experience. Nobody would suggest that Kevin Feige’s eventual replacement should be someone with no experience making movies who has only seen a few of Marvel’s movies and would be micromanaged by the CEO. No, they would say it should be someone with experience who appreciates the product and would be trusted to run the business.

 

[lazyboy97o]

I never said they aren’t trying to fix anything. You yourself pointed to the fact they are adding *some* rides, just not enough, and the line skip systems are their additional way of trying to fix things. You don’t have to like them, but they are an imperfect solution to help solve a capacity problem.

A cause isn’t a solution.

 

[Jeff4272]

That's the problem, of course. Both Chapek and Iger see the parks as a side-business at best, a cash register at worst. They want to be movie execs, not theme park execs. For a portion of the $33 BILLION Disney just announced they would spend on streaming content in 2022 alone, WDW could be actually and truly fixed. But the Bobs can't accept that theme parks, along with animation, are the core of their brand and always will be. Those ain't sexy businesses on Wall Street.

Correct. NFLX trades at almost 50x multiple whereas DIS is at 30x. They want their business shift to go from 70/30 parks vs media revs to 80/20 media vs parks revs to get that higher multiple.

 

[G00fyDad]

At what point does continuing to invest BILLIONS into crowd management systems that fail get considered a wrong-doing to the BoD and shareholders? No one at corporate will admit it, but that's what's been happening.

As long as they can continue to come up with the next idea to suck $15 to $20 per person per day out of everyone then they have no need to do anything else. It doesn't matter if the system implodes just as G$ has. They can keep coming up with crappy ideas left and right. As long as it makes the money then that's all they care about.

 

[ImperfectPixie]

As long as they can continue to come up with the next idea to suck $15 to $20 per person per day out of everyone then they have no need to do anything else. It doesn't matter if the system implodes just as G$ has. They can keep coming up with crappy ideas left and right. As long as it makes the money then that's all they care about.

That's short-sighted and mismanagement. The return on investment would be significantly higher if they'd invested that money in the parks themselves by adding capacity. The experience wouldn't be suffering like it has been, they could fit MORE people into the parks, the resorts would be full, etc. etc.

 

[Jeff4272]

That's short-sighted and mismanagement. The return on investment would be significantly higher if they'd invested that money in the parks themselves by adding capacity. The experience wouldn't be suffering like it has been, they could fit MORE people into the parks, the resorts would be full, etc. etc.

Any additional capital goes to the higher margin side of the business, Disney+ and content. Parks division margins are way lower and that’s why they will just do what they need to to get by, cut costs and invest only the minimum to get by.

that’s why it’s not going to get any better

 

[HoustonHorn]

In these respects Ratatouille is a good representative of this idea. High capacity, proven reliability at DLP and people already expect things to settle down fairly quickly in interest level once the newness wears off. They just need at least 3 of these, with a variety in ride systems, in each park.

I am glad it works in Paris. On Monday, my second ride had 5 stops, the second practical effect did not happen, and the third practical effect was severely off-timed. Later, our MMRR also had a stop and then a really really weird screw-up in the Daisy room where there was no sound at all, Daisy was just looking at us, and we were shifting around. Great work, Orlando.

But, the last stop on Rat was amazing - the rat stirring the soup in the upper left looked like he was humping the pot, and his tail looked dangly and NASTY. My mother was laughing uncontrollably, and still is. So that's...something.

 

[bubbles1812]

At what point does continuing to invest BILLIONS into crowd management systems that fail get considered a wrong-doing to the BoD and shareholders? No one at corporate will admit it, but that's what's been happening.

When the stock starts suffering and people don’t get their distributions?

 

[G00fyDad]

That's short-sighted and mismanagement. The return on investment would be significantly higher if they'd invested that money in the parks themselves by adding capacity. The experience wouldn't be suffering like it has been, they could fit MORE people into the parks, the resorts would be full, etc. etc.

I never said I agreed with it. But when have you known Disney to do anything other than that in the last 10 - 15 years?

 

[Jeff4272]

I am glad it works in Paris. On Monday, my second ride had 5 stops, the second practical effect did not happen, and the third practical effect was severely off-timed. Later, our MMRR also had a stop and then a really really weird screw-up in the Daisy room where there was no sound at all, Daisy was just looking at us, and we were shifting around. Great work, Orlando.

But, the last stop on Rat was amazing - the rat stirring the soup in the upper left looked like he was humping the pot, and his tail looked dangly and NASTY. My mother was laughing uncontrollably, and still is. So that's...something.

Rat went down for 2 hours on Tuesday from 5:30pm til 7:30pm

FOP went down 2x on us that same morning after waiting 220 minutes in line. We had to be removed from the rides vehicles 2x

TOT went down on Monday when we were in line

 

[ImperfectPixie]

When the stock starts suffering and people don’t get their distributions?

It seems as though we might be seeing the beginnings of that.

 

[Jeff4272]

When the stock starts suffering and people don’t get their distributions?

That’s the problem. If they put $ into the parks that’s what will happen. One of the largest shareholders and an activist investor named Dan Loeb who runs Third point capital hedge fund forced them to suspend their $3 billlion ( yea billion with a b) dividend last year and invest it into Disney + ever year instead

parks division isn’t getting better. It’s not a big money maker for them any more.

They don’t want to put money into it, they consider that a losing proposition

they should spin it off.

Activist investor Dan Loeb calls on Disney to end its $3 billion annual dividend and use the funds for Disney+ content

Third Point Capital's Dan Loeb is calling on Disney to permanently suspend annual dividend, use funds for Disney+ content.

www.cnbc.com

 

[bubbles1812]

A cause isn’t a solution.

Well, please feel free to contact Chapek and let him know you’re ordering 10+ rides, parades, eateries, and shows, to be ready within the next year to fix WDW. I’ll be waiting over here, figuring out G+… which is their solution right now, whether you like it or not.

 

[Jeff4272]

Well, please feel free to contact Chapek and let him know you’re ordering 10+ rides, parades, eateries, and shows, to be ready within the next year to fix WDW. I’ll be waiting over here, figuring out G+… which is their solution right now, whether you like it or not.

Genie+ isn’t the solution

it’s terrible

It just makes them a sht ton of money

but negatively affects guest experience

 

[ImperfectPixie]

That’s the problem. If they put $ into the parks that’s what will happen. One of the largest shareholders and an activist investor named Dan Loeb who runs Third point capital hedge fund forced them to suspend their dividend last year and invest it into Disney +.

parks division isn’t getting better. It’s not a big money maker for them any more.

They don’t want to put money into it, they consider that a losing proposition

they should spin it off.

Activist investor Dan Loeb calls on Disney to end its $3 billion annual dividend and use the funds for Disney+ content

Third Point Capital's Dan Loeb is calling on Disney to permanently suspend annual dividend, use funds for Disney+ content.

www.cnbc.com

Disney+ is another problem. So far, it's a money pit, and they're focusing too much on Star Wars and Marvel...the shine will wear off of those sooner than later. They're also allowing way too much time between new show releases and not keeping people glued to Disney+ the way they should be.