Looking strictly at attendance figures in the theme park world, Universal is not even close to being a legitimate number 2 and have no chance of usurping Disney any time soon, even with a whole theme park dedicated to Potter. Any attendance gains associated to Potter can simply be attributed to Potter being a fad audience, there is really nothing to support Potter being anything more than that as long as no new books or films are made. There is no proof other Rowlings properties will draw money that don't include Harry Potter somewhere. Iam forced to think any gain in attendance is strictly a fad audience until proven otherwise.
Universal will never be a threat. They don't have the land to be a threat. People can think they can buy all the land they want in Orlando, but people have to want to sell, and if Universal wants to keep building and actually improve their parks in a vain effort to compete with Disney, why would anyone want to sell? Plus, I and investors question the future of Comcast's stability in terms of cash. Cable television, the bulk of Comcast revenue is not long for this world.
All Universal does is build from IP's, which is fine. To think they can acquire or create something remotely deemed worth of creating a competitive advantage is rather pointless unless they acquire more land for which to put them, or they will have to tear down and build anew, which can cost money Comcast may not have due to cable being phased out within the next few years.
In closing, Universal has far to many holes in their wall than most people want to think or actually know to be a threat to anything other than a day or two out of Disney's pocket. Its nice they build attractions, but short term is being sacrificed for long term problems. Look at Comcast's debt to equity ration and compare it to Disney's, then let people continue to talk about how bad a job Iger is doing.
Will Universal ever be a threat to Disney?
Not in anyone who posts here's lifetime.
Jimmy Thick- Jimmy Thick "tag lines" are some of the most waited for contribution's to Wdwmagic!!! Truth!!!