On layoffs, very bad attendance, and Iger's legacy being one of disgrace

ImperfectPixie

ImperfectPixie

Well-Known Member
Sirwalterraleigh said:
Trucks are a different animal.

But to be fair...the quality of gm and ford in their cars has risen substantially since the awful end of the 20th century. Much better now.

I mean...I’m still getting a Toyota or a Honda next month...but still.

Dodge still sucks
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I have a 2002 Ford pickup...4x4, supercab, 6' bed...gonna drive it until the wheels fall off (it's got just under 200,000 miles on it). My dad had a mid-1970s Ford pickup...much less loaded than mine...and that thing could not be killed. Last I knew, it was in New Hampshire on a working farm.
 
Sirwalterraleigh

Sirwalterraleigh

Premium Member
socaljoeyb said:
Can you link that post? I missed it.
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In summary: the AA community shows the strongest longterm brand loyalty/product sensitivity of any demographic. Based on market studies.

So ridding an IP that isn’t popular due to perception and replacing with one that strengthens the focus/bond makes all the sense in the world.

Splash is an acceptable sacrifice from Disney’s perspective.
 
GSP Guy

GSP Guy

Well-Known Member
Sirwalterraleigh said:
My “thought” is if the yutz at the top had just shut up and gotten inline from the start...you’d be a lot closer to normalcy right now.

(You’re not the “yutz”...to be clear)
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I would like to add that "normalcy" is very very key to remember. I'm seeing younger/newer competitors in my industry falling into the trap of believing their newfound popularity is a permanent fixture of things to come. Purchasing 60-70K trucks, all kinds of new toys and gadgets. I've tried to explain the difference between reinvesting in your business and irresponsible spending to some that I have relationships with but it falls on deaf ears. Once the big players like Disney, Universal, etc. get it back together we will return to reality with the exception of just a few new loyal clients.
 
TeriofTerror

TeriofTerror

Well-Known Member
I think some of y'all need to get over your mask hangups. Haven't you heard? Masks are the new mouse ears! #ExpressYourself #EmbraceTheMask 😉
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Nubs70

Nubs70

Well-Known Member
CAV said:
Exactly. We live just over an hour away. AP holders. At least once a month visitors. As long as a mask is required , we aren't going. We have Beach Club ressies at the end of September. If the mask is still required, we will cancel.
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At work the other day, its about 105F and 95% humidity. All of a sudden, my mask saturated and it was like breathing through a wet sock.
 
mikejs78

mikejs78

Well-Known Member
disneyflush said:
People should stop looking at the current crisis through the lens of 'if they can get through this temporary lull because of COVID they'll be back to the 'before times'.' The absolute best-case scenario is that things return to normal and COVID gets a therapeutic that addresses the virus and ends it if caught. Are the odds like 5% of that happening? Feels like people are assuming like 95% probability of that happening which isn't realistic. There are a ton of varying scenarios ranging from worst-case all the way up to best-case where things are definitely not returning to non-mask, no restrictions, no attendance caps, etc. A fix would certainly be to lower the rack rate on rooms but DVC can't allow that to happen because the math behind the new contracts and contracts of the last few years would instantly break the sales pitch and upset your member base. The bending they've done to push food prices, room prices, ticket prices through the roof for 15 years puts them in a situation they likely won't surrender from anytime soon.
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Best case is a vaccine. I'd put probability of that happening by early next year at 50% based on the results of the clinical trials thus far. Higher probability as time goes on.

Second best is a theraputic, like you said. Based on what we are seeing in trial results, I think there's a very high likelihood of a therapy widely available by year's end.

Anything can happen of course, and sometimes things don't work the way you expect, but I think the odds are greater that we will have theraputics and/or vaccine in the next 6 months than not. We already have one that reduces death by a third in severe patients. This is the first time in history we've had all the scientific and medical research resources in the world pointed at a single problem, and the novel coronavirus has some unique properties that make treatments somewhat likely.
 
D

DVCakaCarlF

Well-Known Member
ImperfectPixie said:
I have a 2002 Ford pickup...4x4, supercab, 6' bed...gonna drive it until the wheels fall off (it's got just under 200,000 miles on it). My dad had a mid-1970s Ford pickup...much less loaded than mine...and that thing could not be killed. Last I knew, it was in New Hampshire on a working farm.
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We have a 97 Ford Super Duty at work with over 400,000 miles on it with an original 7.3 diesel...I’ve had several people ask me to buy it.

Nope, it keeps making money.
 
culturenthrills

culturenthrills

Well-Known Member
mikejs78 said:
Since we're dealing in anecdotal evidence, I know multiple people who canceled trips, not because they had to wear a mask, but because their states required a 14-day quarantine after visiting any hot spot state. it's that fact that's keeping tourism down to the levels that they are, not the fact that everyone has to wear flipping mask. I'm sure the mask had something to do with it for some people, but it's not by any means the only reason.
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Yep, NY, NJ, CT are huge markets for Disney World and all for those states require a 2 Week quarantine if you come here. If I was Disney I would be ed at the Governor and state government in Florida for their completely incompetent response to the Coronavirus.
 
Sirwalterraleigh

Sirwalterraleigh

Premium Member
Nubs70 said:
At work the other day, its about 105F and 95% humidity. All of a sudden, my mask saturated and it was like breathing through a wet sock.
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That was my original “this won’t work” take. It’s not the place for that.

But even I thought the virus would be under control before talk would take over from thought.

I never learned the lesson of Atlantic City 🎡🎠
mikejs78 said:
Best case is a vaccine. I'd put probability of that happening by early next year at 50% based on the results of the clinical trials thus far. Higher probability as time goes on.

Second best is a theraputic, like you said. Based on what we are seeing in trial results, I think there's a very high likelihood of a therapy widely available by year's end.

Anything can happen of course, and sometimes things don't work the way you expect, but I think the odds are greater that we will have theraputics and/or vaccine in the next 6 months than not. We already have one that reduces death by a third in severe patients. This is the first time in history we've had all the scientific and medical research resources in the world pointed at a single problem, and the novel coronavirus has some unique properties that make treatments somewhat likely.
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The best case for AMERICANS is a vaccine. Because it asks them to do nothing they don’t want to do except the pinch.

Until there is one...in which case people will revolt/protest 😂
 
Sirwalterraleigh

Sirwalterraleigh

Premium Member
photoginit said:
Yep, NY, NJ, CT are huge markets for Disney World and all for those states require a 2 Week quarantine if you come here. If I was Disney I would be ****ed at the Governor and state government in Florida for their completely incompetent response to the Coronavirus.
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I hear they may have/are threatening to pull the plug just because of this. But that’s just a rumor.

I don’t think they would have opened if they had it to do over again.
 
1HAPPYGHOSTHOST

1HAPPYGHOSTHOST

Well-Known Member
pheneix said:
Disney Springs doesn't require navigating thru a compulsory registration system just to go inside. Good to hear they can make a go of it with the world on fire.

When MK reopened, they relentlessly pushed Splash merch on the ebay sellers with no shame. Ppl hauling trash bags of plushes out. Disney knows how bad that looks. They also don't care. The only other high demand merch run I've heard about was the launch of some Disneyland 65th stuff. DL anniversary merch always turns up a crowd. Total crickets at retail other than those eBay Pirate runs.

People are scared. Even the guests coming to WDW are not escaping the real world anymore. They're taking a smoke break from it. And their phones are still getting bombed with bad news. No wonder in park spending is near zero when Disney charges these old economy prices. Disney will have to correct pricing to the new reality. They all will.

I should note that Universal's attendance and guest spending is also garbage. Today, someone tweeted a photo of the Blues Brothers performing for like a family of 3. This is a theme park that has literal hundreds of people inside. More employees than guests for sure. I don't know why these resorts are doing this to themselves.
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Wait...how did they "push splash merch" on the ebay resellers?? That's not how it works. When they opened the ebay sellers just went in and bought everything up because Disney made the splash refurb announcement so ebay resellers knew splash merch would be hot. How is that Disney pushing it on them? Sure Disney made sure to have plenty of Splash Merch stocked up due to the announcement but it's not like Disney themselves announced a Splash Mountain sale merch or something. So can you please explain your statement?
 
D

DVCakaCarlF

Well-Known Member
pheneix said:
Disney is straight up using quantum math to claim this operation is profitable. It is not. We all see the deserted theme parks and lack of guest spending. Yet, there's many Disney spinsters trying to tell us that what we see isn't really what we see. They're good at that. Look at the failed opening of Galaxy's Edge and the continued online bickering over "how bad it did."

Despite other "insiders" (not a dig at Steve *at all* cause I have my own "alternative" connects claiming the same) saying attendance is not in the hundreds," I mean... we see what these parks look like. You can certainly pull the entire day's chart and find that a few thousand ppl wandered thru the gates. They don't stay long. By 4pm every park is lucky to still have a thousand in park. On most days. its rotten luck!

They got hotel occupancy in the teens yet their transit system is getting worked like the 4th of July every day because of COVID ops. By Disney's own math alone -- baking transportation costs into room rates -- they really screwed this.
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Like any retail business, their cost of goods/services are only 20-30%, with the rest being gross margin. I can see how they are turning a “gross” profit.

“Net” is TBD.
 
bryanfze55

bryanfze55

Well-Known Member
How about we just wait and see what happens? My instinct is to say this is all doom and gloom, but maybe I’m wrong. Rome crumbled; maybe Disney will, too.

I’m inclined to think the majority of American Disney guests are either locals who can visit relatively cheaply, or tourists who have good incomes and probably are working from home and not financially impacted by COVID-19. I think American tourism will pick up at some point. International will be tougher.
 
EagleScout610

EagleScout610

Owner of a RKF - Resting Kermit Face
Premium Member
1HAPPYGHOSTHOST said:
Wait...how did they "push splash merch" on the ebay resellers?? That's not how it works. When they opened the ebay sellers just went in and bought everything up because Disney made the splash refurb announcement so ebay resellers knew splash merch would be hot. How is that Disney pushing it on them? Sure Disney made sure to have plenty of Splash Merch stocked up due to the announcement but it's not like Disney themselves announced a Splash Mountain sale merch or something. So can you please explain your statement?
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I'm waiting for them to look really stupid once the retheme gets axed for financial reasons and then they end up with three rooms of Br'er Bear plushes
 

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