Orlando Becoming East Coast Headquarters for Disney Parks, Experiences, and Products

[lazyboy97o]

It already is though

View attachment 717260

There’s a reason the source for those numbers arranged them by their 2019 attendance.

 

[Tha Realest]

There’s a reason the source for those numbers arranged them by their 2019 attendance.

If you have more recent numbers I’d love to see them. Most recent I could find was 2021

 

[Gary7777777]

Yo…that’s a Covid year, boss - 2021

Magic kingdom pulls 20…almost double all the other games in town.

Wdw pulls high 50’s total and Uni pulls less than 20

Keep on telling yourself that. January 1, 2021 Disney Company stock was $184/share with a dividend. Today the stock pays no dividend and is priced at $94/share.

 

[Sirwalterraleigh]

If you have more recent numbers I’d love to see them. Most recent I could find was 2021

Because TEA hasn’t released 2022 yet

The most recent, non-disrupted year is 2019

Remember uni went to full open in summer of 2020…while disney fired its staff like morons and still only had 50% of its own hotel rooms open at the start of 2022

 

[MagicHappens1971]

Keep on telling yourself that. January 1, 2021 Disney Company stock was $184/share with a dividend. Today the stock pays no dividend and is priced at $94/share.

Stock price isn’t everything, and streaming costs are driving Disneys revenue down, not the parks.

 

[Sirwalterraleigh]

Keep on telling yourself that. January 1, 2021 Disney Company stock was $184/share with a dividend. Today the stock pays no dividend and is priced at $94/share.

Hey Brain,

…I’ve been hammering the management and the financials constantly…ask around…

What does that have to do with the market share in Orlando?

I’ll wait

 

[lazyboy97o]

If you have more recent numbers I’d love to see them. Most recent I could find was 2021

Did I say there were more recent estimates? I said there is a reason the source didn’t change the order of their most visited parks list.

 

[Tha Realest]

Because TEA hasn’t released 2022 yet

The most recent, non-disrupted year is 2019

Remember uni went to full open in summer of 2020…while disney fired its staff like morons and still only had 50% of its own hotel rooms open at the start of 2022

Seems pretty stupid and self destructive.

OP said Universal would never pull numbers close to WDW. I showed they already are. “But COVID…” “But WDW fired a bunch of people…” So what? The numbers are already very close.

 

[Tha Realest]

Did I say there were more recent estimates? I said there is a reason the source didn’t change the order of their most visited parks list.

What “source” are you talking about? OP said Uni would “never” be close to WDW’s numbers. I showed most recent statistics proving otherwise.

 

[MagicHappens1971]

Seems pretty stupid and self destructive.

OP said Universal would never pull numbers close to WDW. I showed they already are. “But COVID…” “But WDW fired a bunch of people…” So what? The numbers are already very close.

Because historically, they're not. If Disney's parks were fully open in 2021, they would've pulled more attendance than Universal.

We should revisit this when TEA drops the 2022 numbers.

 

[Fordlover]

In his first town with the Disney employees, which was zoomed across the entire company, Iger mentioned he was saddened to see Disney get into a political fight and would be more than happy to reach out to the state of Florida to get a better understanding of the situation.

More recently Iger's office has said they did make many attempts to reach out to the governor's office in Florida and all attempts went unanswered.

Now whether or not Iger was sincere when he said he would reach out to the state of Florida and whether or not he actually did reach out to the state of Florida.... Your mileage may very but in this case i believe him .

Actually, I think Iger said he’d be open to speaking to the governor if he reached out. Nuanced yes but it does make a difference. I think currently Desantis sees this fight as a win for him. I’m honestly not sure if Bob sees this fight as a net win or losing battle.
my thoughts are government can afford to be distracted, since they never really do anything anyway. Distraction for companies I believe is less constructive. Someone could ask InBev if they think the disruption is good for business.

 

[Sirwalterraleigh]

Seems pretty stupid and self destructive.

OP said Universal would never pull numbers close to WDW. I showed they already are. “But COVID…” “But WDW fired a bunch of people…” So what? The numbers are already very close.

You got caught on the numbers here. 2022 will be percentage wise close to 18/19…

It’s not a conspiracy…universal has pulled the wdw market share down from around 80% when IOA/DAK opened to around 70% now…

That’s still a major improvement that TWDC doesn’t like…and I know they don’t like epic coming…

But it’s still the big fish that can eat all the other fish in town and not burp.

It’s not a conspiracy…these are the accepted numbers for decades

 

[lazyboy97o]

What “source” are you talking about? OP said Uni would “never” be close to WDW’s numbers. I showed most recent statistics proving otherwise.

You don’t know where the numbers came from?

Theme & Museum Index

The TEA/AECOM Theme Index and Museum Index is a collaboration of the Themed Entertainment Association (TEA) and the economics practice at AECOM, a global provider of technical-professional and management-support services. This calendar-year study of globa

www.teaconnect.org

 

[Tha Realest]

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Because historically, they're not. If Disney's parks were fully open in 2021, they would've pulled more attendance than Universal.

We should revisit this when TEA drops the 2022 numbers.

He didn’t say “historically” he said they “never” would touch those numbers.

They’ve already closed the gap. Add all the excuses and caveats you want, but we’re already there.

 

[Gary7777777]

Stock price has nothing to do with the war the low skill gov tick is raging…which I believe is the false point a couple here are trying to throw out there…

Investing 101. Uncertainty and political chaos have tremendous effects on a stock’s future value from investors.

 

[MagicHappens1971]

He didn’t say “historically” he said they “never” would touch those numbers.

They’ve already closed the gap. Add all the excuses and caveats you want, but we’re already there.

Okay….. the 2022 numbers are going to most likely match the 2019 numbers, which means that “gap” will be reopened.

 

[Sirwalterraleigh]

He didn’t say “historically” he said they “never” would touch those numbers.

They’ve already closed the gap. Add all the excuses and caveats you want, but we’re already there.

We all make mistakes. Just move on. It happens

 

[Fordlover]

This isn't an investor comment board though. Stock price isn't really relevant to this discussion.

It is relevant for me. I say if you want to get attention, start messing with someone’s money. My pathetically performing Disney stock is certainly on my mind. At least it was going back up today….

 

[Sirwalterraleigh]

Investing 101. Uncertainty and political chaos have tremendous effects on a stock’s future value from investors.

The global economy. Rising costs. Tightening of credit. A $75 billion studio buy that has failed. A $5 bil plus a year loss on streaming. Instability in the foreign park markets. Slowing of box office receipts. Trouble/reduced returns in their 4 main studios.
…I’m getting to Florida politics soon…after an impending GLOBAL recession that cripples travel and discretionary spending…

All this will be tomorrow in “investing 102”

 

[Sirwalterraleigh]

It is relevant for me. I say if you want to get attention, start messing with someone’s money. My pathetically performing Disney stock is certainly on my mind. At least it was going back up today….

What did you buy it at?

Because it’s been overvalued for a decade and the water always finds it’s way to level. Sorry to break it to you…but I probably ranted this years ago and you could have been warned.