Prices up…profits down…

networkpro

Well-Known Member
In the Parks
Yes
They have to find the right balance, though. If you eliminate pre-booked rides and after hours events, you not only lose the money but possibly the people who favor them.
The same goes with the merchandise mix. Can't be all Dollar tree, or Arribas, or lounge fly. Different price points for different customers, but still with an acceptable margin.
 

Sirwalterraleigh

Premium Member
Original Poster
They have to find the right balance, though. If you eliminate pre-booked rides and after hours events, you not only lose the money but possibly the people who favor them.
There aren’t gonna be enough people clamoring to ge double and triple charged for the same things…as you are indicating..to make up for raw customer loss.

It is a balancing act…you have to have a structure that views it longterm…not for quick bucks
 

Chi84

Premium Member
There aren’t gonna be enough people clamoring to ge double and triple charged for the same things…as you are indicating..to make up for raw customer loss.

It is a balancing act…you have to have a structure that views it longterm…not for quick bucks
Double and triple charged for the same things?
 

Nevermore525

Well-Known Member
They flopped like 9 of 11 major releases last year…

Major write downs

Are you looking at the reality? Or just the google charts?
Reality of the actually reported data. Fiscal 23 included revenue from Wakanda Forever and Avatar: Way of Water. Fiscal 23 Theatrical revenue was $3.174B, Fiscal 24 was $2.266B


They did better on earning an income in the segment for the year. A whopping $328M on $7.7B in revenue across content sales/licensing. So yeah those studios are really saving that bottom line.
 

ohioguy

Well-Known Member
Disney is suffering from the changing demographics of the era (smaller families, for example, or no families at all for many); economics (wages not keeping up with expenses); changing tastes; and increased competition. Coupled with unsustainable price increases, and add-ons that cause the cost of a typical visit to skyrocket, and it's the perfect mix for decline.

Families are going for smaller, cheaper trips closer to home; or experiences that don't cost them an arm and a leg. Look no closer than the local cineplex to see the decline of communal entertainment. Why go to a theater if the at-home experience is better? Why go to Disney when the amusement park up the road is just as good?

The country is going through a great period of change, after years of staticity. Disney will triumph or suffer depending on how prepared they are to weather these changes.
 
Disney is suffering from the changing demographics of the era (smaller families, for example, or no families at all for many); economics (wages not keeping up with expenses); changing tastes; and increased competition. Coupled with unsustainable price increases, and add-ons that cause the cost of a typical visit to skyrocket, and it's the perfect mix for decline.

Families are going for smaller, cheaper trips closer to home; or experiences that don't cost them an arm and a leg. Look no closer than the local cineplex to see the decline of communal entertainment. Why go to a theater if the at-home experience is better? Why go to Disney when the amusement park up the road is just as good?

The country is going through a great period of change, after years of staticity. Disney will triumph or suffer depending on how prepared they are to weather these changes.
Disney also makes it difficult for families to vacation there. Any family with a young child dreads the bus where they are forced to fold up their stroller and one holds the stroller and another holds the kids and now if that family has two young twins or two young kids who both need to be in a stroller or three, well now that’s a logistical issue. Then of course once on the bus there’s no guarantee they will get a seat.

Disney has slowly increased prices and decreased services and constantly changing their polcies to maximize profit. Just look at topalinos where it’s now just one dish
 

TalkToEthan

Well-Known Member
Disney has slowly increased prices and decreased services and constantly changing their policies



IMG_0348.jpeg
 

drizgirl

Well-Known Member
I eat off property more. It's rare now when I eat on property. Disney let the food quality suffer and the value vs price isn't there anymore. They did that to themselves.

The hotel rates are ridicoulously overpriced and the perks are all but gone. Can stay at the Hilton Orlando or Grand Hyatt and get a better quality room and still save enough to more than absorb the parking fees at the parks. They did that to themselves too.

The merch is cheap now. Not cheap as in price. Cheap as in quality. I'd rather go shop somewhere else off property if I wanted to buy something.

There's an argument for impulse buys at $15-$20. At $50-$75 it is no longer an impulse buy.

I know Disney is nickle and diming everyone. It's a money grab and it's obvious. It also makes me want to purposely spend my money elsewhere and I try to give Disney as little as humanly possible. People are getting fed up with TWDC operating model.

My nostalgia for the parks and the memories of what the Disney bubble once was, I guess I will always be somewhat of a fanboi. But I have an utter disdain for TWDC. And I know a lot of people that feel the same way.
Yes. You described exactly how a lot of us feel and how we are handling it. Not ready to give it up completely, but cutting back substantially on how much Disney gets. Fewer onsite meals, staying offsite, less souvenirs. It's not hard at all to see why profits are down.
 

drizgirl

Well-Known Member
I guess I have been there so much or just know when to go that never had any real problem with wait times. The last time we went we waited 50 minutes for RotR. That was the longest we waited for any ride. However, I wouldn't do it again for that ride cause it's just not that good.
Except that might be a problem for Disney. If crowds are down enough to make standby lines palatable, that's not a good sign from their perspective.
 

drizgirl

Well-Known Member
Disney is suffering from the changing demographics of the era (smaller families, for example, or no families at all for many); economics (wages not keeping up with expenses); changing tastes; and increased competition. Coupled with unsustainable price increases, and add-ons that cause the cost of a typical visit to skyrocket, and it's the perfect mix for decline.

Families are going for smaller, cheaper trips closer to home; or experiences that don't cost them an arm and a leg. Look no closer than the local cineplex to see the decline of communal entertainment. Why go to a theater if the at-home experience is better? Why go to Disney when the amusement park up the road is just as good?

The country is going through a great period of change, after years of staticity. Disney will triumph or suffer depending on how prepared they are to weather these changes.
Or maybe Disney just got too greedy.
 

John park hopper

Well-Known Member
As a baby boomer I grew up on Disney original Mickey Mouse Club, Wonderful World of Disney hosted by Walt on TV, all the Disney major movies in theaters, going to WDW in 1972 shortly after it opened. Was a big Disney fan. Took my sons to WDW a lot. But you know what they never had the love of Disney I had and their kids have even less. My grand kids have been (6 and 8 yrs old) and basically one and done. IMO this is something Disney has lost sight of the, endless price increases, outrageous Resort costs etc etc. There are so many other things my grandkids are in to and it ain't Disney. Do not know if my situation is unique or others feel the same. We baby boomers who grew up on Disney are dying off who is taking our place
 

Raxel7851

Well-Known Member
We made a last minute decision to spend Christmas at Disney. In the not too distant past, I most likely would not have gotten a room for Christmas week. Much to my surprise there’s plenty of availability in quite a few resorts. Yes they are pricey, but there are some good AP holder and Stay for the Holidays discounts available. After reading all of the insightful posts in this thread, it seems to reinforce the thinking that Disney has become way too expensive for a large segment of the people. And the room cost is just the beginning of the actual cost of a Disney vacation.
 

Mark Dunne

Well-Known Member
We try and visit each year, and we do like it a lot, but there's no doubt about it, it has changed for the worse of late, with removing ME. packaged drop off being scrapped, updating EPCOT without what seems no clear plan, ( I'm looking at imagination pavilion ) generally removing the once magic it once was, you felt years ago that Disney wanted to give you as much as they could and have great experiences , but since Mr Igor took reign, Its not been great , how he's managed to Kill off star wars to be where it is now is beyond me, i mean they are still making James bond movies relevant 30 films on ( granted not all are great ), but with a whole galaxy, numerous characters , droids, ships etc, its shocking that they cannot create better S.W movies , under Mr I, IMHO they've failed with frozen 2, and moana 2 ,i also believe if walt couldn't get the original songwriter to fit in with what he was filming, he would either wait until they were free, or try his best to persuade them to work for him, because Moana 2 is ok, but the music is no where near on par with the original. and now we are looking at Toy story 5, Mufasa looks like it should of never left the cutting room floor, yes there making so much money, but the quality of product is way off what it once was. and thats a real shame :confused: , I'm not a universal fan,but have you seen the animatronics for the monster land, they look incredible. the best yet! they have caught up, not in size, but technically yes. Disney of course have a chance with villains land to rtn to the top, lets wait and see
 

Sirwalterraleigh

Premium Member
Original Poster
Reality of the actually reported data. Fiscal 23 included revenue from Wakanda Forever and Avatar: Way of Water. Fiscal 23 Theatrical revenue was $3.174B, Fiscal 24 was $2.266B


They did better on earning an income in the segment for the year. A whopping $328M on $7.7B in revenue across content sales/licensing. So yeah those studios are really saving that bottom line.
You gotta get off the Google, dude

Movies have always been tracked by RELEASE YEAR…
How long have you been at this?

Subtract avatar and recompute

In fact…let’s dive deep. They throw everything under the sun under the “products and experiences” tab

Which is the point…it runs interference for things not doing so great under the bloat.

So dig deeper…
What’s doing well? What isn’t doing so well?
 

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