Prices up…profits down…

Disstevefan1

Well-Known Member
That subject is thoroughly discussed in this thread.
There is a lot of folks with real limitations who now no longer qualify for the new DAS who have given up and no longer go to the parks and no longer SPEND MONEY.

More sales/profit lost.
 

Chi84

Premium Member
There is a lot of folks with real limitations who now no longer qualify for the new DAS who have given up and no longer go to the parks and no longer SPEND MONEY.

More sales/profit lost.
On the other hand, many of those with disabilities still visit and buy the LLs. Also, as discussed in the dedicated thread, DAS restrictions may have improved both LL and standby waits, freeing up time to spend more money.

My point was that although pretty much everything affects profits, arguing over the wisdom and wording of bus safety regulations concerning strollers and drilling down into the reasons for DAS restrictions is better discussed in the dedicated threads. Otherwise things get off-topic quickly. 🙂
 

networkpro

Well-Known Member
In the Parks
Yes
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This isn't a discussion on stroller policies across the frozen north. It's Disney, they say fold or don't ride. I won't even attempt to explain metaphoric discourse, that's a failure of education.
 

Disneylover69

Active Member
On the other hand, many of those with disabilities still visit and buy the LLs. Also, as discussed in the dedicated thread, DAS restrictions may have improved both LL and standby waits, freeing up time to spend more money.

My point was that although pretty much everything affects profits, arguing over the wisdom and wording of bus safety regulations concerning strollers and drilling down into the reasons for DAS restrictions is better discussed in the dedicated threads. Otherwise things get off-topic quickly. 🙂
Ok I see your point regarding the strollers being off topic, but the DAS changes and lighting lane changes are relevant to the profits as they likely did have an impact on profits. Otherwise why would Disney have made the changes…..at the very least the premium lighting lane must have had an impact on profits.
 

networkpro

Well-Known Member
In the Parks
Yes
Ok I see your point regarding the strollers being off topic, but the DAS changes and lighting lane changes are relevant to the profits as they likely did have an impact on profits. Otherwise why would Disney have made the changes…..at the very least the premium lighting lane must have had an impact on profits.

Guest satisfaction in the standby lane. DAS contributed nothing to the profitability of the parks.
 

networkpro

Well-Known Member
In the Parks
Yes
But will that guest satisfaction diminish now with the premium lightening lane product that was just offered if they continue to expand it

Over the last two weeks I saw zero impact from lightning lane sales, just that like in September, they no longer were full like they were with the DAS abuse in effect.
 

Disstevefan1

Well-Known Member
On the other hand, many of those with disabilities still visit and buy the LLs. Also, as discussed in the dedicated thread, DAS restrictions may have improved both LL and standby waits, freeing up time to spend more money.

My point was that although pretty much everything affects profits, arguing over the wisdom and wording of bus safety regulations concerning strollers and drilling down into the reasons for DAS restrictions is better discussed in the dedicated threads. Otherwise things get off-topic quickly. 🙂
This is a good thread to list possible contributors to why the prices are up while profits are down.

In a previous posts I gave two examples they absolutely failed to take my money I was happy to give them -

There were TWO EPCOT hats to choose from IN EPCOT. Maybe I am remembering wrong, but I think there was WALLS of hats to choose from in Mouse Gear. $30 something sale lost.

Also NO Mission Space specific hats in Mission Space, another sale lost.

In the Odyssey, I was going to purchase $40 something worth of pastries but before I did I asked if they had bags or boxes, they said no. Sale lost. This would be a very simple fix, just have bags or boxes!

Loss of visitors who previously qualified for DAS who simply gave up and are not in the park to spend money, is sales/profits lost too.
 

Goofyernmost

Well-Known Member
For the record, this was not my interpretation. You guys are just so appalled that calling out misinformation is somehow a measure of support, that you cannot acknowledge simple facts and attack me.

My actual interpretation is that I agree. WDW is currently in a terrible investment lull. They are going to further cover up 2025/26 on the back of DCL. The price hikes are not a sustainable way to grow the business. We still aren’t seeing it come to a head yet, but the runway is ending unless serious investment occurs.

Caroline’s article is still absolute trash, because she literally has no idea how to interpret the financial results and did so incorrectly.
Only where there is open space to park them that wouldn't interfere with the path of people needing to exit which usually is mostly buses. The only open space is in the aisles where people need to move in case of an emergency. Also for the driver to be able to get to someone needing assistance to get out. I can remember having arguments with people that decided that there stroller was more important than the wheelchaired person that needed that space and refused to move. I usually won the argument because I simply wouldn't move the bus until they did and the rest of the riders would play an important part in their decision. That, of course, was back when people actually cared about others and weren't all so incredibly self centered and entitled.
 

Chi84

Premium Member
Ok I see your point regarding the strollers being off topic, but the DAS changes and lighting lane changes are relevant to the profits as they likely did have an impact on profits. Otherwise why would Disney have made the changes…..at the very least the premium lighting lane must have had an impact on profits.
They made the changes to cause a positive impact on profits. There's no indication from Disney or anyone else that limiting DAS instead had a negative impact.

The reason I linked the DAS thread is that specific data is discussed there. It's informative on the problems with DAS overuse and why it needed to be restricted. The restrictions were placed for reasons over and above profits, although everything ultimately ties into how much money a company makes.
 

StarWarsGirl

Well-Known Member
In the Parks
No
This is related to Disney accessibility which relates to potentially reduced profits. Disney restricted many attendees ability to access DAS and created premium lightening lanes. This could have an impact on their bottom line.
I don't disagree, but given that the data shows increased spending in SG&A, especially new product development and marketing, without comparable increases in revenue from increased attendance, I think the larger issue is that their products aren't attracting guests.
 

Jrb1979

Well-Known Member
I don't disagree, but given that the data shows increased spending in SG&A, especially new product development and marketing, without comparable increases in revenue from increased attendance, I think the larger issue is that their products aren't attracting guests.
I know price is major part of the reason. I also wonder how much of it is a lot of kids today aren't attached to Disney IP like they were in the past. My daughter is 5 and judging from her class most are into Mario, Peppa Pig and Lego.

With that said, we don't see the point to pay for a Disney vacation if our daughter isn't going to resonate with the majority of the IP.
 

Goofyernmost

Well-Known Member
Let's face it, they had a great thing. Because of bad management decisions that funneled to much money from the parks to the other ventures of the Disney Company, deciding to focus on the wealthy which is only a small percentage of the population and also a segment that tends to get bored quickly and look for some new experience that isn't an overpriced theme park. It isn't circling the drain yet, but don't kid yourself. In the past few years they have completely ripped away the coattails that Walt left behind and really have not shown anybody any reason to spend a fortune there.

It was built on loyalty and expectations. Without repeat business all it does is take it out of mind. For so many years they busted their butts trying to convince people that it was a right of passage that they bring there children to a Disney Park. Now in the world of one and done, there is no longer that desire to go there. Just with my own family, we made our first real family trip to WDW. Everyone, including myself, was at the highest point of excitement. We went every year together even into their college years. They have gone with their children once or twice and nothing since than and there youngest is just turning 13 years old and has never been. She has had her own obsessions and none of them have been Disney or the desire to be a princess. Their adult children don't ever speak of the place and the only discussion we have is how unreachable the actions of Disney have negated all the positive that they had spent so much time trying to build.

It's about time that all of us face the reality that NO ONE that worked for Disney at it's best is still working there or are just plain dead. There is no guiding force that doesn't have to answer to stock holders that are really getting comparatively small returns on their investment while company executives are being made millionaires for just having a title. If projected things do indeed happen in this country that they seem to be, don't be surprised if you see a serious shake up of The Disney Company as it goes the way of Kodak, Sears and other to big to fail businesses.
 
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IanDLBZF

Well-Known Member
If projected things do indeed happen in this country that they seem to be, don't be surprised if you see a serious shake up of The Disney Company as it goes the way of Kodak, Sears and other to big to fail businesses.
That or the company declaring Chapter 11 bankruptcy.
 

John park hopper

Well-Known Member
Let's face it, they had a great thing. Because of bad management decisions that funneled to much money from the parks to the other ventures of the Disney Company, deciding to focus on the wealthy which is only a small percentage of the population and also a segment that tends to get bored quickly and look for some new experience that isn't an overpriced theme park. It isn't circling the drain yet, but don't kid yourself. In the past few years they have completely ripped away the coattails that Walt left behind and really have not shown anybody any reason to spend a fortune there. It was built on loyalty and expectations. Without repeat business all it does is take it out of mind. For so many years they busted their butts trying to convince people that it was a right of passage that they bring there children to a Disney Park. Now in the world of one and done, there is no longer that desire to go there. Just with my own family, we made our first real family trip to WDW. Everyone, including myself, was at the highest point of excitement. We went every year together even into their college years. They have gone with their children once or twice and nothing since than and there youngest is just turning 13 years old. Their adult children don't ever speak of the place and the only discussion we have is how unreachable the actions of Disney have negated all the positive that they had spent so much time trying to build.

It's about time that all of us face the reality that NO ONE that worked for Disney at it's best is still working there or are just plain dead. There is no guiding force that doesn't have to answer to stock holders that are really getting comparatively small returns on their investment while company executives are being made millionaire for just having a title. If projected things do indeed happen in this country that they seem to be, don't be surprised if you see a serious shake up of The Disney Company as it goes the way of Kodak, Sears and other to big to fail businesses.
I could not have said it better
 

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