Rumors. Musings. Casual.

[ChrisFL]

That's worst case?

Hopium, lol

Meanwhile, what are the chances Disney gets bought out entirely by Apple or another company?

 

[networkpro]

Hopium, lol

Meanwhile, what are the chances Disney gets bought out entirely by Apple or another company?

I don't believe that Apple would touch DIS with a 10 foot pole as they cant exert their typical tight controls over everything ... Hmm like Disney use to have. But then again, they could buy and divest those portions they dont want.... one of the less attractive solutions.

Copium is next up in the pill tray ?

 

[Willmark]

Hulu is gonna force some extreme actions. Bob Iger made a bad deal and Comcast is collecting the check. This is the single biggest reason why Disney only has bad options ahead.

Also their inbound revenue this year is gonna underperform and that’s one more way options are fading fast.

Sounds like they are out of options anyways.

The company relied on a never ending stream of park goes funding other areas of the company.

They stopped innovating and started buying up everything in sight which costs $

Add in customers have been scaling back expenses and entertainment, expensive entertainment at that is the first to go. Throw in a big old pile of inflation?

And for good measure flush money down the toilet on movies in 2023 (they would have been as equally successful if they lit it on fire; same outcome really)

Add in no ability to alleviate the issues?

So I have to ask. If we can see the issues without any of the data and Disney is staring at the same thing with the data, how are they planning to deal with it? Close their eyes and hope for better days?

I mean, Hell. If I close my eyes and wish really hard I can imagine Kate Beckinsale is my wife! Doesn't make it so when I get snapped back to reality.

Also- all of this is predicated on nothing else going wrong. Life, fate what have you, always has a sense of humor like that...

 

[Willmark]

Hopium, lol

Meanwhile, what are the chances Disney gets bought out entirely by Apple or another company?

If I'm Apple? I only want parts of Disney, not the whole thing.

The IP and the media yes. The rest? No way. Ironically they would get back Pixar in a way (yes I know it was Steve Jobs' company, not Apple's) but you get my point.

 

[TalkingHead]

It feels like every part of the company is now worse off because of Disney plus and streaming.

Whole Hollywood industry is slowly closing up shop because those egos couldn’t live without each having their own Netflix. Oil spill metaphor applies.

 

[Sirwalterraleigh]

So now that we've unpacked that the SS Disney is steaming straight ahead at the iceberg, what do they do now?

The obvious answers is they should have course corrected on some of this years ago. So is it just rearranging the deck chairs or something else?

"Oh look the band has started playing out on the promenade and the life boats are being lowered, probably just coincidence."

The first move is to get new management

…yesterday

 

[PREMiERdrum]

This time last year, booking outlay showed a few really heavy weeks surrounded by light to moderate periods.

Today, the booking outlay is absolutely abysmal... including some of the "big" weeks.

They are slowly pulling the discount lever, understanding the desperate need to increase onsite volume. It's happening incrementally.

Keep refreshing.

 

[Disney Analyst]

Btw if I was building a third Disneyland in North America, I’m going where very entrenched money is.

And I’m thinking Vancouver.

Yes please.

 

[Sirwalterraleigh]

This time last year, booking outlay showed a few really heavy weeks surrounded by light to moderate periods.

Today, the booking outlay is absolutely abysmal... including some of the "big" weeks.

They are slowly pulling the discount lever, understanding the desperate need to increase onsite volume. It's happening incrementally.

Keep refreshing.

…well connected travel agent speaking…we should believe this guy

 

[mkt]

This time last year, booking outlay showed a few really heavy weeks surrounded by light to moderate periods.

Today, the booking outlay is absolutely abysmal... including some of the "big" weeks.

They are slowly pulling the discount lever, understanding the desperate need to increase onsite volume. It's happening incrementally.

Keep refreshing.

That's across the board though, not Disney specific.

Anecdotal for sure, but just in the past few weeks, Universal discounted our AP renewals and gave us another 3 months if we paid in full. It was a no brainer.

 

[Sirwalterraleigh]

That's across the board though, not Disney specific.

Anecdotal for sure, but just in the past few weeks, Universal discounted our AP renewals and gave us another 3 months if we paid in full. It was a no brainer.

It’s a phenomenon that seems to be only on I-4

Regionals aren’t having problems (more than usual)…city tourism is up…the cruise lines are booming

The California parks are strong


So what is it about Orlando?

 

[mkt]

Disney is too expensive for the average American, interest rates mean that financing a Disney vacation through other means is a non-starter, and the high $USD makes a US vacation even more expensive for international travelers.

Anyway.

 

[Sirwalterraleigh]

Disney is too expensive for the average American, interest rates mean that financing a Disney vacation through other means is a non-starter, and the high $USD makes a US vacation even more expensive for international travelers.

Anyway.

…I think you hit the target, maverick

Simply - it’s too expensive to whack people for a week. It’s also explains why universal is having a similar issue.

Other places are so much cheaper

It’s costs $10,000 a week all in. That’s up somewhere between 200-300% since the housing crash. Their market has nowhere near that kinda travel income increase.

It’s too much each day for too long. And the result of ill advised price increases across the board that appear to hit zero barrier in March of 2023.

It what’s always a “when?”…not an “if?”

That’s on Bob.

He came back to watch it hit. what a fool

 

[Drew the Disney Dude]

 

[mkt]

…I think you hit the target, maverick

Simply - it’s too expensive to whack people for a week. It’s also explains why universal is having a similar issue.

Other places are no much cheaper

It’s costs $10,000 a week all in. That’s up somewhere between 200-300% since the housing crash. Their market has nowhere near that kinda travel income increase.

It’s too much each day for too long. And the result of ill advised price increases across the board that appear to hit zero barrier in March of 2023.

It what’s always a “when?”…not an “if?”

That’s on Bob.

He came back to watch it hit. what a fool

Not long ago I priced out a week in Belgium and the Netherlands from a city in the southeastern US that I might be moving to vs a week in WDW from the same location.

Travel time would be similar (9 hour flight+5 hours in ground transportation & logistical waiting vs 14 hour drive)

Using similarly rated/ranked lodging and restaurants for our budget, going to Europe was a little more than half the price of WDW current exchange rate. And if I were to go to cheaper European destinations, it could be even less.

 

[TrainsOfDisney]

Not long ago I priced out a week in Belgium and the Netherlands from a city in the southeastern US that I might be moving to vs a week in WDW from the same location.

Travel time would be similar (9 hour flight+5 hours in ground transportation & logistical waiting vs 14 hour drive)

Using similarly rated/ranked lodging and restaurants for our budget, going to Europe was a little more than half the price of WDW current exchange rate. And if I were to go to cheaper European destinations, it could be even less.

I’d be interested to see the math on this. What attractions / activities did you factor in?
What level of resort at WDW?

Disney World prices are high, but you can still make them make sense.

 

[Sirwalterraleigh]

Not long ago I priced out a week in Belgium and the Netherlands from a city in the southeastern US that I might be moving to vs a week in WDW from the same location.

Travel time would be similar (9 hour flight+5 hours in ground transportation & logistical waiting vs 14 hour drive)

Using similarly rated/ranked lodging and restaurants for our budget, going to Europe was a little more than half the price of WDW current exchange rate. And if I were to go to cheaper European destinations, it could be even less.

We do those comps a lot…

Ski trips to elite locations - which were always considered “above” Florida trips…can be had for less

Longer European tours for the same or less

Cruises on completely decked out new superships…NOT dcl…for half as much.


They have outkicked their coverage…the customer pool has sprung a leak and they have no way to respond beyond discounts that they have promised their shareholders would never be necessary again…because Bob bought and misunderstood Star Wars …are not enough.

It’s all come together.

 

[ChrisFL]

Visiting Japan from the U.S. is pretty cheap too. Being able to visit much better Disney parks costing 1/3 the price is also a good thing

 

[mkt]

I’d be interested to see the math on this. What attractions / activities did you factor in?
What level of resort at WDW?

Disney World prices are high, but you can still make them make sense.

I owe you the exact math, since this was a while ago.

The comps were 3* hotels, so Marriott/Hilton vs Coronado and the like.

Travel was for 2 using discounted fares out of DC area airports and public transit locally once in Europe.

Attractions and activities were mostly sightseeing, historic sights, museums, and loads of drinking in Belgium. And while museums can add up, we can do several for less than a day at WDW.

Dining would be cheaper.

Again though exchange rate helps a lot.

 

[mkt]

Bob bought and misunderstood Star Wars …are not enough.

Don't worry. Bob will buy Europe next.

/s