Disney hasn't conceded anything. They are way too arrogant. The fact so much is on the table right now speaks to the realization that they are going to lose a significant amount of guests/revenue (even from streams they count on, like DVCers who may stay at Disney and play elsewhere) if they don't do something. The problem, as it always is, is a slow snail's pace to make decisions, budget things and start work. They're looking at major things coming in 2017-2020. ... That is soooo too late. And they aren't stupid, despite the outside appearances, they realize that 'New Fantasyland' -- with or without the kiddie coaster -- isn't going to draw significant guests either newbies or returnees.
I said this here six months ago and will repeat it. Things will get better, but not before getting worse.
Sorry, but I'm going to politely disagree with you, Spirit.
I strongly believe that behind closed doors in Burbank, the Powers That Be Mouse have quietly conceded to themselves, that they've run out of time to avoid the proverbial cliff with regard to WDW's continued death grip on the Orlando market.
But don't misunderstand what I mean by that statement. "Quietly conceding" doesn't mean that they'll stop developing new things for the parks. Projects will continue to be cranked out, but in the typical slower-than-molasses fashion. I was referring to embracing the light-a-fire-under-our-butts mentality that needs to take hold at Disney corporate, in order to permanently stem the financial bleeding that's certainly heading their way.
Instead, Disney has decided to trim their budgets and reduce costs by alienating their most loyal, ardent customer base, and focus only on short-term gains. Certainly a recipe for disaster for the long haul. But Iger is a short termer now. He'll be gone by the time the true cost of such austerity measures are felt. So he obviously doesn't care, as long as his compensation and golden parachute gives him enough millions to run for political office.
Disney had a narrow window of opportunity to create their
Potter Swatter and keep those Orlando vacation dollars on property where they've traditionally been spent. But now with Potter 2.0 breaking ground and SW's Antarctica opening next year -- while a huge chunk of the FLE is still under construction -- that window is almost fully closed, waiting to be nailed shut. Disney let slip their one opportunity to catch up and gain back their top dog status. They fumbled on the one yard line while their quarterback got knocked out with a concussion and the coach got caught mouthing the F word on national television.That's how badly I perceive their screw up to be.
It's inconceivable to me that Disney let Uni take this much of their market share away from them so easily. They knew the enormous potential Potter would have with theme park visitors. And the fact that they're
not lighting that proverbial fire under their butts to rectify it as quickly as possible speaks volumes. That's what I meant by "conceding" the Orlando market. They had their shot to regain lost ground but didn't take it, all because of the stupid, stupid arrogance that permeates the Mouse.
On that part we agree, Spirit.
The massive Disney corporate ego that once was their blessing has now become their curse.