Spirited News & Observations II -- NGE/Baxter

lazyboy97o

Well-Known Member
Eh... Guess it just isn't something that excites me. I suppose it will depend on the manner. If they require you to swipe the band before coming in feel like most people will realize something is up, especially if is only on some attractions
I doubt you'll have to swipe the MagicBand. The big concern /gimmick about them is that they can be read from greater distances.
 

tracyandalex

Well-Known Member
It pains me to say this, but we are excited to not renew our WDW APs when they expire in December and see what the rest of Orlando has to offer next year. By then it will be about 5 years since we have been to UO and probably 6 or more since we have been to SW and we are very excited to see all the new things!

As others have said, I just don't see how MM+ draws folks in and keeps them. ET has been saying everyone's name for years and yeah I guess it's a little cool, but that is definitely not why I want to go to US! There are too many unknowns with MM+ and currently I feel like it is more of a turn off to the repeat visitors than an incentive to come back.

Because I love WDW I am hoping that we will all be pleasantly surprised with the way things work out, but I have prepared myself to like UO lots more than I ever have in the past.
 

Goofyernmost

Well-Known Member
W
Well... ET has been calling out my name for years. And Im gonna be honest, it isnt that thrilling. I have to wonder how much impact something like attractions saying your name would actually have. Granted I'm not the target audience but I think about myself and my brothers at a young age. I think I would have said it was maybe cute/nice/neat but that's about it. And I know my brothers would have cared less about something like that. It would not have been a driver for a return trip and certainly not something I couldn't live without. I just don't see Mickey being able to say your name because a wristband was swiped (So you even know it is nothing more than a gimmick... Kids aren't dumb. Even as a 5 year old, I would have known it was a trick) as a driver for more visitors.

I know it could appeal to some people but I'm not sold that many more people would want to come because of it.
Nothing you have said is wrong. But you're micro-managing it too much. That would be a small, but, memorable part of the entire experience. It's something that will be talked about when they return home. It's one of those details of "magic" that everyone is mourning about being gone. It's not a draw by itself, just a small bit of frosting on the cake. That's all it is meant to be. If it works properly, it will be, but it is leaving a whole lot of things open for error and that will be more of a negative then a plus.

When I first saw ET, years ago, it was impressive, but mostly because I had never seen it done before. Now, I'm glad that they still do it, but, for me, not that impressive anymore. I still think that the inner queue is one of the best around. However, at Disney we are all so busy fastpassing our way through that we don't have the time to appreciate that anymore. Good thing because they don't do it much anymore.
 

Animaniac93-98

Well-Known Member
WDW is surviving on MK.

Hasn't it always? The difference now is that the resort has become substantially more complex and expensive to operate in its growth, which only magnifies the annoyance for Disney when millions only go to MK for a day and then leave without spending any money on all the other locations that need it.

NextGen is also much more complex than just having characters say your name, but it is really just an IT back-of-house upgrade where maybe 10% of its benefits can be used directly by guests and that's its problem from a marketing standpoint.

EDIT: Thinking about it more, $1.5 billion is more than what Disney spent on fixing DCA and I guarentee you that had a higher, faster and more tangible ROI than NextGen will, which like most park related projects, Disney likely paid more than what they could have.
 

Mr Bill

Well-Known Member
Took a quick look through Disney's latest filing, here's the stuff that seemed relevant to TreeMagic:
  • P&R revenue up $403 million from Q2 2012, 13.9% increase
  • P&R operating income up $161 million, 72.5% increase
  • Higher guest spending and attendance at domestic parks, Disney Fantasy contributing to higher operating income.
  • Domestic P&R revenue up 15%, $364 million
  • Timing of Fiscal year meant New Year's and Easter holidays contributed to this quarter. (Quarter began on 12/30 for 2013 fiscal year, began on 1/1 for 2012 FY)
  • Domestic attendance up 8%. Guest spending up 10%
  • Occupancy down from 82% to 80% but more nights were booked in Q2 2013: 2.116 million in Q2 2013 vs 2.008 million Q2 2012
  • Per room guest spending up to $268 from $250 (figure includes room rate, food, beverage and merchandise purchased at hotels).
  • Around $481 million in capital investment in Domestic P&R over the last six months vs. $1.4 billion for the same six-month period in 2012. Decrease is attributed to the completion of DCA's large refurb, the Disney Fantasy ship and Art of Animation.
 

flynnibus

Premium Member
I'm wondering if HP 2.0 will beat out the Mine Train opening, or at least happen shortly afterward. That would be a study in contrasts...

thinking about it again.. I thought HP 2.0 was supposed to be 2015.. so I wonder if UNI is doing a phased opening as well?
 

Rodan75

Well-Known Member
But this is a forum specifically about the trees.;)

Yes but many posters define the forest based on the single tree.

I agree that HP 2.0 is going to take dollars away from Disney and the arms race will start to ramp up, which will be good for everyone on these boards. The larger point is, you can't define Comcast or Disney based on Orlando.
 

asianway

Well-Known Member
Took a quick look through Disney's latest filing, here's the stuff that seemed relevant to TreeMagic:
  • P&R revenue up $403 million from Q2 2012, 13.9% increase
  • P&R operating income up $161 million, 72.5% increase
  • Higher guest spending and attendance at domestic parks, Disney Fantasy contributing to higher operating income.
  • Domestic P&R revenue up 15%, $364 million
  • Timing of Fiscal year meant New Year's and Easter holidays contributed to this quarter. (Quarter began on 12/30 for 2013 fiscal year, began on 1/1 for 2012 FY)
  • Domestic attendance up 8%. Guest spending up 10%
  • Occupancy down from 82% to 80% but more nights were booked in Q2 2013: 2.116 million in Q2 2013 vs 2.008 million Q2 2012
  • Per room guest spending up to $268 from $250 (figure includes room rate, food, beverage and merchandise purchased at hotels).
  • Around $481 million in capital investment in Domestic P&R over the last six months vs. $1.4 billion for the same six-month period in 2012. Decrease is attributed to the completion of DCA's large refurb, the Disney Fantasy ship and Art of Animation.

Per room guest spending...thats an interesting stat. Is it basically the sum of everything charged to your room folio and settled on checkout?

If so, the Magicband will most likely make that stat go up going forward even if the actual spending doesnt change-just the method of settling food and merch sales. As long as Im reaching into my wallet, I drop my CC even if Im staying on property, I cant be the only one.
 

willtravel

Well-Known Member
For now... Soon UNI will want the entire vacation.

And if anyone thinks the Parks really don't matter in regards to coporate profits, they're wrong. Had it not been for Marvel and ESPN, WDC would have depended on the Parks for any good fiscal news recently.
Maybe I am misunderstanding you, but it sounds like you are saying that the profits came from ESPN and Marvel are holding up WDC and not the parks? That if ESPN and Marvek were not in the equation, that just maybe WDC would have to do more to the parks to make profit?
 

djlaosc

Well-Known Member
Per room guest spending up to $268 from $250 (figure includes room rate, food, beverage and merchandise purchased at hotels).

What does "per room guest spending" mean?

Is it based on number of rooms or number of nights?

Does it mean "per room guest spending per day"? Because that would be the useful number, not just "per room guest spending".
ie,
Guest A stays for one night - spends $100
Guest B stays for ten nights - spends $1000

"per room guest spending" = (Guest A spend + Guest B spend)/number of rooms used = ($100+$1000)/2 = $1100/2 = $550
"per room guest spending per day" = (Guest A spend + Guest B spend)/(Guest A number of nights + Guest B number of nights) = ($100+$1000)/(1+10) = $1100/11 = $100

...which number is it?
 

willtravel

Well-Known Member
Yes, yes, and yes (IMHO).

WDW is surviving on MK. We talk about Universal getting WDW's scraps but it's also Epcot, and especially DHS and DAK that are eating MK's scraps. It's been over 40 years and Disney still hasn't figured out how to match the 'magic' of the Magic Kingdom.

MM+ is not going to help the way Iger thinks it will.

"I've just spent thousands for a vacation of a lifetime and can use my FP+ for Soarin' (which desperately needs to be fixed) or I can travel up the road and experience the 2 most amazing lands in all Orlando."

I know what my answer will be.

TWDC needs to fix DAK, DHS, and Epcot. Fast.
With so many other attractions needing fixed and or updated, I will be curious to watch when Next Gen is fully implemented, what the maintnaence on that will be like....
 

Goofyernmost

Well-Known Member
What does "per room guest spending" mean?

Is it based on number of rooms or number of nights?

Does it mean "per room guest spending per day"? Because that would be the useful number, not just "per room guest spending".
ie,
Guest A stays for one night - spends $100
Guest B stays for ten nights - spends $1000

"per room guest spending" = (Guest A spend + Guest B spend)/number of rooms used = ($100+$1000)/2 = $1100/2 = $550
"per room guest spending per day" = (Guest A spend + Guest B spend)/(Guest A number of nights + Guest B number of nights) = ($100+$1000)/(1+10) = $1100/11 = $100

...which number is it?
I'm not sure but I think it is an average per room per guest visit. Some my be a lot more, some a lot less.
 

Mr Bill

Well-Known Member
The full footnote for the "per room guest spending" metric:
Per room guest spending consists of the average daily hotel room rate as well as guest spending on food, beverage and merchandise at the hotels. Hotel statistics include rentals of Disney Vacation Club units.

So it's definitely a daily metric.

@asianway, interesting question. I'm not entirely sure how they go about calculating it, but my best guess would be the total receipts from the hotels and all shops and restaurants located within hotels.
 

asianway

Well-Known Member
I'm not sure but I think it is an average per room per guest visit. Some my be a lot more, some a lot less.
Yeah, but tracking it has to be impossible. Paying cash for a candy bar, prepaying for a CRT ressie, paying with another CC to spread out the charges...I guess the Magic band will link all of that to make it easier to track. I guess Ive been dense, heres the data mining Spirit has been speaking of.
 

Sneezy62

Well-Known Member
Yeah, but tracking it has to be impossible. Paying cash for a candy bar, prepaying for a CRT ressie, paying with another CC to spread out the charges...I guess the Magic band will link all of that to make it easier to track. I guess Ive been dense, heres the data mining Spirit has been speaking of.
If it's like the company I've worked for that had a hotel attached to another business it doesn't track what is spent outside of the hotel. So it would simply be total receipts in the hotel (rooms, restaurants, bars, gift shops including sales to customers not staying at the hotel) divided by the number of guests in rooms. What's purchased elsewhere whether charged to the room or not is not counted. No magicband needed. Spending by offsite guests visiting the resorts would contribute to the overall number, but spending by resort guests at the Emporium would not.
 

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