The Spirited Seventh Heaven ...

doctornick

Well-Known Member
What is the one DL "attraction" that virtually everyone agrees could go and would not be missed? Why Innoventions of course.

What is the one area of DL that virtually everyone agrees needs a major facelift? Why Tomorrowland of course.

Where is there already a Star Wars presence at DL? Why Tomorrowland of course.

So where does the Disney "brain" trust want to put SW land? Why Toontown of course.

That's a bit harsh. Individually all your points make sense, but there's not an effective way to put Star Wars stuff in Innoventions and Eo and connect them to Star Tours without doing a sizeable re-theming of TL. Which still leaves other attractions (Space Mountain, Buzz) in an odd positions of not being consistent with Star Wars.

At least with the Toontown space, one could make a cohesive Star Wars area.
 

ParentsOf4

Well-Known Member
Disney is VERY vulnerable to a reverse in business, If you have listened to the Earnings Calls and read @ParentsOf4 posts which analyze in detail Disney's recent financial performance nearly ALL of Disney's recent financial growth is based on price increases in both the P&R and Network Holdings there is virtually NO organic growth in any of Disney's lines of business. As a stockholder this worries me A LOT.
To be clear, I've focused almost exclusively on what's happening in Disney's Parks & Resorts segment which, in 2013, represented 31% of The Walt Disney Company's revenue but only 21% of earnings.

On several occasions, I've written that the company as a whole continues to perform well while noting that Parks & Resorts has underperformed financially for several years, despite repeated price hikes, quality cuts, and delayed enhancements. A new approach is required.

Corporate Disney desperately needs someone who can lead P&R to real growth, someone with passion and vision for the parks, as well as the business savvy to convince the CEO and BOD to finance that vision.
 

GoofGoof

Premium Member
I think the idea of Disneyland being a regional park is a little overstated. What is now Disney's Paradise Pier Hotel was originally built by a Japanese firm to cater to Japanese tourists visiting Disneyland. The Government of Hong Kong has been worried about losing potential guests to Shanghai Disneyland since the late 1990s.

Agreed, there is some overlap at all of the parks. My only point is that a disruption of international air travel would only be a significant threat to WDW since such a large number of guests are not coming from the US. It would impact the other parks as well, but not to the extent it could hurt WDW.

If this international air travel disruption did occur it would work both ways too. American tourists who may have flown to Europe or the Caribbean or even Mexico could decide to drive to DL or WDW instead.
 

RSoxNo1

Well-Known Member
No reasonable person expects DIS to build a new E-ticket EVERY year, But investing to the level of a new C-Ticket for every park every year as an ADDITION and a E-Ticket every 4-5 or so year would probably satisfy 95% percent of us and would keep the parks FRESH.

Returning the lost atmospheric elements (entertainment, shade benches) and improving food service would go a long way. When your signature hotel runs out of snacks by 6PM and managers are afraid to order more you have a real problem with cost control gone wild.
I think when you consider 6 stateside parks, it's not unreasonable to say that a new e-ticket should be built every other year in the domestic parks.
 

RSoxNo1

Well-Known Member
To be clear, I've focused almost exclusively on what's happening in Disney's Parks & Resorts segment which, in 2013, represented 31% of The Walt Disney Company's revenue but only 21% of earnings.

On several occasions, I've written that the company as a whole continues to perform well while noting that Parks & Resorts has underperformed financially for several years, despite repeated price hikes, quality cuts, and delayed enhancements. A new approach is required.

Corporate Disney desperately needs someone who can lead P&R to real growth, someone with passion and vision for the parks, as well as the business savvy to convince the CEO and BOD to finance that vision.
When was the last time the revenue matched or exceeded earnings in the P&R segment?
 

71jason

Well-Known Member
Well as some have speculated.... it may already have.

Late to the discussion after being offline for personal reasons, but after my posts earlier this week, a friend gave me more attendance estimates. Pretty much every day in July, both Universal parks daily attendance exceeded attendance at every WDW park except MK.

Don't read too much into it--after all, Summer is the slow season at EPCOT (Drinky Town crowd doesn't mix well with family vacations), and DHS seems to have cannibalized a bit of the I:RoE crowd. But at the same time, it feels like a paradigm shift. Read in conjunction with the drop in hotel occupancy, tourists are coming to "Orlando," not "Disney World."
 

the.dreamfinder

Well-Known Member
I think the idea of Disneyland being a regional park is a little overstated. What is now Disney's Paradise Pier Hotel was originally built by a Japanese firm to cater to Japanese tourists visiting Disneyland. The Government of Hong Kong has been worried about losing potential guests to Shanghai Disneyland since the late 1990s.
I believe there was a rumor that HKDL would get Marvel and SDL would eventually get Star Wars to keep the resorts competitive from an IP standpoint.
 

twebber55

Well-Known Member
Late to the discussion after being offline for personal reasons, but after my posts earlier this week, a friend gave me more attendance estimates. Pretty much every day in July, both Universal parks daily attendance exceeded attendance at every WDW park except MK.

Don't read too much into it--after all, Summer is the slow season at EPCOT (Drinky Town crowd doesn't mix well with family vacations), and DHS seems to have cannibalized a bit of the I:RoE crowd. But at the same time, it feels like a paradigm shift. Read in conjunction with the drop in hotel occupancy, tourists are coming to "Orlando," not "Disney World."
it will be interesting to see if this trend continues into the fall
 

lazyboy97o

Well-Known Member
I believe there was a rumor that HKDL would get Marvel and SDL would eventually get Star Wars to keep the resorts competitive from an IP standpoint.
That only works if you're convinced that the parks are only about franchises. I do not think the Government of Hong Kong sees it that way since they only recently pressured Disney to build two lands not related to any franchises.
 

Mike S

Well-Known Member
Late to the discussion after being offline for personal reasons, but after my posts earlier this week, a friend gave me more attendance estimates. Pretty much every day in July, both Universal parks daily attendance exceeded attendance at every WDW park except MK.

Don't read too much into it--after all, Summer is the slow season at EPCOT (Drinky Town crowd doesn't mix well with family vacations), and DHS seems to have cannibalized a bit of the I:RoE crowd. But at the same time, it feels like a paradigm shift. Read in conjunction with the drop in hotel occupancy, tourists are coming to "Orlando," not "Disney World."
Nothing but great news. The more this happens the more chance we have of TDO feeling pressure to actually do something. It's a minuscule chance, but a chance nonetheless. Go Universal!!!!!! Shoot for the stars!!!!!!!!!
 

ParentsOf4

Well-Known Member
When was the last time the revenue matched or exceeded earnings in the P&R segment?
2004, when both P&R revenue and operating income were 25% of the company as a whole.

Recall that Iger became CEO in 2005.

Generally, the data suggests (to me) that Iger & his team have been effective at running The Walt Disney Company's other segments.

IMHO, Iger has been a good CEO for the company as a whole. However, Iger has been a bad CEO for Parks & Resorts, certainly the worst CEO for that particular segment since Disneyland opened in 1955.
 

DougK

Well-Known Member
2004, when both P&R revenue and operating income were 25% of the company as a whole.

Recall that Iger became CEO in 2005.

Generally, the data suggests (to me) that Iger & his team have been effective at running The Walt Disney Company's other segments.

IMHO, Iger has been a good CEO for the company as a whole. However, Iger has been a bad CEO for Parks & Resorts, certainly the worst CEO for that particular segment since Disneyland opened in 1955.

@ParentsOf4 and @WDW1974: Who do you think would be a good choice for CEO in regards to Parks and Resorts? Is that person out there? Is he/she currently with Disney or would you choose someone from outside the company?
 

Magenta Panther

Well-Known Member
Late to the discussion after being offline for personal reasons, but after my posts earlier this week, a friend gave me more attendance estimates. Pretty much every day in July, both Universal parks daily attendance exceeded attendance at every WDW park except MK.

Don't read too much into it--after all, Summer is the slow season at EPCOT (Drinky Town crowd doesn't mix well with family vacations), and DHS seems to have cannibalized a bit of the I:RoE crowd. But at the same time, it feels like a paradigm shift. Read in conjunction with the drop in hotel occupancy, tourists are coming to "Orlando," not "Disney World."

That's certainly where I'm going on my next vacation!
 

GoofGoof

Premium Member
I think when you consider 6 stateside parks, it's not unreasonable to say that a new e-ticket should be built every other year in the domestic parks.

Until the last few years that is about the pace they were at (even better some years). Going back 20 years they are on pace for at least 1 new e-ticket every 2 years:
1994 Tower of terror (DHS)
1995 Indiana Jones (DLR)
1998 Test Track (EPCOT)
1998 Animal Kingdom opened (Safari, Dinosaur, Kali)
1999 Rockin Roller Coaster (DHS)
2001 DCA opened (Soarin, Grizzly River Run, was there a 3rd e-ticket?)
2003 Mission Space (EPCOT)
2004 Tower of Terror (DCA)
2005 Soarin (EPCOT)
2006 Everest (DAK)
2008 TSMM (DCA)
2008 TSMM (DHS)
2012 Radiator Springs Racers

Some points of clarification: is TSMM an e-ticket? I've seen some people list it as one while others don't. Same with Mission Space. I would lean towards both being e-tickets. If you say no to TSMM then the domestic parks went 6 years from EE in 2006 to RSR in 2012 without an e-ticket. Even with TSMM in there we have a 4 year period from 2008 to 2012 with other additions like World of Color and LM in DCA but no e-ticket. We are also looking at potentially 5 years between RSR and Avatar (unless you consider LM or Mine Train an e-ticket:confused:).

Breaking the time down to decades:
  • Between 1996 and 2006 we got 11 new e-tickets: 2 whole new parks (with 5 combined e-tickets) plus 6 additional e-tickets.
  • Between 2007 and 2017 we got (or are getting) 4 new e-tickets: TSMM on both coasts plus RSR and eventually Avatar.
 

Cesar R M

Well-Known Member

Captain Neo

Well-Known Member
IMHO, Iger has been a good CEO for the company as a whole. However, Iger has been a bad CEO for Parks & Resorts, certainly the worst CEO for that particular segment since Disneyland opened in 1955.

Total hyperbole.

The second half of Eisner's tenure was far worse as we got consistent attraction closures shout replacements, maintenance went down across the board, the rides being greenlit were mostly ultra low budget movie tie ins that were overlayed over once unique attractions (stitch great escape, buzz light year), and failures like "new tomorrowland 98" and california adventure. Worst of all it was here where policies were put in place that are still hurting the parks today.

Under iger we have had only a few but meaningful expansions such as Cars land, new fantasyland, star tours 2, avatar land, etc. the attractions are more relevant to the parks and are a significantly higher quality than buzz light year and even rock n roller coaster.
 

Captain Neo

Well-Known Member
I don't really care where they put Star Wars land as long as the quality is super high and the rides are immersive and amazing BUT I am concerned about star tours. That ride is a classic and they should update it again to take place in the sequel trilogy when the new movies come out. They should not get rid of it. Perhaps there is a way to keep the star tours company going but have it take place in the guardians of the galaxy universe that might be a cool compromise.
 

lazyboy97o

Well-Known Member
Total hyperbole.

The second half of Eisner's tenure was far worse as we got consistent attraction closures shout replacements, maintenance went down across the board, the rides being greenlit were mostly ultra low budget movie tie ins that were overlayed over once unique attractions (stitch great escape, buzz light year), and failures like "new tomorrowland 98" and california adventure. Worst of all it was here where policies were put in place that are still hurting the parks today.

Under iger we have had only a few but meaningful expansions such as Cars land, new fantasyland, star tours 2, avatar land, etc. the attractions are more relevant to the parks and are a significantly higher quality than buzz light year and even rock n roller coaster.
Those policies still hurt the parks because Iger still supports those policies and some of the biggest names behind Eisner in his later years. The money for Parks and Resorts has only really poured in when outside actors have pushed Disney to invest.
 

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