-
Welcome to the WDWMAGIC.COM Forums!
Please take a look around, and feel free to sign up and join the community.
News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026
- Thread starter DCBaker
- Start date
BrianLo
Well-Known Member
Long term, no. But this isn’t a company anemic to capacity increases. Annually the company is adding about 5% more berths through the end of the decade and going wild with private destinations.
It has long been argued by the cruise operators that there is a major pricing discrepancy between land and cruise vacations and they have been actively working to close that gap. As opposed to a company like Disney that is already at the top end of pricing and forging the path.
Pricing is just one of their strategies; not the only one.
Kamikaze
Well-Known Member
Its easy for you, whatever the numbers are you'll say they're bad.
You can even make your post today.
Last edited by a moderator:
Sirwalterraleigh
Premium Member
Any contention they don’t have serious issues on the ground that don’t need addressing will be met with dispute.
That doesn’t mean they are losing money or going bankrupt. Not the same as “growth” or a good trajectory past today
Multiple things can be true
Last edited by a moderator:
Kamikaze
Well-Known Member
I don't want to get deep into it until we see what they say. But there's a difference between saying 'Those numbers aren't what I witnessed on the ground personally' and 'Those numbers are lies'.
Sirwalterraleigh
Premium Member
There is a difference
No argument. The numbers only have so much play (they do have a bit when you clump and group them more and more)…it’s the reasoning given at stock briefing…Vs what’s on paper that is where we gotta look
Sirwalterraleigh
Premium Member
For the record…I’ll sure they’ll post “gains”…because they increase charges daily for that specific end…but I guess the numbers behind the revenue and OI show something like “flat” metrics…
After that bizarre last quarter. Which was bizarre. They threw Shade at it yesterday in passing on squawk…which is odd because i happened to see it in passing in a waiting room. I’m not a watcher
“Eyes on Disney to see if they can repeat the gains from their last quarter?”
Mmmm hmmmm
After that bizarre last quarter. Which was bizarre. They threw Shade at it yesterday in passing on squawk…which is odd because i happened to see it in passing in a waiting room. I’m not a watcher
“Eyes on Disney to see if they can repeat the gains from their last quarter?”
Mmmm hmmmm
BrianLo
Well-Known Member
Well NCLH on the other hand had a positive response to a positive quarter. RCL just was a bit too frothy. Either way that side of the industry seems to be fine and Epic seems to have provided tamponade to Florida despite the rest of the resort getting softer. Peacock even has surprising upward subscriber growth. I don’t know why Disney hit a ceiling with subscriber growth.
GDP is surprisingly robust. Etc.
Disney is running treasure, so it won’t be only pricing. Though a single ship is likely pretty negligible in their broader experiences portfolio.
GDP is surprisingly robust. Etc.
Disney is running treasure, so it won’t be only pricing. Though a single ship is likely pretty negligible in their broader experiences portfolio.
Sirwalterraleigh
Premium Member
Unfortunately…this is what happens…I agree with you
Nevermore525
Well-Known Member
Unless the upper echelon are heavily impacted Disney will stay insulated enough from a lot of downturns. That they appeal to the top 20% isn’t a mistake considering those are mostly the only people with potential disposable income to really travel.
To be in any lower bracket and afford Disney you basically have to have minimal expenses.
Pretty much the jobs reports going forward will be questionable. There should be thousands that drop off employed status from September 30 through December 31 as folks currently on Admin leave will drop off the books.
To be in any lower bracket and afford Disney you basically have to have minimal expenses.
Pretty much the jobs reports going forward will be questionable. There should be thousands that drop off employed status from September 30 through December 31 as folks currently on Admin leave will drop off the books.
GhostHost1000
Premium Member
Nice first post Bob
Andrew C
You know what's funny?
It’s Robert to you.Nice first post Bob
GhostHost1000
Premium Member
Typically I call him something else, so Bob was nice lol
Dranth
Well-Known Member
Shuttering parks would be pretty extreme given their history with the only times I remember being hurricanes and 9/11.
Things would have to be significantly worse than the savings and loans mess, the dot com crash, the housing bubble or post Covid for them to start something like that. Now cutting hours where they can for staff, closing various groups of rooms at resorts, reducing hours at restaurants, hiring freeze, pay freeze, etc. is all stuff we could see if things went south.
flynnibus
Premium Member
Because anyone who has been around at all knows that Disney doesn't close the main theme parks -- They just make cuts to save costs. Reduce hours, reduce venues open, cut staffing, defer upkeep, etc etc etc.
They have never shut the theme park for a day due to demand - they simply cut back and keep the doors open so they can keep collecting from everyone who did come.
Sirwalterraleigh
Premium Member
The model collapses if you convince yourself you only need the top 20%
It would take a long time…but the dam breaking would wipe them out
It would take a long time…but the dam breaking would wipe them out
Sirwalterraleigh
Premium Member
Anyone see the Vegas reports?
Revenues down 30% in 2 months??
Not related - directly - to Florida…but the blowing of discretionary cash there is kinda a “big brother” to the old magic compound in central Florida from a certain angle
Revenues down 30% in 2 months??
Not related - directly - to Florida…but the blowing of discretionary cash there is kinda a “big brother” to the old magic compound in central Florida from a certain angle
Last edited:
DisneyHead123
Well-Known Member
I did think that was interesting, although I think Vegas likely has more competition from online gambling, which wouldn’t apply so much to Disney. The rise of cruises may have impacted Vegas as well, as people who want to party hard on vacation now have more options there.
That said, the inflation of the past five years or so is no joke. It seems semi inevitable that consumer spending will have to cool at some point.