Jim Hill has yet another new podcast out (Centered around merchandise). Kind of a nothing-burger but a few nuggets reaffirming some of the information we have heard from both him other sources including
@TP2000:
Take with the usual grain of salt:
-He mentions $900 million in CapEx expenditures being cut from park projects, citing several of the Epcot and WDW announcements. Mary Poppins, Spaceship Earth, RoL, etc.
- JH reaffirms that Splash is “not going away tomorrow” despite the fact the Splash announcement was an apparent attempt at positive spin/PR the day after the announcement of the delayed Disneyland opening.
- In mocking them MK Briar Patch eBay resellers, JH noted that the current iteration of Splash Mountain will be staying until at least 2022 (or later) and that there will be an opportunity to buy “going away merchandise” similar to GMR’s “final cut” merch event at DHS.
- Talked about the company stock taking a hit amidst COVID. Particularly as major tent pole films like Mulan and Black Widow may be further delayed as movie theaters won’t open until possibly mid 2021.