nickys
Premium Member
They haven’t even confirmed what happens after Frozen and Tangled open. Those are slated for 2025.
I think the last time they had a date for the WDSP expansion was pre Covid when it was all to be done by Summer 2024.
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Transformative Multi-Year Expansion Announced for WDS Paris
- Thread starter Jwhee
- Start date
I think the last time they had a date for the WDSP expansion was pre Covid when it was all to be done by Summer 2024.
mrflo
Well-Known Member
I would not be surprised if the Frozen area will not open until FY 2026 (which starts Oct 1st 2025). It seems to be common practice now for TWDC to spread the costs for new attractions over as many financial years as possible. Seeing also from the new images how much still needs to be done, I think another 18-22 months until opening might not be unreasonable. Maybe the new garden area will already open earlier next year.
I don't think construction on the third land (LK) will start until Frozen is reaching completion - like with Avengers Campus before. They also have not even filed the construction permits yet. Meaning if they start construction in summer 2025, the third land would have the earliest opening date in 2028.
I don't think construction on the third land (LK) will start until Frozen is reaching completion - like with Avengers Campus before. They also have not even filed the construction permits yet. Meaning if they start construction in summer 2025, the third land would have the earliest opening date in 2028.
Consider yourself told.
cjkeating
Well-Known Member
The bridge is already installed and works! It can be seen moving in one of the videos DLP released.
nickys
Premium Member
Where is the Monsters Inc Scream Monitors zone? I completely missed this on our trip. 
I assume the street with the Hollywood facades is going to be one of the main ways down to the lake and new lands? It’s funny, I liked the SoA at DHS, but the DLP version just seemed incongruous and fairly pointless.
I assume the street with the Hollywood facades is going to be one of the main ways down to the lake and new lands? It’s funny, I liked the SoA at DHS, but the DLP version just seemed incongruous and fairly pointless.
Yes. By end of April guests will enter and exit via the
Disney has just paid the bulk of its share of Hulu (and will be increasing it's revenue from Hulu by 50%). D+ is about to stop being in deficit. And there's $7B cash on hand.
Seems like projects are being given the go-ahead to accelerate now that Disney knows it can afford it (without having to borrow). That $60B in park investment seems like its starting to flow.
I would guess.
Seems like projects are being given the go-ahead to accelerate now that Disney knows it can afford it (without having to borrow). That $60B in park investment seems like its starting to flow.
I would guess.
In all fairness they’ve been spending a small fortune on DLP since circa 2016. Though some might think it was making up for lost time.
mrflo
Well-Known Member
Would be interesting to see if and how much licensing & management fees in 2023 went directly from the DLP operating company to TWDC. Plus - if that's also still applicable - how much were the fees for Imagineering services (e.g. for R&D and construction management of WDS expansion) also going back across the big pond.
It's great to see a profit. But those balance sheets of the operating company are usually also aiming to be as tax beneficial as possible. Hence, I would assume TWDC made way more money out of DLP than this. Otherwise just based on those reported numbers, the resulting margin (= ratio of profit to revenue) in Paris would be significantly lower than compared to the US parks (6% vs 26% in 2023).
cjkeating
Well-Known Member
I don't think any of this is from the $60bn everything that is currently happening was planned in before COVID. It's also quite typical for refurbishments to go big at DLP outside of the anniversary 2 years. Happened after the 20th and 25th and they will have a similar plan leading up to April 2027.
cjkeating
Well-Known Member
I don't think it's possible for Paris to be as profitable as the US parks as they are completely different operations. I think the best case scenario would be consistent year on year profitability which has never happened since the park opened.
mrflo
Well-Known Member
I fully agree. Just compare the ticket prices in US, Genie+ upcharges, etc. Though seems like Disney is already aiming to push DLP to be a bit more on par with US parks. That's what Josh D’Amaro said about that topic last year in May:
"JPMorgan: Should we think of Paris running sort of full run rate like the U.S. at this point?
Josh D’Amaro: They're running really strong. I think there's still opportunity to go. And again, it's not just the product that is new and fresh at Disneyland Paris, it's also the commercial strategies. We're much more clear – much clearer in our commercial strategies. We're certainly not doing as much discounting as we have in the past, and the team has really taken it to the next level there."
Cutting discounts, adding more capacity to existing restaurants for profitability, price increases for tickets and passholders might be just a part of this new commercial strategy. I guess hand in hand with an overall expansion of DLP over the next few years we might also see more on that front as well. What do you expect to happen? Will DLP go more "premium"? Full Genie+ or other new upcharge features?
Like I said in my previous post, the "profitability" of DLP for TWDC might also include all those licensing & management fees that are costs for DLP in their own balance sheet. If TWDC for every 5 dollars that they invest in DLP expansion directly gains a profit of 1-2 dollars out of the Imagineering fees due to this whole scheme, that's already a very lucrative deal. If anyone knows more about the current setup, I would be very curious to learn more.