Universal Puts Disney's Reopening on Defensive

[Mouse Trap]

I always felt WDW was generally better off financially than UO and thus could wither the storm a bit longer, but maybe I'm wrong. Maybe the NBA talks is also another reason we haven't heard anything yet. Mayor Demmings seems to think we may hear something next week, so we'll see I guess.

Comcast being an ISP saved them a much more dire circumstance.

 

[Getachew]

Comcast being an ISP saved them a much more dire circumstance.

True. Also having vastly less employees to worry about is another difference.

 

[drew81]

I would follow “legit” with a further adjective.

To each his own.
I believe his/her info.

 

[HauntedMansionFLA]

First of all, thank you to my sources for all your info! This will be a longer read, but should give you a good view of behind-the-scene actions:

Today I'd like to update you on Disney's plans for reopening Walt Disney World. Universal's June opening date has actually caught Disney off guard, as it is much more aggressive than previously thought. As recently as two weeks ago, the plan for Walt Disney World had been to reopen August 31st with the prior three weeks of August used to retrain cast. Part of the issue for Walt Disney World is that the federal government is currently paying cast members receiving unemployment a sum equal to $600 per each week they are out... and Disney simply can't match those amounts if they bring back cast. The federal government will (presumably) cease those payments after July. Furthermore, Disney has identified that requiring children to wear masks in summer Florida heat could result in extremely unhealthy situations and PR issues. As an example, let's say you require a child to wear a mask who also happens to have asthma. The heat being near 100 degrees, the parents allow the child to remove the mask as they're dehydrated and having breathing issues... other guests see this and likewise want to remove their masks in the sweltering sun. Now you've either got to enforce the rule on the asthmatic child suffering in the heat, or you have to allow all the other guests to likewise remove their masks. To this effect, Disney has actually even considered using old "smoking areas" as areas where you're allowed to temporarily remove your mask for relief. There are other issues with reopening in early to mid summer, including issues surrounding the Fourth of July. There are issues surrounding guests coming from American hot spots (New York, New Jersey, etc). It's much easier to say "no" to a Florida citizen guest entering Disney Springs on a relatively cool day due to a high temperature versus saying "no" to an entire family from South Dakota who counter that their child's temperature is too high only because its 101 degrees at 2 o'clock as they try to come back from their hotel.

Whereas Universal has now dropped the hammer by having their plan accepted and approved by Governor DeSantis, Disney has yet to submit their plan to the governor. That will likely now have to change as Disney simply won't allow Universal to corner the theme park market in Orlando for an entire summer. Simultaneously, Disney had previously taken a very cautious approach to reopening at a later date, utilizing an intra-company protocol known as Secure Circuit. This protocol would see Magic Kingdom and MK resorts opening first with health screenings at every security screening. However, with Universal planning to reopen everything essentially - including even their water park - Disney is really put in a difficult position. Not only are they now pushed to open earlier than expected, but they also are pushed to reopen more than they had originally planned right off the line. This has created a scramble from within the company to determine how they could reopen more safely and how they could staff such a measure so early. Further complicating these issues is that Disney had planned to use Shanghai data to assist in developing a plan for reopening WDW, but DeSantis' administration is opposed to using any Shanghai information as evidence of success/failure because they feel information coming out of China is completely unreliable (for all we know, the CCP may even be selecting who signs up for the theme park as a global PR stunt).

So where does that put Disney at this point? Well, the test run at Disney Springs has went okay, but not great. Although D'Amaro has moved up in ranks, for all intents and purposes he is still acting as the lead for WDW Resort since the company's main focus is now on getting it up and running in some capacity. And since he was on the ground at Disney Springs, he's well aware that many guests simply ignored the mask mandates once inside Disney Springs. He's also aware that many used the exceptions for guests eating or drinking to avoid wearing the mask. And finally, he's aware that there were some bizarre YouTube style moments where guests even attempted their own barbecue setup outside of a restaurant. And outside of making your own barbecue area, it's hard to blame guests if they find ways to socially distance and take off their mask using a beverage as cover to do so. You can imagine that when sweat is pouring down your body in Fantasyland, you might be inclined to use that large iced latte as a means by which to take off the bloody mask for five minutes as its now drenched in sweat and gross. If half the park is doing that, you've got a problem. And even with a proposed 15,000 maximum capacity at Magic Kingdom at reopen, that's still an unavoidable issue.

Other random things to note:

• The Star Wars hotel did not have "designers" inside the building planning where lights and speakers go during the governor's stay-at-home orders, despite rumors to the contrary.
• Universal has upended everything Disney was planning for reopening as of now, and will almost certainly reopen significantly before WDW. Disney will now have to race to re-plan and reschedule, as will other local theme parks.
• Disneyland is still no where close to reopening. I would not expect to see it reopen this year. If it does, it would likely be no earlier than November.
• Disney had no plans to reopen Typhoon Lagoon and/or Blizzard Beach this summer. With Universal going the opposite direction, Disney may try to reopen one park, and I'm told it would have to be Typhoon Lagoon (not sure why though). Universal is using its own data about pool chemicals to reopen, but Disney is very reluctant due to the need for guests to take cover during serious (and often) thunderstorms. In these times, guests MUST take cover inside in close proximity, and there's no plan for how to resolve that.
• At bare minimum, from the time the go-ahead is given, its a two week process to get just the Magic Kingdom and MK resorts up and running with limited capacity, operations, and menu items. DeSantis has yet to even approve a plan from Disney, so don't expect the reservation cancellations to stop this week.
• Ops has said it's just not feasible to wipe down every vehicle between use for most attractions. In the alternative, there may be "wipe stations" for guests to grab a wipe prior to entering the vehicle, or there may simply be a sanitation station for guests after exiting the vehicle.
• There's a weird issue about masks and high speed attractions that's being discussed. Apparently a non-disclosed incident occurred in Shanghai in which a guest on a fast attraction had their mask come out of normal position and the guest couldn't resolve the problem due to ride restraints. Disney is looking at how to avoid such a problem with a child on a ride such as Rock'n Roller Coaster. I'm told no solid solution has been determined just yet. It's an unlikely situation, but you would just need one time of a mask becoming a health issue mid-ride for it to be worthwhile to avoid.
• The cost and availability of fireworks have both went in poor directions for Walt Disney World. Even if fireworks can be planned to return in some capacity, it is much more difficult to acquire shells, as well as more costly. Supply chains for fireworks have been greatly disrupted.

Awesome information

 

[HauntedMansionFLA]

Did I not see that SeaWorld was planning for June 1st as well? And LegoLand is also opening June 1st. So it would seem to me that everyone except Disney was on the same page.
[/QUOTE
LEGO Land is mask optional. Same with Fun Spot Orlando.

 

[HauntedMansionFLA]

All of what you posted makes sense after seeing what Disney put out today. What I don't get is if they knew they weren't going to open til August why keep on taking reservations?

Disney can’t even prevent guest from grilling out on their own. How can they make sure people keep their mask on??

 

[Tony Perkis]

Doesn’t Universal have quite a few not-insignificant advantages that give them an edge logistically on reopening?

• A circular park map that can allow for better foot traffic maintenance (installing a strict left lane/right lane like a road, with only a few deviations from the path)
• More self contained property that isn’t as reliant on buses and cars traveling from dozens of locations
• Less reliance on tourists than WDW, especially since it’s not HHN yet

I still don’t see how Volcano Bay reopens safely though.

 

[HauntedMansionFLA]

While those folks won't be happy, and understandably so, I think Disney knows in the short-term they may be unhappy about the situation, but once this clears up, they will still come to their parks and resorts rather than the competition. It seems as though everybody on here is thinking short-term, but Disney is playing the long-game and is properly calculating the risk/reward and how they can keep the experience as close to normal without having to make major compromises.

Maybe by August guest won’t have to wear the mask that really don’t help

 

[xoemmdee]

Thanks for the update! I’m just curious about the fireworks portion - I get that potentially they wouldn’t come back right away but the issues described kind of make it sound like they will be gone permanently with no plan of return... I hope this won’t be the case, and they’ll be back at some point! What are everyone else’s thoughts about that?

 

[TheDisneyDaysOfOurLives]

Paging @Darkbeer1 to dispel this one.

+ Disneyland is offering an added discount for people who rebook between July - September. Offer isn’t valid after that. I see no reason they’d be pushing people with a heavy discount and room credit to book during that timeframe if 2021 was the plan. Booking windows mean nothing, but introducing a very aggressive special offer (35% off + $50 room credit per night) hints at what’s being planned.

Cash flow. Getting what they can and then cancelling allows them to hold onto your money.

I guarantee right now, there are either board members or major shareholders “screaming” at either of the Bobs as to why they aren’t opening or announcing an opening.

There’s an interesting correlation between the DIS stock price and UO’s announcement.

DIS ended the day up. Comcast ended the day down.

 

[Animaniac93-98]

I still don’t see how Volcano Bay reopened safely though.

I was surprised to see that too.

Seems odd to tell people to wear a mask at all times, except in pools and on water slides...what 80% of Volcano Bay is.

 

[WDW Pro]

Recap:

OP is embarrassed that he insisted WDW wouldn’t open until late August and DL wont open until January as it becomes increasingly clear both are incorrect. So, OP hedges and pretends “the situation is changing.”

At least he isn’t still going off about Chinese labs.

Gross.

Actually, I discussed with Martin privately what our sources were saying for opening date, and have only ever said August in this very thread for the first time... because Martin and I both agreed that although it made sense it was too far out to discuss on the forums. So I've never said August until now, thus having no reason to hedge or pretend.

What is wrong with some of you people?

Also, if you want to go against all western intelligence, cool for you.

 

[peter11435]

Actually, I discussed with Martin privately what our sources were saying for opening date, and have only ever said August in this very thread for the first time... because Martin and I both agreed that although it made sense it was too far out to discuss on the forums. So I've never said August until now, thus having no reason to hedge or pretend.

What is wrong with some of you people?

Also, if you want to go against all western intelligence, cool for you.

You’ve claimed August in at least two other threads.

 

[corsairk09]

I have zero doubt Disney is scrambling. But based on everything I’ve seen so far I think we’re in for another waiting game. I think they’ll wait two weeks after Universal opens to see if there’s a media storm trying to connect coronavirus cases to universal vacations. Then we Will get another sliver of information.

 

[monothingie]

3. Disney is still looking at an August reopening for Magic Kingdom and the MK resorts.

Actually, I discussed with Martin privately what our sources were saying for opening date, and have only ever said August in this very thread for the first time... because Martin and I both agreed that although it made sense it was too far out to discuss on the forums. So I've never said August until now, thus having no reason to hedge or pretend.

What is wrong with some of you people?

Also, if you want to go against all western intelligence, cool for you.

You’ve claimed August in at least two other threads.

 

[djkidkaz]

Wasn’t Disney and universal just in a joint meeting with the mayor and local politicians to discuss all of these things like two weeks ago? I’m sure opening timelines and dates were discussed as it benefits all of them to have clarity in a situation like this. I’m sure it makes a more fun and interesting story to make it seem like the #2 in the industry got one over on the big dog Disney, but I don’t believe that is how it went down.

 

[ToTBellHop]

Actually, I discussed with Martin privately what our sources were saying for opening date, and have only ever said August in this very thread for the first time... because Martin and I both agreed that although it made sense it was too far out to discuss on the forums. So I've never said August until now, thus having no reason to hedge or pretend.

What is wrong with some of you people?

Also, if you want to go against all western intelligence, cool for you.

You are terribly full of...it.

 

[easyrowrdw]

Cash flow. Getting what they can and then cancelling allows them to hold onto your money.

If you know that you have no intention of providing a service, but take people's money anyway, isn't that kind of fraud? Maybe Disney is afraid that Disneyland might be closed for a very long time (I could see that), but that's different than what's being claimed here.

 

[ToTBellHop]

Oh here I am, 2 months earlier. We will see who ends up being closer.

 

[lazyboy97o]

They stopped working on Epic Universe though.

Not quite. They are not proceeding with vertical construction which should have been starting soon based on the permit filings. Site work is continuing as well as design work.

Wasn’t Disney and universal just in a joint meeting with the mayor and local politicians to discuss all of these things like two weeks ago? I’m sure opening timelines and dates were discussed as it benefits all of them to have clarity in a situation like this. I’m sure it makes a more fun and interesting story to make it seem like the #2 in the industry got one over on the big dog Disney, but I don’t believe that is how it went down.

Disney and Universal are represented in the Orange County Economic Recovery Task Force but only Universal has presented the required reopening plan, which was just yesterday. Disney has not committed to any dates at this time.