What will Disney announce for Disney World at the 2022 D23 expo?

[Dan Deesnee]

News - Disney domestic theme park attendance now at 2019 levels with per capita spending up 40 percent

https://www.wdwmagic.com/other/walt-disney-company/news/10aug2022-disney-domestic-theme-park-attendance-now-at-2019-levels-with-per-capita-spending-up-40-percent.htm

forums.wdwmagic.com

Her corporate speak means literally nothing.

If attendance is so great, why are they increasing discounts on merchandise from 20 to 30% and also offering up to 25% off resort stays during their historically very busy holiday season this year? The old adage comes to mind "Watch what they do, not what they say."

Corporates job is too make investors feel good. What she stated could literally be that some days this summer were better than days in January of 2019. That's how vague her statement is...

 

[Indy_UK]

Stand alone DVC? Will they ever be able to make it work?

If they mean outside of a resort like Vero or Hilton head, never again and I bet Disney can’t wait to be rid of those reosrts.

Alauni is what over 9 years old and will probably never sell out. Not worth the investment, although I love Vero Beach resort

 

[Vegas Disney Fan]

Exactly this. Building a third US resort would just cost them WDW visitors as they keep building hotels and DVCs in Orlando. They don't want that.

This is opposite everything they are saying though, G+ is to reduce crowds, reservations are to reduce crowds, price increases are to reduce crowds… according to Disney every recent change has been an attempt to reduce overcrowding.

Either they are lying or they really do want fewer visitors.

A third castle park would also need hotels and DVC, it would probably be easier to sell out a new DVC tower in Texas than in FL.

 

[HauntedPirate]

Why would they be looking under every rock for synergy, cross-promotion opportunities, marketing WDW, and all the other things they are doing to try and draw people to the parks if they wanted fewer people in the parks?

 

[FigmentFan82]

They’re going to favor all the good will over all their BS over the last few years by closing out the presentation by saying they’re redoing Imagination.

Calling it now.

 

[CalebS]

Disney has either successfully closed most of their leaks or we aren’t getting anything big. I presume it will be the latter. Hopefully we at least get the primeval whirl replacement roller coaster and its at least a D ticket

 

[GCTales]

And if they’re going to go through the process of a new park, why not do it in a burgeoning area to increase their global presence where there will be no cannibalization to the other parks. Like Shanghai. Or looking to the future, a Dubai or Delhi/Mumbai?

India isn't going to happen- simple economics. Average income is too low to afford Disney. High Temperatures, monsoon season (you think flooding isbad in Orlando after a storm?

As for dubai- July and August average temp can reach 114F (but it is a dry heat, right?).

Challenges integrating coed staffing and guests to meet religious requirements.

 

[UNCgolf]

This is opposite everything they are saying though, G+ is to reduce crowds, reservations are to reduce crowds, price increases are to reduce crowds… according to Disney every recent change has been an attempt to reduce overcrowding.

Either they are lying or they really do want fewer visitors.

A third castle park would also need hotels and DVC, it would probably be easier to sell out a new DVC tower in Texas than in FL.

They don't actually want to reduce crowds -- at least not significantly, which is what would happen with a third resort. They might want a few thousand fewer people a day, but they don't want 40k fewer per day (or more).

A third resort in the US would likely be diminishing returns, where it would be hard to make enough money to make it worth doing.

 

[Animaniac93-98]

They’re going to favor all the good will over all their BS over the last few years by closing out the presentation by saying they’re redoing Imagination.

Calling it now.

If they did I imagine they would be vague on details and give no timeframe for completion.

 

[Animator_Alex]

If they did I imagine they would be vague on details and give no timeframe for completion.

And then it probably will never happen and they'll quietly cancel it

 

[SailorMercury]

Epcot 2 will be nothing but two dozen sorain theaters.

And a sequel to Cosmic Rewind, which is the same thing except Star-Lord does nothing but make references to 1980’s Epcot.

 

[RSoxNo1]

Someone's gotta bring up Journey Into Imagination in the Q&A with Josh. It's basically begging to be brought up, guys come on.

Q&A?

 

[EricsBiscuit]

The next parks that get built will probably be a 2nd gate for the chnese parks imo

Disney can write off any $ it has put into China. Massive waste of money.

 

[SailorMercury]

Q&A?

I was reading into it more, and it looks like it’s an investors thing and not a fan thing.

But who knows. Earlier this year, a Nintendo fan bought a ton of stocks so that they could attend a financial Q&A and ask about F-Zero. Maybe some crazy Figment fan is doing the same lmao.

 

[Vegas Disney Fan]

They don't actually want to reduce crowds -- at least not significantly, which is what would happen with a third resort. They might want a few thousand fewer people a day, but they don't want 40k fewer per day (or more).

A third resort in the US would likely be diminishing returns, where it would be hard to make enough money to make it worth doing.

MK and DL average about 20 million guests a year, that’s 50,000 guests a day on average, and the other parks around 10-14 million a year (25-35k) a day, even if they lost 40k a day it would mean a decrease of about 10,000 people a day at the castle parks and 5,000 a day at the other parks (roughly 20%), probably half of which would be made up because they wouldn’t have sold out days anymore and lower crowds would make for better visits and more frequent visits.

The more likely scenario is probably half that, a 10% reduction at all the parks and 5% of that loss coming back via increased visits, and the new park adding several million new visits on top of the poached guests.

Personally if I were Disney I’d happily sacrifice 2 million visits a year at MK and DL (5,000 a day per park) and 1 million visits at year at the other parks(2500 a day per park, 8 million grand total) to add another domestic park bringing in 10-20 million visits a year.

 

[TTA94]

I’d be all for a 3rd Disney resort in NY, enclose it somehow. Give the northerners a reason Not to move to FL to be close to a Disney park!

 

[drizgirl]

I’d be all for a 3rd Disney park in NY, enclose it somehow. Give the northerners a reason Not to move to FL to be close to a Disney park!

What are you going to do about all the other reasons they're moving?

 

[TTA94]

What are you going to do about all the other reasons they're moving?

True

 

[ToTBellHop]

Mickey Views latest video talks a bit about crowd levels (they're bad) and the spin the Executives are trying to put on it.

I think it means we may see some extra announcements to boost hype and drive excitement around visiting.

Who are these clowns? Attendance is bad? It’s September. It’s hot as balls, kids are in school, and it’s the peak of hurricane season. Of course the parks are dead. They always are in September and people act like the sky is falling.

Better cut staffing…

 

[Dan Deesnee]

Who are these clowns? Attendance is bad? It’s September. It’s hot as balls, kids are in school, and it’s the peak of hurricane season. Of course the parks are dead. They always are in September and people act like the sky is falling.

Better cut staffing…

Why are they offering huge resort discounts in their historically busy holiday season?