Based on conversations I've had today, I think that's correct. One of the plans being looked at is the concept of opening Disney Springs, some of the resorts, and EVEN opening Magic Kingdom on a very limited basis with a system in place that allows for resort guests to enter the Magic Kingdom with a reduced admission ticket and then only virtual queue rides available (no queues). Availability to the Magic Kingdom would be extremely restricted. Rides that would be available would be:
- Big Thunder Mountain
- Space Mountain
- Seven Dwarves Mine Train
- Dumbo Spinner
- Aladdin Spinner
- Astro Orbiter
- Barnstormer
- It's a Small World
- Pirates of the Caribbean
- Jungle Cruise
- Peter Pan
- TTA
- Carousel
Again, though, this is one plan, and it's a plan that depends on some non-essential businesses being opened in the June time frame. One of the biggest issues for all of Disney management is that there is such a degree of uncertainty. They are dependent on the federal government, the state government, the local government, the state of the pandemic, and the state of the economy. Simultaneously, the longer this goes, the more reopening a theme park is like opening a theme park for the first time... and that is a ton of work. Each day they run the risk of losing cast members to relocation and new jobs. Certain rides can be turned on after a year with no problem (Dumbo), while other rides will need significant work to restart (Splash Mountain). Some rides have to be maintained daily and cannot sit idle without deterioration (Carousel of Progress), but how long do you do that? I'm told the entirety of Tron will likely have to be resurveyed for change in terrain while sitting idle. Actuaries need guest projections that are 100% guesswork at this point. If this thing goes on too long, you have to retrain cast on everything operations.
You can shut down Walt Disney World for a week. You can shut down Walt Disney World for two weeks. But nothing modern was designed to shut down for months. If you stay down for months, how do you replace 30,000 lost cast members? How do you begin restocking food supplies and when? And how do get crowds even post-pandemic if we're potentially in a depression.
The whole world needs chloroquine or another medicine to work. Disney isn't the only company looking at this level of uncertainty the longer we go. Every day we are in global lock down is exponentially more damaging than the last for our future progress.